Victoria's Secret: FY25 Q2 earnings call, Aug 28, 2025
No Kalshi or Polymarket word markets were listed for Victoria's Secret’s Aug 28, 2025 earnings call (FY25 Q2). 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.
19 matches for “Tariff”; 5 quoted, at least 25 words apart.
…margins, which were up year-over-year, even with the headwind from the evolving tariffs. We delivered gross margins of 35.6% for the quarter, 20 basis points…
…a complex macro environment and we are taking several steps to mitigate tariff impacts by operating more efficiently, which Scott will address later, while continuing…
…our robust comp growth. Meanwhile, as expected, higher air freight rates and tariffs resulted in approximately 80 basis points of pressure in total in the…
…PINK. Given the outperformance during the second quarter was offset by incremental tariff exposure, we are maintaining our adjusted operating income range for fiscal year…
…for non-China. Our guidance for the full year 2025 now assumes net tariff impact of approximately $100 million, which reflects tariff mitigation of approximately $70…
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