Victoria's Secret Q4 beats: adj EPS $2.77 vs guide $2.20-2.45; net sales +8% to $2.27B

Victoria's Secret & Co.

2025-FY EPS reported $1.93 vs consensus -$0.60 ▲ beat (+422.9%)

Q4 adjusted EPS $2.77, above guidance $2.20-$2.45; net sales $2.27B (+8% YoY) above $2.17-$2.20B guide.
Full year 2025 adjusted EPS $3.00 (+22% YoY ex gift card adj); adj operating income $403M vs guide $350-$375M.
Initiates FY2026 net sales guidance $6.85-$6.95B (vs $6.553B) and operating income $430-$460M.
Initiates strategic review of DailyLook non-core asset; also evaluating Adore Me within portfolio.

item 2.02 item 7.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Victoria's Secret & Co. reported full fiscal year ended January 31, 2026 results: revenue $6.553 billion, net income $161 million, or $1.93 per diluted share, EPS $1.93 per diluted share.

Period: full fiscal year ended January 31, 2026
Revenue: $6.553 billion
Net income: $161 million, or $1.93 per diluted share
EPS: $1.93 per diluted share
Result: reported results

Exact text from the filing

The Company reported net sales of $6.553 billion for fiscal year 2025, an increase of 5% compared to net sales of $6.230 billion for fiscal year 2024 and above our previously communicated guidance range of $6.450 billion to $6.480 billion.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Victoria's Secret & Co. updated its fiscal year 2026 guidance (initiated).

Period: fiscal year 2026
Guidance: initiated
Result: guidance update

Exact text from the filing

The Company is forecasting fiscal year 2026 net sales to be in the range of $6.850 billion to $6.950 billion compared to net sales of $6.553 billion in fiscal year 2025.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Victoria's Secret & Co. updated its first quarter of 2026 guidance (initiated).

Period: first quarter of 2026
Guidance: initiated
Result: guidance update

Exact text from the filing

The Company is forecasting net sales for the first quarter of 2026 to be in the range of $1.490 billion to $1.525 billion compared to net sales of $1.353 billion for the first quarter of 2025.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

Victoria's Secret & Co. reported the fourth quarter and fiscal year ended January 31, 2026 results: revenue $2.270 billion, net income $184 million, or $2.14 per diluted share, EPS $2.14 per diluted share.

Period: the fourth quarter and fiscal year ended January 31, 2026
Revenue: $2.270 billion
Net income: $184 million, or $2.14 per diluted share
EPS: $2.14 per diluted share
Result: reported results

Exact text from the filing

The Company reported net sales of $2.270 billion for the fourth quarter of 2025, an increase of 8% compared to net sales of $2.106 billion for the fourth quarter of 2024 and above our previously communicated guidance range of $2.170 billion to $2.200 billion.

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Source: SEC EDGAR

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