Victoria's Secret hais txawm tias xovxwm phem yog xovxwm zoo.
Tus ntawm tus lingerie loj heev, qhov tsawg tshaj li-stellar cov xov xwm ntab ncig lub caij ntuj sov no suav nrog "Victoria tus Secret” nkauj ntawm TikTok artist Jax thiab Lub Xya Hli Victoria tus Secret Hulu documentary.
Ntau dua los ntawm WWD
Tab sis Martin Waters, tus thawj coj ua haujlwm ntawm Victoria's Secret, hais rau cov kws tshuaj ntsuam thaum sawv ntxov hnub Thursday lub rooj sib tham hu, tias qhov kev nthuav tawm ntxiv tsis yog txhua yam phem.
“Nws ua rau peb nco ntsoov. Thiab qhov ntawd yog qhov zoo, ”nws hais.
"Lub Jax video yog qhov nthuav heev vim tias, kuv txhais tau tias, saib, nws ntse heev. Nws yog catchy heev. Nws yog lighthearted. Kuv pom kuv tus kheej humming nws nyob ib ncig ntawm lub tsev, "tus CEO txuas ntxiv ntawm kev hu. “Nws tsa ib qho tseem ceeb. Thiab peb pom zoo. Peb pom zoo tag nrho nrog rau qhov Jax tau tsa thiab yog vim li cas 18 lub hlis dhau los, peb tau tham txog kev hloov pauv hauv peb lub hom phiaj thiab mus rau lwm qhov kev taw qhia. "
Tus Thawj Coj kuj tau taw qhia tias Victoria's Secret tau hu rau Jax los ntawm tsab ntawv qhib ntawm Instagram, qhov chaw Pink CEO Amy Hauk tau hais txog qhov teeb meem.
"Peb nyob rau tib nplooj ntawv [raws li Jax]," nws hais. “Peb pom zoo nrog nws. Peb ua tsaug rau nws tau tsa qhov kev kawm. Kuv tsis xav tias nws cuam tshuam tsis zoo rau peb. Kuv xav tias nws yog qhov tsim nyog thiab tsim nyog xav txog ntawm kev lag luam loj vim nws tau sawv cev tsis tu ncua nyob rau kaum xyoo dhau los los yog li ntawd. Yog li peb xav ua tus thawj coj ntawm kev hloov pauv tsis yog tus neeg sawv cev yav dhau los thiab peb ua tsaug rau lub sijhawm ntawd. "
Dej tau mus piav txog Hulu's "Victoria's Secret: Angels and Demons" docueries, uas premiered Lub Xya hli ntuj 14 ntawm streaming kev pab cuam, raws li ib tug "tsis tshwm sim."
"Nws yeej muaj cov duab pom tsawg heev [thiab] txawm tias qhov ua tiav qis dua," Waters tau hais hauv xov tooj. "Thiab ob peb tus neeg uas tau ua tiav nws mus txog rau thaum kawg ntawm cov koob muaj kev nkag siab zoo dua ntawm cov khoom lag luam tawm ntawm nws thiab lawv tau nkag mus." (Hulu thiab tus thawj coj ntawm docuseries Matt Tyrnauer tsis teb rau kev thov tawm tswv yim.)
Waters tau hais tias "Peb txaus siab tiag tiag rau qhov kev nce qib uas peb tau ua thiab hloov pauv ntawm lub npe," Waters tau hais. “Nws yuav siv sijhawm los hloov kho lub npe. Peb yog 12, 14, 15 lub hlis rau nws. Tom qab xyoo thiab xyoo thiab xyoo ntawm tarnishing lub hom, kuv xav hais tias 99 feem pua ntawm qhov peb tau ua nyob rau hauv lub xeem lub sij hawm tau polished lub hom.
"Qhov ntawd hais tias, Kuv tau hais yav dhau los tias thaum peb ua peb qhov kev tshawb fawb, muaj ntau tus neeg tseem ceeb uas tsis tau pom," nws hais ntxiv. “Lawv tsis tau hla qhov kev hloov pauv. Thaum lawv tuaj hla qhov kev hloov, lawv nyiam nws. Tab sis ntau tus neeg tseem tsis tau pom. Thiab muaj ob peb yam uas tau pab peb loj heev hauv qhov kev sim siab hauv rau lub hlis dhau los lossis yog li ntawd, tsis ntev los no nyob rau lub quarter kawg… ib qho ntawm lawv yog Jax video. "
Txawm hais tias ntau tus neeg siv khoom yuav cia li pib nkag mus rau qhov kev hloov pauv - cov nyiaj tau los saum toj kawg nkaus poob 5.7 feem pua hauv peb lub hlis twg tsis ntev los no - cov tub ua lag luam zoo li sib xyaw. Shares ntawm Victoria's Secret swung rov qab thiab tawm, ntawm qhov zoo thiab qhov tsis zoo, thaum lub sij hawm hnub Thursday lub rooj sib tham, thaum kawg kaw 2.11 feem pua rau $37.54 ib thooj. Lub tuam txhab cov khoom lag luam poob qis dua 46 feem pua, xyoo dhau los.
Cov kws tshuaj ntsuam tau taw qhia tias qee qhov kev poob qis hauv peb lub hlis dhau los no tuaj yeem raug ntaus nqi los ntawm macroeconomic pressures thaum cov neeg siv khoom thim rov qab ntawm kev siv nyiaj ntawm cov khoom siv txiav txim siab thaum muaj kev nce nqi ntxiv.
"Victoria's Secret's nyiaj khwv tau los Kev tso tawm muaj ob peb qhov xav tsis thoob, "Ike Bouchow, laus khw muag khoom tus kws tshuaj ntsuam ntawm Wells Fargo, sau rau hauv ib daim ntawv. "Nyob rau hauv txoj kab nrog feem ntau softlines retailers no [nyiaj khwv tau los ib qho sib koom] lub caij, Victoria's Secret tau tshaj tawm lub quarter thib ob muag muag thiab tau txo qis nws [thib ob ib nrab] qhov kev xav, uas tam sim no hu rau qhov zoo sib xws, me ntsis phem tshaj sab saum toj-kab khiav-tus nqi mus rau [ib nrab thib ob], nrog ntau dua [cov khoom lag luam dav dav. ] poob tam sim no ci hauv, feem ntau yog los ntawm cov khoom nqa khoom thiab muag muag hauv apparel.
“Kev nyiam [yog] ua rau poob siab, tab sis [cov] zaj dab neeg tseem tsis muaj nqis; Kev hloov pauv tuaj yeem txuas ntxiv mus ntxiv, "nws hais ntxiv, ntsuas cov khoom lag luam "hnyav," tab sis txo qis tus nqi phiaj rau $ 55, piv rau yav dhau los kwv yees ntawm $ 60 ib feem.
Simeon Siegel, tus thawj coj ntawm BMO Capital Markets pom zoo. Nws lub tuam txhab ntsuas cov khoom lag luam "ua tau zoo," teeb tsa tus nqi $ 45 lub hom phiaj.
"Peb tseem ntseeg tias nyob rau theem qis [cov khoom lag luam dav dav] thiab cov kev xav tau tshiab yuav poob qis, lub tuam txhab tuaj yeem ua tau zoo dua los tsom rau cov txiaj ntsig ntawm kev muag khoom qis dua, tsis yog caum cov tsheb tsis muaj zog nrog kev txo nqi," Siegel tau sau rau hauv ib daim ntawv. "Lub tuam txhab tsis tau txais txiaj ntsig thiab ntawm cov qib no, cov khoom lag luam tseem pheej yig."
Apparel thiab bifurcation ntawm cov neeg yuav khoom los ntawm cov nyiaj tau los tseem yog qhov muag muag thoob plaws khw muag khoom kev lag luam. Nws tsis txawv ntawm qhov lingerie ruaj, qhov twg apparel - uas Victoria's Secret txhais tau tias yog pw tsaug zog, lounge thiab Pink's npaj-to-wear qeb - sawv cev txog li 25 feem pua ntawm tag nrho cov tuam txhab cov nyiaj tau los thiab tau raug mob hnyav tshaj plaws nyob rau lub quarter dhau los.
"Peb cov neeg siv khoom yog qhov tseem ceeb ntawm cov neeg siv khoom nruab nrab mus rau qis kawg. Thiab yog li peb tau cuam tshuam ntau heev los ntawm lub sijhawm nyiaj txiag, "Waters hais rau cov kws tshuaj ntsuam.
Raws li qhov tshwm sim, Victoria's Secret tau xaus lub quarter nrog ntau dua $ 1.08 nphom hauv cov khoom muag ntau.
Waters tau hais tias "Peb tsis yog tshwj xeeb ntev ntawm cov khoom muag hauv cov khoom ntawd [cov khaub ncaws] ntau dua li lwm qhov, tab sis peb yuav ua tib zoo xav txog peb cov kev yuav khoom rau ib nrab xyoo tom qab," Waters hais. "Yog li peb tau txais qee cov nyiaj tawm ntawm peb qhov qhib-rau-yuav [khoom noj khoom haus], vim tias qeb ntawd nyuaj dua."
Tus Thawj Coj tau hais ntxiv tias lub tuam txhab tau siv txog 90 feem pua airfreight thiab 10 feem pua freight hiav txwv xyoo tas los, tab sis txij li tau hloov mus rau kwv yees li 25 feem pua airfreight thiab 75 feem pua ntawm hiav txwv freight, uas yuav pab txo nqi.
"Peb txhua tus cia siab tias kev lag luam macroeconomic kev lag luam poob qis me ntsis, tom qab ntawd peb tuaj yeem hloov qee qhov kev npaj cov khoom lag luam rau hauv hiav txwv [freight] rau huab cua thiab tau txais cov khoom sai dua, uas ua rau peb muaj sijhawm los caum," Waters hais. "Yog li ntawd yog qhov xov xwm zoo txog kev muaj zog uas peb muaj nyob rau hauv cov khoom siv thiab cov xov xwm zoo ntawm cov saw hlau xa rov qab mus rau qib qub dua."
Lub caij no, kev lag luam bra tseem yog cov khoom muag zoo tshaj plaws, uas Waters tau hais tias "zoo rau hnub so." Kev lag luam panty, los ntawm qhov sib txawv, tau poob qis-ib tus lej rau peb lub hlis twg, xyoo dhau los, thaum lub sijhawm kev zoo nkauj kev lag luam tau nqis ib nrab mus rau ib tus lej siab.
Waters tau hais ntxiv tias kev lag luam swimwear - uas Victoria's Secret tau nrhiav kev nyuaj rau xyoo tas los nrog nws Minorities peev hauv Frankies Bikinis - yog "zoo kawg nkaus sib xyaw" hauv lub quarter dhau los.
"Victoria muaj lub caij poob siab hauv kev ua luam dej thiab Pink muaj lub caij muaj zog heev hauv kev ua luam dej. Yog li tag nrho, peb tau nqis me ntsis los ntawm qhov peb xav tau, "tus CEO piav qhia. "Ntawm qhov kev xav, thawj lub caij ntawm Victoria rov qab los hauv kev lag luam ua luam dej, peb yog qhov yooj yim me ntsis. Thiab nyob rau hauv lub caij thib ob rov qab rau hauv kev lag luam ua luam dej, peb swung lub pendulum nyuaj me ntsis thiab peb nyob nraum me ntsis zam rau pem hauv ntej thiab me ntsis teeb ntawm qhov yooj yim. Yog li ntawd peb nyob thiab kawm, thiab peb txuas ntxiv mus zoo.
“Txhua yam uas tau hais, peb tab tom taug kev. Peb tseem muaj lwm yam ua, "Waters txuas ntxiv. "Koj yuav pom peb hu nkauj nrov dua thiab nrov dua txog kev hloov pauv tsis yog thim rov qab los ntawm nws. Peb nyob ntawm txoj kev yog thiab peb yuav tsum tau ua raws li nws thiab qhia txog txoj hauv kev uas peb cov neeg siv khoom xav kom peb nthuav tawm. "
Tau qhov twg los: https://finance.yahoo.com/news/victoria-secret-benefiting-viral-tiktok-172900874.html