VSCO - Victoria's Secret & Co.
Victoria's Secret is set to release its Q2 results on Thursday, September 3. Ahead of the release, shares in the stock are among the top performers in the broader markets, with gains of over 300% in the past year. The success story is almost as simple as the retailer's bra business, which is growing modestly but creating a halo effect across panties and sleep while attracting new customers.
Victoria's Secret is better characterized as a retail turnaround story with unique challenges and opportunities. VSXY's investment thesis hinges on its evolving brand strategy and efforts to regain market relevance. Key topics include operational restructuring, competitive positioning, and the company's ability to adapt to shifting consumer preferences.
Victoria's Secret has been turning its business around under CEO Hillary Super. Morgan Stanley is beginning to believe in the trends.
Victoria's Secret & Co. (NYSE:VSCO) could continue delivering strong earnings growth as sustained sales momentum supports margin expansion, according to Bank of America, which maintained its ‘Buy' rating on the retailer. Bank of America analysts wrote that recent sales trends have eased concerns about a potential slowdown following the company's first-quarter earnings beat and increased full-year guidance.
Victoria's Secret & Co. (NYSE:VSCO) could continue delivering strong earnings growth as sustained sales momentum supports margin expansion, according to...
Outcome reflects strong shareholder support for full Board, Company's Path to Potential strategy and continued momentum under CEO Hillary Super
The new CEO has been a boon for the company's stock price, not least on the day she announced its new stock ticker: VSXY.
First-quarter 2026 sales at Victoria's Secret rose 15% year over year. The stock rose more than 40% after it reported earnings.
Victoria's Secret & Co.delivered strong Q1 2026 results, with 15% net sales growth and significant margin expansion. Core intimates, PINK, and Beauty all posted double-digit growth, while international sales surged and regular-price selling improved profit quality. Despite operational progress, I downgrade VSXY to hold, as much of the turnaround is already priced in and forward margin clarity is needed.
Victoria's Secret has delivered one of its strongest quarterly performances in years, signaling that the retailer's ongoing transformation efforts may finally be gaining traction in an increasingly competitive lingerie market.
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Lingerie retailer's shares were up 47% on Tuesday.
Victoria's Secret & Co. surged 46.7% after reporting stellar Q1 2026 results and significantly raising 2026 guidance. VSXY's growth is driven by international partner-operated locations, double-digit comparable sales, and a successful shift away from heavy promotions. Profitability improved sharply, with EPS rising from -$0.02 to $0.56 and adjusted net profit to $50.5 million, both beating expectations.
Victoria's Secret's embrace of its sexy roots powered strong sales and a huge spike in its stock on Tuesday — a turnaround from weak profits blamed on its doomed attempt at going woke. A strong earnings report drove the company's stock 48% higher as of Tuesday afternoon.
Victoria's Secret & Co. (NYSE:VSCO) reported much stronger-than-expected first quarter results, with earnings and revenue topping Wall Street estimates and the company raising its full-year outlook. Shares surged as much as 50% following the report, briefly trading above $80 per share.
This morning we see Alphabet (GOOGL) raising $80 billion to finance more AI investment.
Victoria's Secret stock soars after the company raises its fiscal-year guidance and posts better-than-expected first-quarter earnings and revenue.
Victoria's Secret & Co. NYSE: VSCO reported a stronger-than-expected first quarter of fiscal 2026, with management citing broad-based growth across Victoria's Secret, PINK and Beauty, stronger customer acquisition and benefits from a more disciplined promotional strategy.
Victoria's Secret (VSCO) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.09 per share a year ago.
The lingerie and apparel retailer swung to a $47.7 million profit in the first quarter from a $1.7 million loss a year earlier, and raised its full-year outlook.