Victoria's Secret & Co.(VSXY)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Victoria's Secret & Co. (VSXY) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores VSXY at 65.6/100 on a 32-signal composite quality model, placing it at rank #469 of 2,960 stocks — the top 25% of the AI-ranked universe. VSXY scores in the top quartile across revenue scale (82.6), balance sheet strength (79.6). Based on the latest XBRL financial filings (Q2 2026), Victoria's Secret & Co. reports quarterly revenue of $1.6B, net income of $183.0M, free cash flow of $328.0M. Top institutional holders of VSXY by reported 13-F value include BlackRock, FMR, BBFIT INVESTMENTS PTE LTD, based on the most recent SEC filings. VSXY trades on the NYSE exchange and files with the SEC under CIK 1856437. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VSXY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Victoria's Secret & Co. directly from SEC EDGAR.
AI Quality Score
65.6/100
AI Rank
#469
Revenue
$1.6B
Net Income
$183.0M
Free Cash Flow
$328.0M
VSXY key financials by period
Victoria's Secret & Co. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$6.6B
$161.0M
4.1%
FY 2025
10-K
$6.2B
$165.0M
5.0%
FY 2024
10-K
$6.2B
$109.0M
4.0%
FY 2023
10-K
$6.3B
$348.0M
7.5%
FY 2022
10-K
$6.8B
$646.0M
12.8%
FY 2021
10-K
$5.4B
$-72.0M
-1.9%
Institutions holding VSXY
Institutional investors reporting a position in Victoria's Secret & Co. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-09-04 — Q2 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Biggest Revenue Drivers
Stores – North America$898M+9% YoY
Increases in average unit retail and traffic, partially offset by decrease in units per transaction.
Direct$439M+8% YoY
Increases in traffic and average unit retail, partially offset by decreases in conversion and units per order.
Biggest Revenue Drivers
Total revenue: $1.611B+10% YoY
Stores – North America$898M+9% YoY
Increases in average unit retail and traffic, partially offset by decrease in units per transaction.
Direct$439M+8% YoY
Increases in traffic and average unit retail, partially offset by decreases in conversion and units per order.
International$274M+20% YoY
Increases in China net sales and franchise royalties, partially offset by decrease in sourcing sales to partners.
Largest Expense Items
Costs of Goods Sold, Buying and Occupancy$852M-9% YoY
Decreased due to $135M IEEPA tariff refund benefit, partially offset by increased fulfillment costs from net sales growth.
General, Administrative and Store Operating Expenses$502M+5% YoY
Increase primarily due to increases in store selling and marketing expenses, with rate decline due to leverage from net sales growth.
Interest Expense$15M-17% YoY
Decreased due to lower average outstanding debt under ABL and Term Loan facilities and lower average borrowing rate.
Margins: Gross profit rate increased to 47.1% from 35.6% YoY, primarily driven by $135M IEEPA tariff refunds, leverage in buying and occupancy, increased regular-priced selling, and decreased promotional activity. Operating margin expanded significantly to 15.9% from 2.8%.
Watch Items from the Filing
$135M IEEPA tariff refund recognized in Q2; company received $148M cash in refunds representing over 95% of total IEEPA tariffs paid; future tariff impacts uncertain.
May 2025 security incident estimated to negatively impact Q2 2025 sales by ~$20M and operating income by ~$14M; cybersecurity insurance claim ongoing.
International channel net sales increased 20% YoY; China operations and franchise partnerships showing strong growth momentum.
Comparable sales grew 9% YoY (stores and direct combined) in Q2; comp store sales +7%, indicating sustained underlying demand.
Long-term debt of $975M includes $597M of 4.625% senior notes due July 2029 and $378M term loan due August 2028; ABL availability $649M as of August 1, 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
