Victoria's Secret & Company (VSCO)

Victoria's Secret & Co. (VSCO) stock has experienced notable volatility in the past year, with a 6-month return of 122% as of December 7, 2025. The return of the Victoria's Secret Fashion Show led to significant social media success and increased customer traffic. Following the Fashion Show on October 15, 2025, VSCO's stock rallied by 37% leading up to December 4, 2025. The company's Q3 earnings announcement saw an 18% stock pop, reflecting the strong positive impact of the Fashion Show on the quarter's results. Victoria's Secret announced better-than-expected revenue in Q3 CY2025, with sales up 9.2% year-on-year to $1.47 billion, surpassing analyst estimates. Victoria's Secret & Co. announced leadership changes, including the retirement of its Chief Financial and Administrative Officer and the appointment of a new CFO. The company also raised its Q4 2024 guidance, expecting results at the high end of previous forecasts due to strong holiday sales growth and increased traffic in North America.

Victoria's Secret & Co. experiences seasonal demand for its products, driving higher seasonal demand with curated gift sets for its Beauty segment. The Victoria's Secret Fashion Show is strategically timed to turbocharge sales and increase customer traffic leading into the crucial holiday selling season. The company has noted positive performance in beauty products during the holiday season. Following the holiday period, the company reports healthy inventory positions and conducts a January semi-annual sale. Q3 2025 results indicated growth across all business segments, including Victoria's Secret, PINK, and Beauty, with comparable sales in North American stores and direct channels increasing by 8%.

Victoria's Secret & Co. (VSCO) is a specialty retailer focused on women's intimate apparel, personal care products, and beauty items, operating within the Consumer Cyclical sector. Its major product lines include lingerie, bras, sleepwear, fragrances and accessories marketed under the Victoria's Secret and PINK brands, including Adore Me. The company emphasizes fit, innovation, and experiential retail, with a focus on brand repositioning to highlight inclusivity and modern relevance.

Victoria's Secret & Co. has a significant global presence, operating over 1,400 stores worldwide across approximately 70 countries through company-operated stores and partner retail locations. As of late 2024, the company had more than 880 stores in the U.S., Canada, and China, and over 500 international stores in nearly 70 countries under franchise, license, and wholesale agreements. The company also has a strong online presence through its e-commerce platforms and mobile applications, with international digital sites in nearly 70 countries. International operations are a key growth driver, showing substantial acceleration, particularly in China through its digital presence.

Victoria's Secret & Co. has focused on a brand re-evolution and repositioning to emphasize inclusivity and modern relevance. The return of the Victoria's Secret Fashion Show on October 15, 2025, drove mind share, customer share, and market share, leading to growth in the intimates business. The PINK brand's segment in the fashion show, featuring TWICE, was particularly successful, resulting in a sell-out of the Wear Everywhere bra. The company's mission is centered on empowering women and making Diversity, Equity, and Inclusion (DEI) a core value.

Victoria's Secret & Co. has 558 institutional owners and shareholders holding a total of 86,643,851 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF, State Street Corp, Dimensional Fund Advisors Lp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Goldentree Asset Management Lp, Cramer Rosenthal Mcglynn Llc, T. Rowe Price Investment Management, Inc., and VPMCX - Vanguard PRIMECAP Fund Investor Shares.