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VSVSCO

Victoria's Secret & Co.

$VSCO·$7.0B·Apparel - Retail·Consumer Cyclical
$91.51+2.6%YTD+62.4%1Y+308.5%
Mentions · last 7 days
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Price updated 13h ago·X counts updated 10d ago
VSVSCO
$VSCOVictoria's Secret & Co.
$91.51+2.58%2 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Comeback attemptAcceleratingAI verdict · as of 2026-08-29

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

Specialty-retail turnaround +304% t12m with Blundy 9% activist stake + FY27 EPS +64% modeled + BofA Buy; Q2 print is the pivot.

Victoria's Secret & Co is a $7.05B women's intimate apparel + beauty products specialty retailer (VS + PINK brands) at $91.51 — +62% YTD, +304% t12m, sitting at 81% of its 52w range and +44% above the 200d after a massive turnaround rally.

  • Q2 EPS TBD (next earn); Q1 EPS $0.60 vs $0.29 (+107% beat!), Q4 2025 $2.77 vs $2.48 (+11.7%), Q3 2025 -$0.27 vs -$0.59 (+53.9%) — three consecutive material beats.
  • Q1 revenue $1.56B (+15.3% YoY), Q4 2025 $2.27B (+7.8%) — real revenue growth.
  • Cash economics: PE 30.0, PS 0.88, ROIC 8.0%, ROE 29.7%, gross margin 37%, op-margin 4.9%, D/E 3.32 (elevated), EV/EBITDA 16.1, FCF yield 5.3%.
  • Analyst path FY (Jan) 2026 EPS $2.74 → FY 2027 $4.50 (+64% growth) — real profitability inflection modeled.
  • Board expanded from 9 to 10 with Gerri Martin-Flickinger appointed (Sept 14, 2026) — governance addition.
  • BBRC International Pte Ltd (Brett Blundy, Australian billionaire retail investor) 13D/A discloses 7,810,631 shares (~9% stake) — activist/strategic-investor position confirmed.
  • Multiple bullish analyst pieces: "Victoria's Secret: Focusing In On Staying Power Of Current Operational Momentum," "Victoria's Secret Has Reclaimed Its Identity - Buy," "Victoria's Secret seen poised for future earnings growth, says Bank of America (Buy)."
  • Sentiment feed is empty.

Read as a specialty-retail turnaround with three consecutive material beats + Brett Blundy 9%+ activist stake + BofA Buy rating + FY27 EPS +64% growth modeled; the debated question is whether Q2 confirms the operational momentum or whether the recent +304% t12m rally has already priced the transformation.

What to watch: Q2 EPS print, Blundy activist actions, and any additional Board changes.

On the calendar: Q2 next earnings (mid-September expected, not confirmed)

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

Consumer discretionary softness and inventory normalization are the near-term headwinds; athleisure demand trends favor performance-focused brands over fashion-driven ones. China sourcing exposure — and tariff pass-through — is the cost-structure risk for the category.

What this means for $VSCO

Partial — consumer discretionary / retail performance tracks consumer spending trends; Victoria's Secret & Co.

Industry benchmark

14-name peer basket
+7.3%YTD
+28.8%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%

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.1.4×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.79%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.-0.1%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.+38.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

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 2Donna JamesDirector2.2K sh$101KBuyApr 2Anne SheehanDirector5.5K sh$251K
+ 8 other (5 awards · 3 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-KOfficer or director changeAug 208-K — Item 5.02: Officer or director change
AI summary

Victoria's Secret & Co. expanded its Board from nine to ten directors and appointed Gerri Martin-Flickinger to fill the new seat, effective September 14, 2026, subject to her also joining the Audit Committee. Martin-Flickinger was determined to be independent per NYSE listing standards. Standard independent director addition with technology/digital expertise; no compensation or related-party issues disclosed.

SC 13D/AActivist amendmentJul 29SC 13D/A
AI summary

BBRC International Pte Ltd (Singapore) and Brett Blundy (Australian billionaire retail investor) filed an amended Schedule 13D for Victoria's Secret & Co. (VSCO) disclosing 7,810,631 shares representing approximately 9.8% of VSCO's outstanding common stock. The shares are held through BBRC with shared voting and dispositive power. Blundy has been a long-term retail industry investor; his VSCO stake at ~9.8% makes him a significant minority shareholder with potential activist or strategic implications.

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
+ 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 Q2 Preview: Focusing In On Staying Power Of Current Operational Momentumseekingalpha.com·7d agoVictoria's Secret Has Reclaimed Its Identity - Buyseekingalpha.com·28d agoVictoria's Secret Is All About Lift, Support, and a Good CEO Fit—and the Stock Loves Itbarrons.com·45d agoVictoria's Secret seen poised for future earnings growth, says Bank of America while maintaining ‘Buy' ratingproactiveinvestors.com·78d agoVictoria’s Secret seen poised for future earnings growth, says Bank of America while maintaining ‘Buy’ ratingproactiveinvestors.com·78d ago

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