Victoria's Secret & Co. · Women's Clothing Stores

VSXY

Low riskNext report: Around Dec 4 (est.)

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 10% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Money moves

Insiders sold $647K in the last 30 days, all through pre-planned sales
Institutions added 2.1% to their holdings in the quarter ending June 2026 (225 bought, 195 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$94.99+4.5% that day

Company value: $7.6B; Share price times all shares
Price vs profit (P/E): 21.2x; You pay about $21 for each $1 of yearly profit
Price vs sales: 1.1x; Company value is 1.1 times a year of sales
Cash vs value: 7%; Cash as a share of company value
Debt vs value: 13%; Debt as a share of company value

From VSXY's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26

$1.6B+10% vs a year earlier

Oct '23Tap a barAug '26

Last 12 months: $6.9B, up 10% from the 12 months before. Over 5 years, sales grew about 3.9% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of VSXY. Starting points are the company's recent numbers.

Sales growth+10% a yearRecently: +10% a yearProfit margin5%Last 12 months: 5.5%P/E at the end21xToday: 21.2x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$11.1B

Profit in 5 years$557M

Price these guesses point to$146.54+54% vs $94.99 todayAbout +9.1% a year, before dividends

What today's price needs: with a 5% margin and a 21x P/E, sales would have to grow about 0.9% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Word of mouth

Updated daily

People looking up the company, yesterday: 2.2x normal; 2,115 views vs about 963 on a usual day

Forum talk counts mentions of VSXY in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.21.5%
MissDebt under half of equityNot relying on borrowed money.1.14x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.5%
MissProfitable every yearSteady profits, not one good year.5 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$312.0M
PassShare count not growingNot diluting owners. Falling means buybacks.-1.2% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.36.4%

Revenue: $6.6B; +5.2% vs prior year
5-year growth: +3.9%/yr; revenue, per year
Total debt: $975.0M; 1.14x equity
Current ratio: 1.25x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 1, 2026

Reported Sep 3

Revenue: $1.6B; +10.4% YoY
EPS: $2.18; vs $0.20
Op. margin: 16.0%; +13.2 pts
Gross margin: 47.1%; +11.5 pts
Free cash flow: $328.0M
Share count: +2.4%; vs a year ago

Insider rating

Last 90 days

45Mixed

Pre-planned sales of $647K (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 1
Normal week: 1.0
vs normal: 1.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+2.1%

Institutions added 2.1% to their holdings. 225 bought, 195 sold. 3 quarters of net buying in a row.

Shares held by institutions85.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+1.1%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.0x · $975.0M debt

Shares outstandingLatest reported

80M

Earnings reports

Last 12

Next reportAround Dec 4 (est.)Estimated from the same quarter last year

Results filedSep 3
Results filedJun 2
Results filedMar 5
Results filedDec 5, 2025
Results filedAug 28, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$647K1 insider, 2 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Melinda R. McafeeChief Legal & Compliance Ofcr	Sell	3K	$95.00	$238K	164K	Oct 26Filing ↗
-1.5% of their holdings Pre-planned sale (10b5-1) Filed 1 day after
Melinda R. McafeeChief Legal & Compliance Ofcr	Sell	5K	$91.10	$410K	166K	Oct 5Filing ↗
-2.6% of their holdings $90.64 to $91.31 across 2 trades Pre-planned sale (10b5-1) Filed 1 day after