VSCO Earnings Prediction
The chart below shows how VSCO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VSCO sees a +1.22% change in stock price 10 days leading up to the earnings, and a -9.63% change 10 days following the report. On the earnings day itself, the stock moves by -0.36%. This data can give you a slight idea of what to expect for the next quarter's release.
VSCO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.26B
-4.02%
-11.35%
Gross Margin
34.31%
-1.04%
-0.90%
Operating Margin
-4.27%
-230.98%
-241.86%
Net Margin
-5.61%
-435.93%
7914.29%
EPS
-0.92
-417.24%
9100.00%
No Data Available
VSCO Earnings Analysis
Victoria's Secret & Co. Corporation (VSCO.N) Earnings Conference Call
Positive
Sales Growth Overview: Q3 sales increased 7% in total, driven by broad-based strengths across the business.
Sales Growth Across Regions: All regions, all channels, and all major merchandise categories saw positive year-over-year sales growth.
Sales Growth Across Categories: Victoria's Secret and PINK had positive year-over-year sales growth across all major merchandise categories.
Beauty Business Performance: Our beauty business continues to be our best performing category, followed by casual sleep and intimates, which also experienced growth.
Loyalty Program Impact: We have over 35 million members in our loyalty program, driving over 80% of our sales on a weekly basis.
Negative
Sales Growth Overview: Sales increased 7% in total with mid-single digit growth in North America and 20-plus percent growth from our international businesses.
Adjusted Operating Income Forecast: The adjusted operating income for the fourth quarter is now expected to be in the range of $240 million to $270 million, indicating a decrease from previous forecasts.
North America Growth Forecast: The forecast assumes trends in North America remain relatively consistent with the third quarter, adjusted for the timing impacts and the retail calendar shift, suggesting no significant growth.
Sales Growth Forecast: The company is forecasting net sales to increase approximately 1% to 2% on a comparative 52-weeks from last year, indicating a slowdown in growth expectations.
Adjusted Operating Income Forecast: The adjusted operating income for the year is now expected to be in the range of $315 million to $345 million, which is lower than earlier projections.
VSCO FAQs
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VSCO Earning Call Sentiment
Victoria's Secret & Co. (VSCO) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
VSCO.N
-4.67%Positive
The earnings call highlights strong financial performance with a 7% sales increase and improved operating income guidance. The company's strategic initiatives, including product launches and brand visibility efforts, are well-received. Despite competitive pressures, the international sales growth of over 20% and positive Q&A sentiment suggest optimism. The lack of a share repurchase program and competitive market pressures are concerns, but the overall sentiment is positive, especially with improved guidance and strong digital momentum. Given the market cap, the stock is likely to see a positive movement of 2% to 8%.
