Market volatility has spiked since the beginning of April, due largely to uncertainty about inflation, interest rates, upcoming quarterly reports, and mostly the impact of tariffs and a global trade war on the U.S.
I recommend a hold rating for Victoria's Secret due to FY25 uncertainties, despite encouraging 4Q24 results showing improved fundamentals and cost controls. 4Q24 highlights include 5% same-store sales growth, double-digit international growth, and a 60 bps increase in adj EBIT margin, beating EPS estimates. Key growth drivers: stabilization in intimates, international expansion, and solid cost ...
The stock market is in a bit of a tailspin of late as investors worry about the future of the economy. It can be a great idea to buy stocks on weakness if you're investing for the long term, but that doesn't mean that every struggling stock is going to recover.
Despite (or perhaps because of) the volatility in the stock market and uncertainty about the economy, insiders are still scooping up shares of certain stocks.
Victoria's Secret shows signs of recovery with revenue growth, improved profitability, and a leaner cost structure, making shares attractive after a 60% drop YTD. Strong holiday sales, international expansion, and disciplined operations highlight the company's ability to navigate a challenging retail landscape and set a solid foundation for 2025. Risks include the need to resonate with Gen Z th...
Victoria's Secret & Co. (NYSE:VSCO ) Q4 2024 Earnings Conference Call March 6, 2025 8:00 AM ET Company Participants Kevin Wynk - Vice President, External Financial Reporting and Investor Relations Scott Sekella - Chief Financial Officer Hillary Super - Chief Executive Officer Tim Johnson - Former Chief Financial Officer Conference Call Participants Matthew Boss - JPMorgan Adrienne Yih - Barclay...
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