The Very Sexy Push-Up Bra - Victoria's Secret & Co. leans into comfort-focused lift for US shoppers
Victoria's Secret & Co. is focusing on comfort-focused lift with its Very Sexy Push-Up Bra, which features customizable padding and smooth microfiber cups, available in sizes up to DDD. This product is key to the company's strategy of balancing heritage styles with comfort and inclusivity for US shoppers. Retailing around $49.95, it's a core revenue driver, positioned as a staple for both everyday wear and fashion.
Apollon Wealth Management LLC Takes Position in Victoria's Secret & Co. $VSXY
Apollon Wealth Management LLC has acquired a new position in Victoria's Secret & Co. (NYSE:VSXY), purchasing 20,278 shares valued at approximately $940,000 in the first quarter. This move comes as Victoria's Secret reported strong quarterly earnings, surpassing analyst expectations with an EPS of $0.60 and revenue of $1.56 billion. Despite insider share sales, analysts currently rate VSXY as a "Moderate Buy" with a consensus price target of $82.60.
Victoria's Secret & Co. (NYSE:VSXY) Given Average Rating of "Moderate Buy" by Analysts
Victoria's Secret & Co. (NYSE:VSXY) has received a consensus "Moderate Buy" rating from 13 brokerages, with an average 12-month price target of $82.60. The company recently exceeded quarterly earnings expectations, reporting an EPS of $0.60 against an estimated $0.29 and revenue of $1.56 billion against an expected $1.52 billion. Insider selling has occurred, but institutional investors maintain a significant 90.29% stake.
Victoria’s Secret Pink class action claims company sent text messages at impermissible times
A class action lawsuit has been filed against Victoria's Secret Pink, alleging the company sent unsolicited text messages to consumers outside of permissible hours, violating the Telephone Consumer Protection Act (TCPA). The plaintiff, Stephanie Minter, claims she received telemarketing texts before 8 a.m. and after 9 p.m. local time without her prior consent or an established business relationship. The lawsuit seeks to represent a nationwide class and is demanding statutory and treble damages for each violation, as well as injunctive relief.
Is International Expansion the Key to Victoria's Secret's Next Leg?
Victoria's Secret & Co. (VSXY) is seeing significant growth in its international business, with sales up 44.9% year over year in Q1 2026, driven largely by China and changes in European operations. This robust international performance has led the company to raise its fiscal 2026 outlook, with projected net sales of $7.03-$7.13 billion. The article also highlights VSXY's strong stock performance, Zacks Rank #1 rating, and favorable valuation compared to competitors like Tapestry, Inc. (TPR) and Wolverine World Wide, Inc. (WWW).
Peregrine Capital Management LLC Reduces Holdings in Victoria's Secret & Co. $VSXY
Peregrine Capital Management LLC significantly reduced its stake in Victoria's Secret & Co. by 47.4% in the first quarter, holding over 73,000 shares valued at $3.43 million. Despite this, Victoria's Secret reported strong quarterly results, exceeding EPS and revenue estimates, leading analysts to become more bullish and raise price targets with a consensus of "Moderate Buy" and an $82.60 target price. Other institutional investors also adjusted their positions, and insider activity showed a major shareholder selling a significant amount of stock.
Victoria's Secret (VSXY) Down 1.6% Since Last Earnings Report: Can It Rebound?
Victoria's Secret (VSXY) shares have fallen 1.6% since its last earnings report, underperforming the S&P 500, despite strong first-quarter 2026 results that surpassed guidance with significant sales growth and improved margins. The company raised its fiscal 2026 outlook, projecting higher net sales and earnings per share, and maintains a Zacks Rank #1 (Strong Buy). This article examines the recent performance and future outlook for Victoria's Secret.
Why VSXY Is Gaining Momentum Across PINK and Beauty
Victoria’s Secret & Co. (VSXY) is experiencing a resurgence driven by a streamlined operating model and improved brand strategies, leading to a 13% increase in comparable sales in Q1 fiscal 2026. The growth is fueled by strong bra sales, a revitalized PINK brand appealing to younger demographics, and significant expansion in international and digital channels. This robust performance, combined with a Zacks Rank #1 (Strong Buy), suggests a potentially durable recovery for the company.
Is VSXY Stock Still Worth Buying After Its Sharp Rally in 2026
Victoria’s Secret & Co. (VSXY) has seen a significant rally in 2026 due to improved sales, earnings, and investor sentiment. The company raised its fiscal 2026 net sales and operating income guidance, driven by accelerating customer demand and strong comparable sales growth. While the stock's valuation is above its sub-industry average, its margin recovery and strong Zacks Rank suggest continued potential, though risks like tariffs and competition exist.
Fashion’s First-half Winners and Losers
Victoria's Secret & Co. was a top-performing stock in the first half of the year, gaining 54.1% due to CEO Hillary Super's strategic changes, including re-embracing a "sexy" image and improving brand equity. In contrast, Hermès International saw a 23.9% stock decline in the first half as its sales growth slowed and investors questioned continued affluent spending and recent disruptions. The article highlights how investor expectations and market conditions significantly impact stock performance, even for strong brands.
Does Victoria's Secret (VSXY) Index Removal Hint At A Deeper Shift In Its Investor Base?
Victoria's Secret & Co. (NYSE: VSXY) was recently removed from several Russell value and small-cap indices in late June 2026, which could impact its investor base and potentially increase short-term share price volatility. While this removal does not alter the core retail catalysts or risks, the company had previously issued positive guidance for full-year 2026 net sales and operating income. Despite this, investors are cautioned about the persistent challenges of concentrated tariff exposure and mall dependence, which could still affect the company's performance.
Victoria's Secret (NYSE: VSCO) holder sells 276K shares in open market
BBRC International Pte Ltd, a ten percent owner of Victoria's Secret & Co. (NYSE: VSCO), sold 276,171 common shares at $88.50 each on June 26, 2026, through an open-market transaction. Following this sale, BBRC International Pte Ltd indirectly holds 8,899,030 shares, structured through the BB Family International Trust. The transaction, valued at approximately $24.44 million, was reported via a Form 4 SEC filing, indicating a very negative sentiment due to a large insider sale.
Insider Selling: Victoria's Secret & Co. (NYSE:VSXY) Major Shareholder Sells $24,441,133.50 in Stock
Major shareholder International Pte Ltd Bbrc sold 276,171 shares of Victoria's Secret & Co. (NYSE:VSXY) on June 26th for approximately $24.4 million, reducing its stake by 3.01%. This follows earlier sales in June totaling over 1.13 million shares worth about $90.9 million. Despite the insider selling, Victoria's Secret shares are down about 3.1% to $83.78, even though the company recently surpassed quarterly earnings and revenue estimates and maintains a "Moderate Buy" consensus from analysts with an average target of $82.60.
Victoria's Secret & Company Actuals & Estimates (NYSE:VSXY)
This article provides comprehensive financial data and analyst estimates for Victoria's Secret & Company (NYSE:VSXY). It covers current stock price, historical performance, analyst forecasts, earnings reports, revenue, market capitalization, and volatility. The company's stock has seen significant growth over the past year, and analysts currently have a "strong buy" rating for VSXY.
Victoria’s Secret is betting on creators to fuel its biggest fashion show yet
Victoria's Secret is leveraging its VS & PINK Creator Program, which has grown to over 16,000 members, to generate buzz for its upcoming fashion show. The brand recently launched "Angels Among Us," a social media-based search for its next Angel, attracting over 100,000 participants and 1.7 billion media impressions. This strategy aims to build an "always-on community of creators" to drive both sales and brand loyalty, making the Fashion Show an ongoing franchise rather than a single event.
Victoria's Secret & Company Actuals & Estimates (MUN:8FR)
This article provides an overview of Victoria's Secret & Company (MUN:8FR) financials, including analyst price targets, historical stock data, and future earnings estimates. It details past earnings surprises, revenue figures, net income, and clarifies that the company does not pay dividends. Key financial metrics like EBITDA and employee numbers are also presented.
3 Reasons VSXY is Risky and 1 Stock to Buy Instead
This article analyzes why Victoria's Secret (VSXY) is considered a risky investment despite a recent stock price jump. The author identifies three key concerns: sluggish long-term revenue growth, weak operating margins indicating poor profitability, and a declining earnings per share (EPS) trend. The article concludes that while VSXY isn't a terrible business, it doesn't meet their investment criteria, especially after its recent rally, and suggests looking into a dominant software business or other momentum stocks instead.
How Victoria's Secret Is Creating a Stronger Customer Connection?
Victoria's Secret & Co. is focusing on strengthening customer relationships and building brand ecosystems for its Victoria's Secret and PINK brands. The company is shifting from heavy promotions to emotional brand messaging, as seen with their successful Valentine's Day campaign featuring K-pop group TWICE. This strategy aims to create a healthier, brand-led business model for sustainable long-term growth and has led to a strong stock performance for VSXY.
Victoria's Secret (NYSE:VSXY) - Stock Analysis
This Simply Wall St analysis provides a comprehensive overview of Victoria's Secret (NYSE:VSXY), covering its valuation, growth prospects, past performance, financial health, and recent news. The stock is currently trading below its fair value estimate with strong forecast earnings growth, but faces risks from high debt levels, insider selling, and volatile share prices. Recent positive news includes strong Q1 2026 results and raised full-year guidance, contributing to significant share price increases as the company focuses on brand repositioning and expanding international sales.
Did Shareholders’ Backing of the ‘Path to Potential’ Board Just Shift Victoria’s Secret’s (VSXY) Investment Narrative?
Victoria's Secret & Co. shareholders have re-elected all nine director nominees, signaling strong confidence in the "Path to Potential" strategy, which has contributed to better-than-guided Q1 2026 performance. This endorsement reinforces leadership continuity, potentially aiding short-term execution, but the company still faces challenges like mall reliance, digital competition, and tariff pressures. The article suggests this shareholder backing could influence the investment narrative, with analysts projecting significant revenue and earnings growth by 2029, yet fair value estimates indicate a potential downside.
Victoria’s Secret stock hits all-time high at 82.98 USD By Investing.com
Victoria's Secret stock has reached an all-time high of $82.98, marking a 350.11% increase over the past year, reflecting strong market performance and investor confidence. This milestone follows a 15% rise in Q1 consolidated revenue and positive outlook revisions from S&P Global Ratings, along with raised earnings estimates from Barclays and increased price targets from TD Cowen and Wells Fargo. However, Jefferies downgraded the stock to "Hold" due to valuation concerns, despite also raising its price target.
VSXY SEC Filings - Victorias Secret And Co 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Victorias Secret And Co (VSXY) SEC filings, including 10-K, 10-Q, and 8-K reports. Each filing is accompanied by an AI-generated summary, sentiment and impact scores, and end-of-day stock performance data. Recent filings highlighted include FMR LLC's amended Schedule 13G filing, Victoria's Secret Q1 2026 profit rebound, and Brett Blundy group's trimming of its stake.
Victoria's Secret & Co. SEC Filing
This article details a Form 144 SEC filing by Victoria's Secret & Co. (VSCO) concerning a proposed sale of securities. The filing indicates a sale of 1317 units of Common Stock with an aggregate market value of 103661, acquired as compensation on June 1, 2023. The transaction is set to occur on June 17, 2026, through J.P. Morgan Securities LLC on the NYSE.
Victoria’s Secret stock hits all-time high at 82.98 USD
Victoria's Secret & Co. (VSXY) stock has reached an all-time high of $82.98 USD, reflecting a significant 350.11% increase over the past year. This surge is attributed to a 15% revenue increase in Q1 2026, positive outlook revisions from S&P Global Ratings, and raised earnings estimates from Barclays. Analysts have adjusted price targets, with some increasing them to $75-$108, while one, Jefferies, downgraded the stock to Hold due to valuation concerns.
Solid Earnings Reflect Victoria's Secret's (NYSE:VSXY) Strength As A Business
Victoria's Secret & Co. (NYSE:VSXY) recently posted strong earnings, leading to good stock performance. Despite a US$112 million reduction in profit due to unusual items over the last year, these are often one-off, suggesting future profit growth. The company's earnings per share also increased by 24% last year, indicating underlying strength.
Victoria’s Secret investors back full board after proxy battle
Victoria's Secret shareholders have reelected all nine of the company's board director nominees, effectively ending a proxy battle with activist investor BBRC International PTE Limited. The decision supports the current board leadership and the "Path to Potential" strategy, despite BBRC's previous challenges against two directors, one of whom later decided not to seek reelection. This outcome reaffirms shareholder confidence in the company's strategic direction.
Entropy Technologies LP Purchases Shares of 28,137 Victoria's Secret & Co. $VSXY
Entropy Technologies LP initiated a new position in Victoria's Secret & Co. (NYSE:VSXY), acquiring 28,137 shares valued at $1.52 million in Q4. This move comes as institutional investors now own 90.29% of the company, following strong Q1 earnings that surpassed analyst estimates. The stock holds a "Moderate Buy" consensus rating with an average target price of $82.60, and corporate insiders have also recently increased their holdings.
Victoria’s Secret (VSCO) investors approve directors, pay plan and Ernst & Young
Victoria's Secret & Co. (VSCO) stockholders approved all proposals at their 2026 annual meeting on June 11, 2026. They elected nine directors, gave advisory approval to the compensation of named executive officers with significant majority votes, and ratified Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026.
Victoria's Secret & Co. (NYSE: VSCO) director receives 1,706-share stock grant
Victoria's Secret & Co. director Sarah R. Davis was granted 1,706 shares of common stock on June 11, 2026, as a compensation-related award with a stated price of $0.0000 per share. Following this transaction, her direct holdings in the company's common stock now total 28,322 shares. The Form 4 filing details this transaction as an acquisition (code "A") and clarifies it as a grant rather than an open-market purchase or sale.
Victoria’s Secret outlook raised at S&P on strong sales growth By Investing.com
S&P Global Ratings has raised its outlook on Victoria’s Secret & Co. to positive from stable, while affirming its 'BB-' issuer credit rating. This improvement is attributed to better-than-expected operating performance, including a 15% increase in consolidated revenue and 13% comparable sales growth in the first quarter of 2026. The ratings agency projects continued revenue growth, improved operating margins, and enhanced free operating cash flow for fiscal year 2026, despite governance risks from an activist investor.
Victoria’s Secret outlook raised at S&P on strong sales growth
S&P Global Ratings has upgraded its outlook on Victoria’s Secret & Co. to positive from stable, while affirming its 'BB-' issuer credit rating. This decision is driven by the company's strong operating performance and double-digit market share growth in Q1 2026, with consolidated revenue up 15% and comparable sales growing 13%. S&P anticipates continued improvements in operating margins and free operating cash flow for fiscal year 2026, supported by new store openings, brand initiatives, and disciplined inventory management, despite facing governance risks from an activist investor.
Victoria's Secret (VSXY) Is Up 5.7% After Earnings Beat, Higher Guidance And Proxy Win - Has The Bull Case Changed?
Victoria's Secret (VSXY) recently reported stronger-than-expected first-quarter results, including an earnings beat and raised full-year guidance, while also confirming the re-election of all nine directors after a proxy challenge. This combination of improved financial performance and leadership stability aims to bolster investor confidence in the company's turnaround strategy, dubbed "Path to Potential." Despite the positive developments, the article cautions that underlying risks such as rising tariffs and input costs still exist, along with a projected 17% downside to its current price compared to its fair value.
Landscape Capital Management L.L.C. Has $9.61 Million Stock Holdings in Victoria's Secret & Co. $VSXY
Landscape Capital Management L.L.C. significantly increased its stake in Victoria's Secret & Co. (NYSE: VSXY) by 47.5% in the fourth quarter, holding shares valued at approximately $9.61 million. This move is part of a broader institutional interest in the company, with 90.29% of its shares owned by institutional investors and hedge funds. Following strong quarterly results that beat earnings and revenue estimates, analysts like Wells Fargo and Telsey Advisory Group have raised their price targets for Victoria's Secret & Co. to $90.
Aigen Investment Management LP Takes $1.59 Million Position in Victoria's Secret & Co. $VSXY
Aigen Investment Management LP recently acquired a new stake of $1.59 million in Victoria's Secret & Co. by purchasing 29,301 shares. Other hedge funds like Fuller & Thaler Asset Management Inc. and Marshall Wace LLP also increased their positions in the company, bringing institutional ownership to 90.29%. Analysts have a "Moderate Buy" rating for Victoria's Secret & Co. with a consensus price target of $82.60, and the company recently reported strong quarterly earnings, beating analyst estimates.
Victoria's Secret & Co. $VSXY is Barington Companies Management LLC's 3rd Largest Position
Barington Companies Management LLC significantly reduced its stake in Victoria's Secret & Co. (VSXY) by 46.9% in Q4, yet VSXY remains its third-largest holding, making up 15.1% of its portfolio. The company recently reported strong quarterly earnings, surpassing analyst expectations for both EPS and revenue, leading to positive revisions in price targets and a "Moderate Buy" consensus rating from analysts. Insider transactions show both share purchases by a director and sales by a major shareholder.
Victoria's Secret Shares Jump 271% as Investors Back Entire Board
Victoria's Secret & Co. (VSXY) shareholders have reelected the company's entire board of directors, rejecting a proxy fight initiated by billionaire Brett Blundy's firm, BBRC International. This decision strengthens the board's position as the company continues its turnaround efforts, which have seen shares gain 271% over the past year. Investors showed confidence in the Path to Potential strategy and the progress under CEO Hillary Super, highlighted by recent financial results that beat analyst estimates.
Victoria’s Secret Wins Proxy Battle With BBRC
Victoria's Secret & Co. successfully fended off a proxy battle with its 13% shareholder, BBRC International, which had sought to remove two independent board members. The company announced that based on preliminary results from its annual meeting, shareholders overwhelmingly supported the current board leadership and the "Path to Potential" strategy. This victory comes as Victoria's Secret reported strong first-quarter 2026 results, exceeding guidance with increased sales and net earnings.
Victoria’s Secret Shareholders Reaffirm Board Amid Battle for Control
Victoria's Secret shareholders have re-elected all nine members of its board of directors, including president Donna James, despite opposition from its second-largest shareholder, Brett Blundy. Blundy, through his investment firm Bbrc International which holds 13% of shares, had advocated for removing James and other directors, citing the stock's underperformance due to "ineffective oversight." This outcome marks a defeat for Blundy's ongoing efforts since 2021 to gain influence and secure a board seat.
Victoria's Secret shareholders re-elect all nine director nominees
Victoria's Secret & Co. shareholders have re-elected all nine of the company's director nominees to the board, including independent chair Donna James, despite a proxy contest from investment firm BBRC. The overwhelming support, with James receiving over 83 percent approval, indicates shareholder confidence in the current board leadership and business strategy. The re-election follows a positive financial period for the retailer, with first-quarter results exceeding guidance.
Victoria’s Secret shareholders re-elect entire board
Victoria’s Secret & Co. shareholders have re-elected all nine company-backed director nominees, overcoming a proxy battle with activist investor BBRC International. This decision, announced after the 2026 annual meeting, reaffirms support for the current board and leadership's "Path to Potential" strategy. The re-election follows a strong first quarter for Victoria's Secret, with net sales increasing by 15.3% to $1.56 billion.
Victoria’s Secret investors back full board after BBRC proxy fight
Victoria’s Secret & Co. (NYSE: VSXY) shareholders overwhelmingly re-elected all nine director nominees, including Independent Chair Donna James, despite a proxy fight by BBRC International Pte Limited. This outcome is seen as strong support for the company's "Path to Potential" strategy and its recent positive financial performance, with Q1 2026 results exceeding guidance. The positive market reaction saw VSXY shares gain 6.12% after the announcement.
Victoria’s Secret Wins Proxy Battle With BBRC
Victoria's Secret & Co. has successfully fended off a proxy battle with shareholder BBRC International, which sought to remove independent chair Donna James and board member Mariam Naficy. Shareholders reappointed all nine directors, demonstrating strong support for the current board leadership and the company's "Path to Potential" turnaround strategy. This victory follows strong first-quarter 2026 results where the company exceeded revenue and earnings guidance, with sales rising to $1.6 billion and net earnings reaching $48 million.
Burlington, Victoria's Secret, and Genuine Parts Shares Skyrocket, What You Need To Know
Shares of Burlington, Victoria's Secret, and Genuine Parts, among others, surged after President Trump reversed a military escalation against Iran, leading to market relief. The President announced a peace deal with Iran, which caused oil prices to fall and the S&P 500, Dow, and Nasdaq to jump. This development is expected to alleviate inflation concerns and potentially reduce pressure on the Federal Reserve to hike interest rates.
Victoria’s Secret investors back full board after BBRC proxy fight
Victoria's Secret & Co. (NYSE: VSCO) announced that its shareholders re-elected all nine director nominees, including Independent Chair Donna James, effectively ending a proxy fight with BBRC International Pte Limited. Preliminary results showed strong shareholder support, with Ms. James receiving over 83% of all votes cast. The company highlighted this outcome as an endorsement of its "Path to Potential" strategy and strong financial performance, including Q1 2026 results that exceeded guidance.
Victoria's Secret shareholders side with board over investor
Victoria's Secret shareholders have re-elected the company's board, effectively siding with the current leadership against an activist investor. This decision comes despite opposition from an activist investor regarding Chairwoman Donna James. The outcome marks a victory for the Victoria's Secret board in the ongoing investor dispute.
Goldman Sachs Group Inc. Buys 199,170 Shares of Victoria's Secret & Co. $VSXY
Goldman Sachs Group Inc. increased its stake in Victoria's Secret & Co. by 11% in the fourth quarter, purchasing an additional 199,170 shares, bringing its total holding to over 2 million shares valued at approximately $109 million. This occurred despite the stock being down 1.4% on the day of the earnings report, even as the company surpassed quarterly earnings and revenue estimates. Analysts maintain a "Moderate Buy" consensus rating with a target price of $82.60 for VSXY.
Opinion | Victoria’s Secret’s Sexy Rebranding
Victoria's Secret, a retailer primarily serving women, recently rebranded its stock ticker from VSCO to VSXY, symbolizing "very sexy." The author, a male, found writing about Victoria's Secret challenging due to his outsider perspective but appreciates the company's bold move to embrace its identity through the new ticker. This rebranding is seen as a positive step for the company.
Jim Cramer on Victoria’s Secret: “The Stock Came Roaring Back”
Jim Cramer discussed Victoria's Secret & Co. (NYSE: VSCO) on Mad Money, noting its impressive comeback after facing potential bankruptcy five years ago. He highlighted that fashion changes and the company managed to get "hot again," causing its stock to rebound strongly. Cramer also expressed optimism about the stock's continued momentum, despite acknowledging broader market risks.
Victoria’s Secret Shareholder Wages High-Stakes Campaign to Oust Chair
Billionaire Brett Blundy, the second-largest shareholder of Victoria's Secret through his investment firm BBRC International (owning about 13%), is leading a high-stakes campaign to remove the lingerie brand's long-term chair. This move sets up a significant confrontation at the company's annual meeting scheduled for Thursday.
Victoria's Secret & Co. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Victoria's Secret & Co. (NYSE:VSXY) recently surpassed analyst expectations for its latest quarterly results, with revenues beating by 2.5% and statutory profit exceeding forecasts by 93%. Following these strong financials, analysts have significantly increased their earnings per share forecasts for 2027 and raised the price target for the company by 34% to US$88.11, reflecting increased optimism about its future growth prospects. The company is now projected to grow faster than in the past, with revenues expected to improve at a rate similar to the overall industry.
