Victoria's Secret & Co.is executing a successful turnaround, gaining market share in the mature intimates category for three consecutive quarters. VSCO's bras segment has returned to annual growth, driving increased traffic and strong performance in adjacent categories like panties. Customer acquisition and retention are both improving, with app engagement up 25% and younger demographics joining the brand.
Investors interested in stocks from the Retail - Apparel and Shoes sector have probably already heard of Victoria's Secret (VSCO) and Tapestry (TPR). But which of these two stocks is more attractive to value investors?
Victoria's Secret expects fiscal 2026 sales of $6.85B-$6.95B as international expansion and renewed focus on bras drive growth.
Victoria's Secret's digital push is paying off as Gen Z engagement lifts Q4 revenues, accelerates PINK growth and boosts app-led sales.
Victoria's Secret & Co. reported strong 8% revenue growth in Q4 as the brand has reinvigorated. Brand momentum is lasting into FY2026 as well. VSCO guides an especially strong Q1, driven by highly successful Valentine's Day execution. Improved full-price selling and scale has enabled VSCO great underlying margin gains, currently clouded by tariffs. The Supreme Court's tariff ruling should reveal better margins from FY2027 forward.
VSCO posts strong Q4 results as comparable sales rose 8%, driving earnings and revenue above expectations.
Victoria's Secret & Co. (VSCO) Q4 2025 Earnings Call Transcript
Victoria's Secret & Co. (NYSE:VSCO) reported fourth quarter results that topped Wall Street expectations and issued a stronger-than-anticipated outlook for the year ahead, as the lingerie retailer pointed to continued momentum from its turnaround strategy. For the quarter ended January 31, the company reported adjusted earnings of $2.77 per diluted share, above analysts' expectations of $2.52.
Victoria's Secret (VSCO) came out with quarterly earnings of $2.77 per share, beating the Zacks Consensus Estimate of $2.48 per share. This compares to earnings of $2.6 per share a year ago.
Victoria's Secret's chief executive said her strategy to revive the retailer is working after the company logged higher sales in its latest quarter.
Victoria's Secret (VSCO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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