Victoria's Secret & CO

Market Movers (8-K)

NYSE
Victoria's Secret & Co. announced the results of its 2026 Annual Meeting of Stockholders, including the election of nine directors and the ratification of its independent auditor.
NYSE
Victoria's Secret & Co. reported a strong first quarter for 2026, with net sales up 15% and operating income significantly exceeding guidance, leading to an upward revision of full-year forecasts.
Better than expected
NYSE
Victoria's Secret & Co. announced its common stock will trade under the new ticker symbol VSXY on the NYSE starting June 2, 2026, coinciding with its Q1 2026 earnings release.
NYSE
Victoria's Secret & Co. announced that director Mariam Naficy will not seek re-election due to professional commitments and a proxy contest.
NYSE
Victoria's Secret & Co. reported strong fourth quarter and full year 2025 results, surpassing topand bottom-line guidance with comparable sales up 8% in Q4 and 5% for the full year.
Better than expected
NYSE
Victoria's Secret & Co. reported strong third-quarter 2025 results, exceeding net sales and earnings guidance, and subsequently raised its full-year 2025 financial outlook.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Victoria's Secret & Co. reported a 15% increase in net sales to $1.56 billion for the first quarter of 2026, driven by strong international performance and improved margins.
Better than expected
NYSE
Victoria's Secret & Co. reported a narrower net loss and increased net sales in the third quarter of 2025, driven by strong international growth and improved North America store performance.
Better than expected
NYSE
Victoria's Secret & Co. reported a 50% drop in second-quarter net income despite a 3% sales increase, impacted by higher costs and a cyber security incident.
Delay expected
Worse than expected
NYSE
Victoria's Secret & Co. reported largely flat net sales of $1.353 billion for the first quarter of 2025, alongside a reduced net loss of $2 million, as the company continues to implement strategic initiatives and manage operational costs.
NYSE
Victoria's Secret & Co. saw a 7% increase in net sales and a reduced operating loss in the third quarter of 2024, despite ongoing restructuring and leadership changes.
Better than expected
NYSE
Victoria's Secret & Co. reports a slight decrease in net sales but an increase in operating income for the second quarter of 2024, alongside significant executive leadership changes.
Better than expected

Annual Reports (10-K)

NYSE
Victoria's Secret & Co. reported a 5% increase in net sales to $6.553 billion for fiscal year 2025, but operating income declined to $271 million due to significant non-recurring charges, while advancing its 'Path to Potential' growth strategy.
Worse than expected
NYSE
Victoria's Secret & Co. saw a slight increase in net sales and a notable improvement in operating income for the fiscal year 2024, driven by strategic initiatives and expense management.
NYSE
Victoria's Secret & Co.'s 2023 annual report reveals a year of strategic shifts amidst a challenging economic environment, with a focus on digital growth and international expansion.
Worse than expected

Insider Trading (Form 4)

NYSE
Bbrc International Pte Ltd reported changes in beneficial ownership of Victoria's Secret & Co. common stock on July 22, 2026.
NYSE
BBRC INTERNATIONAL PTE LTD reports significant transactions in Victoria's Secret & Co. common stock.
NYSE
Victoria's Secret & Co. director Lauren B. Peters acquired 1,706 shares of common stock on June 11, 2026, with no cost basis reported.
NYSE
David W. McCreight, a Director at Victoria's Secret & Co., reported the acquisition of 1,706 shares of common stock on June 11, 2026.
NYSE
Victoria's Secret & Co. director Rod R. Little acquired 1,579 shares of common stock on June 11, 2026, as reported in a Form 4 filing.
NYSE
Victoria's Secret & Co. director Anne Sheehan acquired 1,706 shares of common stock on June 11, 2026, as reported in a Form 4 filing.

Proxy Statements (Def-14A)

NYSE
Victoria's Secret & Co. addresses BBRC's demands for Board changes, highlighting strong performance under CEO Hillary Super and ongoing due diligence.
Better than expected
NYSE
Victoria's Secret & Co. will hold its annual stockholders meeting on June 18, 2025, to elect directors, approve executive compensation, and ratify the appointment of Ernst & Young LLP as the independent auditor.
NYSE
Victoria's Secret & Co. outlines its 'Path to Potential' strategy focused on revitalizing brands and driving long-term value, while reporting a 26% increase in operating income for 2024.
Better than expected
NYSE
Victoria's Secret & Co. will hold its annual meeting of stockholders on June 13, 2024, featuring proposals including the election of directors, officer exculpation, executive compensation, stock plan amendment, and auditor ratification.
NYSE
Victoria's Secret & Co. outlines its strategic priorities for 2024, focusing on strengthening its North American business, igniting international growth, and transforming its operational foundation, while also proposing key corporate governance changes.
Worse than expected

Schedule 13D - Activist Investments

NYSE
BBFIT Investments, associated with Brett Blundy, has sold a significant number of Victoria's Secret shares, reducing their beneficial ownership to 9.8%.
NYSE
Major shareholder Brett Blundy and associated entities sold over 1.1 million shares of Victoria's Secret & Co. in early June 2026.
NYSE
Activist investor BBRC is soliciting votes against two Victoria's Secret directors, citing underperformance and governance concerns.
Worse than expected
NYSE
BBRC International PTE Limited, a 12.9% shareholder, publicly demands significant changes to Victoria's Secret & Co.'s Board composition and governance.
Worse than expected
NYSE
BBRC International PTE Limited, a major shareholder in Victoria's Secret & Co., has issued a scathing letter to the Board of Directors, criticizing dismal stockholder returns, failed capital allocation, and insufficient board independence, demanding immediate accountability and board reconstitution.
Worse than expected
NYSE
Entities associated with investor Brett Blundy have significantly increased their beneficial ownership in Victoria's Secret & Co., acquiring over 923,000 additional shares in March 2025, bringing their total stake to 12.8%.

Schedule 13G - Passive Investments

NYSE
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G reporting a 10.9% beneficial ownership stake in Victoria's Secret & Co.
NYSE
FMR LLC and Abigail P. Johnson have reported beneficial ownership of 7.7% of Victoria's Secret & Co. common stock as of March 31, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 5.2% of Victoria's Secret & Co. common stock as of March 31, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 4,707,006 shares, representing 5.84% of Victoria's Secret & Co.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group filed an amended Schedule 13G, reporting 0% beneficial ownership of Victoria's Secret & Co. common stock following an internal realignment.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 13.7% beneficial ownership of common stock in Victoria's Secret & Co. as of June 30, 2025.