Seldon Capital’s $8.45M Bet and Delta Galil’s Margin Gains Boost Victoria’s Secret
Delta Galil’s FY25 sales rose 4% to $2.12bn with gross margin up 60 basis points to 42.5%, highlighting improved supply-chain efficiencies for Victoria’s Secret. Meanwhile, Seldon Capital purchased 155,950 Victoria’s Secret shares worth $8.45m, driving the stock up 93% year-over-year.
1. Institutional Bet and Stock Rally
Seldon Capital acquired 155,950 shares of Victoria’s Secret during Q4 2025, investing $8.45m to capitalize on the retailer’s turnaround. The transaction underscored confidence in the brand as its shares surged 93% year-over-year, driven by stronger same-store sales growth and margin expansion.
2. Delta Galil’s Supply-Chain Gains
Delta Galil reported FY25 revenue of $2.12bn, up 4% from fiscal 2024, and expanded gross margin by 60 basis points to 42.5%. As a major supplier to Victoria’s Secret, improved factory efficiencies and higher DTC mix may ease cost pressures and bolster product availability for the retailer.