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Victoria's Secret & Co.

Victoria's Secret & Co.

NYSE•VSCO
CEO: Mr. Timothy A. Johnson CPA
セクター: Consumer Cyclical
業種: Apparel - Retail
上場日: 2021-07-21
Victoria's Secret & Co. operates as a specialty retailer of women's intimate, and other apparel and beauty products worldwide. It offers bras, panties, lingerie, casual sleepwear, and athleisure and swim, as well as fragrances and body care; and loungewear, knit tops, activewear, and accessories and beauty under the Victoria's Secret, PINK, and Adore Me brands. The company provides its products through its retail stores; websites, such as VictoriasSecret.com, PINK.com, and AdoreMe.com; and other digital channels. It also operates stores under the franchise, license, and wholesale arrangements. Victoria's Secret & Co. was incorporated in 2021 and is headquartered in Reynoldsburg, Ohio.
連絡先情報
4 Limited Parkway East, Reynoldsburg, OH, 43068, United States
614-577-7000
www.victoriassecretandco.com
時価総額
$4.85B
PER (TTM)
28.7
32.9
配当利回り
--
52週高値
$66.89
52週安値
$13.76
52週レンジ
88%
順位48Top 64.4%
3.3
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q3 2025 データ

売上高

$1.47B+9.28%
直近4四半期の推移

EPS

-$0.46-35.21%
直近4四半期の推移

フリーCF

-$232.00M-22.41%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Q3 Net Sales Growth Q3 Net Sales reached $1.472B USD, marking a strong 9% increase over Q3 2024 results, driven by international growth.
Operating Loss Narrows Q3 operating loss narrowed $28M to $(19)M, reflecting improved gross profit rate to 36.4% compared to prior year.
YTD Cash Flow Improvement Net cash used for operations improved $75M year-to-date 2025, reducing cash burn to $(174)M compared to prior year.
Balance Sheet Position Total assets grew to $5.134B USD as of November 1, 2025, while long-term debt decreased to $1.347B USD.

リスク要因

Tariff Operating Income Impact Estimated tariff impact reduced operating income by $25M year-to-date 2025, despite ongoing mitigation efforts across supply chain.
Restructuring Charges Incurred Recognized $13M pre-tax charges year-to-date 2025 for executive leadership restructuring activities implemented in the quarter.
Adore Me Payment Dispute Company disputes neutral accountant determination of $5M contingent payment owed related to the Adore Me acquisition terms.
Inventory Levels Rising Total inventories increased to $1.377B USD as of November 1, 2025, requiring careful management against seasonal sales.

見通し

FY2025 Capital Expenditure Plan Capital expenditures estimated near $200M for fiscal year 2025, focused on store capital program and technology investments.
Strategic Growth Priorities Focus remains on Supercharge Bra Authority, Recommit to PINK, and Fuel Growth in Beauty segments for long-term growth.
Share Repurchase Authorization $250,000K remains authorized for common stock repurchases under the open-ended March 2024 Program.
IT Security Incident Recovery Security incident impact resolved in Q2 2025; insurance claim process for estimated $14M operating income loss is ongoing.

同業比較

売上高 (TTM)

Sonic Automotive, Inc.SAH
$15.18B
+9.1%
Advance Auto Parts, Inc.AAP
$8.57B
-5.8%
Victoria's Secret & Co.VSCO
$6.39B
+3.0%

粗利益率 (最新四半期)

Ermenegildo Zegna N.V.ZGN
67.5%
+1.1pp
Abercrombie & Fitch Co.ANF
59.8%
-2.0pp
YETI Holdings, Inc.YETI
55.9%
-2.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
VSCO$4.85B28.726.1%62.1%
ANF$4.43B8.440.7%32.5%
AEO$4.23B20.213.0%47.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-11.3%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
50%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年3月4日
|
EPS:$2.46
|
売上高:$2.22B
財務レポート
財務データ
ニュース
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年11月1日|提出日: 2025年12月5日|
    売上高: $1.47B+9.3%
    |
    EPS: $-0.46-35.2%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年8月2日|提出日: 2025年9月5日|
    売上高: $1.46B+3.0%
    |
    EPS: $0.21-48.8%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年5月3日|提出日: 2025年6月12日|
    売上高: $1.35B-0.4%
    |
    EPS: $-0.03-50.7%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2025年2月1日|提出日: 2025年3月21日|
    売上高: $6.23B+0.8%
    |
    EPS: $2.09+49.3%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年11月2日|提出日: 2024年12月9日|
    売上高: $1.35B+6.5%
    |
    EPS: $-0.71-22.8%
    予想を下回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年8月3日|提出日: 2024年9月6日|
    売上高: $1.42B-0.7%
    |
    EPS: $0.41-3253.8%
    予想を上回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年5月4日|提出日: 2024年6月7日|
    売上高: $1.36B-3.4%
    |
    EPS: $-0.05-500.8%
    予想を下回る

  • Form 10-K - FY 2023

    会計期末: 2024年2月3日|提出日: 2024年3月22日|
    売上高: $6.18B-2.6%
    |
    EPS: $1.40-67.0%
    予想を上回る