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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
18 matches for “Tariff”; 5 quoted, at least 25 words apart.
…dynamic times. Our base business has remained strong despite the environment, navigating tariffs and a recent security incident. Our teams have demonstrated remarkable focus and…
…was due to a combination of elevated and expected airfreight rates, some tariff-related order adjustments, and a higher penetration of GWP activity, partially offset by…
…in marketing spend from Q1 into Q2. In light of the uncertain tariff environment, we are doubling down on our disciplined expense management across all…
…of $270 million to $320 million. The revised outlook includes the gross tariff impact of approximately $120 million, which assumes 30% China tariffs and 10%…
…operating 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…
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