Victorias Secret & Co. VSXY

Victoria's Secret & Co. es un minorista especializado en ropa interior y otros productos de belleza para mujeres. La compañía vende sus productos a través de dos marcas, Victoria's Secret y PINK. La categoría de productos de la compañía incluye fragancias, belleza, ropa, ropa de estar en casa, ropa de dormir, ropa deportiva y trajes de baño. La compañía opera aproximadamente 834 tiendas en América del Norte y aproximadamente 528 tiendas fuera de América del Norte, incluidas 65 tiendas operadas por la compañía en Gran China y 463 tiendas operadas por socios, incluidas ubicaciones en América, Europa, Asia, África y Oriente Medio. La compañía ofrece productos a través de su sitio web www.VictoriasSecret.com y www.PINK.com, así como a través de otros canales en línea. Los productos de la marca PINK se venden en América del Norte e internacionalmente en las tiendas minoristas de Victoria's Secret y PINK, así como en línea. La compañía opera aproximadamente 29 sitios digitales internacionales.

• Zacks Investment Research 5 oct

  Here's Why Victoria's Secret (VSXY) is a Strong Value Stock

  Zacks presents its investment research tools including Thematic Investment Screens and Style Scores (Value, Growth, Momentum, and VGM) designed to help investors identify stocks with strong performance potential. The article explains how the Zacks Rank system, which has averaged +23.86% annual returns since 1988, works in conjunction with Style Scores to filter top-rated stocks. Victoria's Secret is highlighted as a stock to watch with a #3 Hold rank and strong Value and VGM Style Scores.

  

• Zacks Investment Research 22 sept

  Can Victoria's Secret's Path to Potential Sustain Broad-Based Growth?

  Victoria's Secret & Co. (VSXY) reported 10% sales growth to $1.61 billion in Q2 FY2026, marking its fifth consecutive quarter of positive comparable sales. The company demonstrated broad-based growth across its Victoria's Secret, PINK, and Beauty brands, with bras growing mid-teens, PINK up high single digits for the fifth consecutive quarter, and Beauty extending its growth streak to 12 quarters. Customer acquisition improved with high single-digit new customer growth. However, VSXY trades at a forward P/E of 15.18, above the industry average of 11.83, and carries a Zacks Rank #3 (Hold) rating.

  

• Zacks Investment Research 14 sept

  VSXY Dips 10% in the Past Month: Is the Pullback an Opportunity?

  Victoria's Secret (VSXY) shares have declined 10% despite strong Q2 results showing 9% comparable sales growth, expanded margins, and positive customer trends. However, the stock trades above its historical valuation while facing headwinds from tariffs, transportation costs, and increased marketing spending. Analysts recommend a cautious approach, suggesting the pullback improves entry price but doesn't eliminate execution risks.

  

• Zacks Investment Research 7 sept

  Can Victoria's Secret Keep PINK Growing After Five Strong Quarters?

  Victoria's Secret & Company (VSXY) reported that its PINK brand achieved high-single-digit growth for the fifth consecutive quarter, driven by strong performance in bras, panties, and apparel. The Marshmallow bra launch generated outsized results, and apparel has grown for eight consecutive quarters. Management expects intimates and apparel to reach a 50-50 mix over time, with significant growth opportunities ahead.

  

• Zacks Investment Research 7 sept

  Can Boot Barn Continue to Expand Its Merchandise Margin?

  Boot Barn Holdings (BOOT) exceeded merchandise margin expectations in Q1 fiscal 2027 with a 220 basis point increase, driven by tariff refunds and stronger product margins. The company's work boots business showed robust demand, attracting new customers despite lower exclusive-brand penetration. Management raised full-year merchandise margin guidance to approximately 60 basis points expansion (excluding tariff refunds), supported by buying economies of scale, improved full-price selling, and supply-chain efficiencies.