VSCO
Victoria's Secret & Co.53.66
-1.10-2.01%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
4.31BP/E (TTM)
25.19Basic EPS (TTM)
2.13Dividend Yield
0%Recent Filings
8-K
10-Q
10-Q
Q2 FY2025 results
Victoria's Secret & Co. posted Q2 FY2025 net sales of $1.459B, up 3% y/y from $1.417B, with North America stores rising 3% to $825M and international surging 22% to $228M, though direct dipped 5% to $406M amid a brief website outage. Gross profit climbed to $519M at 35.6% margin, edging up from 35.4%, but operating income fell to $41M from $62M as expenses jumped 9% on restructuring and marketing shifts. Year-to-date, sales edged 1% higher to $2.812B while operating income dropped to $61M from $89M. Cash stood at $188M with $524M ABL availability against $1.048B long-term debt; free cash flow turned positive at -$105M (derived). Adore Me integration wrapped with no further contingent payout expected. Yet competition in retail lingers as a key risk.
8-K
Q2 sales beat, guidance raised
Victoria's Secret & Co. reported second-quarter 2025 net sales of $1.459 billion, up 3% from $1.417 billion last year, with comparable sales rising 4% across stores and online. Adjusted operating income hit $55 million, beating guidance despite tariff headwinds, while gross margins expanded through tight inventory control. The company raised full-year sales outlook to $6.33-$6.41 billion but flagged $100 million in tariff impacts. Momentum builds, yet macro uncertainty lingers.
8-K
Exec role eliminated, CFO promoted
Victoria's Secret & Co. eliminated its Chief Operating Officer role on August 18, 2025, to streamline the executive team, leading to Dein Boyle's departure effective August 19 while he stays on through year-end for transition. CFO Scott Sekella steps up to Chief Financial and Operating Officer, gaining a $825,000 base salary and $250,000 in restricted stock units vesting over three years. This shift consolidates operations under finance amid ongoing restructuring.
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