VSCO Victorias Secret & Co. Loading... : Bullish and Bearish Analyst Opinions
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21:28
Sep 03
Sep 03
Victoria's Secret turnaround is working broadly.
Victoria's Secret is proof that a product-led retail turnaround can work: comparable sales are up 9% after a two-year turnaround, and the brand is attracting both under-$50,000 and over-$200,000 shoppers, with the high-income cohort performing best.
MED
19:15
Sep 03
Sep 03
Victoria's Secret has strong growth momentum
Victoria's Secret delivered its fifth consecutive quarter of growth with net sales up 10%, adjusted operating income up 125%, and EPS tripled. The slight top-line miss was a deliberate choice to avoid discounting and pursue a higher-quality result. The company is gaining market share in bras, seeing growth across VS and PINK, attracting higher spend across all income cohorts, and entering the back half with momentum from the returning fashion show and Angels Among Us.
HIGH
11:55
Sep 03
Sep 03
Victoria's Secret shares fell in premarket trading after the company raised guidance.
Victoria's Secret shares fell in premarket trading after the company raised guidance but reported slower growth momentum.
10:23
Sep 03
Sep 03
Victoria's Secret (referred to as VSXY) dropped 17% on earnings after a WSB DD post. The stock has proven to be a poor performer, punishing retail traders who followed the bullish DD. The massive earnings miss/drop confirms bearish sentiment on the stock. The stock may be oversold after a 17% drop.
LOW
03:38
Aug 29
Aug 29
Author identifies Lucia’s thong in the GTA VI trailer as the Victoria’s Secret V-String, and management already noted panties drove most comp sales growth with PINK up double digits. GTA VI’s massive cultural reach will drive real-world product discovery/desire, accelerating panty sales into year-end and supporting a re-rating of VSCO’s 15x EV/EBITDA multiple. The author’s forward estimates imply continued acceleration, making the stock a LONG into the holiday season and GTA VI marketing wave. Product link is unverified and speculative; in-game exposure may not convert to retail sales; apparel/panty competition is intense; any comp deceleration could deflate the 280% run-up.
HIGH
00:05
Aug 25
Aug 25
Author claims Ozempic-driven weight loss leads women to shop for sexy clothes, especially Victoria’s Secret; notes VSCO rose ~300% last year. Weight-loss drug adoption is a structural consumer shift that could flow into apparel/innerwear spending, creating a momentum narrative for VSCO. Buy VSCO as a post-Ozempic consumer-discretionary play rather than index or tech exposure. The trade may be late/priced in; commenters cite poor brand perception, basic product selection, loose skin, and “Ozempic face” weakening the sexy-retail thesis.
HIGH
11:49
Aug 24
Aug 24
VSCO reports earnings on 9/3; author believes retail is being ignored while AI dominates attention. An upcoming earnings catalyst could spark interest if sentiment rotates away from AI into overlooked consumer names. VSCO is a watch candidate into earnings, not a confirmed directional trade. Fashion retail is notoriously volatile; commenters warn this trade has run before and “all-in fashion stock” is dangerous.
MED
22:22
Jul 08
Jul 08
Bullish on retail: Macy's, Tapestry, Victoria's
Bullish on specialty retail and department stores due to improving early-cycle setup, positive earnings revision story with low bars, unappreciated consumer tailwinds, and historically low valuations with a typical seasonal rally ahead. Macy's specifically is underappreciated for its turnaround transformation and last-man-standing department-store dynamics, providing a path to stabilization/growth while consensus models permanent declines. Also overweight Tapestry and Victoria's Secret within the same subsector.
HIGH
23:43
Jun 21
Jun 21
SEC FOIA logs indicate an ongoing investigation into Victoria's Secret.
SEC FOIA logs indicate an ongoing investigation into Victoria's Secret, no directional view from speaker.
MED
22:18
Jun 10
Jun 10
Victoria's Secret innovation drives customer growth
Victoria's Secret is showing low double-digit increases in core categories for the first time in a while, driven by a renewed focus on newness and innovation that attracts newer customers.
LOW
19:59
Jun 03
Jun 03
Victoria's Secret turnaround with strong earnings and trends.
Victoria's Secret crushed earnings, raised outlook, and showed signs of a turnaround under new CEO. The brand benefits from the IRL maxing trend (people wanting to go out), the looksmaxing/GLP1 tailwind (more people feeling confident to wear lingerie), and a return to core product innovation.
HIGH
19:24
Jun 03
Jun 03
Past-tense affirmation of a prior call. No current directional view, no present catalyst.
Past-tense affirmation of a prior call. No current directional view, no present catalyst, no position disclosure. Not actionable.
LOW
21:58
Jun 02
Jun 02
Victoria's Secret has changed its stock ticker symbol from VSCO to VSXY effective immediately.
18:52
Jun 02
Jun 02
Victoria's Secret shares surge about 50% to a record high after the lingerie retailer raised.
Victoria's Secret shares surge about 50% to a record high after the lingerie retailer raised its annual forecasts on double-digit quarterly revenue growth.
15:44
Jun 02
Jun 02
Victoria's Secret reported strong first-quarter 2026 results with accelerating momentum across.
Victoria's Secret reported strong first-quarter 2026 results with accelerating momentum across all brands and raised full-year guidance significantly.
15:40
Jun 02
Jun 02
Victoria's Secret shares rise after the company reportedly abandons woke ideology according.
Victoria's Secret shares rise after the company reportedly abandons woke ideology according to a headline from Zero Hedge.
12:08
Jun 02
Jun 02
The author replies with ticker symbols VSCO and VSXY in response to a question about trading.
The author replies with ticker symbols VSCO and VSXY in response to a question about trading symbols, providing factual information without any directional view.
LOW
11:13
Jun 02
Jun 02
Victoria's Secret shares extend gains to rally as much as 47 percent in a sharp upward move.
11:12
Jun 02
Jun 02
Victoria's Secret raised its full-year outlook as CEO Hillary Super's strategy to embrace a new.
Victoria's Secret raised its full-year outlook as CEO Hillary Super's strategy to embrace a new era of sexy shows signs of progress.
09:30
Jun 02
Jun 02
The community notes Victoria’s Secret shares jumped 40% premarket with no clear catalyst, only a sarcastic suggestion of “AI in underwear.” A single, non‑serious comment with +5 upvotes indicates widespread doubt about the move’s sustainability, not a bullish thesis. Avoid chasing the gap. The lack of fundamental reason and the community’s mocking tone suggest the rally is speculative and likely to reverse. The surge could be driven by undisclosed news (e.g., earnings beat, partnership) not covered in this thread.
LOW
23:32
May 21
May 21
Notes Victoria's Secret bringing back traditional models and rebranding its ticker to VSXY.
Notes Victoria's Secret bringing back traditional models and rebranding its ticker to VSXY, a strategic brand repositioning.
HIGH
00:19
May 12
May 12
Victoria's Secret accuses a major investor of spying to obtain sales data.
Victoria's Secret accuses a major investor of spying to obtain sales data, adding a surprising twist to the ongoing proxy fight.
LOW
12:32
Mar 05
Mar 05
The company's official forward guidance has surpassed consensus analyst expectations.
The company's official forward guidance has surpassed consensus analyst expectations, which could serve as a fundamental catalyst for the stock to re-rate higher.
MED
16:41
Feb 27
Feb 27
The user explicitly states "Puts on women’s lingerie VSCO". By declaring a put position on Victoria's Secret & Co. (VSCO), the user is betting that the stock's price will decrease in the near term. This is a straightforward bearish, speculative bet against VSCO. The rationale is unstated but is likely tied to an earnings event or a broader negative thesis on the company's performance. The reasoning for the bearish stance is completely absent. The stock could report positive news or be subject to a short squeeze, leading to significant losses for put holders.
HIGH
20:21
Jan 05
Jan 05
Long Victoria's Secret as a second-order GLP-1 beneficiary.
Long Victoria's Secret as a second-order GLP-1 beneficiary — author argues weight loss at scale from affordable oral GLP-1 drugs drives renewed consumer interest in body-conscious fashion and lingerie brands.
MED
About VSCO Analyst Coverage
Buzzberg tracks VSCO (Victorias Secret & Co.) across 16 sources. 8 bullish vs 2 bearish calls from 23 analysts. Sentiment: predominantly bullish (24%). 25 total trade ideas tracked. Past 7 days: 3 bullish, 1 bearish, 1 watch. Latest voices: Stacey Widlitz, Hillary Super, Bloomberg.