Victorias Secret And Co Stock Price, News & Analysis

Victoria's Secret (VSCO) reported a security incident on May 24, 2025, affecting its IT systems and temporarily shutting down corporate systems and e-commerce website. Despite the incident, Q1 2025 preliminary results exceeded expectations with net sales of $1.35B (vs. guidance $1.30-1.33B), adjusted operating income of $32M (vs. guidance $10-30M), and adjusted EPS of $0.09 (vs. guidance -$0.10 to $0.10). The company postponed its Q1 earnings release due to system restoration processes. While operations weren't materially disrupted, VSCO warns of potential financial impacts in Q2 2025 due to incident-related expenses. The security breach affected some store functions, most of which have been restored, with the e-commerce website back online as of May 29.

Victoria's Secret & Co. (VSCO) has implemented a limited-duration shareholder rights plan (\"poison pill\") in response to significant stock accumulation by BBRC International Pte Limited. The plan, effective immediately with a one-year expiration, was adopted after BBRC increased its stake to approximately 13% of outstanding shares and made corrective antitrust filings that could enable it to acquire up to 49.99% of voting stock by May 21, 2025.

The Board's decision was influenced by BBRC's shift from passive to active investor status, their history of acquiring controlling interests in retail companies, and their recent launch of a competing lingerie brand. The Rights Plan aims to protect shareholders' interests by ensuring fair treatment in any takeover attempt and preventing control acquisition without appropriate premium payment.

Victoria's Secret & Co. (NYSE: VSCO) has announced its upcoming first quarter 2025 earnings release and conference call, scheduled for Thursday, June 5th, 2025. The earnings release will be issued before market open, followed by a live webcast conference call at 8:30 a.m. ET. The financial results and related information will be available on the company's investor website approximately one hour before the call.

Investors can participate through the company's website or via phone using domestic (800.619.9066) or international (212.519.0836) dial-in numbers. The call will be archived on the company's website for those unable to attend live. Victoria's Secret & Co. operates approximately 1,380 retail stores across nearly 70 countries, employing over 30,000 associates across its Victoria's Secret, PINK, and Adore Me brands.

Victoria's Secret & Co. (NYSE: VSCO) has announced key strategic leadership appointments to accelerate growth across its brand portfolio. The company has named three new Brand Presidents: Anne Stephenson as President of Victoria's Secret, Ali Dillion as President of PINK, and Amy Kocourek as President of Beauty.

Additionally, Adam Selman will join as SVP, Executive Creative Director on April 14. All appointments are part of VS&Co's Path to Potential strategy, focusing on delivering stakeholder value through growth brands Victoria's Secret and PINK, alongside their Beauty business.

The new leadership team will report to CEO Hillary Super, bringing extensive industry experience in merchandising, brand development, and product strategy. The appointments reflect the company's commitment to customer-centric operations and brand expertise as it positions itself for a new era of innovation.

Victoria's Secret & Co. (VSCO) reported strong fourth quarter 2024 results with a 5% increase in comparable sales. Net sales reached $2.106 billion, up 1% from Q4 2023, while net income rose to $193 million ($2.33 per diluted share).

The company saw growth across Victoria's Secret and PINK brands, with sales increases in most merchandise categories, stores, digital channels, and both North America and International businesses. Q4 adjusted operating income was $299 million, compared to $283 million in Q4 2023.

For fiscal year 2024, VSCO reported net sales of $6.230 billion, a 1% increase from 2023, with net income of $165 million ($2.05 per diluted share). Looking ahead to 2025, the company forecasts first quarter net sales between $1.30-1.33 billion and full-year net sales of $6.2-6.3 billion, acknowledging near-term headwinds and macro environment uncertainty.

Victoria's Secret (NYSE: VSCO) has announced its first-ever designer collaboration, Atelier Victoria's Secret x Altuzarra, marking the company's expansion into ready-to-wear fashion. The Spring 2025 collection, created with designer Joseph Altuzarra, features eleven meticulously designed styles priced from $95.00-$500.00, available in sizes XS-XL.

The collection combines Victoria's Secret's intimate wear expertise with Altuzarra's elevated womenswear design, featuring cornerstone pieces like blazers, shirts, pants, and slip dresses. Launching on February 20th, 2025, the collection will be available online and in select retail locations globally.

Alongside this collaboration, Victoria's Secret is launching a new Very Sexy intimates collection, featuring their latest demi-bra design and complementary pieces. The campaign, styled by Emmanuelle Alt and photographed by Lachlan Bailey, showcases models Blésnya Minher, Devyn Garcia, Imaan Hammam, and Paula Soares.

Victoria's Secret & Co. (NYSE: VSCO) has announced its fourth quarter 2024 earnings release and conference call schedule. The earnings release will be issued after market close on Wednesday, March 5th, followed by a live webcast conference call on Thursday, March 6th at 8:00 a.m. ET.

The company operates as a specialty retailer with a global footprint of 1,380 retail stores across nearly 70 countries, employing over 30,000 associates. Their portfolio includes Victoria's Secret, PINK, and Adore Me brands, offering fashion-inspired collections including lingerie, sleepwear, athleisure, and swim products.

Victoria's Secret & Co. (VSCO) announced significant leadership changes and positive holiday sales updates. Chief Financial and Administrative Officer Timothy Johnson will retire in June 2025, with Scott Sekella, former CFO of Joann, appointed as the new CFO. The company reported improved Q4 2024 guidance, expecting results at the high end of previous forecasts.

The updated guidance includes: net sales growth of 3-4% (excluding extra week from last year), adjusted operating income of $260-270 million, and adjusted diluted EPS of $2.20-2.30. The company experienced strong momentum in North America across stores and digital channels, with increased traffic attributed to improved merchandise offerings and the VS Fashion Show impact in October.

Management noted positive performance in both Victoria's Secret and PINK brands, particularly in beauty products during the holiday season. The company reports healthy inventory positions post-holiday and January semi-annual sale.

Victoria's Secret (VSCO) highlights its 17-year partnership with the Pacific Links Foundation (PAL) in Vietnam, focusing on preventing human trafficking through education and economic empowerment. The company has funded over 3,100 scholarships, 1,500 career orientation summer camps, and provided 600 bicycles for girls' school commuting in rural Vietnam. The initiative aims to mitigate gender-based violence and harassment through supply chain training and monitoring, while engaging with local community partners. The program has been particularly impactful in rural Vietnam, where education costs often present significant barriers to families, potentially leading to poverty cycles.