Victoria`s Secret & Co Aktie News

Hillary Super is beginning to deliver on the Path to Potential strategy. Comparable sales are benefiting from lower discounting, which is driving margin expansion. FCF generation is improving but it may be a while before VSCO resumes buybacks.

Victoria's Secret reported great strength in Q3 as same-store sales improved by 8%, driving year-on-year earnings gains. The brand is clearly reinvigorating after a successful October fashion show. High debt and thin margins make a turnaround continuation critical for VSCO.

Victoria's Secret & Co. remains a sell despite recent outperformance and post-earnings rally. VSCO's quarterly sales grew 9% and beat estimates, but growth is flattened by a weak prior-year comparison and inconsistent profitability. Balance sheet concerns include accounts receivable rising faster than revenue and recent shareholder dilution.

“This year's fashion show was a defining moment in how we have evolved into the new era of sexy,” Victoria's Secret chief executive Hillary Super said.

Victoria's Secret & Co. (VSCO) Q3 2026 Earnings Call Transcript

Victoria's Secret & Co. delivered a strong Q3 beat and raised full-year guidance, signaling a turnaround in performance. Net sales grew 9% year-over-year to $1.472 billion, with comparable sales up 8% and adjusted losses narrowing sharply. Management now guides FY net sales to $6.45–$6.48 billion and adjusted EPS to $2.40–$2.65, reflecting robust Q4 expectations.

Victoria's Secret (VSCO) shares jumped on Friday after the lingerie retailer posted better-than-expected results and boosted its guidance as it cut back on promotions and raised prices.

Victoria's Secret beat earnings this morning. The lingerie company still lost money, and tariffs aren't helping matters much.