NYSE$VSCO

Victoria's Secret & Co. · Q1 2027 earnings

Q1 2027 earnings · · Before market open · Investor relations

Briefing

Victoria's Secret reported Q1 2025 net sales of $1.35B with a net loss of $2M and adjusted diluted EPS of $0.09.

Net sales were $1.35 billion; GAAP net loss was $2 million ($0.02 per diluted share) while adjusted net income was $7 million ($0.09 per diluted share). Adjusted operating income of $32 million exceeded prior guidance. Management issued Q2 net sales guidance of $1.38B–$1.41B.

  • Q1 net sales $1.35B.
  • GAAP net loss $2M; adjusted EPS $0.09.
  • Adjusted operating income $32M beat guidance.
  • Q2 outlook: net sales $1.38B–$1.41B.

Headline financials

Total Revenue

$1.35B

Previous: $1.56B-13.2%
EPS (adj)

$0.09

Previous: $0.60-85.0%
Net Income

-$2M

Previous: $47.7M-104.2%
Operating Income

$20M

Previous: $76.3M-73.8%
Gross Profit

$474M

Previous: $585M-18.9%

Revenue & EPS history

Victoria's Secret · Revenue · Quarterly

$1.35B

Q1 2027-13.2%vs Q1 2026
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Victoria's Secret · $1.56B total across 3 segments · Q1 2026

  • Stores - North America
    $803M+11.3%
  • Direct
    $469M+8.4%
  • International
    $287M+44.4%

Forward guidance

Apparel and specialty retail outlook focuses on traffic, inventory, promotions, and category trends into the next quarter.

Tailwinds

  • Product newness and loyalty programs support conversion.
  • Inventory discipline and margin stabilization efforts.

Headwinds

  • Discretionary spending and promotional competition.
  • Tariffs, freight, and wage inflation on gross margin.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2027

Historical avgQ1 2027

+1.1%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-9.7%

Avg return

30 days after

39%

9 / 23 earnings

Positive

+46.8%

Q1 2026

Best reaction

-32.4%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+46.8%+36.9%
Q4 2025-12.8%-20.5%-23.3%
Q3 2025+17.0%+25.1%+28.4%
Q2 2025-0.5%-1.7%+15.2%
Q1 2025+4.4%+4.7%-4.2%
Q1 2027-5.5%-16.1%-13.8%
Q4 2024-8.2%-26.8%-23.7%
Q3 2024+9.4%+6.2%-4.6%
Q2 2024-3.1%-5.1%+5.3%
Q1 2024-5.4%-18.0%-22.6%
Q4 2023-32.4%-28.6%-30.7%
Q3 2023+20.7%+21.7%+18.9%
Q2 2023+7.3%+10.8%-6.7%
Q1 2023-12.8%-13.3%-18.5%
Q4 2022-7.2%-10.0%-11.4%
Q3 2022-5.2%-4.6%-21.3%
Q2 2022-1.9%-7.4%-21.7%
Q1 2022+5.2%-2.7%-34.5%
Q1 2021-2.1%-4.2%-5.5%
Q4 2021+8.6%-16.9%-1.5%
Q3 2021+12.2%+14.1%-4.1%
Q4 2020-5.0%-4.2%-18.2%
Q2 2021-3.7%-8.0%-13.9%
Q2 2020
Q1 2020

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