Victoria's Secret Q2 Net Sales Rise 10% to $1,611 Million on Path to Potential

โดย Zacks Investment Research·

Summary · why it matters

Victoria's Secret & Co. reported second-quarter fiscal 2026 net sales of $1,611 million, up 10% year over year, as its Path to Potential strategy delivered broad-based growth across its Victoria's Secret, PINK and Beauty brands and across channels. Adjusted operating income rose 125% to $124 million, and the quarter marked the company's fifth consecutive quarter of positive comparable sales. Within the Victoria's Secret brand, the bra business grew mid-teens and contributed roughly half of the brand's mid-teens growth, while panties grew high-teens and sleep mid-teens; PINK grew high single digits for its fifth straight quarter, apparel posted its eighth consecutive quarter of growth, and Beauty grew mid-single digits for a 12th consecutive quarter. The customer file increased mid-single digits with new-customer acquisition up high single digits, regular-price selling rose low double digits, and international sales grew 20%, led by China and the European digital business. The Zacks Rank #3 (Hold) stock has gained 3.6% over the past three months against a 14.7% decline for the industry, and the Zacks Consensus Estimate implies earnings growth of 56.3% for the current fiscal year and 22.7% for the next.