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Victoria's Secret has been turning its business around under CEO Hillary Super. Morgan Stanley is beginning to believe in the trends.
Victoria's Secret & Co. (NYSE:VSCO) could continue delivering strong earnings growth as sustained sales momentum supports margin expansion, according to Bank of America, which maintained its ‘Buy' rating on the retailer. Bank of America analysts wrote that recent sales trends have eased concerns about a potential slowdown following the company's first-quarter earnings beat and increased full-year guidance.
Victoria's Secret & Co. (NYSE:VSCO) could continue delivering strong earnings growth as sustained sales momentum supports margin expansion, according to...
Outcome reflects strong shareholder support for full Board, Company's Path to Potential strategy and continued momentum under CEO Hillary Super
The new CEO has been a boon for the company's stock price, not least on the day she announced its new stock ticker: VSXY.
First-quarter 2026 sales at Victoria's Secret rose 15% year over year. The stock rose more than 40% after it reported earnings.
Victoria's Secret & Co.delivered strong Q1 2026 results, with 15% net sales growth and significant margin expansion. Core intimates, PINK, and Beauty all posted double-digit growth, while international sales surged and regular-price selling improved profit quality. Despite operational progress, I downgrade VSXY to hold, as much of the turnaround is already priced in and forward margin clarity is needed.
Victoria's Secret has delivered one of its strongest quarterly performances in years, signaling that the retailer's ongoing transformation efforts may finally be gaining traction in an increasingly competitive lingerie market.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.