JPMorgan reiterates Victoria’s Secret stock rating on revenue growth

Victoria's Secret (VSCO) closed 38 stores but opened 48 others in early 2026, part of a strategy to adapt to changing consumer preferences. CEO Hillary Super emphasized the importance of physical stores for bra-fitting services and Gen Z engagement. The company's 'Path to Potential Strategy' aims to modernize the brand and appeal to younger consumers, following years of declining sales and reputational challenges.

UiPath (PATH) reported Q2 revenue growth of 13.3% to $410.26M, but shares fell 7.7%. Victoria's Secret (VSXY) revenue rose 10.3% to $1.61B, but shares dropped 13.64%. MicroStrategy (MSTR) surged 52% alongside Bitcoin's 25% gain.

Victoria’s Secret (VSXY) shares fell 13% after missing Q3 profit guidance, despite Q2 revenue of $1.61B (up 10% YoY) and EPS of $0.95 beating estimates. Q3 operating income guidance was below expectations, raising concerns about margins. Full-year revenue guidance was raised but still below analyst projections. Jefferies maintained a Hold rating, citing high valuation.

Victoria's Secret & Co. reported Q2 2026 revenue of $1.611B, up 10% YoY, with net income of $183M and EPS of $2.18. Growth was driven by increased store traffic, higher average unit retail, and rising international sales, particularly in China. The company also benefited from IEEPA tariff refund recoveries.

Victoria’s Secret (VSXY) reported Q2 2026 revenue of $1.61B, up 10.4% YoY but below expectations. Q3 guidance was above estimates at $1.59B midpoint. Non-GAAP EPS of $0.95 beat by 22.7%. Management cited regular price selling, brand investments, and product innovation as growth drivers. Stock is down 13.2% since earnings.

Victoria’s Secret (VSCO) shares fell 13.17% after Q2 revenue of $1.61bn and EPS of $0.95 beat estimates, but Q3 operating income guidance of $10m-$20m missed expectations. Full-year revenue guidance was raised to $7.10bn-$7.18bn, below analyst projections. Jefferies maintained a Hold rating, citing high valuation.