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VSVSXY

Victoria's Secret & Company

$VSXY·$6.5B·Apparel - Footwear & Accessories·Consumer Cyclical
$81.45-1.1%YTD+49.9%1Y+343.1%
Mentions · last 7 days
2026-07-11: 2 posts2026-07-12: 3 posts2026-07-13: 7 posts2026-07-14: 1 posts2026-07-15: 3 posts2026-07-16: 4 posts2026-07-17: 0 posts20+11%
Price updated 10h ago·X counts updated 9h ago
VSVSXY
$VSXYVictoria's Secret & Company
$81.45-1.13%20 posts+11%
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 $VSXY, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

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

Victoria's Secret is up 362% over twelve months with the PINK x Legally Blonde collab home-run and international growth.

Victoria's Secret & Co runs lingerie, apparel, and beauty retail globally with the VS and PINK brands, $6.23B market cap, with Q2 fiscal 2027 earnings due 2026-08-26.

  • Consensus models fiscal 2026 revenue at $6.52B rising to $7.13B in fiscal 2027 and $7.45B in fiscal 2028, with EPS growing from $2.74 to $4.62 to $5.45 — a doubling arc within three years.
  • Q1 EPS $0.60 versus $0.32 consensus (90.2% surprise), continuing large positive beats (90%, 10%, 54%, 162%) reflecting operating leverage across brand refresh.
  • Gross margin 36.9% trailing, operating margin 4.9%, FCF yield 5.3% — real cash-generative economics with margin-expansion room.
  • On July 14, Zacks framed 'Expanding Growth Through Innovation'; on July 7, Zacks noted 'Strong International Growth Led by China.'
  • On June 4, Brett Blundy and Singapore-based entities filed Schedule 13D Amendment No. 2 — activist-investor stake continues.
  • On June 15, annual meeting elected all nine director nominees, Say-on-Pay approved at 82.9% — governance continuity.
  • The stock is up 362% over twelve months and 54% year-to-date — tape confirmed the brand-refresh thesis.
  • Trailing ROE 29.7% — strong operating economics.

The setup is a specialty-retail turnaround with PINK x Legally Blonde success and Chinese international growth — August 26 tests fiscal 2027 comps.

Agrees with X sentimentX posters cite Victoria's Secret closing at another all-time high with PINK x Legally Blonde collab as a home run (Legally Blonde prequel launched July 1). Shares are up 185% since Sophie Cunningham's Angel comment. Tone is aggressive long positioning. That aligns with the strong operating fundamentals (90% Q1 EPS surprise), the international growth commentary, and the fundamentals-plus-cultural-catalyst framework driving the +362% twelve-month gain.

What to watch: August 26 Q2 fiscal 2027 earnings — same-store sales growth by segment (VS Direct, PINK, VS International), gross-margin trajectory versus the 36.9% trailing base, operating-margin trajectory, and full-year fiscal 2027 EPS guide versus the $4.62 consensus. PINK x Legally Blonde collab conversion and Chinese international-store cadence are qualitative signals.

On the calendar: 2026-08-26 Q2 fiscal 2027 earnings; same-store sales and Chinese international growth drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-03

Victoria's Secret (VSXY) closes at another all-time high. PINK x Legally Blonde collab has been a home run with Legally Blonde prequel launching July 1. Shares up 185% since Sophie Cunningham's Angel comment. The tone is aggressive long positioning.

Read the AI verdict + X sentiment for $VSXY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Women's lingerie, apparel, and beauty retailer operating under the Victoria's Secret and PINK brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Footwear & Accessories sits in its cycle right now — and what that implies for $VSXY.

Apparel - Footwear & Accessories · Consumer Cyclical

No material change from last week — full-price sell-through discipline and inventory health rebuilding weigh on margins while China tariff sourcing uncertainty adds cost pressure.

What this means for $VSXY

Partial — Women's lingerie, apparel, and beauty retailer operating under the Victoria's Secret and PINK brands; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

4-name peer basket
-0.6%YTD
-20.9%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$0.32+90.2%
Q4 2025Mar 5, 2026$2.77$2.52+9.9%
Q3 2025Dec 5, 2025$-0.27$-0.59+53.9%
Q2 2025Aug 28, 2025$0.33$0.13+162.1%
Next earningsWed, Aug 26·consensus EPS $0.75

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.4B – $6.6B$2.74$2.70 – $2.763
FY27$7.1B$7.1B – $7.2B$4.62$4.60 – $4.647
FY28$7.4B$7.4B – $7.5B$5.45$5.21 – $5.837
FY29$7.8B$7.7B – $7.8B$6.08$5.99 – $6.133
FY30$8.0B$7.9B – $8.0B$6.60$6.50 – $6.661

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.—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.+19.2%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 69.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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

No open-market buys or sells in the last 180 days.

+ 9 other (8 awards · 1 inkind) in window

See when $VSXY 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. held its 2026 Annual Meeting on June 11, 2026, electing all nine director nominees for one-year terms through 2027, approving Say-on-Pay (82.9% for), and ratifying Ernst & Young LLP as auditor for fiscal 2026. CEO Hillary Super received the highest shareholder support of any nominee (97.3%). All proposals passed with strong margins. Routine annual meeting with high director and Say-on-Pay support; shareholder confidence in the new leadership team appears solid relative to recent industry challenges.

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

Brett Blundy and affiliated Singapore-based entities (BBFIT Investments Pte Ltd, The BB Family International Trust, and BBRC International Pte Ltd) filed Schedule 13D Amendment No. 6 for Victoria's Secret & Co. as of June 2, 2026, reporting aggregate beneficial ownership of approximately 9,175,101-9,175,201 shares of common stock, representing ~11.6% of shares outstanding, held with shared voting and dispositive power. The amendment is the sixth update, suggesting an active monitoring stake. Significant strategic investor — Brett Blundy's 11.6% position at Victoria's Secret signals ongoing activist or strategic interest from an Australian retail entrepreneur.

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

Victoria's Secret & Co. issued a press release on June 2, 2026 reporting its first quarter 2026 financial results and providing updated second quarter and full-year 2026 earnings guidance. Actual financial figures, including revenue and earnings metrics, are contained in Exhibit 99.1 and not reproduced in the filing body. Q1 earnings release with forward guidance update; material for investors tracking the brand's revenue trend, margin recovery, and management's confidence in the full-year outlook.

8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change
SC 13D/AActivist amendmentMay 4SC 13D/A
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.

How Is Victoria's Secret Expanding Growth Through Innovation?zacks.com·4d agoVictoria's Secret (VSXY) is a Top-Ranked Momentum Stock: Should You Buy?zacks.com·9d agoVictoria's Secret (VSXY) is a Top-Ranked Value Stock: Should You Buy?zacks.com·10d agoVictoria's Secret Sees Strong International Growth Led by Chinazacks.com·11d agoFast-paced Momentum Stock Victoria's Secret (VSXY) Is Still Trading at a Bargainzacks.com·12d ago

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