$VSXY

Greenlight Capital reported a 4.3% Q2 decline, citing trading losses and macro positions. The firm exited Victoria's Secret (VSXY) with a 157% IRR over a year, noting brand refresh and performance improvement. VSXY closed at $90.97, up 295.37% over 52 weeks. Greenlight expects market recovery if inflation moderates.

Five consumer stocks—Cheesecake Factory (CAKE), Victoria's Secret (VSXY), Cracker Barrel (CBRL), CarMax (KMX), and Airbnb (ABNB)—have outperformed Nvidia (NVDA) this year, with gains between 38% and 130%. Cracker Barrel saw a 62% rise after a Q3 guidance raise, while Wells Fargo raised its target to $60. Cheesecake Factory's stock doubled, driven by Fox Restaurant Concepts' growth. Victoria's Secret beat Q1 estimates and raised full-year guidance. Airbnb and CarMax also reported strong Q2 and Q1

American Eagle, Dick's, Gap, Victoria's Secret, and Urban Outfitters stocks rose after strong economic data. Abercrombie reported record Q2 sales of $1.27B, raising its full-year outlook. Core PCE inflation held at 3.3%, and consumer spending grew 3.4%. Gap's stock is volatile, down 16% YTD, and trading 27.3% below its 52-week high.

Victoria's Secret & Co. (VSXY) appointed Gerri Martin-Flickinger, former Starbucks CTO, to its board, effective September 14, 2026. The move aims to strengthen the company's technology and data expertise. The company raised its 2026 guidance to $7.03B-$7.13B in net sales and $362M-$382M in GAAP net income. Analysts project $7.9B revenue and $923.4M earnings by 2029, suggesting an 8% upside.

Victoria’s Secret (VSXY) saw a 47% stock surge after strong Q1 earnings, but UBS and Jefferies downgraded it to 'Neutral' and 'Hold', respectively, citing valuation. UBS raised its price target to $90, while Jefferies increased theirs to $73. Barclays and Goldman Sachs raised targets to $108 and $84, respectively. VSXY reported EPS of $0.6 on revenue of $1.56B, beating estimates. The stock is up 48% YTD and 284% over 12 months.

Victoria’s Secret & Co. appointed Adrian Butler as EVP and CTO, joining from Foot Locker, and added Gerri Martin-Flickinger to its board. The moves aim to support the company’s strategic priorities and long-term growth, according to Board Chair Donna James. The changes follow a period of board transition and a 34% decline in operating income in Q2 2025.

Victoria’s Secret & Co. (VSXY) appointed Gerri Martin-Flickinger, former Starbucks CTO, to its Board of Directors. She brings expertise in technology and digital transformation, aligning with the company's Path to Potential strategy. The appointment follows a search conducted with an executive firm. The company aims to enhance its leadership and technology capabilities for long-term growth.

Victoria's Secret & Co. (VSXY) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 Gerri Martin-Flickinger Joins Victoria ’ s Secret & Co. Board of Directors Appointment Adds Deep Expertise in Technology, Digital Transformation and Cybersecurity Reynoldsburg, Ohio (August 20, 2026) — Victoria’s Secret & Co. (“Victoria’s Secret” or the “Company”) (N

UBS anticipates Victoria's Secret will exceed Q2 EPS estimates and raise its 2026 outlook. The firm also increased its price target to $95 from $90, maintaining a neutral rating. The company's stock has seen a 54.94% gain year-to-date but a 10.86% decline over the past year.

Industry reports cite resilient U.S. retail demand in July. CNBC/Retail Monitor said core retail sales rose 0.3% month over month and 4.72% year over year. Placer.ai reported higher mall foot traffic. Analysts at TD Cowen discussed Walmart, BJ’s and Target; Morgan Stanley covered Victoria’s Secret. Bank of America cited World Cup spending gains. Guggenheim cut price targets for Planet Fitness and Capri.