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VSVSCO

Victoria's Secret & Co.

$VSCO·$6.5B·Apparel - Retail·Consumer Cyclical
$81.47-1.1%YTD+48.3%1Y+343.3%
Mentions · last 7 days
2026-07-12: 0 posts2026-07-13: 6 posts2026-07-14: 2 posts2026-07-15: 2 posts2026-07-16: 4 posts2026-07-17: 3 posts2026-07-18: 0 posts17+13%
Price updated 2d ago·X counts updated 1d ago
VSVSCO
$VSCOVictoria's Secret & Co.
$81.47-1.10%17 posts+13%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VSCO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-18

The move is getting stronger, with heavier trading behind it.

Q1 rev $1.56B +15.3% YoY, EPS $0.56 vs $0.21 last year — BofA Buy reiteration June 17 and BBRC 13D/A M&A optionality; T12M +343%.

Victoria's Secret & Co. is a specific specialty-apparel intimate-and-lingerie operator running the specific brand-and-earnings-acceleration setup — the reference name in the intimate-apparel category with real M&A optionality. The stock is $81.47 on a $6.47B market cap, up 48% YTD and 343% YoY, sitting in the top 90% of its 52-week range.

  • The Q1 revenue print was the specific acceleration signal: revenue $1.56B was +15.3% YoY with EPS $0.56 after +7.8% Q4, +9.3% Q3, and +3.0% Q2 — the specific pattern where the multi-quarter growth stack has meaningfully reaccelerated from low-single-digits to mid-teens, and Q1 EPS $0.56 versus $0.21 year-ago shows real margin expansion.
  • The June 17 BofA Buy reiteration is the specific institutional-visibility signal: Bank of America maintained Buy on Victoria's Secret citing the specific 'poised for future earnings growth' framing — the specific pattern of a top-tier sell-side ratings anchor that supports the rerating math after the multi-hundred-percent runup.
  • The June 4 BBRC 13D/A is the specific M&A-optionality signal: Amendment No. 6 disclosing beneficial ownership of ~9,175,101 shares held for potential M&A activity — a specific activist maintaining position with corporate-outcome intent.
  • The insider distribution is specifically real: BBRC INTERNATIONAL PTE LTD S-Sale of 276,171 shares for $24.44M — the largest shareholder taking meaningful distribution during the runup, a real caveat against the multi-hundred-percent rally.

The August 27 Q2 print is the specific acceleration confirmation: EPS estimate of $0.72 with revenue growth extending above +12% and any specific commentary on brand-marketing effectiveness, Pink-brand comp trajectory, or international-launch cadence is what pushes the tape toward $95+; a growth deceleration below +8% or a soft comp-store disclosure sends the stock back through $65 support.

What to watch: The August 27 Q2 earnings — EPS versus $0.72, revenue growth above +12%, and brand-marketing commentary. A clean print pushes the tape to $95+; a deceleration sends it through $65.

On the calendar: 2026-08-27 — Q2 2026 earnings

Read the AI verdict + X sentiment for $VSCO

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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty retailer of women's lingerie, apparel, and beauty under Victoria's Secret and PINK brands globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $VSCO.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $VSCO

Neutral — Specialty retailer of women's lingerie, apparel, and beauty under Victoria's Secret and PINK brands globally; this business's revenue is largely decoupled from the off-price market share gains from excess inventory liquidation.

Industry benchmark

12-name peer basket
-0.8%YTD
+26.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
30.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
36.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 2, 2026$0.60$0.29+106.9%
Q4 2025Mar 5, 2026$2.77$2.48+11.7%
Q3 2025Dec 5, 2025$-0.27$-0.59+53.9%
Q2 2025Aug 28, 2025$0.33$0.13+153.8%
Next earningsThu, Aug 27·consensus EPS $0.72

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+15.3%37.6%5.3%$0.56$-191.0M
Q4 FY25$2.3B+7.8%37.7%10.1%$2.14$649.0M
Q3 FY25$1.5B+9.3%36.4%-1.3%$-0.46$-232.0M
Q2 FY25$1.5B+3.0%35.6%2.8%$0.21$88.0M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.5B – $6.5B$2.74$2.55 – $2.905
FY27$7.1B$7.1B – $7.1B$4.50$4.42 – $4.646
FY28$7.4B$7.3B – $7.5B$5.32$4.81 – $6.416
FY29$7.7B$7.7B – $7.8B$6.06$5.95 – $6.133
FY30$8.0B$7.9B – $8.0B$6.60$6.49 – $6.681

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.90%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+18.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+53.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 26Bbrc International Pte Ltd10% owner276.2K sh$24.4MSellJun 4Bbrc International Pte Ltd10% owner27.8K sh$2.2MSellJun 2Bbrc International Pte Ltd10% owner1.1M sh$88.7MBuyApr 2Anne SheehanDirector5.5K sh$251KBuyApr 2Donna JamesDirector2.2K sh$101K
+ 10 other (6 awards · 4 inkinds) in window

See when $VSCO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Victoria's Secret & Co. (VSCO) reported annual meeting vote results (Item 5.07) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before specific vote tallies are disclosed.

SC 13D/AActivist amendmentJun 4SC 13D/A
AI summary

With filed Amendment No. 6 to Schedule 13D disclosing updated beneficial ownership in VSCO (VSCO). The filing covers approximately 9,175,101 shares of VSCO. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KPress release / Reg FDJun 28-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

VSCO (VSCO) reported financial results for first quarter in an 8-K filed under Item 2.02. The filing includes key financial metrics including revenue, operating income, and per-share results. Results of operations disclosures under Item 2.02 typically accompany an earnings press release furnished as an exhibit, making them available concurrently with the earnings call. These filings provide the market with transparent, timely financial performance data for investment analysis.

8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change
AI summary

VSCO (VSCO) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CTO. Individuals named in the filing include Exact Name, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

SC 13D/AActivist amendmentMay 4SC 13D/A
AI summary

With filed Amendment No. 5 to Schedule 13D disclosing updated beneficial ownership in VSCO (VSCO). The filing covers approximately 10,310,531 shares of VSCO. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

3New insider — initial holdingsMar 183
8-KPress release / Reg FDMar 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 33 other (14 proxys · 6 DFAN14As · 5 13Gs · 2 PRRN14As) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Victoria's Secret seen poised for future earnings growth, says Bank of America while maintaining ‘Buy' ratingproactiveinvestors.com·32d agoVictoria’s Secret seen poised for future earnings growth, says Bank of America while maintaining ‘Buy’ ratingproactiveinvestors.com·33d agoVictoria's Secret & Co. Shareholders Decisively Re-Elect All Nine Company Director Nomineesglobenewswire.com·39d agoOpinion | Victoria's Secret's Sexy Rebrandingwsj.com·39d agoVictoria's Secret Crushed the Quarter, But These Wall Street Analysts Think the Excitement May Be Overdonefool.com·46d ago

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