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Feb 01

Victoria's Secret Q4 2024 Earnings Report

Victoria's Secret reported a slight increase in revenue and exceeded EPS expectations in Q4 2024.

Key Takeaways

Victoria's Secret & Co. posted Q4 2024 revenue of $2.11 billion, a 1% increase year-over-year. The company reported net income of $193 million and adjusted net income of $216 million. Adjusted EPS came in at $2.60, exceeding expectations. Operating income also rose slightly to $268 million. Strong sales performance across key segments and controlled cost management contributed to the positive results.

Revenue increased 1% to $2.11 billion in Q4 2024.

Net income reached $193 million, up from $181 million in Q4 2023.

Adjusted EPS was $2.60, exceeding expectations.

Operating income improved to $268 million from $258 million in the prior year.

Total Revenue
$2.11B
Previous year: $2.08B
+1.1%
EPS
$2.6
Previous year: $2.58
+0.8%
Total Comparable Sales Growth
5%
Previous year: -6%
-183.3%
Comparable Store Sales Growth
3%
Previous year: -8%
-137.5%
Gross Profit
$813M
Previous year: $744M
+9.3%

Victoria's Secret

Victoria's Secret

Victoria's Secret Revenue by Segment

Victoria's Secret Revenue by Geographic Location

Forward Guidance

Victoria's Secret anticipates macroeconomic challenges in early 2025 but expects gradual improvement in sales and profitability as the year progresses.

Positive Outlook

  • Strong sales momentum in key categories and channels.
  • Adjusted EPS exceeded expectations in Q4 2024.
  • Operating income surpassed prior guidance range.
  • Improved cost management and inventory control.
  • Continued brand differentiation and emotional connection with customers.

Challenges Ahead

  • Macroeconomic uncertainty and lower consumer confidence.
  • Unseasonal weather impacting early 2025 sales trends.
  • Potential headwinds from a highly competitive retail environment.
  • Slower growth in international markets.
  • Continued cost pressures from supply chain and labor.

Revenue & Expenses

Visualization of income flow from segment revenue to net income