Victoria's Secret & Co.
No SEC Form 4 filings for $VSCO in the last 30 days.
Victoria’s Secret (VSCO) forecast fiscal 2026 revenue of $6.85B–$6.95B (+~5.5% y/y) and operating income of $430M–$460M, citing margin expansion despite ~$40M incremental net tariff costs. For Q1 2026, it expects revenue growth of 10%–13%. Wall Street projects EPS rising from $2.69 (fiscal 2026) to $5.25 (fiscal 2030); 7 of 9 analysts rate “Buy,” with an average $67 target.
David Einhorn added four consumer stocks in Q1, according to The Motley Fool. He raised Victoria’s Secret (VSCO) by 30% and cited stabilized traffic and margins about half historical, with a forward P/E of 12.5. He initiated/added Crocs (CROX) at a forward P/E of 7, betting on HeyDude stabilization; he also increased Deckers Outdoor (DECK) by 60% (forward P/E 13) and expanded a small Peloton (PTON) position by 4,000%, noting improved gross margin and a commercial push after Precor.
Victoria's Secret & Co. has changed its New York Stock Exchange ticker from VSCO to VSXY, reflecting CEO Hillary Super's strategy to re-embrace sexiness in the brand's identity. This move signifies a departure from its post-L Brands era of female empowerment without glamor, aiming to bring back the brand's earlier flashiness while defining "sexy" as deeply personal. The strategy appears to be working with revenue growth, despite ongoing margin pressures and a battle with activist investor BBRC.
