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Can Victoria's Secret's Fashion Show Drive Customer and Demand Growth?
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Key Takeaways
VSXY's fashion show helped drive customer acquisition and product demand above expectations last year.
VSXY is adding watch parties, YouTube distribution and social livestreams to expand fashion show engagement.
VSXY's Angels Among Us search and new docuseries are giving fans a larger role in the brand's world.
Victoria’s Secret & Company (VSXY - Free Report) continues to see significant opportunities in engagement and sense of community in the second half of 2026. A key opportunity is the fashion show, which the company is continuing to evolve from a single event into an ongoing franchise. Last year provided important insights into the show’s potential, particularly the excitement and fandom it generated within the community.
The company sees the fashion show as an opportunity to deepen customer engagement, building on last year’s engagement, which helped drive customer acquisition and product demand above expectations. New customer acquisition also grew in high single digits in the second quarter, with particularly strong acquisition among 18- to 24-year-olds.
The company is applying learnings from last year to strengthen engagement around its fashion show. It is creating dedicated watch parties across the country while making the show more accessible through distribution on YouTube and live streaming on social platforms. The company is also focused on building greater excitement ahead of the show. As part of this strategy, Angels Among Us, a nationwide search for the next Angel, is an important part of the company’s efforts around the fashion show.
Building on the overwhelming response, Victoria’s Secret announced a special docuseries produced by Boardwalk Pictures. The series will follow aspiring Angels throughout their journey leading up to the fashion show, where the newest Angel will be revealed. The initiative gives the community a more active role in the Victoria’s Secret world while celebrating fans, whom management described as the heart of the brand.
Overall, Victoria’s Secret is using the fashion show as an important customer-acquisition and engagement opportunity. Management said that last year’s show helped drive customer acquisition and product demand.
The Zacks Rundown for VSXY
Shares of this Zacks Rank #3 (Hold) company have gained 91.6% in the past six months against the industry’s decline of 3.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, VSXY trades at a forward price-to-earnings ratio of 15.38, higher than the industry’s average of 12.12.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for VSXY’s current and next fiscal year earnings implies a year-over-year rise of 56.3% and 22.7%, respectively.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks have been discussed below:
The Zacks Consensus Estimate for FIGS’s current fiscal-year sales and earnings implies growth of 19.7% and 89.5%, respectively, from the year-ago figures. FIGS has delivered a trailing four-quarter earnings surprise of 201.8%, on average.
Fossil Group, Inc. (FOSL - Free Report) designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. At present, FOSL carries a Zacks Rank of 2.
The Zacks Consensus Estimate for FOSL’s current fiscal-year sales indicates a decline of 4%, while the same for earnings indicates growth of 96.7% from the year-ago figures. FOSL delivered a trailing four-quarter negative earnings surprise of 236.2%, on average.
Boot Barn Holdings, Inc. (BOOT - Free Report) operates specialty retail stores in the United States and internationally. At present, Boot Barn carries a Zacks Rank of 2.
The consensus estimate for Boot Barn’s current fiscal-year sales and earnings implies growth of 15.8% and 23.5%, respectively, from the year-ago figures. BOOT delivered a trailing four-quarter earnings surprise of 11.4%, on average.
View the Zacks #1 Rank List
Image: Bigstock
Can Victoria's Secret's Fashion Show Drive Customer and Demand Growth?
Key Takeaways
Victoria’s Secret & Company (VSXY - Free Report) continues to see significant opportunities in engagement and sense of community in the second half of 2026. A key opportunity is the fashion show, which the company is continuing to evolve from a single event into an ongoing franchise. Last year provided important insights into the show’s potential, particularly the excitement and fandom it generated within the community.
The company sees the fashion show as an opportunity to deepen customer engagement, building on last year’s engagement, which helped drive customer acquisition and product demand above expectations. New customer acquisition also grew in high single digits in the second quarter, with particularly strong acquisition among 18- to 24-year-olds.
The company is applying learnings from last year to strengthen engagement around its fashion show. It is creating dedicated watch parties across the country while making the show more accessible through distribution on YouTube and live streaming on social platforms. The company is also focused on building greater excitement ahead of the show. As part of this strategy, Angels Among Us, a nationwide search for the next Angel, is an important part of the company’s efforts around the fashion show.
Building on the overwhelming response, Victoria’s Secret announced a special docuseries produced by Boardwalk Pictures. The series will follow aspiring Angels throughout their journey leading up to the fashion show, where the newest Angel will be revealed. The initiative gives the community a more active role in the Victoria’s Secret world while celebrating fans, whom management described as the heart of the brand.
Overall, Victoria’s Secret is using the fashion show as an important customer-acquisition and engagement opportunity. Management said that last year’s show helped drive customer acquisition and product demand.
The Zacks Rundown for VSXY
Shares of this Zacks Rank #3 (Hold) company have gained 91.6% in the past six months against the industry’s decline of 3.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, VSXY trades at a forward price-to-earnings ratio of 15.38, higher than the industry’s average of 12.12.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for VSXY’s current and next fiscal year earnings implies a year-over-year rise of 56.3% and 22.7%, respectively.
Image Source: Zacks Investment Research
Stocks to Consider
Some better-ranked stocks have been discussed below:
FIGS, Inc. (FIGS - Free Report) operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally. At present, FIGS carries a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for FIGS’s current fiscal-year sales and earnings implies growth of 19.7% and 89.5%, respectively, from the year-ago figures. FIGS has delivered a trailing four-quarter earnings surprise of 201.8%, on average.
Fossil Group, Inc. (FOSL - Free Report) designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally. At present, FOSL carries a Zacks Rank of 2.
The Zacks Consensus Estimate for FOSL’s current fiscal-year sales indicates a decline of 4%, while the same for earnings indicates growth of 96.7% from the year-ago figures. FOSL delivered a trailing four-quarter negative earnings surprise of 236.2%, on average.
Boot Barn Holdings, Inc. (BOOT - Free Report) operates specialty retail stores in the United States and internationally. At present, Boot Barn carries a Zacks Rank of 2.
The consensus estimate for Boot Barn’s current fiscal-year sales and earnings implies growth of 15.8% and 23.5%, respectively, from the year-ago figures. BOOT delivered a trailing four-quarter earnings surprise of 11.4%, on average.