Victoria Secret

The famous company behind sexy lingerie and beauty products Victoria's Secret & Co. (NYSE:VSCO) recently announced the definitive agreement to acquire 100% of ...

Therefore, I'm not convinced VSCO is a Buy, and I'm yet to see if the Adore Me acquisition will really be accretive. Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. The Angels lingerie company has been known for multiples scandals and controversy for degrading women’s bodies and for the use of "soft porn" in marketing photos. We believe there are better stocks out there for investors looking to invest in the retail discretionary space. However, it might be too late for Victoria's Secret to return to its old roots, as this might create a shock with activists. The two brands seem to overlap quite a lot. And while I believe this is true, I have doubts if VSCO will use the potential benefits of this acquisition fully. The Adore Me acquisition shall close at the end of January 2023, so this won't impact Q4 results. However, VSCO has been struggling to find a strong identity, and thus the question remains: will VSCO use Adore Me the right way? Adore Me is more popular with teens and younger people, while Victoria's Secret traditionally attracts adults and older generations. VSCO on the other hand, is a household name in the market and has been a giant for decades now. This is mostly due to Adore Me's subscription model, where it charges a monthly fee for a monthly lingerie box.