Victoria`s Secret & Company (VSXY)

Sep 28, 2026

Victoria's Secret & Co. (VSXY) shares slid over 6% despite reporting strong Q2 2026 earnings, with net sales climbing 10% and adjusted operating income more than doubling. The company also raised its full-year guidance. This "good news, bad reaction" scenario is attributed to high market expectations, profit-taking, and broader macroeconomic tensions, creating an interesting trading environment for the stock.

Sep 28, 2026

Victoria's Secret & Co. (VSXY) shares rose 5.6% to $87.54 on Monday, despite trading volume being 91% below average. The company's recent quarterly results surpassed expectations, with adjusted earnings of $0.95 per share against a $0.77 consensus and revenue of $1.61 billion, up 10.4% year-over-year. Analyst opinions are mixed, with some raising price targets and others lowering them, resulting in a consensus "Hold" rating and an average price target of $89.

Sep 28, 2026

Victoria's Secret (VSXY) has shown positive comparable sales growth for four consecutive quarters, with Q2 seeing a 9% increase, particularly strong in North America. The company's business transformation has led to products with high consumer demand, reflected in broad-based growth across brands and channels, with digital traffic outperforming in-store. Despite management's optimism and these strong results, the author maintains a hold rating due to concerns about the broader macroeconomic environment and valuation.

Sep 27, 2026

Adam Selman, known for his work with Amy Sedaris and his understanding of women's desires for comfortable lingerie, has taken on the role of executive vice president and chief creative officer at Victoria's Secret & Co. He is now responsible for the lingerie giant's entire image, overseeing everything from product lines and social media campaigns to visual merchandising and the highly anticipated Victoria's Secret fashion show. With 25 million active customers and projected sales of $7.1 billion this year, Selman's influence will shape the brand's future.

Sep 18, 2026

Victoria's Secret has exceeded €30 million in revenue in Spain six years after its market launch, reaching €36.16 million in the 2025 fiscal year, a 22.22% increase. The American intimates brand, managed by Italian partner Percassi, is consolidating its presence with about ten stores, although expansion has impacted profitability, with net income declining by 31.94% to €558,875 despite an operating profit increase. The company plans no further store openings for now.

Sep 17, 2026

Tidal Investments LLC initiated a new position in Victoria's Secret & Co. (NYSE:VSXY) during the second quarter, purchasing 27,644 shares valued at approximately $2.31 million. Institutional investors collectively own 90.29% of the company, though analyst sentiment is mixed with a consensus "Hold" rating and an average price target of $89. Victoria's Secret exceeded quarterly EPS expectations with $0.95, while revenue increased 10.4% year over year to $1.61 billion.

Sep 17, 2026

Victoria's Secret & Co. (NYSE:VSXY) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $89.00. The company recently reported quarterly EPS of $0.95, beating estimates, and revenue increased by 10.4% year-over-year. Insider selling and institutional investment adjustments were also noted, while the stock traded significantly below its 12-month high.