Added to YB: 2026-09-07
Pitch date: 2026-09-03
VSXY [neutral]
Victoria's Secret & Co.
Author Info
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Company Info
Victoria's Secret & Co. operates as a specialty retailer of women’s intimate, and other apparel and beauty products worldwide.
Market Cap
$5.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.64
P/E
16.49
EV/Sales
1.24
Sector
Specialty Retail
Category
N/A
Consumer Spec - Pre Market Wrap - $VSXY
VSXY (earnings): Victoria’s Secret beat earnings and raised FY2026 guidance, but revenue of $1.611B slightly missed expectations, while the headline 47.1% gross margin and $2.18 GAAP EPS were dominated by a $140M+ tariff refund. Comparable sales were +9%, down from +13% in Q1. With shares already up 57% YTD at a sector-high ~18x P/E, the top-line disappointment helped explain the 18% pre-market selloff; Q3 operating-income guidance was just $10-$20M.
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