secwatch.observer — SEC 8-K summary
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Issuer:     Victoria's Secret & Co. (VSCO)
CIK:        0001856437
Form:       8-K
Filed at:   2026-09-03T11:01:56+00:00
Accession:  0001856437-26-000019
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Victoria's Secret Q2 sales +10% to $1.61B, EPS $2.18; raises FY guidance
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- Net sales $1.611B, +10% YoY; comparable sales +9%; near high-end of guidance.
- Reported operating income $257M vs $41M; net income $183M ($2.18 EPS) vs $16M ($0.20).
- Adjusted operating income $124M, above guidance $90-100M; adjusted EPS $0.95 vs $0.33.
- Received IEEPA tariff refunds over $140M (>95% of tariffs paid), excluded from adjusted results.
- Raises FY26 net sales guidance to $7.10-7.18B and adjusted operating income to $560-590M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1856437/000185643726000019/0001856437-26-000019-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1856437/000185643726000019/vsco-20260903.htm
  HTML page:      https://secwatch.observer/filing/0001856437-26-000019

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer