VSCO Victoria's Secret & Co

Latest Earnings Insight

Victoria's Secret's recent financial performance has been a tale of exceeding expectations, yet facing market skepticism, as the company prepares to announce its upcoming earnings on November 26, 2025. Despite a whisper number of $0.00 for the EPS, reflecting tempered market expectations, the company has consistently outperformed forecasts, as seen in its recent Q4 2025 results where it reported an EPS of $2.60, significantly above the anticipated $2.27. This pattern of earnings beats, however, contrasts with a modest revenue growth outlook for 2025, projected between $6.2 billion and $6.3 billion, a mere 0.3% increase year-over-year. With a market cap of approximately $2.86 billion, Victoria's Secret is navigating a challenging retail environment, balancing strong quarterly performances with cautious full-year guidance. The upcoming earnings report, with a revenue estimate of $1.41 billion, will be closely watched to see if the company can maintain its trend of surpassing expectations, despite the whisper number suggesting a flat EPS. Investors will be particularly interested in how the company addresses ongoing challenges such as tariffs and market sentiment, which have previously impacted its stock performance.