TickerTalks
Browse all tickers →
TickerTalks›$VSXY
VSVSXY

Victoria's Secret & Company

$VSXY·$7.3B·Apparel - Retail·Consumer Cyclical
$87.29-3.6%YTD+51.7%1Y+197.9%
Price updated 13m ago·X counts updated 5d ago
VSVSXY
$VSXYVictoria's Secret & Company
$87.29-3.58%31 posts0.9×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $VSXY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

31X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $VSXY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-11

Victoria's Secret is bullish on X — up 3x with increasing comps, +187% in the last year under CEO Hillary Super's brand reset, Sexy lingerie is back, and Honey Birdette ($77M rev, 15-18% growth, 65% margins) adds hidden-asset value at 2.5-4x sales. Tale of two turnarounds — VSXY's actually worked.

Read what X is saying about $VSXY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VSXY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Lingerie brand up 52% YTD and 202% trailing-12m on comp acceleration under CEO Hillary Super and Honey Birdette expansion.

Victoria's Secret & Co. runs the Victoria's Secret, PINK, and Honey Birdette brands, so revenue depends on North American brand-reset execution plus the Honey Birdette international growth engine.

  • FY27 estimate: $7.17B revenue, $4.71 EPS (five analysts); FY26 $6.52B, $2.74 EPS (single analyst) — modeling LDD revenue growth with EPS +72%
  • TTM: 30x earnings, 0.88x sales, 30% ROE, 37% gross margin, 4.9% operating margin, FCF yield 5.3%, debt-to-equity 3.32 — scaled-apparel economics on turnaround leverage
  • Honey Birdette: $77M revenue, 15-18% growth, 65% margins — a hidden-asset within the portfolio flagged at 2.5-4x sales
  • Sep 3: Q2 FY26 financial results plus updated FY26 guidance released
  • Sep 14: Gerri Martin-Flickinger appointed to the Board
  • YTD +52%, trailing-12m +202% at $88.51 against a $6.6B market cap — multiple caught up with the turnaround narrative

The operating story has two legs: VS brand reset ('Sexy lingerie is back') lifting comps and Honey Birdette growing faster at higher margins. The equity has priced the near-term; the FY27 estimates are what the chart is leaning on.

Agrees with X sentimentX frames VSXY as up 3x with increasing comps, +187% in the last year under CEO Hillary Super's brand reset, and Honey Birdette at $77M revenue, 15-18% growth, 65% margins as a 'hidden asset' at 2.5-4x sales. The constructive attention aligns with the operating acceleration in the Q2 guide and the Honey Birdette growth profile.

What to watch: Dec 4 Q3 earnings and VS fashion-show driven demand — whether brand-reset comps hold the trajectory the FY27 estimates imply or decelerate as the comp lap tightens.

On the calendar: 2026-12-04 Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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

Apparel - Retail · Consumer Cyclical

No material change from last week — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $VSXY

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

Industry benchmark

10-name peer basket
-5.7%YTD
+10.3%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
Q2 2026Sep 3, 2026$0.95$0.77+22.7%
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%
Next earningsFri, Dec 4·consensus EPS $-0.02

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.5B$6.4B – $6.6B$2.74$2.71 – $2.783
FY27$7.2B$7.2B – $7.2B$4.71$4.65 – $4.827
FY28$7.5B$7.5B – $7.6B$5.57$5.22 – $5.897
FY29$7.9B$7.8B – $8.0B$6.24$6.17 – $6.335
FY30$8.0B$7.9B – $8.1B$6.60$6.52 – $6.702

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.0.9×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.+6.2%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 · 70.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% 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.β2.015-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

SellOct 5Melinda R. McafeeChief Legal & Compliance Ofcr4.5K sh$410KSellJul 28Bbrc International Pte Ltd10% owner798.9K sh$71.2MSellJul 22Bbrc International Pte Ltd10% owner289.5K sh$25.7M
+ 12 other (9 awards · 3 inkinds) 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
Free, forever. No credit card.

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 changeOct 98-K — Item 5.02: Officer or director change
3New insider — initial holdingsSep 163
AI summary

Gerri Martin-Flickinger filed a Form 3 for Victoria's Secret & Co. (VSXY), reporting initial indirect beneficial ownership of 35 shares of Common Stock (held via the Flickinger Family 2008 Trust) effective September 14, 2026. Martin-Flickinger is a newly designated director; the 35-share stake is a nominal holding. This is a routine insider disclosure for a new board member with no material financial impact.

8-KPress release / Reg FDSep 38-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Victoria's Secret & Co. announced Q2 2026 financial results along with Q3 and updated full-year 2026 earnings guidance, issued via press release on September 3, 2026 (Exhibit 99.1). The filing covers both Reg FD disclosure and quarterly earnings (Items 7.01 and 2.02). The guidance component makes this more material than a typical earnings-only announcement, as the full-year outlook update signals management's view on the business trajectory.

8-KOfficer or director changeAug 208-K — Item 5.02: Officer or director change
AI summary

Victoria's Secret & Co. filed an identical 8-K under the VSXY ticker (the company's other share class) reporting the same appointment of Gerri Martin-Flickinger to the Board effective September 14, 2026 with Audit Committee membership. Duplicate filing under a second share class for the same board appointment; same event as VSCO.

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

BBRC International Pte Ltd (Singapore) and Brett Blundy filed an amended Schedule 13D for what appears to be a related Victoria's Secret entity or share class (VSXY), disclosing 7,810,631 shares at approximately 9.8%. The filing mirrors the VSCO 13D/A (JOB73) in content and represents the same underlying position. This appears to be a duplicate or related-entity 13D/A disclosure for the same economic stake in the Victoria's Secret family of companies.

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.

+ 34 other (14 proxys · 6 DFAN14As · 4 13Gs · 2 10-Qs) in window

Recent news

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

Here's Why Victoria's Secret (VSXY) is a Strong Growth Stockzacks.com·2d agoGreenlight Capital Q2 2026 Portfolio Updateseekingalpha.com·4d agoVictoria's Secret & Co (VSXY) Shares Fall 4.3% -- What GF Score of 63 Tells Investorsgurufocus.com·7d agoA Look at Victoria's Secret & Co (VSXY) After 4.8% Decline -- GF Value $28.30 vs Price $85.09gurufocus.com·10d agoWill China Remain Victoria's Secret's Top International Growth Engine?zacks.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

More in Apparel - Retail

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$LULU$TJX$AEO$GAP$ANF$ROST$URBN$PLCE
Voices on X · last 7 days

No standout posts about $VSXY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport