Victoria's Secret Lifts FY24 Guidance After Strong Q3: Sees Holiday Momentum
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 06 2024
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Should l Buy VSCO?
Source: Benzinga
Strong Financial Performance: Victoria's Secret & Co. reported a 7% year-over-year revenue increase to $1.347 billion, surpassing expectations, with notable growth in both North America and international markets. The adjusted operating loss improved significantly from the previous year.
Positive Outlook: For the fourth quarter, the company anticipates net sales growth of 2%-4% and has revised its full-year projections upward, indicating confidence in continued momentum through the holiday season.
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Analyst Views on VSCO
Wall Street analysts forecast VSCO stock price to fall
11 Analyst Rating
4 Buy
7 Hold
0 Sell
Moderate Buy
Current: 62.120
Low
29.00
Averages
53.40
High
73.00
Current: 62.120
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.
Victoria's Secret Set to Release Q4 Earnings on March 5
- Earnings Announcement Date: Victoria's Secret is set to announce its Q4 earnings on March 5 before the market opens, with consensus EPS estimate at $2.53, reflecting a 2.7% year-over-year decline, while revenue is projected at $2.23 billion, indicating a 6.2% increase, showcasing the company's potential for revenue growth.
- Historical Performance: Over the past two years, Victoria's Secret has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, indicating strong financial performance stability and market confidence in the brand.
- Estimate Revisions: In the last three months, EPS estimates have seen 9 upward revisions with no downward adjustments, while revenue estimates have experienced 8 upward revisions, reflecting analysts' optimistic outlook on the company's future performance, which could further drive stock price increases.
- Brand Revival Signals: Victoria's Secret is gradually regaining momentum, with the market holding a positive view on its future performance, particularly after undergoing brand image restructuring and strategic adjustments, which may attract more consumer attention.
See More
Victoria's Secret Reports Decline in Q4 Profit
- Profit Decline: Victoria's Secret reported a fourth-quarter net profit of $183.63 million, or $2.14 per share, down from $193.41 million and $2.33 per share last year, indicating pressure on the company's profitability.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $237.58 million, or $2.77 per share, which, while better than the GAAP figures, still reflects an overall declining trend in profitability.
- Revenue Growth: The company's revenue rose 7.8% to $2.269 billion from $2.105 billion last year, suggesting that despite the profit decline, sales are still growing, reflecting resilience in market demand.
- Market Outlook: Although revenue growth is positive, the decline in profitability may affect investor confidence, prompting Victoria's Secret to implement measures to improve earnings and maintain competitive positioning in the market.
See More
Victoria's Secret Exceeds Expectations with Strong Sales Forecast
- Strong Sales Performance: Victoria's Secret reported $2.27 billion in sales for the holiday quarter, an 8% increase from last year, surpassing Wall Street's expectations of $2.23 billion, indicating robust market recovery.
- Improved Profitability: The company's adjusted earnings per share reached $2.77, exceeding the expected $2.52, although net income slightly declined compared to last year, reflecting ongoing challenges during its transformation.
- Optimistic Outlook: Victoria's Secret forecasts current quarter sales between $1.49 billion and $1.53 billion, with full-year sales expected to be between $6.85 billion and $6.95 billion, both exceeding market expectations, suggesting effective strategic adjustments.
- Strategic Review Initiated: Following a $119.6 million impairment charge related to Adore Me, the company has initiated a strategic review of DailyLook, demonstrating its ongoing efforts to expand product lines and market positioning.
See More
Victoria's Secret Q4 Earnings Exceed Expectations
- Strong Earnings Report: Victoria's Secret reported a Q4 non-GAAP EPS of $2.77, beating expectations by $0.24, indicating a significant improvement in the company's profitability.
- Revenue Growth: The company achieved Q4 revenue of $2.27 billion, an 8.1% year-over-year increase, surpassing expectations by $40 million, reflecting a strong recovery momentum in the brand's market presence.
- Optimistic Future Outlook: Victoria's Secret forecasts Q1 2026 net sales between $1.49 billion and $1.525 billion, showing a substantial increase from $1.353 billion in Q1 2025, indicating robust sales expectations.
- Annual Performance Forecast: The company anticipates fiscal year 2026 net sales in the range of $6.85 billion to $6.95 billion, up from $6.553 billion in fiscal year 2025, with expected operating income rising to between $430 million and $460 million.
See More
Wall Street's First Trading Day of March Outlook
- Middle East Impact: The U.S.-Israeli attack on Iran is likely to ripple through financial markets, with oil prices rising due to geopolitical risk premiums, as Brent crude has surged from the low $60s to around $73, indicating potential for further volatility.
- CrowdStrike Earnings Preview: CrowdStrike is set to report its quarterly results after Tuesday's close, with Wall Street expecting fiscal 2026 Q4 revenue of $1.3 billion and EPS of $1.10, providing CEO George Kurtz an opportunity to highlight the cybersecurity sector's unique position amidst AI disruption fears.
- Broadcom Earnings Expectations: Broadcom will release its earnings on Wednesday, with anticipated fiscal 2026 Q1 revenue of $19.14 billion and EPS of $2.02, as market sentiment remains optimistic about AI chip demand despite concerns over potential disruptions to infrastructure software.
- Costco Quarterly Report: Costco is expected to report its fiscal 2026 Q2 results after Thursday's close, with projected revenue of $69.22 billion and EPS of $4.56, as management will address consumer spending trends and membership renewal rates amid high price pressures.
See More
DME Capital Reduces Stake in Victoria's Secret
- Share Reduction Details: According to an SEC filing dated February 17, 2026, DME Capital reduced its stake in Victoria's Secret by 194,593 shares during Q4 2025, with an estimated transaction value of $7.73 million, indicating a strategy to realize profits amid rising stock prices.
- Value Change in Holdings: Despite the reduction, Victoria's Secret still represented 3.3% of DME Capital's assets, with the stake's value increasing by $41.69 million due to trading activity and price performance, reflecting the company's strong market position.
- Performance Metrics: As of February 17, 2026, shares of Victoria's Secret were priced at $60.36, marking a 93.2% increase over the past year, significantly outperforming the S&P 500 by 71.94 percentage points, showcasing robust growth in the competitive women's apparel market.
- Future Outlook: Victoria's Secret reported $1.5 billion in sales for Q3 2025, a 9% year-over-year increase, and raised its full-year guidance to $6.5 billion, indicating continued growth potential, although the current price-to-earnings ratio exceeding 30 may affect investors' buying decisions.
See More
Victoria's Secret Set to Release Q4 Earnings on March 5
- Earnings Announcement Date: Victoria's Secret is set to announce its Q4 earnings on March 5 before the market opens, with consensus EPS estimate at $2.53, reflecting a 2.7% year-over-year decline, while revenue is projected at $2.23 billion, indicating a 6.2% increase, showcasing the company's potential for revenue growth.
- Historical Performance: Over the past two years, Victoria's Secret has beaten EPS estimates 100% of the time and revenue estimates 88% of the time, indicating strong financial performance stability and market confidence in the brand.
- Estimate Revisions: In the last three months, EPS estimates have seen 9 upward revisions with no downward adjustments, while revenue estimates have experienced 8 upward revisions, reflecting analysts' optimistic outlook on the company's future performance, which could further drive stock price increases.
- Brand Revival Signals: Victoria's Secret is gradually regaining momentum, with the market holding a positive view on its future performance, particularly after undergoing brand image restructuring and strategic adjustments, which may attract more consumer attention.
See More
Victoria's Secret Reports Decline in Q4 Profit
- Profit Decline: Victoria's Secret reported a fourth-quarter net profit of $183.63 million, or $2.14 per share, down from $193.41 million and $2.33 per share last year, indicating pressure on the company's profitability.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $237.58 million, or $2.77 per share, which, while better than the GAAP figures, still reflects an overall declining trend in profitability.
- Revenue Growth: The company's revenue rose 7.8% to $2.269 billion from $2.105 billion last year, suggesting that despite the profit decline, sales are still growing, reflecting resilience in market demand.
- Market Outlook: Although revenue growth is positive, the decline in profitability may affect investor confidence, prompting Victoria's Secret to implement measures to improve earnings and maintain competitive positioning in the market.
See More
Victoria's Secret Exceeds Expectations with Strong Sales Forecast
- Strong Sales Performance: Victoria's Secret reported $2.27 billion in sales for the holiday quarter, an 8% increase from last year, surpassing Wall Street's expectations of $2.23 billion, indicating robust market recovery.
- Improved Profitability: The company's adjusted earnings per share reached $2.77, exceeding the expected $2.52, although net income slightly declined compared to last year, reflecting ongoing challenges during its transformation.
- Optimistic Outlook: Victoria's Secret forecasts current quarter sales between $1.49 billion and $1.53 billion, with full-year sales expected to be between $6.85 billion and $6.95 billion, both exceeding market expectations, suggesting effective strategic adjustments.
- Strategic Review Initiated: Following a $119.6 million impairment charge related to Adore Me, the company has initiated a strategic review of DailyLook, demonstrating its ongoing efforts to expand product lines and market positioning.
See More
Victoria's Secret Q4 Earnings Exceed Expectations
- Strong Earnings Report: Victoria's Secret reported a Q4 non-GAAP EPS of $2.77, beating expectations by $0.24, indicating a significant improvement in the company's profitability.
- Revenue Growth: The company achieved Q4 revenue of $2.27 billion, an 8.1% year-over-year increase, surpassing expectations by $40 million, reflecting a strong recovery momentum in the brand's market presence.
- Optimistic Future Outlook: Victoria's Secret forecasts Q1 2026 net sales between $1.49 billion and $1.525 billion, showing a substantial increase from $1.353 billion in Q1 2025, indicating robust sales expectations.
- Annual Performance Forecast: The company anticipates fiscal year 2026 net sales in the range of $6.85 billion to $6.95 billion, up from $6.553 billion in fiscal year 2025, with expected operating income rising to between $430 million and $460 million.
See More
Wall Street's First Trading Day of March Outlook
- Middle East Impact: The U.S.-Israeli attack on Iran is likely to ripple through financial markets, with oil prices rising due to geopolitical risk premiums, as Brent crude has surged from the low $60s to around $73, indicating potential for further volatility.
- CrowdStrike Earnings Preview: CrowdStrike is set to report its quarterly results after Tuesday's close, with Wall Street expecting fiscal 2026 Q4 revenue of $1.3 billion and EPS of $1.10, providing CEO George Kurtz an opportunity to highlight the cybersecurity sector's unique position amidst AI disruption fears.
- Broadcom Earnings Expectations: Broadcom will release its earnings on Wednesday, with anticipated fiscal 2026 Q1 revenue of $19.14 billion and EPS of $2.02, as market sentiment remains optimistic about AI chip demand despite concerns over potential disruptions to infrastructure software.
- Costco Quarterly Report: Costco is expected to report its fiscal 2026 Q2 results after Thursday's close, with projected revenue of $69.22 billion and EPS of $4.56, as management will address consumer spending trends and membership renewal rates amid high price pressures.
See More
DME Capital Reduces Stake in Victoria's Secret
- Share Reduction Details: According to an SEC filing dated February 17, 2026, DME Capital reduced its stake in Victoria's Secret by 194,593 shares during Q4 2025, with an estimated transaction value of $7.73 million, indicating a strategy to realize profits amid rising stock prices.
- Value Change in Holdings: Despite the reduction, Victoria's Secret still represented 3.3% of DME Capital's assets, with the stake's value increasing by $41.69 million due to trading activity and price performance, reflecting the company's strong market position.
- Performance Metrics: As of February 17, 2026, shares of Victoria's Secret were priced at $60.36, marking a 93.2% increase over the past year, significantly outperforming the S&P 500 by 71.94 percentage points, showcasing robust growth in the competitive women's apparel market.
- Future Outlook: Victoria's Secret reported $1.5 billion in sales for Q3 2025, a 9% year-over-year increase, and raised its full-year guidance to $6.5 billion, indicating continued growth potential, although the current price-to-earnings ratio exceeding 30 may affect investors' buying decisions.
See More
