VSXY is the ticker symbol for Victoria's Secret & Co., a publicly traded Consumer Discretionary sector company listed on NYSE. 13F Pro tracks VSXY with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is VSXY a good stock to buy?

13F Pro's AI ranking engine scores VSXY at 63.8/100, ranked #584 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for VSXY is available at https://13fpro.ai/company/VSXY. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source VSXY data?

All Victoria's Secret & Co. fundamentals and ownership data come directly from SEC EDGAR. Victoria's Secret & Co. files with the SEC under CIK 1856437. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Victoria's Secret & Co. VSXY

NYSEMid CapConsumer Discretionary

13F Pro quality score

Rank #584 of 2,925TOP 25%

Why it scores 64 Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$1.61B

Quarter to Aug 1

Net income

$183.00M

Quarter to Aug 1

Free cash flow

$328.00M

Quarter to Aug 1

Operating margin

16.0%

Quarter to Aug 1

Top Institutional Holders

as of Q2 2026

$7.09B total

BlackRock, Inc.

$994.09M+0.4%

FMR LLC

$787.71M+51.8%

BBFIT INVESTMENTS PTE LTD

$742.89M-13.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

$411.49M+6.0%

VANGUARD CAPITAL MANAGEMENT LLC

$298.03M-0.3%

STATE STREET CORP

$255.87M+1.9%

GOLDMAN SACHS GROUP INC

$175.97M+15.2%

GEODE CAPITAL MANAGEMENT, LLC

$175.96M+3.8%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$163.86M+46.1%

DIMENSIONAL FUND ADVISORS LP

$162.18M-0.1%

FULLER & THALER ASSET MANAGEMENT, INC.

$142.95M+3.3%

T. Rowe Price Investment Management, Inc.

$116.08M+4.1%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$115.25M-8.9%

PRICE T ROWE ASSOCIATES INC /MD/

$110.62M+134.8%

AMERIPRISE FINANCIAL INC

$105.42M+251.3%

AMERICAN CENTURY COMPANIES INC

$102.77M-19.2%

Divisadero Street Capital Management, LP

$85.65M-12.9%

D. E. Shaw & Co., Inc.

$81.76M-30.9%

JUPITER ASSET MANAGEMENT LTD

$73.82MNew

MORGAN STANLEY

$73.11M+8.3%

NORTHERN TRUST CORP

$68.02M+0.9%

JANE STREET GROUP, LLC

$62.58M-28.9%

JPMORGAN CHASE & CO

$60.42M+42.9%

Allianz Asset Management GmbH

$59.67M-18.8%

UBS Group AG

$58.97M+89.3%

See all 437 institutional holders →

What's Driving VSXY's Business? Latest 10-Q Breakdown

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.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2027

EDGAR

Net Income

Q2 2027

EDGAR

EPS (Diluted)

Q2 2027

EDGAR

Operating Margin

Q2 2027

EDGAR

ROIC

Q2 2027

EDGAR

Free Cash Flow

Q2 2027

EDGAR

Debt/Equity

Q2 2027

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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Victoria's Secret & Co. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating 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%

About Victoria's Secret & Co. (VSXY): stock profile, AI score and financials

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 63.8/100 on a composite quality score built from its SEC filings, placing it at rank #584 of 2,925 stocks — the top 25% of the AI-ranked universe. VSXY scores in the top quartile across revenue scale (82.5), balance sheet strength (79.2). Based on the latest XBRL financial filings (Q2 2027), Victoria's Secret & Co. reports quarterly revenue of $1.6B, net income of $183.0M, an operating margin of 16.0%. 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.

Financials through the period ended Aug 1, 2026SEC EDGAR: CIK 1856437 →

Victoria's Secret & Co. VSXY

Top Institutional Holders

What's Driving VSXY's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

VSXY key financials by period

VSXY insiders

About Victoria's Secret & Co. (VSXY): stock profile, AI score and financials

Victoria's Secret & Co. VSXY

Top Institutional Holders

What's Driving VSXY's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

VSXY key financials by period

Companies similar to VSXY

VSXY insiders

About Victoria's Secret & Co. (VSXY): stock profile, AI score and financials