Victoria's Secret (VSCO): FY25 Q3 earnings call, Dec 5, 2025
No Kalshi or Polymarket word markets were listed for Victoria's Secret’s Dec 5, 2025 earnings call (FY25 Q3). 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.
10 matches for “Tariff”; 5 quoted, at least 25 words apart.
…to more than offset approximately $15 million or 100 basis points in tariffs in the quarter. This operational foundation positions us well for long-term success.…
…benefit. Our guidance for the full year 2025 now assumes a net tariff impact of approximately $90 million, with approximately $65 million impacting the fourth…
…to 190 basis points year over year. The decline reflects estimated net tariff pressure of approximately 300 basis points, partially offset by our disciplined promotional…
…increase is driven by growth to support business trends, the impact of tariffs, and timing related to our operations. Mostly as we strategically shift toward…
…card breakage last year, the merch the gross margin you're planning ex tariffs is up 200 basis points. Is that is that accurate, ballpark? Yeah.…
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