异动解读 | 维多利亚的秘密盘中大跌5.53%,Q1净利下滑营收略降

异动解读
Jun 11, 2025

维多利亚的秘密(VSCO)今日盘中大跌5.53%,主要受其公布的2025财年第一季度财报影响。尽管业绩基本符合市场预期,但公司净利润出现下滑,营收也略有下降。

根据公司发布的财报显示,维多利亚的秘密2025财年第一季度实现营收13.52亿美元,较去年同期的13.59亿美元小幅下降0.5%,略高于分析师预期的13.5亿美元。每股收益为0.09美元,符合市场预期,但低于去年同期的0.12美元。值得注意的是,公司本季度净亏损166万美元,每股亏损0.02美元。

尽管维多利亚的秘密近期股价表现强劲,过去三个月上涨了19.5%,但今年以来仍累计下跌46.4%。分析师对公司的平均评级为"持有",12个月目标价中位数为24.00美元。投资者似乎对公司业绩增长放缓表示担忧,导致股价出现明显回调。面对激烈的市场竞争和消费者偏好的变化,维多利亚的秘密能否扭转颓势,重回增长轨道,值得市场持续关注。

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