Victoria Secret Soars on Strong Quarterly Results

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•  05 Dec 2025
 

•   VSCO  
   
  +1.09%

$VSCO is grabbing Wall Street attention after posting an impressive quarterly report that exceeded expectations and raised optimism for the crucial holiday season. With 9% sales growth, a narrowing of losses, and upgraded full-year guidance, the strategic turnaround appears to be paying off.

Quarterly revenue reached $1.35 billion, surpassing market forecasts, while same-store sales rose 8%, reflecting broad-based recovery across physical stores, online, and international markets. Core brands Victoria’s Secret, PINK, and Beauty led the momentum, reinforcing the position with consumers.

Although the company still reports an adjusted loss of $0.27 per share, this is a major improvement from a $0.59 loss last year. Analysts view it as a clear sign that Victoria’s Secret strategic pivot is beginning to take hold. Profitability gains came from fewer promotions and more full-price sales, supported by strengthened brands and renewed customer loyalty.

CEO Hilary Super, who joined last year, continues to lead a major transformation with the Path to Potential strategy, including refreshed collections, updated design aesthetics, reduced discounting, and a measured return to the brand iconic “sexy” roots modernized for empowered young customers. The quarter results reflect operational discipline, stronger brand positioning, and preparation for the holiday season, a true test for the efforts.

Victoria’s Secret also raised its outlook: holiday-quarter revenue is now projected between $2.17–$2.20 billion, slightly above analyst expectations, with EPS guidance of $2.20–$2.45. Full-year revenue guidance has been lifted to $6.45–$6.48 billion, with EPS of $2.40–$2.65, while risks from trade tensions are now expected to impact the company $10 million less than previously estimated.

Investors are reacting quickly, with the stock surging sharply in recent trading. Strong execution and precise strategy are restoring market confidence, even though the year-to-date gains remain modest compared with the broader S&P 500.

In summary, after years of decline, leadership changes, and public scrutiny, $VSCO is finally showing tangible results from its turnaround. Rapid sales growth, improved profitability, operational discipline, and a renewed marketing vision paint a much brighter picture. The upcoming holiday season will be the ultimate test to see if this momentum represents a genuine turning point for the iconic brand.

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