Victoria's Secret & Company (VSXY)

Victoria’s Secret beat expectations on earnings while revenue was essentially in line, as adjusted EPS of $0.95 topped the $0.77 estimate (+23%) on revenue of $1.611 billion versus a $1.620 billion consensus (-0.6%, in line) in the second fiscal quarter of 2026 ended July 31, 2026 and reported September 3, 2026. Revenue rose 10.4% to roughly $1.6 billion from about $1.5 billion a year ago, and adjusted EPS was up from $0.33 a year ago. Profitability tracked alongside the higher sales base, with gross profit of about $760.0 million translating to a gross margin of ~47%, while operating income of roughly $259.8 million produced an operating margin near 16%. For the next period, consensus calls for EPS of $0.05 on revenue of $1.575 billion.