Victoria`s Secret & Co Stock News

I rate VSCO as hold due to a challenging outlook: early turnaround signs are offset by core business weakness, tariffs, and activist pressure. While PINK and international segments show growth, the core intimates category remains soft and faces secular headwinds from shifting consumer preferences. Tariff impacts and activist investor scrutiny add further uncertainty, with potential for manageme...

Victoria's Secret's recent financial performance has been mediocre, with revenue and net income significantly down from 2021 levels. Despite operational softness, the stock is now unreasonably cheap, trading at low price-to-sales and price-to-earnings ratios. Market expectations for future growth are very low, which I view as a positive for value-oriented investors like myself.

Victoria's Secret & Co. reported mixed results as margin pressures offset SG&A improvement and slowing sales declines. The company faces activist pressure, but a poison pill and its debt load limit potential outcomes. With secular and cyclical challenges, limited growth and material debt, VSCO shares are a hold, and investors should use rallies to sell.

Victoria's Secret Beats Fiscal Q1 Sales Guidance

Victoria's Secret & Co. (NYSE:VSCO ) Q1 2025 Earnings Conference Call June 11, 2025 8:30 AM ET Company Participants Hillary Super - CEO & Director Kevin Wynk - Corporate Participant Scott Sekella - Chief Financial Officer Conference Call Participants Alexandra Ann Straton - Morgan Stanley, Research Division Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Corey Tarlowe - Jeffer...

Shares of Victoria's Secret (VSCO) fell Wednesday as the maker of lingerie and other women's apparel lowered its full-year outlook when it released its delayed first-quarter financial report.

Victoria's Secret is cutting back on some discounts and gifts as it faces higher costs from tariffs. The lingerie chain expects a $50 million operating income hit from the duties in 2025.

Victoria's Secret & Co. (NYSE:VSCO) shares moved higher before Wednesday's opening bell as the specialty retailer reported first quarter revenue above guidance and maintained its full-year sales outlook. For the quarter, revenue of $1.35 billion was above guidance of $1.3 billion to $1.33 billion and beat Street estimates of $1.34 billion.