Earnings summaries and quarterly performance for Victoria's Secret &.
Executive leadership at Victoria's Secret &.
Board of directors at Victoria's Secret &.
Research analysts who have asked questions during Victoria's Secret & earnings calls.
Alex Straton
Morgan Stanley
4 questions for VSCO
Brooke Roach
Goldman Sachs Group, Inc.
4 questions for VSCO
Simeon Siegel
BMO Capital Markets
4 questions for VSCO
Corey Tarlowe
Jefferies
3 questions for VSCO
Jungwon Kim
BTIG, LLC
3 questions for VSCO
Matthew Boss
JPMorgan Chase & Co.
3 questions for VSCO
Mauricio Serna Vega
UBS
3 questions for VSCO
Adrienne Yih-Tennant
Barclays
2 questions for VSCO
Dana Telsey
Telsey Advisory Group
2 questions for VSCO
Irwin Boruchow
Wells Fargo Securities
2 questions for VSCO
Marni Shapiro
The Retail Tracker
2 questions for VSCO
Janet Kloppenburg
JJK Research
1 question for VSCO
Jonna Kim
TD Cowen
1 question for VSCO
Juliana Sanna
Wells Fargo
1 question for VSCO
Lorraine Hutchinson
Bank of America
1 question for VSCO
Mauricio Serna
UBS Group AG
1 question for VSCO
Recent press releases and 8-K filings for VSCO.
- Victoria's Secret (VSCO) exceeded its Q2 2026 guidance, reporting net sales of $1,459 million (up 3%) and comp sales up 4% year-over-year, with adjusted gross margin at 35.6% and adjusted operating income of $55 million.
- The company raised its full-year fiscal 2025 net sales outlook to a range of $6.33 billion to $6.41 billion. Despite an estimated $50 million increase in net tariff pressure, the adjusted operating income guidance of $270 million to $320 million and adjusted net income per diluted share guidance of $1.80 to $2.20 were maintained, reflecting strong business momentum and mitigation efforts.
- Broad-based growth was observed across segments, with international sales up 22%, beauty sales up mid-single digits for the eighth consecutive quarter, and PINK sales up low single digits. Strategic initiatives, including supercharging bra authority and recommitting to PINK, are yielding positive results, with momentum continuing into August.
- Victoria's Secret (VSCO) is implementing an omnichannel strategy to provide customer convenience, integrating online and offline experiences, including a dedicated app designed for its best customers.
- The company is actively leveraging AI and generative AI to enhance both customer and associate experiences, such as using visual search for bras and an "Ask Victoria" AI tool to assist in-store sales associates with complex product assortments.
- A significant initiative is the launch of a loyalty program in June, which had already attracted over 24 million members within six months of its launch, as of the document's publication date.
- Victoria's Secret aims to bring a more conversational and personal element to the digital shopping experience, similar to in-store interactions, to improve conversion rates and offer tailored product solutions.
Quarterly earnings call transcripts for Victoria's Secret &.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more
Let Fintool AI Agent track Victoria's Secret &'s earnings for you
Get instant analysis when filings drop