Welcome to our dedicated page for Victorias Secret And Co SEC filings (Ticker: VSCO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Victoria’s Secret & Co. filings document the public-company record for a Delaware specialty retailer built around the Victoria’s Secret, PINK and Adore Me brands. Its 8-K reports furnish quarterly and annual operating results, earnings guidance and Regulation FD disclosures tied to sales performance, margins and brand execution.
Proxy and annual meeting filings cover board elections, director nominees, executive compensation, advisory say-on-pay votes and auditor ratification. Other current reports disclose leadership-structure changes, compensatory arrangements and stockholder voting results, providing formal records of governance, capital structure and material corporate events for VSCO.
Victoria’s Secret & Co. files its annual report describing a large global intimates and beauty business built around the Victoria’s Secret, PINK and Adore Me brands. The company operates 858 company‑run stores and supports 562 partner‑operated international locations across about 70 countries.
For 2025, North American stores generated $3.544 billion of net sales (54% of total), the digital channel produced $2.042 billion (31%), and international operations contributed $967 million (15%). The fourth quarter holiday season typically accounts for roughly one‑third of annual net sales and is usually the most profitable period.
The report highlights significant risks from macroeconomic pressures, tariffs, supply chain complexity, cybersecurity and evolving data‑privacy rules. Tariffs in 2025 reduced operating income by about $85 million, and a May 2025 cyber incident temporarily disrupted the website, cutting net sales by about $20 million and operating income by about $14 million. Management also outlines its “Path to Potential” growth plan, focused on bras, PINK, beauty, international expansion and enhanced digital capabilities, while emphasizing culture, human capital and extensive risk oversight.
Victoria's Secret & Co. Chief Legal & Compliance Officer Melinda R. McAfee reported a Form 4 transaction involving company common stock. She used 11,679 shares at $45.05 per share to satisfy tax obligations through a tax-withholding disposition rather than an open-market sale.
After this transaction, she directly holds 167,716 common shares. The reported total includes 664 shares previously acquired under the Victoria's Secret & Co. Associate Stock Purchase Plan pursuant to an exemption under Rule 16b-3, indicating ongoing participation in the company’s employee share programs.
Victoria's Secret & Co. filed an initial ownership report for Chief People Officer Lucrecia Borgonovo. This Form 3 establishes her status as an officer subject to insider reporting rules. The data provided shows no buy, sell, or derivative transactions and no listed derivative positions in this filing.
Victoria’s Secret & Co. reported stronger-than-expected results for Q4 and full-year 2025 and issued growth guidance for 2026. Fourth-quarter net sales were $2.270 billion, up 8% from $2.106 billion, with comparable sales also up 8%, and adjusted EPS of $2.77 versus $2.60 last year.
For fiscal 2025, net sales grew 5% to $6.553 billion, while adjusted operating income reached $403 million and adjusted EPS rose to $3.00 from $2.69. The company forecasts 2026 net sales of $6.850 billion to $6.950 billion and operating income of $430 million to $460 million, and has begun a strategic review of its non-core DailyLook business.
Victoria's Secret & Co. executive Melinda R. McAfee, the Chief HR Officer and Chief Legal Officer, acquired 20,256 shares of common stock as a grant settling performance share units originally granted on March 16, 2023. After this award, she directly holds 179,395 shares, which includes 664 shares acquired under the company's Associate Stock Purchase Plan.
Victoria's Secret & Co. reported an insider stock transaction by Chief Financial & Operating Officer Scott Sekella. On 02/03/2026, Sekella disposed of 2,061 shares of common stock at a reported price of $59.97 per share under transaction code "F." Following this transaction, he directly beneficially owned 30,584 shares of Victoria's Secret common stock.
Victoria’s Secret & Co. (VSCO) reported third-quarter 2025 net sales of $1.472 billion, up 9% from $1.347 billion a year ago, driven by 5% growth in North America stores, 4% in direct and 34% in international. Comparable sales (stores and direct) rose 8%.
Gross profit increased to $536 million, and the operating loss improved to $19 million from $47 million as better sales and margin more than offset higher tariffs, marketing and store costs. Net loss attributable to VSCO narrowed to $37 million, or $(0.46) per diluted share, versus $(0.71) last year. On an adjusted basis, operating income was breakeven in the quarter and adjusted diluted EPS was $(0.27).
Year-to-date 2025, net sales rose to $4.284 billion from $4.124 billion and net loss attributable to VSCO improved to $23 million. Operations used $174 million of cash, mainly from inventory build, while capital spending was $163 million. Cash ended at $249 million, with long-term debt of $1.347 billion, including a $375 million ABL draw. The company recorded a $5 million Adore Me contingent consideration liability, noted tariff and IT security headwinds, adopted a one-year shareholder rights plan and kept its $250 million share repurchase authorization unused.
Victoria’s Secret & Co. filed a report announcing that it has released its financial results for the third quarter of 2025 and updated its outlook. On December 5, 2025, the company issued a press release detailing its third quarter 2025 performance along with earnings guidance for the fourth quarter of 2025 and updated full-year 2025 guidance. The press release is incorporated by reference as an exhibit to this report, while the information is furnished under results of operations and Regulation FD disclosure rather than being formally filed.
BBRC International PTE Limited, which owns approximately 12.9% of Victoria’s Secret & Co. (NYSE: VSCO), released a letter to the Board advocating governance changes, including replacing the long‑tenured Board Chair and adding a stockholder representative.
BBRC states it expects to file a preliminary proxy statement to solicit proxies for the election of director nominees at a special meeting or at the Company’s 2026 annual meeting. As of the date referenced, the BBRC parties collectively own 10,310,631 shares of VSCO common stock. BBRC indicates it intends to seek board changes through the proxy process, with proxy materials to be filed and made available on the SEC’s website.
BBRC International PTE Limited, which owns approximately 12.9% of Victoria’s Secret & Co. (NYSE: VSCO), released a letter to the Board advocating governance changes, including replacing the long‑tenured Board Chair and adding a stockholder representative.
BBRC states it expects to file a preliminary proxy statement to solicit proxies for the election of director nominees at a special meeting or at the Company’s 2026 annual meeting. As of the date referenced, the BBRC parties collectively own 10,310,631 shares of VSCO common stock. BBRC indicates it intends to seek board changes through the proxy process, with proxy materials to be filed and made available on the SEC’s website.
Victoria’s Secret & Co. (VSCO): BBRC-related entities filed Amendment No. 4 to Schedule 13D, reporting beneficial ownership of 12.9% of the company’s common stock. The percentage is calculated based on 80,164,485 shares outstanding as of August 29, 2025, as disclosed in the company’s latest 10-Q.
The filing notes that on November 4, 2025, BBRC International Pte Limited issued a press release including a letter to Victoria’s Secret’s Board of Directors, which is attached as Exhibit 99.3. Other previously reported information remains in effect except as specifically amended.
Victoria’s Secret & Co. (VSCO): BBRC-related entities filed Amendment No. 4 to Schedule 13D, reporting beneficial ownership of 12.9% of the company’s common stock. The percentage is calculated based on 80,164,485 shares outstanding as of August 29, 2025, as disclosed in the company’s latest 10-Q.
The filing notes that on November 4, 2025, BBRC International Pte Limited issued a press release including a letter to Victoria’s Secret’s Board of Directors, which is attached as Exhibit 99.3. Other previously reported information remains in effect except as specifically amended.