Q3 Earnings Surge: Recent chatter on X about Victoria's Secret & Co. (VSCO) has exploded following the release of their third-quarter 2025 results. Posts highlight a robust 9% sales growth and an 8% increase in comparable sales, with many noting the company’s raised full-year guidance. The stock jumped over 12% in pre-market trading, reflecting market excitement.
Turnaround Success: Discussions on X also focus on the company’s apparent turnaround under new leadership, with some attributing success to a refreshed product lineup. There’s buzz about strong consumer demand for iconic brands like Victoria's Secret and PINK. A few users even credit high-profile endorsements and events like the recent fashion show for boosting visibility.
Note: This discussion summary was generated from an AI condensation of post data.
Victoria's Secret & Co. Revenue
Victoria's Secret & Co. had revenues of $1.5B in Q2 2025. This is an increase of 2.97% from the same period in the prior year.
You can track VSCO financials on Quiver Quantitative's VSCO stock page.
Victoria's Secret & Co. Hedge Fund Activity
We have seen 137 institutional investors add shares of Victoria's Secret & Co. stock to their portfolio, and 192 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,955,360 shares (+18927.1%) to their portfolio in Q3 2025, for an estimated $53,068,470
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,046,905 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $28,413,001
- DME CAPITAL MANAGEMENT, LP added 1,044,712 shares (+117.7%) to their portfolio in Q3 2025, for an estimated $28,353,483
- D. E. SHAW & CO., INC. removed 955,748 shares (-84.4%) from their portfolio in Q3 2025, for an estimated $25,939,000
- BALYASNY ASSET MANAGEMENT L.P. added 768,965 shares (+inf%) to their portfolio in Q3 2025, for an estimated $20,869,710
- MILLENNIUM MANAGEMENT LLC removed 748,247 shares (-94.6%) from their portfolio in Q3 2025, for an estimated $20,307,423
- FUND 1 INVESTMENTS, LLC removed 706,585 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $13,085,954
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Victoria's Secret & Co. Analyst Ratings
Wall Street analysts have issued reports on $VSCO in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Underperform" rating on 08/29/2025
- Wells Fargo issued a "Underweight" rating on 08/29/2025
- Barclays issued a "Overweight" rating on 08/29/2025
- Jefferies issued a "Buy" rating on 08/29/2025
To track analyst ratings and price targets for Victoria's Secret & Co., check out Quiver Quantitative's $VSCO forecast page.
Victoria's Secret & Co. Price Targets
Multiple analysts have issued price targets for $VSCO recently. We have seen 10 analysts offer price targets for $VSCO in the last 6 months, with a median target of $27.0.
Here are some recent targets:
- Dana Telsey from Telsey Advisory Group set a target price of $45.0 on 12/02/2025
- Mauricio Serna from UBS set a target price of $46.0 on 10/29/2025
- Brooke Roach from Goldman Sachs set a target price of $32.0 on 10/27/2025
- Matthew Boss from JP Morgan set a target price of $28.0 on 09/15/2025
- Alex Straton from Morgan Stanley set a target price of $27.0 on 09/12/2025
- Ike Boruchow from Wells Fargo set a target price of $17.0 on 08/29/2025
- Corey Tarlowe from Jefferies set a target price of $26.0 on 08/29/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
