Victoria's Secret & Co. (VSCO) FY2025 10-K Annual Report

Filed: Mar 21, 2025
Consumer Discretionary
Retail-Women's Clothing StoresSEC EDGAR

Victoria's Secret & Co. (VSCO) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 21, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Victoria's Secret & Co. FY2025 10-K Analysis

Business Overview

  • Specialty retailer of women's intimate apparel and beauty products under Victoria's Secret, PINK, Adore Me brands
  • Acquisition of digital-native intimates brand AdoreMe completed December 30, 2022, expanding digital presence
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Management Discussion & Analysis

  • Adjusted operating income $373M in 2024 vs $327M in 2023, up $46M YoY
  • Adjusted net income $218M in 2024 vs $178M in 2023, net income margin improvement implied
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Risk Factors

  • Regulatory risk from U.S. tariff increases: 10%-25% tariffs imposed on imports from China, Mexico, Canada in early 2025 impacting sourcing costs
  • Geopolitical threat from ongoing conflicts in Europe and Middle East causing supply chain disruptions and inflationary pressures
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Victoria's Secret & Co. FY2025 Key Financial Metrics
XBRL

Revenue

$6.2B

+0.8% YoY

Net Income

$165M

+51.4% YoY

Gross Margin

36.7%

+39bp YoY

Operating Margin

5.0%

+100bp YoY

Net Margin

2.6%

+89bp YoY

ROE

25.8%

-36bp YoY

Total Assets

$4.5B

-1.5% YoY

EPS (Diluted)

$2.05

+47.5% YoY

Operating Cash Flow

$425M

+9.3% YoY

Source: XBRL data from Victoria's Secret & Co. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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