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Stock impact report

Victoria's Secret ends subscription program tied to $400M deal [Yahoo! Finance]

Victorias Secret & Co. (VSCO) 
Company Research Source: Yahoo! Finance
The retailer said it has ended the subscription service tied to its direct-to-consumer brand, Adore Me, and will instead convert the program into a loyalty model as part of a broader reassessment of the business. The company disclosed the move during its latest earnings call On the March 5, 2026 call, Victoria's Secret & Co. CEO Hillary Super said the company has also launched a strategic review of DailyLook, a personal styling service that came with the Adore Me acquisition. Executives said they are evaluating how that business fits into the retailer's long-term strategy. Management shared that DailyLook “operates as a digitally based premium subscription… and represents a non-core asset within our portfolio.” They also noted that the company has “discontinued Adore Me's intimates-based subscription offering and converted it to a loyalty program” as part of ongoing evaluation of its businesses. The moves highlight a shift in how Victoria's Secret is approaching the digital-fir Show less Read more
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