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Victoria's Secret (VSCO) investor relations material
Victoria's Secret Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy Filing summary4 Nov, 2025
Executive summary
Board is actively engaging with BBRC regarding Brett Blundy's demand for a board seat and other governance changes, following extensive prior interactions since 2022.
Under new CEO Hillary Super, total shareholder returns have reached 89%, significantly outperforming key retail indices and peers.
The company is focused on maintaining momentum and delivering enhanced value for shareholders as it enters the holiday season.
Forward-looking statements highlight risks and uncertainties, including economic conditions, leadership changes, and global trade issues.
Voting matters and shareholder proposals
BBRC, a significant shareholder, has publicly demanded a board seat for Brett Blundy and proposed additional changes, including the resignation of the current board chair.
The board is conducting a renewed evaluation of Blundy's candidacy, considering conflicts of interest and reputational risks.
Shareholders are encouraged to review the upcoming proxy statement and vote using the WHITE proxy card.
Board of directors and corporate governance
The board has added four new directors since the spin-off, including three independents and the CEO.
The board is committed to best practices, transparency, and collaborative engagement with shareholders.
Current board members and executive officers are identified as participants in the proxy solicitation.
Detail BBRC's past conduct-related issues
Explain Path to Potential strategy's key drivers
Impact of BBRC's non-cooperation on Board review?
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Next Victoria's Secret earnings date
Q3 20265 Dec, 2025
Next Victoria's Secret earnings date
Q3 20265 Dec, 2025
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Frequently asked questions
Victoria’s Secret & Co. is a specialty retailer of lingerie, personal care, and beauty products. The company operates under brands such as Victoria's Secret and PINK through retail stores, online channels, and international franchises. The company is headquartered in Reynoldsburg, Ohio, and its shares are listed on the NYSE.
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