财务数据和关键指标变化 - 第一季度业绩超出或达到公司对该季度的所有关键财务指标的预期 [10] - 公司在北美地区的销售趋势连续第三个季度实现环比改善,线上和线下业务均有改善 [10][11][12] - 国际业务继续保持强劲势头,第一季度销售额同比增长16% [16] - 公司调整后的销售、管理及一般费用率优于指引,主要由于采取了严格的费用管控措施 [17][52][53] 各条业务线数据和关键指标变化 - Victoria's Secret美容业务连续第三个季度实现同比增长,其次是内衣和文胸业务 [14] - PINK品牌在整个季度内销售趋势持续改善,4月份为最近几个季度最强劲的月份,运动文胸、睡衣和服装类别表现最佳 [32][33] 各个市场数据和关键指标变化 - 北美市场内衣行业销售趋势环比有所改善,公司在该品类的市场份额维持在20%左右 [13] - 公司在数字渠道的内衣和文胸市场份额有所提升,运动文胸市场份额也有所增加 [13] - 国际业务继续保持强劲势头,中国和特许经营以及免税渠道的销售均实现了显著的同比增长 [16] 公司战略和发展方向及行业竞争 - 公司正在加快核心业务的发展,并通过多项举措推动业务增长,包括产品创新、PINK品牌的重塑以及数字业务的客户体验优化等 [25][28] - 公司将于2024年重启维多利亚的秘密时装秀,以全新的现代视角呈现这一经典IP [24][34][35][36] - 公司正在持续推进对运营模式的转型,并有望在三年内实现2.5亿美元的成本优化目标 [17][18] 管理层对经营环境和未来前景的评论 - 尽管北美市场零售环境仍具挑战性且促销环境激烈,但公司在第一季度的毛利率仍高于去年同期 [15] - 公司对第二季度和全年的销售和利润预期保持谨慎,但对4月份和5月份的良好开局以及下半年趋势改善持乐观态度 [25][26][27] 其他重要信息 - 公司的多品牌忠诚度计划已运营一年,拥有3000万会员,占公司每周销售的80% [19] - 公司正在通过数据洞察和技术创新,不断优化客户体验,包括推出虚拟试衣等新功能 [19][102][103] - 公司收购的Adore Me业务正在按计划发展,在销售、利润和协同效应方面表现良好 [102][103][104][105][106] 问答环节重要的提问和回答 问题1 **Simeon Siegel 提问** 对于维多利亚的秘密时装秀的重启,公司在营销策略和品牌定位方面有何考虑? [30] **Martin Waters 回答** 时装秀将以全新的现代视角呈现经典元素,更加注重商品驱动,突出公司自身产品,并作为假期营销活动的重要开端 [34][35][36] 问题2 **Dana Telsey 提问** 游泳业务和内衣业务的表现如何?PINK品牌的门店表现如何? [41][42][47] **Martin Waters 和 Tim Johnson 回答** 游泳业务全年迄今基本持平,但4月份表现出色;内衣业务中文胸系列的重塑表现良好;PINK品牌门店表现优于整体门店 [43][44][45][47][48] 问题3 **Lorraine Hutchinson 提问** 第一季度销售、管理及一般费用的优于预期是否可持续? [51] **Tim Johnson 回答** 公司长期以来一直非常注重成本管控,这种文化已经在整个组织内部形成。公司将继续保持谨慎的成本管理,包括在销售、管理及一般费用以及采购和租赁费用方面 [52][53][54]

Victoria’s Secret & Co. (VSCO) posted first-quarter fiscal 2024 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Earnings beat the consensus estimate for the second straight quarter.In the first quarter, Victoria's Secret saw a steady improvement in sales trends across its physical stores and online platforms in North America. This positive momentum was evident for both the Victoria’s Secret and PINK brands. Despite a tough retail landscape and high competition in promotions ...

First Quarter ...

For the quarter ended April 2024, Victoria's Secret (VSCO) reported revenue of $1.36 billion, down 3.4% over the same period last year. EPS came in at $0.12, compared to $0.28 in the year-ago quarter.The reported revenue represents no surprise over the Zacks Consensus Estimate of $1.36 billion. With the consensus EPS estimate being $0.11, the EPS surprise was +9.09%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expecta ...

Victoria's Secret (VSCO) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this retailer of lingerie, pajamas and beauty products would post earnings of $2.46 per share when it actually produced earnings of $2.58, delivering a surprise of 4.88% ...

第一季度业绩表现 - 第一季度2024年初，维多利亚的秘密公司的净销售额、调整后的营业收入和调整后的每股稀释收益均高于先前发布的指导[1] - 首席执行官Martin Waters对第一季度业绩的改善表示鼓舞，特别是在四月份，销售表现最强[1] - 公司重申了2024财年的净销售额和调整后的营业收入指导[1] 公司业务范围 - 维多利亚的秘密公司是一家现代时尚集合品牌的专业零售商，包括标志性的文胸、内裤、睡衣、休闲运动服和泳装，以及屡获殊荣的高端香水和身体护理产品[3]

First quarter sales, operating income and EPS at high-end of previously announced preliminary results Provides second quarter guidance and reaffirms full year 2024 outlook Proxy advisory firms recommend in favor of all director candidates, approval of increased capacity under the stock plan, and say-on-pay REYNOLDSBURG, Ohio, June 05, 2024 (GLOBE NEWSWIRE) -- Victoria’s Secret & Co. (“Victoria’s Secret” or the “Company”) (NYSE: VSCO) today reported financial results for the first quarter ended May 4, 2024. ...

First quarter sales, operating income and EPS at high-end of previously announced preliminary results Provides second quarter guidance and reaffirms full year 2024 outlook Proxy advisory firms recommend in favor of all director candidates, approval of increased capacity under the stock plan, and say-on-pay REYNOLDSBURG, Ohio, June 05, 2024 (GLOBE NEWSWIRE) -- Victoria's Secret & Co. ("Victoria's Secret" or the "Company") (NYSE:VSCO) today reported financial results for the first quarter ended May 4, 2024. C ...

The market expects Victoria's Secret (VSCO) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they mi ...

REYNOLDSBURG, Ohio, May 15, 2024 (GLOBE NEWSWIRE) -- In conjunction with the Victoria's Secret & Co. (NYSE:VSCO) first quarter 2024 earnings release, which will cross the wire after market close on Wednesday, June 5th, you are invited to listen to a live webcast of the conference call on Thursday, June 6th at 8:00 a.m. ET with Victoria's Secret & Co. executives. What:Victoria's Secret & Co. First Quarter 2024 Earnings Conference Call Webcast  When:8:00 a.m. ET on Thursday, June 6th, 2024  Where:https://www. ...