Sheehan Anne reported acquisition or exercise transactions in this Form 4 filing.
Victoria's Secret & Co. director Anne Sheehan received a grant of 1,706 shares of Common Stock on June 11, 2026. The shares were awarded at $0.00 per share, indicating an equity compensation grant rather than an open-market purchase. Following this award, Sheehan directly holds 31,758 shares of Victoria's Secret & Co. common stock. This filing records a routine stock grant to a board member and does not reflect any sale of shares.
Hernandez Jacqueline reported acquisition or exercise transactions in this Form 4 filing.
Victoria's Secret & Co. director Jacqueline Hernandez received a grant of 1,706 shares of common stock on June 11, 2026. The award was recorded at a price of $0.00 per share, indicating it was compensation rather than a market purchase. Following this grant, she directly owns 28,322 shares of Victoria's Secret common stock.
Victoria's Secret & Co. director Sarah R. Davis received a grant of 1,706 shares of common stock on June 11, 2026. The shares were acquired as a compensation-related grant at a stated price of $0.0000 per share. Following this award, she directly holds 28,322 shares of common stock.
Britt Irene Chang reported acquisition or exercise transactions in this Form 4 filing.
Victoria's Secret & Co. director Britt Irene Chang received a grant of 1,738 shares of Common Stock on June 11, 2026. The shares were awarded at a price of $0.00 per share, reflecting a stock-based compensation award rather than a market purchase. Following this grant, Chang directly holds 28,849 shares of the company’s common stock.
Victoria’s Secret & Co. reported results of its 2026 annual stockholder meeting held by remote communication on June 11, 2026. Stockholders elected nine directors to serve until the 2027 annual meeting, with each nominee receiving a substantial majority of votes cast.
Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with 54,394,913 votes in favor versus 11,238,067 against. In addition, they ratified Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026, supported by 66,826,966 votes for and only 80,677 against.
FMR LLC amended a Schedule 13G to report beneficial ownership of 8,660,663.65 shares of Victoria's Secret & Co common stock, representing 10.9% of the class. The filing lists sole dispositive power and partial sole voting power through FMR LLC and identifies Abigail P. Johnson as a related person with dispositive authority. The amendment is signed under powers of attorney and references an attached Exhibit 99 for a 13d-1(k)(1) agreement.
Victoria’s Secret & Co. reported a much stronger first quarter of 2026, with net sales rising 15% to $1.560 billion from $1.353 billion a year earlier, driven by growth across stores, direct and international channels. Comparable sales increased 13% after a 1% decline in 2025.
Operating income jumped to $76 million from $20 million, lifting the operating margin to 4.9% from 1.5%, as higher regular-priced selling and lower promotions offset about $14 million in incremental tariff costs. Net income attributable to Victoria’s Secret & Co. improved to $48 million from a $2 million loss, with GAAP diluted EPS moving to $0.56 from ($0.02). Adjusted diluted EPS was $0.60 versus $0.09.
The company used $137 million of cash in operating activities as it built inventory, repurchased $100 million of stock (2.2 million shares) and ended the quarter with $207 million of cash and $986 million of long-term debt. Management highlighted ongoing tariff headwinds, potential refunds of previously paid IEEPA tariffs, and noted a proxy contest initiated after quarter-end.
Victoria's Secret & Co. large shareholder updates its stake and recent trades. Entities associated with Brett Blundy report beneficial ownership of 9,175,201 shares of common stock, or about 11.6% of the 79,425,668 shares outstanding as of April 15, 2026.
BBFIT Investments Pte Ltd directly owns 9,175,101 shares, while The BB Family International Trust directly owns 100 shares and may be deemed to beneficially own BBFIT’s holdings. BBRC International and Brett Blundy may be deemed to share voting and dispositive power over these shares.
On June 2, 2026 BBFIT sold 1,107,672 shares in open‑market transactions at prices ranging from $80.00 to $80.69 per share, with a weighted‑average price of $80.11. On June 4, 2026 it sold a further 27,758 shares at prices from $80.00 to $80.19, with a weighted‑average price of $80.03.
Victoria's Secret & Co. large shareholder BBRC International Pte Ltd, in its capacity as trustee for the BB Family International Trust and related entities, reported open-market sales of a total of 1,135,430 shares of common stock on June 2 and June 4, 2026 at weighted average prices around $80 per share. After these transactions, the reporting group held 9,175,201 shares indirectly.