Victoria’s Secret & Co

Victoria’s Secret & Co

Specialty retailer of lingerie and fragrances

Overview

Victoria’s Secret & Co. is a specialty retailer offering fashion-inspired lingerie, sleepwear, athleisure, swimwear, and prestige fragrances under its Victoria’s Secret, Victoria’s Secret PINK, and Adore Me brands. It sells through about 1,350 stores in nearly 70 countries and online, combining in-store and digital shopping. Adore Me adds a technology-led, digital-first approach to intimates for women of all sizes and budgets. The company aims to empower women by helping them express confidence and style, while growing its brands and worldwide store network and supporting thousands of associates.

About Victoria’s Secret & Co

Simplify's Rating
Why Victoria’s Secret & Co is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Consumer Goods

Company Size

10,001+

Company Stage

Acquired

Total Funding

$1M

Headquarters

Reynoldsburg, Ohio

Founded

1977

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Simplify's Take

What believers are saying

  • June 2 2026 first-quarter sales rose 15% to $1.56 billion; guidance increased.
  • Comparable sales grew four straight quarters by June 2026, with Gen Z buying bras.
  • June 2026 international and digital strength expanded Pink, beauty, and bra momentum.

What critics are saying

  • A May 2025 data breach spawned Ohio class action Wardle-Burke and reputational damage.
  • July 2026 TCPA suits over Victoria's Secret Pink texts threaten statutory damages.
  • $90 million tariff exposure from Vietnam and Sri Lanka sourcing pressures 2026 margins; relevance erosion kills turnaround.

What makes Victoria’s Secret & Co unique

  • Hillary Super's June 2 2026 turnaround fused Pink, bras, beauty, and full-price selling.
  • Victoria's Secret's September 2025 fashion-show relaunch and VSXY ticker restored cultural attention.
  • Sydney Airport and Westfield White City openings show global brand power beyond U.S. malls.

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Funding

Total Funding

$1M

Above

Industry Average

Funded Over

0 Rounds

Benefits

Flexible Work Hours

Mental Health Support

Company News

CNBC
Mar 5th, 2026
Victoria's Secret posts longest sales streak in 4 years as CEO's turnaround plan resonates with shoppers

Victoria's Secret exceeded quarterly earnings and revenue expectations, posting its longest comparable sales growth streak in four years as CEO Hillary Super's turnaround strategy gains traction. The company reported adjusted earnings of $2.77 per share versus $2.52 expected, with revenue of $2.27 billion against $2.23 billion anticipated. Comparable sales rose 8%, marking the third consecutive quarter of growth. For the current quarter, Victoria's Secret expects sales between $1.49 billion and $1.53 billion, ahead of the $1.42 billion estimate. Full-year sales guidance of $6.85 billion to $6.95 billion exceeds the $6.8 billion expectation. Super's strategy focuses on recommitting to the Pink line, expanding its beauty business and reasserting dominance in the bra category. Despite strong results, shares fell over 6% in premarket trading.

Yahoo Finance
Mar 4th, 2026
Victoria's Secret earnings preview: revenue expected to grow 5.7% year on year

Victoria's Secret will report earnings on Thursday before market open. The intimatewear and beauty retailer beat revenue expectations last quarter with $1.47 billion, up 9.2% year-on-year, whilst exceeding analysts' EPS and gross margin estimates. For the upcoming quarter, analysts expect revenue to grow 5.7% year-on-year, improving from the 1.1% increase in the same quarter last year. Analysts have generally reconfirmed their estimates over the past 30 days. Peers Urban Outfitters and Boot Barn recently reported Q4 results, with revenue growth of 10.1% and 16% respectively, both meeting or beating expectations. Victoria's Secret shares are up 7.4% over the past month, outperforming the apparel retail sector average decline of 3.6%. The average analyst price target stands at $65.44 against the current share price of $61.90.

Yahoo Finance
Feb 28th, 2026
Inflation fears hit retail stocks: Victoria's Secret down 5.9%, America's Car-Mart drops 7.5%

Several consumer-focused stocks fell following a stronger-than-expected Producer Price Index report for January. The US Bureau of Labor Statistics reported wholesale prices rose 0.5%, exceeding economists' expectations, driven by a 0.8% advance in final demand services and a 2.5% jump in trade service margins. The data suggests businesses are passing higher costs, potentially including import tariffs, to customers. Combined with rising consumer loan delinquencies, investors worry stretched households will reduce discretionary spending. Victoria's Secret fell 5.9%, Boot Barn dropped 4.4%, Urban Outfitters declined 4.4%, America's Car-Mart tumbled 7.5%, and Camping World slipped 3.7%. The market movement reflects concerns about inflation's impact on consumer spending across retail and automotive sectors.

Fashion Monitor
Feb 12th, 2026
Victoria's Secret & Co. reveals appointment

Victoria's Secret & Co. reveals appointment. Feb, 12, 2026 Quinn Johnson has joined Victoria's Secret & Co.'s US-based team as Specialist, Affiliate & Partner Marketing. Request a demo. A member of its team will get in touch to book a personalised tour of the platform at your convenience. Get all the latest fashion, beauty and lifestyle insights, straight to your inbox.

NST Perfume
Jan 28th, 2026
Victoria's Secret Day Dream ~ new fragrance

Victoria's Secret Day Dream ~ new fragrance. Victoria's Secret has launched Day Dream, a new fragrance for women. Day Dream is in the brand's Dream Angels / Heavenly collection. Sublime and luminous, Day Dream captures light's exquisite grace - opening with a soft, glowing musk that evokes the sun emerging through creamy, incandescent clouds. Iridescent lily is delight embodied, with its fresh, dewy petals that channel spring's first bloom. Cashmeran wraps the fragrance in a warm halo - adding a lustrous, velvety impression that lingers like a dream. Victoria's Secret Day Dream is currently available in 7 ml Eau de Parfum (50 and 100 ml sizes are coming).

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