BBRC INTERNATIONAL PTE LTD sold $25.7M of VSXY (indirect holdings)

Victoria’s Secret (VSXY) announced Chief Legal Officer Melinda McAfee will depart by March 31, 2027. She will stay in her role until a successor is appointed, then serve in a non-executive role until her departure. The company will provide severance benefits under a transition agreement.

Victoria's Secret & Co. reported Q2 2026 net sales up 10% and adjusted EPS nearly tripled, raising full-year guidance for sales, operating income, and EPS. The company's Path to Potential plan showed five quarters of positive comparable sales, driven by international demand and new customer acquisition. Analysts debate the sustainability of this momentum and the impact of store exposure, tariffs, and debt. The stock's valuation and future earnings growth are key focus areas.

Victorias Secret & Co. (VSXY) reported Q2 2026 net sales up 10% to $1.611B, adjusted EPS nearly tripled to $0.95, and raised full-year guidance. Analysts are divided: Morgan Stanley, Barclays, and JPMorgan see the turnaround continuing, while BMO and UBS believe the stock already reflects recovery. Hedge funds adjusted stakes, with Arrowstreet Capital increasing its position by 47%.

Victoria’s Secret & Co. (VSXY) reported 20% year-over-year international net sales growth in Q2 2026, with China as a key market. The company raised its full-year net sales outlook to $7.10-$7.18 billion and adjusted operating income to $560-$590 million. VSXY's stock has risen 57.7% in six months, trading at a P/S ratio of 0.88.

Victoria’s Secret & Company reported Q2 net sales of $1.611B, up 10% YoY, and adjusted EPS of $0.95, nearly tripling. The company raised its full-year sales guidance to $7.1B-$7.18B, citing strong demand and operational improvements, despite near-term headwinds from tariffs and higher costs. Growth was broad-based across brands, channels, and geographies, with regular-price selling and customer acquisition driving margins.

Victoria's Secret & Co. (VSXY) raised its fiscal 2026 net sales guidance to $7.10-$7.18 billion, with projected earnings growth of 56.3% for the current fiscal year. Despite strong growth, its valuation is above historical norms and industry averages, trading at 14.13X forward earnings. The company faces risks from tariffs, marketing costs, and competition, but has growth opportunities in international expansion and digital engagement.