DME Capital Reduces Stake in Victoria's Secret Amid Strong Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 14 2025
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Should l Buy VSCO?
Victoria's Secret shares fell by 5.02% as the stock crossed below its 5-day SMA, reflecting broader market weakness with the Nasdaq-100 down 0.45% and the S&P 500 down 0.65%.
DME Capital recently sold 194,593 shares of Victoria's Secret for approximately $7.73 million, indicating a strategy to realize profits after a significant stock price increase. Despite this reduction, the value of DME Capital's stake in Victoria's Secret grew by $41.69 million, showcasing the company's strong market position with a reported $1.5 billion in sales for Q3 2025, a 9% year-over-year increase, and an increased full-year guidance to $6.5 billion.
The reduction in stake by DME Capital may raise concerns among investors, but the overall performance metrics indicate robust growth potential for Victoria's Secret in the competitive women's apparel market.
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Analyst Views on VSCO
Wall Street analysts forecast VSCO stock price to rise
11 Analyst Rating
4 Buy
7 Hold
0 Sell
Moderate Buy
Current: 48.260
Low
29.00
Averages
53.40
High
73.00
Current: 48.260
Low
29.00
Averages
53.40
High
73.00
About VSCO
Victoria's Secret & Co. is a specialty retailer of women's intimate and other apparel and beauty products marketed under the Victoria's Secret, PINK, and Adore Me brand names. The Company offers a range of products including bras, panties, lingerie, casual sleepwear, apparel, sport and swim, as well as prestige fragrances and body care. Victoria’s Secret brand offers bras, panties, lingerie, casual sleepwear, swim, lounge and sport, as well as fragrances and body care. PINK is a lifestyle brand for young women providing variety of collections and heritage pieces, including apparel, loungewear, activewear, bras, panties, accessories, beauty, and others. Adore Me is a direct-to-consumer lingerie and apparel brand that is focused on serving women of all sizes and budgets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Angel Reese Makes History as First WNBA Player in Victoria's Secret Campaign
- Historic Endorsement: Angel Reese becomes the first WNBA player to star in a Victoria's Secret campaign, marking a significant breakthrough for female athletes in the fashion industry and enhancing the brand's diversity image.
- New Collection Launch: The campaign introduces the Invisible by Victoria Strapless Collection, featuring innovative no-slip grip technology for a comfortable fit, which is expected to attract more young consumers to the brand.
- Cultural Impact: As a true cultural force, Angel Reese strengthens the brand's connection with younger audiences, showcasing the influence of athletes in the fashion realm and enhancing Victoria's Secret's competitive position in the market.
- Global Market Expansion: The new collection will be available in retail locations nationwide and internationally starting April 8, with prices beginning at $16.95 and sizes ranging from XS-XXL, aiming to meet a broader consumer demand.
See More
Victoria's Secret Directors Increase Stock Holdings
- Director Purchases: Victoria's Secret Director Anne Sheehan bought 4,842 shares of VSCO on Thursday at $45.86 each, totaling an investment of $222,054, indicating confidence in the company's future prospects.
- Price Fluctuations: During today's trading, VSCO reached a high of $49.56, with Sheehan's investment up approximately 8.1% at the peak, reflecting a positive market response to the stock.
- Historical Transactions: In the past 12 months, Sheehan also purchased 29,029 shares at the same price, suggesting her sustained optimism about the stock, which may bolster investor confidence.
- Additional Purchases: On the same day, Director Harit Talwar bought 5,000 shares of Better Home & Finance Holding at $35.24 each for a total of $176,218, with current holdings up 21.4%, indicating a positive outlook for the company.
See More
Victoria's Secret Partners with WNBA Star Angel Reese
- Historic Collaboration: WNBA star Angel Reese becomes the first player to feature in a Victoria's Secret campaign, marking a significant innovation and diversity move for the brand, likely attracting more young consumers' attention.
- New Collection Launch: Victoria's Secret introduces the Invisible by Victoria Strapless collection, featuring no-slip technology for a comfortable fit, which is expected to enhance the brand's competitiveness in the lingerie market.
- Cultural Impact: As a representative of cultural influence, Angel Reese drives brand image and garners extensive media attention, potentially increasing the brand's influence and market share among young women.
- Global Sales Strategy: The new collection will launch on April 8, offering various sizes and price points, expected to boost sales through both online and offline channels, further solidifying Victoria's Secret's leadership in the global market.
See More
Victoria's Secret Under Investigation for Securities Fraud
- Financial Performance Decline: Victoria's Secret reported a 4.7% decline in unadjusted net income for Q4 2025, indicating pressure in market competition that could impact future profitability and investor confidence.
- Asset Impairment Loss: The company disclosed a $116.9 million charge in Q4 related to the impairment of certain long-lived tangible and intangible assets associated with Adore Me, representing a significant financial burden that may further weaken its financial position.
- Strategic Review Initiated: Victoria's Secret has initiated a strategic review of its non-core asset DailyLook, reflecting the company's efforts to optimize its asset portfolio and focus on core operations, aiming to enhance overall operational efficiency.
- Significant Stock Price Drop: Following the financial report, Victoria's Secret's stock price fell by $13.28, or 22.13%, over the next two trading sessions, indicating heightened market concerns about the company's future prospects, which may affect investor confidence and market performance.
See More
Victoria's Secret Under Investigation for Securities Fraud
- Declining Financial Performance: Victoria's Secret reported a 4.7% decline in unadjusted net income for Q4 2025, indicating pressure in market competition that could undermine investor confidence and affect future stock performance.
- Asset Impairment Loss: The company disclosed a $116.9 million charge related to the impairment of certain long-lived tangible and intangible assets associated with Adore Me, which could have long-term negative implications for the company's financial health.
- Strategic Review Initiated: Victoria's Secret has launched a strategic review of its non-core asset DailyLook, indicating a reassessment of its business portfolio aimed at optimizing resource allocation and enhancing overall operational efficiency.
- Stock Price Volatility: Following the financial report, Victoria's Secret's stock price fell by $13.28, or 22.13%, over two trading sessions, reflecting market concerns about the company's future prospects and potentially leading to further declines in investor confidence.
See More
Victoria's Secret Under Investigation for Securities Violations
- Financial Performance Decline: Victoria's Secret reported a 4.7% decline in unadjusted net income for Q4 2025, indicating significant pressure in market competition that could undermine investor confidence moving forward.
- Asset Impairment Charges: The company disclosed a $116.9 million charge for impairment related to its acquisition of Adore Me, a substantial financial burden that may weaken overall financial health and impact stock performance.
- Stock Price Volatility: Following the earnings report, shares of Victoria's Secret plummeted by over 22.1% the next day, reflecting strong market concerns regarding the company's financial condition and future outlook, potentially leading to further erosion of investor confidence.
- Legal Investigation Initiated: The Schall Law Firm is investigating potential securities law violations by Victoria's Secret, which could expose the company to legal liabilities and further damage its market reputation and shareholder rights.
See More
Angel Reese Makes History as First WNBA Player in Victoria's Secret Campaign
- Historic Endorsement: Angel Reese becomes the first WNBA player to star in a Victoria's Secret campaign, marking a significant breakthrough for female athletes in the fashion industry and enhancing the brand's diversity image.
- New Collection Launch: The campaign introduces the Invisible by Victoria Strapless Collection, featuring innovative no-slip grip technology for a comfortable fit, which is expected to attract more young consumers to the brand.
- Cultural Impact: As a true cultural force, Angel Reese strengthens the brand's connection with younger audiences, showcasing the influence of athletes in the fashion realm and enhancing Victoria's Secret's competitive position in the market.
- Global Market Expansion: The new collection will be available in retail locations nationwide and internationally starting April 8, with prices beginning at $16.95 and sizes ranging from XS-XXL, aiming to meet a broader consumer demand.
See More
Victoria's Secret Directors Increase Stock Holdings
- Director Purchases: Victoria's Secret Director Anne Sheehan bought 4,842 shares of VSCO on Thursday at $45.86 each, totaling an investment of $222,054, indicating confidence in the company's future prospects.
- Price Fluctuations: During today's trading, VSCO reached a high of $49.56, with Sheehan's investment up approximately 8.1% at the peak, reflecting a positive market response to the stock.
- Historical Transactions: In the past 12 months, Sheehan also purchased 29,029 shares at the same price, suggesting her sustained optimism about the stock, which may bolster investor confidence.
- Additional Purchases: On the same day, Director Harit Talwar bought 5,000 shares of Better Home & Finance Holding at $35.24 each for a total of $176,218, with current holdings up 21.4%, indicating a positive outlook for the company.
See More
Victoria's Secret Partners with WNBA Star Angel Reese
- Historic Collaboration: WNBA star Angel Reese becomes the first player to feature in a Victoria's Secret campaign, marking a significant innovation and diversity move for the brand, likely attracting more young consumers' attention.
- New Collection Launch: Victoria's Secret introduces the Invisible by Victoria Strapless collection, featuring no-slip technology for a comfortable fit, which is expected to enhance the brand's competitiveness in the lingerie market.
- Cultural Impact: As a representative of cultural influence, Angel Reese drives brand image and garners extensive media attention, potentially increasing the brand's influence and market share among young women.
- Global Sales Strategy: The new collection will launch on April 8, offering various sizes and price points, expected to boost sales through both online and offline channels, further solidifying Victoria's Secret's leadership in the global market.
See More
Victoria's Secret Under Investigation for Securities Fraud
- Financial Performance Decline: Victoria's Secret reported a 4.7% decline in unadjusted net income for Q4 2025, indicating pressure in market competition that could impact future profitability and investor confidence.
- Asset Impairment Loss: The company disclosed a $116.9 million charge in Q4 related to the impairment of certain long-lived tangible and intangible assets associated with Adore Me, representing a significant financial burden that may further weaken its financial position.
- Strategic Review Initiated: Victoria's Secret has initiated a strategic review of its non-core asset DailyLook, reflecting the company's efforts to optimize its asset portfolio and focus on core operations, aiming to enhance overall operational efficiency.
- Significant Stock Price Drop: Following the financial report, Victoria's Secret's stock price fell by $13.28, or 22.13%, over the next two trading sessions, indicating heightened market concerns about the company's future prospects, which may affect investor confidence and market performance.
See More
Victoria's Secret Under Investigation for Securities Fraud
- Declining Financial Performance: Victoria's Secret reported a 4.7% decline in unadjusted net income for Q4 2025, indicating pressure in market competition that could undermine investor confidence and affect future stock performance.
- Asset Impairment Loss: The company disclosed a $116.9 million charge related to the impairment of certain long-lived tangible and intangible assets associated with Adore Me, which could have long-term negative implications for the company's financial health.
- Strategic Review Initiated: Victoria's Secret has launched a strategic review of its non-core asset DailyLook, indicating a reassessment of its business portfolio aimed at optimizing resource allocation and enhancing overall operational efficiency.
- Stock Price Volatility: Following the financial report, Victoria's Secret's stock price fell by $13.28, or 22.13%, over two trading sessions, reflecting market concerns about the company's future prospects and potentially leading to further declines in investor confidence.
See More
Victoria's Secret Under Investigation for Securities Violations
- Financial Performance Decline: Victoria's Secret reported a 4.7% decline in unadjusted net income for Q4 2025, indicating significant pressure in market competition that could undermine investor confidence moving forward.
- Asset Impairment Charges: The company disclosed a $116.9 million charge for impairment related to its acquisition of Adore Me, a substantial financial burden that may weaken overall financial health and impact stock performance.
- Stock Price Volatility: Following the earnings report, shares of Victoria's Secret plummeted by over 22.1% the next day, reflecting strong market concerns regarding the company's financial condition and future outlook, potentially leading to further erosion of investor confidence.
- Legal Investigation Initiated: The Schall Law Firm is investigating potential securities law violations by Victoria's Secret, which could expose the company to legal liabilities and further damage its market reputation and shareholder rights.
See More
