earnings
confidence high
sentiment positive
materiality 0.75
Victoria's Secret Q2 sales beat; raises FY2025 sales guidance; comps up 4%
Victoria's Secret & Co.
2025-Q2 EPS reported
$0.18
revenue$2,812,000,000
- Q2 net sales $1.459B, up 3% YoY; comparable sales +4%; above guidance of $1.380-$1.410B.
- Adjusted EPS $0.33, above guidance of $0.00-$0.15; GAAP EPS $0.20 vs $0.40 YoY.
- Raises FY2025 sales guidance to $6.330-$6.410B from $6.2-$6.3B; reiterates adjusted op. income $270-$320M.
- Tariff headwind estimated at ~$100M for FY2025, up $50M from prior guidance.
- Q3 guidance: net sales $1.390-$1.420B; adj. operating loss $35-$55M; adj. loss per share $0.55-$0.75.
item 2.02item 7.01item 9.01