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中文(ZH) 老登最爱的维密,又复活了

Victoria's Secret stages comeback with redefined 'sexy' and global growth

Victoria's Secret is experiencing a resurgence, with a 153% increase in adjusted operating profit for the first quarter of fiscal year 2026, leading to a nearly 50% stock price surge. This turnaround is attributed to a strategic redefinition of "sexy" to encompass diverse self-expression, alongside adjustments in product and marketing. The brand, previously criticized for objectifying women and associated with Jeffrey Epstein's associate Leslie Wexner, has embraced inclusivity by featuring a wider range of models in its recent fashion shows. Despite financial recovery and strong international growth, particularly in China, Victoria's Secret faces ongoing challenges including potential tariff increases and intense competition from both established brands and newer, more inclusive labels. AI

RANK_REASON The article details a significant financial turnaround and strategic brand repositioning for a major retail company, including shifts in marketing and product strategy. [lever_c_demoted from significant: ic=1 ai=0.0]

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Victoria's Secret stages comeback with redefined 'sexy' and global growth

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Lao Deng's favorite Victoria's Secret is back from the dead

    <p><strong>作者 |</strong>&nbsp;谢芸子</p> <p><strong>编辑 | </strong>黄绎达&nbsp;</p> <p>2026年2月,在美国爱泼斯坦案的听证会上,维密前老板莱斯利·韦克斯纳的名字被提及近200次。这个因为贩卖性感而知名的内衣品牌,被彻底钉在了“物化女性”的耻辱柱上。</p> <p>恐慌情绪蔓延至资本市场,维密股价连续多个交易日持续下跌。几乎所有人都认为,属于它的时代结束了。</p> <p>但仅仅三个月后,维密交出了一份让华尔街错愕的财报。</p> <p>截至2026财年第一季度末,维密经调整后的营…