NYSE$VSCO

Victoria's Secret & Co. · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Victoria’s Secret reported a net loss but exceeded expectations on revenue and adjusted earnings in Q3 2025.

Victoria’s Secret delivered better-than-expected sales in Q3 2025, driven by strength across its Victoria's Secret, PINK, and Beauty brands. Despite a net loss, the company raised full-year guidance, reflecting operational momentum and disciplined execution.

Headline financials

Total Revenue

$1.47B

Previous: $1.35B+9.3%
EPS (adj)

-$0.27

Previous: -$0.71+62.0%
Comparable Sales (Stores and Direct)

8.0%

No prior period
Comparable Store Sales

5.0%

No prior period
Capital Expenditures

-$163M

Previous: -$150M-8.7%
Free Cash Flow

-$200M

Previous: -$206M+2.9%
Net Income

-$37M

Previous: -$56M+33.9%
Operating Income

-$19M

Previous: -$47M+59.6%
Gross Profit

$536M

Previous: $468M+14.5%
Cash & Equivalents

$249M

Previous: $161M+54.7%
Total Assets

$5.13B

Previous: $4.92B+4.3%

Revenue & EPS history

Victoria's Secret · Revenue · Quarterly

$1.47B

Q3 2025+9.3%vs Q3 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Victoria's Secret · $1.35B total across 3 segments · Q1 2025

  • Stores – North America
    $721M
  • Direct
    $433M
  • International
    $199M

Forward guidance

Victoria’s Secret raised its full-year outlook, expecting stronger performance in Q4 2025 on the back of solid Q3 execution and sales momentum.

Tailwinds

  • Raised full-year revenue guidance to $6.45B–$6.48B
  • Adjusted EPS for full year guided to $2.40–$2.65
  • Adjusted operating income for full year guided to $350M–$375M
  • Q4 sales expected between $2.17B–$2.2B
  • Momentum across all brands and channels supports outlook

Headwinds

  • Continued GAAP net losses despite sales gains
  • Q3 reported operating income remained negative
  • Impact of tariffs remains high ($90M expected for FY25)
  • Recent store closures may reflect ongoing cost challenges
  • Adore Me acquisition-related costs continued to weigh on results

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-1.0%

Avg return

Earnings day

-4.8%

Avg return

5 days after

-9.7%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+20.7%

Q3 2023

Best reaction

-32.4%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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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