VICTORIA'S SECRET & CO.
In the published model solve dated 2026-Q2, anchored at $54.34, VICTORIA'S SECRET & CO. (VSCO) is priced for +15.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Victoria's Secret is mid-turnaround, and the proof is finally in the comps: the company posted its fourth consecutive quarter of positive comparable sales, with Q1 2026 net sales up 15% to about $1.56 billion. • The defining risk is brand relevance in a category that has shifted toward newer, direct-to-consumer competitors, and the 10-K concedes the company competes ⟦"on physical locations in shopping malls and retail centers and so declines in traffic to such locations may affect us more sign
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372 institutional managers reported holding VSCO in 13F filings for the quarter ended 2026-03-31. 59 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others.
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
VSCO has cut its share count 8% over the past five years, spending $726.00M on repurchases. It pays a dividend. Cash returned over the past three years: $7.00M in dividends and $100.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at VSCO over the trailing three years: 2023: 1 buy totaling $343k; 2024: 1 buy totaling $21k; 2025: 8 buys totaling $37.81M. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
VSCO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-03 | -12.8% | +1.3% |
| 2023-09-02 | +7.3% | -1.2% |
| 2023-12-02 | +20.7% | -5.3% |
| 2024-03-23 | -32.4% | +4.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.