Aerie built a $2 billion brand by rejecting Victoria's Secret's old playbook. Now it wants to win the AI backlash. [Fortune]
Victorias Secret & Co. (VSCO)
Company Research
Source: Fortune
Recommended Video It was 2014, at the twilight of Victoria's Secret's cultural dominance before a consumer backlash against unrealistic supermodel-led body standards had started to hurt the lingerie brand's sales. Aerie was ahead of its time among mass-market brands: It had leaned into body positivity before that became a mainstream term by offering larger sizes earlier than peers, and focusing on comfort and fit, rather than sexiness in service to the male gaze. Foyle, now president and executive creative director of AE and Aerie, decided to take it a step further: Aerie announced the “Aerie Real pledge” to stop retouching photos of models, a pioneering stand in the apparel industry at the time. “I said, ‘This is it. This is our moment. We are going to be disruptive in the intimate apparel space,'” Foyle recalls in a recent interview with Fortune in an Aerie store in New York's SoHo. “It was a magical moment when it came to life.” Last month, Aerie launched a fresh campaign do
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News
- Victoria's Secret upgraded by Bank of America on margin expansion opportunity [Yahoo! Finance]Yahoo! Finance
- Victoria's Secret & Co. (VSCO): Under-the-Radar Pick from David Einhorn Is Dominating 2026 [Yahoo! Finance]Yahoo! Finance
- iAnthus names Jason Ware as CFO [Seeking Alpha]Seeking Alpha
- Victoria's Secret & Co. (VSCO) was upgraded by Bank of America Corporation from "neutral" to "buy". They now have a $68.00 price target on the stock, up from $58.00.MarketBeat
- Victoria's Secret rallies after BofA points to sales momentum [Seeking Alpha]Seeking Alpha
VSCO
Earnings
- 3/5/26 - Beat
VSCO
Sec Filings
- 4/6/26 - Form 4/A
- 4/6/26 - Form 4
- 4/6/26 - Form 4
- VSCO's page on the SEC website