Victoria`s Secret & Co (VSCO)

Company Profile

victoria’s secret is an iconic specialty retail brand that needs no introduction. our name is equivalent to all things feminine and sexy including our intimate apparel, fashion-inspired collections, sleepwear, prestige fragrances, beauty products, celebrated supermodels and a world-famous runway show. sexy and sophisticated, powerful and dominant, known and desired around the world – this is victoria’s secret. the business of improving lives. part of the l brands family, working for victoria’s secret means sharing a vision of being the best in the world and living our values – four core principles that have guided and shaped our company since 1963: the customer rules– everything we do must begin and end with an insatiable drive to anticipate and fulfill our customers’ desires. passion leads to success- we pursue excellence because we are emotionally, intellectually and spiritually engaged in our work ... and that makes our talents formidable and our results extraordinary.

Company profile

Ticker

VSCO

Exchange

Website

Incorporated

Location

Fiscal year end

Sector

Retail Trade > Women's Clothing Stores

Industry (SIC)

Retail - Women's Clothing Stores

Bath & Body Works • Chico`s Fas • Cato • RTW Retailwinds • Christopher & Banks • Destination Maternity • La Senza ...

Former names

Victorias Secret & Co

SEC CIK

0001856437

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

AdoreMe, Inc. • IB International Holdings, Inc. • IB US Retail Holdings, Inc. • Intimate Apparel Brand Management, LP • LBIB HK Limited • Mast Industries • Victoria's Secret Direct Brand Management, LLC • Victoria's Secret Stores Brand Management, LLC • Victoria's Secret Stores, LLC • VS Direct Fulfillment, LLC ...

VSCO stock data

1M 1Y 5Y

Latest filings (excl ownership)

View all

1 Sep 23

Victoria’s Secret & Co. Reports second quarter 2023 results within previous guidance range

30 Aug 23

8-K

Victoria’s Secret & Co. Announces Leadership Appointments

2 Jun 23

Victoria’s Secret & Co. Reports First Quarter 2023 Results

31 May 23

Conflict minerals disclosure

31 May 23

ARS

2023 FY

Annual report to shareholders

14 Apr 23

DEFA14A

Additional proxy soliciting materials

14 Apr 23

17 Mar 23

Transcripts

View all

VSCO

Earnings call transcript

2023 Q2

31 Aug 23

VSCO

Earnings call transcript

2023 Q1

1 Jun 23

VSCO

Earnings call transcript

2022 Q4

3 Mar 23

VSCO

Earnings call transcript

2022 Q3

1 Dec 22

VSCO

Earnings call transcript

2022 Q2

25 Aug 22

VSCO

Earnings call transcript

2022 Q1

1 Jun 22

VSCO

Earnings call transcript

2021 Q4

3 Mar 22

VSCO

Earnings call transcript

2021 Q3

18 Nov 21

Latest ownership filings

View all

Financial summary

Financial statements Chart VSCO financial data

Quarter (USD)	Jul 23	Apr 23	Jan 23	Oct 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jan 23	Jan 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	131.00 mm	131.00 mm	131.00 mm	131.00 mm	131.00 mm	131.00 mm
Cash burn (monthly)	333.33 k	5.83 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	617.13 k	10.80 mm	n/a	n/a	n/a	n/a
Cash remaining	130.38 mm	120.20 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	391.1	20.6	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2023

VSCO institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	231	267	-13.5%
Opened positions	35	46	-23.9%
Closed positions	71	53	+34.0%
Increased positions	69	74	-6.8%
Reduced positions	77	100	-23.0%

13F shares	Current	Prev Q	Change
Total value	1.26 tn	2.43 tn	-48.3%
Total shares	79.63 mm	78.94 mm	+0.9%
Total puts	1.63 mm	5.47 mm	-70.2%
Total calls	1.35 mm	1.70 mm	-20.6%
Total put/call ratio	1.2	3.2	-62.5%

Largest owners	Shares	Value	Change
BLK Blackrock	10.26 mm	$178.82 bn	+43.8%
FMR	8.72 mm	$151.96 bn	-18.2%
Vanguard	8.70 mm	$151.58 bn	+10.3%
BBRC International Pte	7.60 mm	$0.00	0.0%
Windacre Partnership	6.79 mm	$118.35 bn	+7.1%
MS Morgan Stanley	4.64 mm	$80.93 bn	+153.7%
UBS UBS Group AG - Registered Shares	2.94 mm	$51.32 bn	+80.2%
STT State Street	2.89 mm	$50.38 bn	+14.8%
Primecap Management	2.41 mm	$41.99 bn	-1.0%
Wellington Management	2.41 mm	$41.96 bn	-9.9%

Largest transactions	Shares	Bought/sold	Change
BLK Blackrock	10.26 mm	+3.13 mm	+43.8%
MS Morgan Stanley	4.64 mm	+2.81 mm	+153.7%
Point72 Asset Management	0.00	-2.55 mm	EXIT
Sound Shore Management	0.00	-1.99 mm	EXIT
FMR	8.72 mm	-1.94 mm	-18.2%
Balyasny Asset Management	0.00	-1.82 mm	EXIT
UBS UBS Group AG - Registered Shares	2.94 mm	+1.31 mm	+80.2%
Frontier Capital Management	775.45 k	-1.11 mm	-58.9%
Pacer Advisors	853.54 k	+847.67 k	+14440.7%
Vanguard	8.70 mm	+815.17 k	+10.3%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

VSCO insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
13 Sep 23	Timothy A Johnson	Common Stock	Buy	Acquire P	No	No	17.1605	20,000	343.21 k	94,765
18 Aug 23	Melinda R. McAfee	Common Stock	Payment of exercise	Dispose F	No	No	20.59	178	3.67 k	59,801
1 Aug 23	Timothy A Johnson	Common Stock	Payment of exercise	Dispose F	No	No	19.82	581	11.52 k	74,765
2 Jun 23	Timothy A Johnson	Common Stock	Payment of exercise	Dispose F	No	No	20.14	3,116	62.76 k	75,346