Core Viewpoint - Victoria's Secret & Co is experiencing strong performance in Q3 and is gaining momentum heading into the holiday season, driven by higher full-price sales and improving customer demand across its brands and channels [1] Q3 Performance - Victoria's Secret reported an 8% same-store sales gain, exceeding expectations, with notable strength in both Victoria's Secret and PINK brands across North America and internationally, in stores and e-commerce [2] - The topline beat was attributed to a broader customer base and higher regular-price selling, which reduced promotional drag and improved gross margin above consensus [2] Black Friday Trends - Strong Black Friday store traffic, supported by a site-wide 40% discount, led to an upward revision of full-year guidance, with fiscal 2025 revenue forecast raised to $6.484 billion from $6.395 billion and EPS lifted to $2.65 from $2.10 [3] - Fiscal 2026 EPS is now projected at $2.80 [3] Strategic Initiatives - The "Path to Potential" strategy is highlighted as a key driver of results, focusing on four pillars: reasserting bra leadership, refocusing PINK, expanding beauty, and refining brand projection and go-to-market strategies [4][8] Product Innovation - North American bra sales grew in the mid-single digits, with successful new products like Body By Victoria FlexFactor and Very Sexy franchises [5] - PINK returned to growth with double-digit revenue gains, driven by apparel and a rebound in intimates following successful collaborations [5] Beauty Segment Opportunity - The beauty category is identified as an under-penetrated growth opportunity, valued near $1 billion in North America, with only about 40% of Victoria's Secret customers currently purchasing beauty products [6] - Management plans to scale this category and focus on giftable SKUs for the holiday season [6] Fourth-Quarter Outlook - Fourth-quarter revenue guidance is set at $2.17 billion to $2.20 billion, reflecting 4% to 6% growth, with a gross margin guide of 37.0% to 38.0% [7] - Inventory is expected to exit the fourth quarter up in the mid-teens, influenced by growth, tariffs, and a shift towards ocean freight [7] Market Position - The company is positioned to regain market share and margins through disciplined merchandising, stronger storytelling, and a growing customer base [8] Stock Performance - Victoria's Secret shares were up 1.29% at $49.68, trading near its 52-week high of $50.21 [9]

Victoria’s Secret & Co. (NYSE:VSCO) shares are quiet on Monday. Last week, they made a big move higher after reporting strong earnings.The stock is testing important resistance and could be on the verge of a breakout. This would mean a move higher. It's why Victoria's Secret is our Stock of the Day.Some price levels have more importance than others. These are called support and resistance levels.At support levels, there is enough demand or buyers to take in all of the supply or sell orders. This is why sell ...

For the third quarter (Q3) ending 1 November 2025, Victoria's Secret's net sales totalled $1.47bn, representing a 9% increase from $1.35bn in the same period last year. The reported Q3 FY25 figure exceeded the company’s earlier guidance range of $1.39bn to $1.42bn. Victoria’s Secret CEO Hillary Super attributed this increase to a good performance across its Victoria’s Secret, PINK, and Beauty segments, along with continued momentum in its various sales channels and regions. Super said: “These outstandin ...

Core Insights - The article discusses the investment potential of VSCO, highlighting a beneficial long position in its shares [1]. Company Analysis - VSCO has shown promising performance, which may attract investors looking for growth opportunities [1]. Market Context - The broader market conditions and trends affecting the performance of companies like VSCO are not detailed in the provided content, indicating a focus on specific company insights rather than industry-wide analysis [1].

Core Insights - Victoria's Secret & Co. reported fiscal Q3 results for the August-October period on December 5, indicating a successful reinvigoration of the brand [1] Financial Performance - The company demonstrated strong financial performance in Q3, reflecting a positive trend in sales and brand revitalization [1] Market Position - Victoria's Secret is positioning itself effectively in the market, suggesting potential for continued growth and investment opportunities [1]

Core Insights - The article does not provide specific investment recommendations or advice, emphasizing that past performance is not indicative of future results [2][3] Group 1 - The article expresses that the information presented is believed to be factual and up-to-date, but does not guarantee its accuracy [2][3] - It highlights that the views or opinions expressed may not reflect those of the platform as a whole, indicating a diversity of perspectives among analysts [3] Group 2 - There is a clear disclaimer regarding the lack of any stock or derivative positions in the companies mentioned, ensuring transparency in the analysis [1] - The article notes that the authors are not receiving compensation for their opinions, which may contribute to the objectivity of the analysis [1]

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Past performance is not an indicator of future performance. This post is illustrative and educational ...

Core Insights - The company focuses on building a balanced investment portfolio that includes both technology stocks and defensive options, ensuring clients benefit from market rises while maintaining stability [1] - Emphasis is placed on established technology companies and those in consumer staples and discretionary goods, prioritizing intrinsic company value over external circumstances [1] - The company has been actively managing third-party portfolios for seven years, with a strong focus on macroeconomic trends, stock valuation, and the interplay between politics and markets [1] Investment Strategy - The investment approach is centered around identifying opportunities based on the intrinsic value of companies with strong catalysts [1] - The company acknowledges the challenges of the investment strategy "buying low and selling high," particularly during market crises such as those experienced in 2020 and 2022 [1] Social Responsibility - The company promotes financial inclusion programs for women in finance, highlighting the importance of expanding opportunities in this area [1] - The integration and promotion of these programs have been identified as one of the most challenging tasks undertaken by the company [1]

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Victoria’s Secret brought sexy back – and it’s paying off.The iconic Fashion Show on Oct. 15 turbo charged its sales this fall with the company reveling in the “halo” effect of the super model catwalk, chief executive Hillary Super said on an earnings call Friday.“This year’s fashion show was a defining moment in how we have evolved into the new era of sexy,” she said. “The show serves as a powerful acquisition engine.” 5 Hillary Super was tapped as CEO of Victoria’s Secret in September 2024. Getty Images ...