公司业绩表现 - 第二季度业绩超预期 每股收益 销售额和毛利率均高于预期 [2] - 门店客流量增强 全价销售改善 促销活动减少 显示战略举措开始见效 [2] - EBIT利润率仍低于历史平均水平 [3] - 第三季度指引低于预期 面临关税压力 营销费用增加和劳动力成本上升的挑战 [3] 分析师评级与目标价 - 摩根士丹利重申持有评级 目标价为20美元 [1] - 尽管转型取得进展 但认为上行空间有限 因盈利增长可持续性能见度低 [2][3] 公司业务概况 - 专业零售商 销售女性内衣 其他服装和美容产品 [4] - 品牌包括Victoria's Secret PINK和Adore Me [4] 行业比较与投资建议 - 某些人工智能股票被认为具有更大上行潜力和更低下行风险 [5] - 建议关注受益于特朗普时代关税和回流趋势的极度低估人工智能股票 [5]

Victoria’s Secret & Co. (NYSE:VSCO) is one of the 14 Best Small Cap Stocks to Buy Right Now. On August 29, UBS raised the price target on Victoria’s Secret & Co. (NYSE:VSCO) from $21 to $25, keeping its Neutral rating on the stock. Mauricio Serna from UBS increased the price target on VSCO following the Q2 FY2025 earnings release. The analyst pointed out that the company’s quarterly report shows its turnaround is gaining traction. Victoria’s Secret surpassed its top and bottom line guidance and also excee ...