Morgan Stanley analyst Alexandra Straton maintains $Victoria's Secret (VSCO.US)$ with a hold rating, and adjusts the target price from $20 to $44.
According to TipRanks data, the analyst has a success rate of 62.1% and a total average return of 8.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Victoria's Secret (VSCO.US)$'s main analysts recently are as follows:
Following the Q3 report, it was observed that the company outperformed in adjusted earnings, primarily due to spending leverage, although this was somewhat mitigated by a lower gross margin. Sales surpassed consensus expectations, showing robustness both in North America and internationally. However, it's noted that the company's margins are still being impacted by increased promotional activities and transportation expenses.
Following Victoria's Secret's third quarter performance exceeding expectations, near-term revenue trends are mildly impacted by broader economic challenges, potentially overshadowing the company's brand rehabilitation initiatives. Analysts note that despite a non-linear path to recovery, the long-term prospects are viewed as stable, with the company positioned to regain previous sales levels and improve margins.
The latest quarterly results from Victoria's Secret have offered numerous positive indicators, including growth in North America, gains in market share, and expansion of PINK apparel. However, these were partially tempered by a minor shortfall in gross margin. Notably, the company is now experiencing growth in operating income, and management has indicated that the momentum seen in Q3 persisted through the Black Friday and Cyber Monday period.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Alexandra Straton維持$維多利亞的秘密 (VSCO.US)$持有評級，並將目標價從20美元上調至44美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.1%，總平均回報率為8.0%。
此外，綜合報道，$維多利亞的秘密 (VSCO.US)$近期主要分析師觀點如下：
在第三季度報告發布後，觀察到該公司在調整後的盈利上表現優異，主要得益於支出槓桿，儘管這受到毛利率下降的影響有所減輕。銷售額超出市場共識預期，在北美和國際市場均顯示出強勁表現。然而，值得注意的是，該公司的毛利率仍受到了促銷活動增加和運輸費用上升的影響。
在維多利亞的祕密第三季度業績超出預期後，近期營業收入趨勢受到更廣泛經濟挑戰的輕微影響，這可能會遮蔽公司的品牌修復舉措。分析師指出，儘管復甦路徑並不線性，但長期前景被視爲穩定，公司有望恢復之前的銷售水平並改善毛利率。
維多利亞的祕密最新的季度業績提供了多個積極因子，包括北美的增長、市場份額的增加以及PINk服裝的擴展。然而，這些部分被毛利率的輕微下滑所抵消。值得注意的是，該公司現在的營業收入正在增長，管理層表示，第三季度的勢頭一直持續到黑色星期五和網絡星期一期間。
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