Victoria's Secret: FY25 Q1 earnings call, Jun 11, 2025

No Kalshi or Polymarket word markets were listed for Victoria's Secret’s Jun 11, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

12 matches for “Headwind”; 5 quoted, at least 25 words apart.

Hillary Supercompanyprepared

…shared on our Q4 call in March, the February macroeconomic environment presented headwinds as consumer sentiment softened and inflation concerns heightened. I'm pleased to share…

Scott Sekellacompanyprepared

…income of $62 million in the second quarter of 2024. The tariff headwind built into our second-quarter forecast is approximately $10 million, the bulk of…

Scott Sekellacompanyqa

…and throughout the year, you're going to see a little bit more headwinds on GWPs (gifts with purchase) and a pullback on what I would…

Scott Sekellacompanyqa

Yes. So in the quarter, the biggest headwind year over year was sort of inbound rates, both air and ocean. I do expect that to…

Scott Sekellacompanyqa

…We really like what the GWP brings even if it's a slight headwind on gross margin because it drives a higher basket size as well…

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