Victoria’s Secret Stock: A Sustainable Recovery in the Making?

Recent signals from Victoria's Secret & Company suggest the retailer may be navigating a turnaround after a period of operational difficulty. As the market anticipates the release of fourth-quarter figures on February 26, 2026, an upgraded annual outlook and notable insider trading activity are fueling investor discussion. The central question remains: how durable is this apparent rebound?

The company's management has raised its full-year forecast, now projecting annual revenue to reach as high as $6.48 billion. This upgraded guidance follows a stronger-than-expected third-quarter performance that has improved market sentiment. Over the past week, the stock has climbed more than 11%, though its Relative Strength Index (RSI) of 46.9 indicates a neutral technical stance.

• Previous Close (Thursday): €51.16
• 52-Week High: €56.62 (January 9, 2026)

Third-Quarter Performance Exceeds Expectations

The foundation for the renewed optimism was laid in Q3 results, where the company surpassed analyst projections for both sales and profit. Revenue grew 9.2% year-over-year to $1.47 billion. A key highlight was a 170-basis-point expansion in the adjusted gross margin, which market observers interpret as evidence of improving operational efficiency.

Should investors sell immediately? Or is it worth buying Victoria's Secret & Company?

Executive Transactions and Strategic Initiatives

A regulatory filing revealing that CFO Scott Sekella disposed of a stock package on February 3 drew investor attention. While such insider sales are routine and mandatory to report, they are often scrutinized. However, Sekella continues to hold over 30,000 shares, a fact that currently suggests sustained confidence in the corporate strategy.

Concurrently, Victoria's Secret has published an update on its "Global Fund Impact Report," underscoring a strategic commitment to investing in women's healthcare initiatives.

All eyes are now on the upcoming earnings release. The fourth-quarter report will be crucial in determining whether the company can validate the positive momentum from Q3 and successfully meet its heightened annual targets.