Victoria's Secret (VSXY)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-05
$106.31-2.42%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-05
QuarterlyIQ Insights · VSXY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 2 guided quarters · 38.8% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Full Year and Third Quarter 2026 Outlook The Company is now forecasting fiscal year 2026 net sales to be in the range of $7.100 billion to $7.180 billion, an increase compared to the previously commu…
Stated in 1 of 2 supplied quarters. Management reported: “Second Quarter 2026 Results The Company reported net sales of $1.611 billion for the second quarter of 2026, an increase of 10% compared to net sales of $1.459 billion for the second quarter of 2025 and near the high-end of the previously communicated guidance range of $1.590 billion to $1.615 billion.” “Full Year and Third Quarter 2026 Outlook The Company is now forecasting fiscal year 2026 net sales to be in the range of $7.100 billion to $7.180 billion, an increase compared to the previously communicated guidance range of $7.030 billion to $7.130 billion, and compared to net sales of $6.553 billion in fiscal year 2025.” Revenue was $1.611 billion in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Full Year and Third Quarter 2026 Outlook The Company is now forecasting fiscal year 2026 net sales to be in the range of $7.100 billion to $7.180 billion, an increase compared to the previously commu…”
At this forecasted level of net sales, the Company is now forecasting adjusted operating income for fiscal year 2026 to be in the range of $560 million to $590 million, an increase compared to previo…
Stated in 1 of 2 supplied quarters. Management reported: “Excluding the impact of the adjusted items, adjusted operating income for the second quarter of 2026 was $124 million, which was above the previously communicated guidance range of $90 million to $100 million.” “At this forecasted level of net sales, the Company is now forecasting adjusted operating income for fiscal year 2026 to be in the range of $560 million to $590 million, an increase compared to previously communicated guidance range of $550 million to $580 million, and compared to fiscal year 2025 adjusted operating income of $403 million.” Operating income was $257.000 million in 2026-Q2.
“At this forecasted level of net sales, the Company is now forecasting adjusted operating income for fiscal year 2026 to be in the range of $560 million to $590 million, an increase compared to previo…”
Our Path to Potential strategy is working, our brands are stronger and more relevant, our customer file is growing, and we are gaining market share as product, brand identity, storytelling and execut…
Stated in 1 of 2 supplied quarters. Management reported: “Our Path to Potential strategy is working, our brands are stronger and more relevant, our customer file is growing, and we are gaining market share as product, brand identity, storytelling and execution are all working together.”” “Gerri brings strong expertise at the intersection of technology, artificial intelligence, digital commerce, and consumer retail – capabilities that directly align with our Path to Potential strategy.”
“Our Path to Potential strategy is working, our brands are stronger and more relevant, our customer file is growing, and we are gaining market share as product, brand identity, storytelling and execut…”
Increase strategic marketing spend to enhance brand presence, customer engagement, and support growth initiatives.
Target adjusted operating income for fiscal year 2026 in the range of $550 million to $580 million to improve profitability.
Over the trailing year it converted 1.46x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates, the US dollar (low R² over the window).
2 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=4907).
Not investment advice. As of 2026-11-05.