Victoria's Secret Gains From Key Promotion Turning Point, Says Analyst
Victoria's Secret Gains From Key Promotion Turning Point, Says Analyst
Victoria's Secret & Co (NYSE:VSCO) shares were among the top 10 mid-cap gainers last week.
維多利亞的祕密公司（紐交所：VSCO）的股票上週在中型股中位居前十名漲幅最高。
The company continues to witness positive sales trends so far in the fourth quarter, which more or less matches October's exit rate of high-single-digits, according to JPMorgan.
摩根大通表示，該公司在第四季度迄今仍見銷售趨勢向好，大體匹配十月份高個位數的退出率。
Analyst Matthew Boss upgraded the rating for Victoria's Secret from Underweight to Neutral, while raising the price target from $29 to $45.
分析師馬修·博斯將維多利亞的祕密的評級從減持上調至中立，同時將目標價從29美元提高到45美元。
The Victoria's Secret Thesis: Management cited several factors supporting the quarter-to-date momentum, including a strong "base" business, the carrying forward of the effects of marketing undertaken earlier and a strong customer response during the Black Friday weekend, Boss said in the upgrade note.
維多利亞的祕密的分析：管理層引用了幾項因素來支持截止本季度的勢頭，包括強大的基礎業務、早前進行的營銷效果的延續，以及在黑色星期五週末期間強勁的客戶響應，博斯在升級報告中提到。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The fourth quarter represents "the first inflection point of promotions planned Flat to Slightly Down Y/Y," he added.
第四季度代表着"計劃促銷的第一拐點，年比年持平至略微下降，"他補充道。
"Our math points to a +mid-single-digit comp growth opportunity throughout 1H25 (above Street +0.9%)," the analyst stated.
"我們的計算顯示，2025年上半年存在+中個位數的同店增長機會（高於市場預期的+0.9%），"分析師表示。
While Spring 2025 may not have events like Back to School and the Holiday season, management noted the product assortment "will continue to benefit from newness, including the amplification of Swim in Spring '25," he further wrote.
雖然2025年春季沒有像開學季和假日季的活動，但管理層指出產品組合"將繼續受益於新品，包括在2025年春季強化泳裝，"他進一步寫道。
VSCO Price Action: Shares of Victoria's Secret declined by 1.62% to $47.24 at the time of publication on Monday.
VSCO價格動態：在週一發佈時，維多利亞的祕密的股價下降了1.62%，至47.24美元。
Read More:
• Victoria's Secret Lifts FY24 Guidance After Strong Q3: Sees Holiday Momentum
閱讀更多：
• 維多利亞的祕密在強勁的第三季度後提升了2024財年的指引：預計假日勢頭將持續。
Photo: Courtesy Victoria's Secret
照片：由維多利亞的祕密提供
譯文內容由第三人軟體翻譯。