{"filings":[{"id":2364276,"accession_number":"0001856437-26-000017","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2026-08-20T11:02:13+00:00","items":["5.02","9.01"],"status":"ready","headline":"Victoria's Secret appoints former Starbucks CTO Gerri Martin-Flickinger to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expands from 9 to 10 directors; appointment effective September 14, 2026.","Martin-Flickinger is former EVP & CTO of Starbucks; brings tech, AI, digital, and cybersecurity expertise.","She will serve on the Audit Committee; deemed independent under NYSE listing standards.","Post-appointment board: 10 directors, 9 independent, 8 women.","Appointment follows a search disclosed in May 2026; aligns with Path to Potential strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1056840,"accession_number":"0001856437-26-000015","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2026-06-15T20:15:09+00:00","items":["5.07","9.01"],"status":"ready","headline":"Victoria's Secret shareholders elect all nine directors, approve say-on-pay, ratify EY as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; Hillary Super received 64,009,383 votes for, highest support.","Advisory vote on executive compensation approved: 54,394,913 for, 11,238,067 against, 170,768 abstain.","Ernst & Young LLP ratified as independent auditor for FY2026: 66,826,966 for, 80,677 against, 52,535 abstain.","Annual meeting held June 11, 2026; broker non-votes reported for director election and say-on-pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":787436,"accession_number":"0001856437-26-000011","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2026-06-02T11:01:54+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $1.560B (+15% YoY), comps +13%; adjusted EPS $0.60 vs guidance $0.20-$0.30.","Adjusted operating income $80M, above guidance $32M-$42M, vs prior year $32M.","Raised FY2026 net sales guidance to $7.03B-$7.13B (from $6.85B-$6.95B), adj. op. income $550M-$580M (from $430M-$460M).","Repurchased 2.2M shares for $100M at avg $45.27; $150M remaining on $250M authorization.","Q2 guidance: net sales $1.590B-$1.615B; operating income $90M-$100M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":564358,"accession_number":"0001856437-26-000007","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2026-05-21T12:35:09+00:00","items":["8.01","9.01"],"status":"ready","headline":"Victoria's Secret changes ticker to VSXY; Q1 results on June 2, 2026","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["NYSE ticker changes from VSCO to VSXY effective June 2, 2026.","First quarter 2026 results to be released before market open on June 2.","No shareholder action required; CUSIP number unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":15046,"accession_number":"0001193125-26-217065","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2026-05-11T21:00:19+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Mariam Naficy not standing for re-election due to BBRC proxy contest","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Naficy withdrew nomination for 2026 annual meeting (June 11, 2026) citing time required for BBRC's proxy contest launched May 4.","No disagreement with company, management, or board; she will serve until the annual meeting.","Board size reduces from 10 to 9 immediately after the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":110091,"accession_number":"0001856437-26-000002","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q4 beats: adj EPS $2.77 vs guide $2.20-2.45; net sales +8% to $2.27B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 adjusted EPS $2.77, above guidance $2.20-$2.45; net sales $2.27B (+8% YoY) above $2.17-$2.20B guide.","Full year 2025 adjusted EPS $3.00 (+22% YoY ex gift card adj); adj operating income $403M vs guide $350-$375M.","Initiates FY2026 net sales guidance $6.85-$6.95B (vs $6.553B) and operating income $430-$460M.","Initiates strategic review of DailyLook non-core asset; also evaluating Adore Me within portfolio."],"consensus_eps_estimate":-0.5977,"consensus_eps_actual":1.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":6553000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":126647,"accession_number":"0001856437-25-000044","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-12-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q3 net sales $1.472B (+9% YoY), raises FY 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $1.472B, up 9% vs $1.347B last year, above guidance of $1.39B-$1.42B.","Adjusted EPS loss $0.27, beating guidance range of $0.55-$0.75 loss; prior year loss $0.50.","Adjusted operating income was breakeven, above guidance of $35M-$55M loss.","Raises FY 2025 net sales outlook to $6.45B-$6.48B from $6.33B-$6.41B; adj. EPS now $2.40-$2.65 from $1.80-$2.20.","Q4 2025 net sales guided to $2.17B-$2.20B vs $2.106B prior year; adj. EPS $2.20-$2.45."],"consensus_eps_estimate":0.1164,"consensus_eps_actual":-0.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":4284000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143420,"accession_number":"0001856437-25-000037","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-08-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q2 sales beat; raises FY2025 sales guidance; comps up 4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $1.459B, up 3% YoY; comparable sales +4%; above guidance of $1.380-$1.410B.","Adjusted EPS $0.33, above guidance of $0.00-$0.15; GAAP EPS $0.20 vs $0.40 YoY.","Raises FY2025 sales guidance to $6.330-$6.410B from $6.2-$6.3B; reiterates adjusted op. income $270-$320M.","Tariff headwind estimated at ~$100M for FY2025, up $50M from prior guidance.","Q3 guidance: net sales $1.390-$1.420B; adj. operating loss $35-$55M; adj. loss per share $0.55-$0.75."],"consensus_eps_estimate":null,"consensus_eps_actual":0.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":2812000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":143419,"accession_number":"0001856437-25-000035","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-08-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"VSCO eliminates COO position; CFO Scott Sekella promoted to Chief Financial & Operating Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dein Boyle departs as COO effective Aug 19, 2025; remains in non-executive role through Dec 31, 2025.","CFO Scott Sekella assumes additional responsibilities, promoted to Chief Financial and Operating Officer.","Sekella's base salary increased to $825,000, effective Aug 24, 2025.","Sekella receives one-time RSU grant of $250,000 vesting ratably over three years.","Boyle entitled to severance per existing agreement subject to release; restrictive covenants apply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161595,"accession_number":"0001856437-25-000032","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-06-23T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Victoria's Secret holds 2025 annual meeting; elects directors, approves compensation, ratifies EY","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All ten director nominees elected with 43.8M–46.3M votes for; broker non-votes of ~8.9M on each.","Advisory vote on executive compensation passed: 46.5M for (74.9%), 14.8M against, 0.6M abstain.","Ratification of Ernst & Young LLP as FY2025 auditor approved: 69.6M for, 0.7M against, 0.5M abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161594,"accession_number":"0001856437-25-000028","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"VS&Co Q1 sales beat guidance; FY25 operating income guidance cut on tariffs","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $1.353B, flat YoY, above guidance of $1.30-1.33B; comparable sales -1%.","Adjusted operating income $32M, above guidance of $10-30M; GAAP operating income $20M.","Adjusted EPS $0.09 (near high-end of -$0.10 to $0.10 range); GAAP net loss $0.02 per share.","Q2 guidance: net sales $1.380-1.410B; adjusted operating income $15-35M; adjusted EPS $0.00-0.15.","Full-year adjusted operating income guided to $270-320M (prev. $300-350M) due to $50M tariff impact."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":1353000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161593,"accession_number":"0001856437-25-000026","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-06-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q1 prelim net sales $1.35B, adj OP $32M, beat guidance; security incident delayed earnings release","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales ~$1.35B, adj. operating income ~$32M, adj. diluted EPS ~$0.09; all near/exceed high-end of guidance.","Security incident detected May 24; corporate systems and e-commerce site shut May 26, website restored May 29; store functions mostly restored.","Earnings release and webcast postponed due to system access issues; new date to be announced.","Incident not material to Q1 results but may incur expenses impacting Q2 fiscal 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":1353000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161592,"accession_number":"0001856437-25-000019","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Victoria's Secret amends credit facility: extends maturity, lowers rates, ups seasonal advance rate","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maturity extended to earlier of 5 years from closing date or 91 days before certain debt >$50M matures, with liquidity conditions.","Seasonal advance rate on eligible inventory increased to 92.5% from 90% for three consecutive fiscal months annually.","Interest rate margins reduced: term SOFR/CORRA loans at 1.50%-1.75%; base rate loans at 0.50%-0.75%; SOFR credit spread removed.","Canadian borrowing benchmark changed from CDOR to CORRA.","Non-consenting lenders' commitments assigned to JPMorgan at par; all lender consents obtained."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":161591,"accession_number":"0001856437-25-000013","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["1.01","3.03","5.03","8.01","9.01"],"status":"ready","headline":"Victoria's Secret adopts one-year poison pill after BBRC accumulates 13% stake","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rights plan triggers at 15% (20% for passive) ownership; expires May 18, 2026.","BBRC International (Brett Blundy) holds ~13%; HSR corrective filing allows up to 49.99% after May 21, 2025.","Board cites BBRC's history of acquiring control in retail and launch of competing lingerie brand.","If triggered, other holders can buy shares at 50% discount; plan has no dead-hand provision."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179728,"accession_number":"0001856437-25-000004","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q4 comps +5%, EPS $2.60 adj; guides Q1 sales down 2-4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $2.106B (+1% vs 14-wk year; comps +5%); adj. EPS $2.60 vs $2.58 a year ago.","Full-year net sales $6.230B (+1%); adj. diluted EPS $2.69 vs $2.27 in fiscal 2023.","Q1 2025 sales guidance $1.30B-$1.33B, below $1.359B prior year; adj. op income $10M-$30M.","FY 2025 sales guidance $6.2B-$6.3B (excludes $26M gift-card breakage); adj. op income $300M-$350M.","Gift-card accounting estimate change boosted Q4 net sales and op income by ~$26M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":6230000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":179727,"accession_number":"0001856437-25-000002","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret names Scott Sekella CFO, raises Q4 guidance to near high end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Scott Sekella appointed CFO effective Jan 29, 2025; previous CFO TJ Johnson retiring in June 2025, will assist transition.","Q4 net sales growth guided to +3% to +4% (excluding extra week), near top of prior +2% to +4% range.","Adjusted operating income expected $260-$270M (prior $240-$270M); adjusted EPS $2.20-$2.30 (prior $2.00-$2.30).","Sekella previously CFO of Joann, finance roles at Under Armour and Crocs; compensation: $750K base, 100% target bonus, equity awards.","CEO Hillary Super cited holiday momentum, strong beauty sales, and increased traffic from VS Fashion Show rebound."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":196475,"accession_number":"0001856437-24-000031","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q3 sales up 7% YoY, beats guidance; raises full-year outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $1.347B (+7% YoY); comp sales +3%; net loss $56M ($0.71/sh) vs loss $71M last year.","Adjusted net loss $39M ($0.50/sh) beats guidance range of $0.60-$0.80 loss; adjusted operating loss $28M vs guided $40M-$60M.","FY2024 raised: net sales +1% to +2% (prior -1%); adjusted operating income $315M-$345M (prior $275M-$300M).","Q4 guidance: net sales +2% to +4%; adjusted operating income $240M-$270M; adjusted EPS $2.00-$2.30.","International sales grew 20+% YoY; CEO cites broad strength across all brands and channels."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":4124000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212784,"accession_number":"0001856437-24-000026","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Victoria's Secret eliminates Brand President and Chief Customer Officer roles; Unis and Rupp depart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Greg Unis (Brand President) and Christine Rupp (Chief Customer Officer) depart effective Sept 3, 2024.","Roles eliminated to streamline executive leadership; no successors named.","Both terminations are without cause; severance benefits subject to release of claims.","Unis and Rupp remain employed in non-executive capacity through contractual notice periods ending Oct 3, 2024.","Both remain subject to post-termination confidential, non-solicit, and non-compete covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212783,"accession_number":"0001856437-24-000024","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-08-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q2 adj EPS $0.40 vs $0.24; raises FY24 operating income guidance to $275-300M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $1.417B (-1% YoY); comparable sales -3%; operating income $62M vs $26M.","Adjusted EPS $0.40 vs $0.24; net income $32M vs net loss $1M in prior year.","Raises FY24 adj operating income guidance to $275-300M (from $250-275M); Q3 adj operating loss $40-60M.","Fourth consecutive quarter of sequential sales improvement in North America; first YoY operating income growth since 2021.","International and Adore Me sales up high-single digits; early fall feedback encouraging."],"consensus_eps_estimate":null,"consensus_eps_actual":0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":2777000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":212782,"accession_number":"0001856437-24-000022","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-08-14T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret names Hillary Super CEO; prelim Q2 results above guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Martin Waters terminated as CEO effective Aug 13; Hillary Super appointed CEO starting Sept 9.","CFO Timothy Johnson serves as interim CEO from Aug 14 to Sept 8; no additional compensation.","Prelim Q2 adjusted operating income $57-62M vs guidance $30-45M; adjusted EPS $0.34-0.39 vs $0.05-0.20.","Net sales expected down 1-2% (prior guidance 1-3% decline); fourth consecutive sequential improvement.","Super receives $1.2M base salary, 175% target bonus, $1M cash bonus, and equity awards totaling $13.45M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231826,"accession_number":"0001856437-24-000018","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"VSCO stockholders approve 4.8M share increase in stock plan and officer exculpation amendment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved an amendment to the 2021 Stock Plan to increase authorized shares by 4,800,000; vote: 42,050,308 for, 16,603,405 against.","Approved amendment to Certificate of Incorporation to permit officer exculpation under Delaware law; vote: 56,977,453 for, 1,666,409 against.","Advisory say-on-pay passed with 48,667,832 for and 9,966,586 against (approximately 83% support).","All nine director nominees elected; Rod Little received highest votes (57,261,515 for).","Ernst & Young ratified as independent auditor for fiscal 2024 with 66,942,033 for, 153,438 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231825,"accession_number":"0001856437-24-000012","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-06-05T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"VSCO Q1 adjusted EPS $0.12, sales $1.359B; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net loss $4M ($0.05 diluted); adjusted net income $9M ($0.12 diluted) vs $0.28 adjusted EPS YoY.","Net sales $1.359B down 3% YoY; comparable sales down 5%.","Q2 outlook: net sales down low-single digit; adjusted OP income $30-45M; adjusted EPS $0.05-0.20.","FY2024 reaffirmed: net sales ~$6.0B; adjusted OP income $250-275M.","Leading proxy advisors recommend FOR all director nominees, say-on-pay, and stock plan amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":1359000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":231824,"accession_number":"0001856437-24-000008","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-05-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q1 preliminary results beat guidance; FY2024 reaffirmed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales decline 3-4% vs guidance of 4-6% decline.","Adjusted operating income $35-40M, above guidance range of $10-35M.","Adjusted EPS $0.07-0.12, above guidance range of ($0.15)-$0.10.","CEO cites improving trends in stores and digital for both Victoria's Secret and PINK.","International sales grew mid-teens; FY2024 sales and adj. op. income guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":1359000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":250112,"accession_number":"0001856437-24-000002","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2024-03-06T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret Q4 adjusted EPS $2.58, at high-end guidance; announces $250M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $181M ($2.29 diluted); adjusted net income $204M ($2.58), at high-end of guidance.","Net sales $2.082B (+3% vs $2.021B prior year); comparable sales down 6%; extra week added ~$80M.","Full-year 2024 guidance: adjusted operating income $250M-$300M; net sales flat to down low-single-digit.","Board approved $250M share repurchase program; year-end debt down over $150M YoY.","International sales up 24% in Q4; company plans aggressive global expansion."],"consensus_eps_estimate":null,"consensus_eps_actual":1.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":6182000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267653,"accession_number":"0001856437-23-000031","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-11-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q3 net loss $71M, sales down 4%; November trends improve","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $71M ($0.92 diluted EPS) vs net income of $24M ($0.29) in Q3 2022.","Net sales $1.265B, down 4% YoY; comparable sales decreased 7%.","Adjusted net loss $66M ($0.86 diluted EPS) within guidance range of $0.70-$0.90 loss per share.","Operating loss $67M; adjusted operating loss $60M, in line with guidance of $45M-$65M loss.","November sales and margin best monthly performance in nearly two years; management sees holiday momentum."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":4099000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":267652,"accession_number":"0001856437-23-000028","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-10-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Victoria's Secret narrows Q3 adjusted loss guidance; reaffirms FY2023 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 adjusted operating loss now $45M-$65M (prior $45M-$75M); adjusted EPS loss $0.70-$0.90 (prior $0.70-$1.00).","Q3 net sales decline 3-5% vs prior low- to mid-single digit; full year net sales decline low-single digit reaffirmed.","FY2023 adjusted operating income rate reaffirmed at 5-6% of net sales; strategic plan presented at investor meeting.","International sales ahead of plan; North America trends improving month over month; Adore Me acquisition providing synergies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":284862,"accession_number":"0001856437-23-000023","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-08-30T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret posts Q2 net loss of $1M, revenue down 6%; appoints Rod Little to board","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $1M ($0.02 diluted EPS loss); adjusted EPS of $0.24 near guidance midpoint.","Net sales $1.427B, down 6% YoY; comparable sales down 11%.","International sales grew >25% YoY; Adore Me also grew sales during quarter.","Expects improving sales trends in Q3/Q4; full-year adjusted operating income rate 5-6%.","Appointed Rod Little (CEO of Edgewell Personal Care) to board, expanding to nine directors."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":2834000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":304647,"accession_number":"0001193125-23-170607","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-06-21T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret promotes Greg Unis to Brand President; adds Anne Stephenson as Chief Merchandising Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Greg Unis promoted to Brand President of Victoria's Secret & PINK, reporting to CEO Martin Waters.","Unis base salary increased to $1,065,000 effective June 25, 2023; receives $1.5M LTI award (50% RSUs, 50% PSUs).","RSUs vest ratably over 3 years (30%/30%/40%); PSUs vest March 16, 2026.","Anne Stephenson appointed Chief Merchandising Officer, effective next month; previously CMPO at Torrid, 15+ years at VS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":304646,"accession_number":"0001856437-23-000018","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-05-31T23:59:59+00:00","items":["2.02","7.01","5.07","9.01"],"status":"ready","headline":"Victoria's Secret Q1 net income drops to $1M from $81M; sales down 5%","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q1 2023 net income of $1M ($0.01 diluted EPS) vs $81M ($0.93) in Q1 2022.","Adjusted net income of $22M ($0.28 diluted EPS) vs $97M ($1.11) last year.","Net sales of $1.407B, down 5% YoY; comparable sales declined 11%.","Operating income $28M vs $94M; adjusted operating income $55M vs $116M.","Provides Q2 and updated FY2023 guidance (specific figures not in this excerpt)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1407000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324213,"accession_number":"0001856437-23-000009","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q4 2022 adjusted EPS $2.47 beats guidance; net sales $2.02B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 net sales $2.021B, down 7% YoY; comparable sales down 6%.","GAAP diluted EPS $2.10; adjusted diluted EPS $2.47, above guidance of $2.25-$2.35.","Adjusted operating income $280M, above guidance of $265M-$275M.","Inventory down double digits vs prior year; initial FY2023 and Q1 2023 guidance provided.","CEO cites challenging environment but brand repositioning on track; loyalty program and Adore Me integration underway."],"consensus_eps_estimate":null,"consensus_eps_actual":4.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":6344000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324212,"accession_number":"0001856437-23-000007","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-01-31T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret raises Q4 2022 guidance; plans $125M accelerated share repurchase","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 operating income guidance raised to $265-275M (13-14% of sales) from $245-265M.","Q4 diluted EPS now expected $2.25-2.35, up from prior $2.05-2.25.","Net sales decline improved to 7-8% vs. prior high-single digit decline; Q4 2021 sales $2.175B.","Plans $125M ASR with Goldman Sachs; initial delivery ~2.5M shares on Feb 3, 2023; final settlement Q2 2023.","Inventory expected down low double digits YoY after modal mix shifts; expense outcome at better end."],"consensus_eps_estimate":null,"consensus_eps_actual":4.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":6344000000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324211,"accession_number":"0001856437-23-000005","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-01-11T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret updates Q4 guidance, authorizes $250M share repurchase","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["New Q4 operating income guidance $245M-$265M (12-13% of sales) vs prior $240M-$290M.","EPS guidance narrowed to $2.05-$2.25 per diluted share from $2.00-$2.45.","Reaffirms Q4 sales decline high-single digit vs $2.175B prior year.","Board approves new $250M share repurchase program, effective after current $250M program ends Jan 2023.","CEO cites strong holiday performance, inventory trending lower; excludes Adore Me impact."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":324210,"accession_number":"0001193125-23-000224","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2023-01-03T23:59:59+00:00","items":["2.01","5.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret completes $400M Adore Me buy; Brand CEO resigns","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired 100% of Adore Me for ~$400M cash on cash-free, debt-free basis; earnout of $80M-$300M possible.","Adore Me had ~$250M profitable sales in FY2022; deal expected to be earnings and cash flow accretive in 2023.","Brand CEO Amy Hauk resigns effective March 31, 2023; CEO Martin Waters assumes Brand CEO responsibilities.","Acquisition accelerates digital modernization and customer engagement for Victoria's Secret and PINK brands.","Adore Me to operate as a standalone growth vehicle, leveraging technology across the VS&Co portfolio."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":342150,"accession_number":"0001856437-22-000033","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-11-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"VSCO Q3 EPS $0.29 beats high-end guidance; sales down 9% YoY; Q4 EPS view $2.00-$2.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net income $24M ($0.29 diluted EPS) vs guidance range $0.00-$0.25; prior year Q3 $75M ($0.81).","Q3 net sales $1.318B, -9% YoY; comparable sales -11%.","Q4 guidance: net sales down high-single-digit; operating income $240M-$290M; diluted EPS $2.00-$2.45.","Full year 2022 adjusted EPS outlook $4.50-$4.95; adjusted operating income $525M-$575M.","Repurchased 1.2M shares for $43M in Q3; year-to-date $214M for 5.1M shares at avg $41.91."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":4323000000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":342149,"accession_number":"0001193125-22-274458","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-11-01T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Victoria's Secret acquires Adore Me for $400M upfront, up to $300M in earn-outs","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial $400M cash payment for 100% of Adore Me; structured deal with up to $300M additional consideration.","Transaction includes fixed $80M+ payment by Jan 2025 and contingent payments based on EBITDA/revenue targets.","Adore Me serves 1.2M active customers; offers Home Try-On and subscription models; is a Certified B Corp.","Deal approved by VSCO Board; expected to close by end of January 2023, subject to HSR clearance.","VSCO to finance with cash on hand; aims to leverage Adore Me's digital tech and value-segment customer base."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":342148,"accession_number":"0001856437-22-000031","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-10-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Victoria's Secret updates Q3 2022 guidance to high end of range; holds investor day","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Operating income expected at high end of $10M-$40M range; EPS $0.00-$0.25 per diluted share.","Net sales decline high single digit YoY, consistent with prior guidance.","Investor day on Oct 13 to present long-term strategic growth plan.","Strategic plan: strengthen core (bras, intimates, beauty), ignite growth (global expansion), transform foundation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":358934,"accession_number":"0001856437-22-000023","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-08-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q2 EPS $0.83 ($1.09 adj.); net sales down 6% to $1.521B; Q3 guidance weak","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $70M ($0.83 diluted EPS); adjusted diluted EPS $1.09 near midpoint of guidance.","Net sales $1.521B, down 6% YoY; comparable sales decreased 8%.","Q3 guidance: net sales down high single digits; operating income $10-40M; EPS $0.00-0.25.","Full-year 2022: net sales down mid-to-high single digits; adjusted operating income $525-575M.","Repurchased $62M of shares in Q2 ($171M YTD) under $250M authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":1.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":3005000000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":377737,"accession_number":"0001856437-22-000018","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-05-31T23:59:59+00:00","items":["2.02","7.01","5.07","9.01"],"status":"ready","headline":"Victoria's Secret Q1 adjusted EPS $1.11 beats guidance; net sales down 4.5%; Q2 outlook below prior year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $1.484B, down 4.5% YoY; comparable sales down 8%.","Diluted EPS $0.93; adjusted EPS $1.11, above guidance of $0.70-$0.95.","Operating income $94.1M (adjusted $115.8M) vs $225.7M last year; supply chain costs and stimulus anniversary cited.","Q2 guidance: sales flat to down low-single-digits; EPS $0.95-$1.25 vs $1.71 last year.","Repurchased $110M of shares (~2.2M) under $250M FY2022 program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":1484000000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":377736,"accession_number":"0001856437-22-000014","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-04-19T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret launches 'Happy Nation' digital brand for tweens ages 8-13","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Happy Nation offers size-inclusive, gender-free apparel and body care for tweens, sold exclusively online at happynation.com.","Brand will integrate with a popular youth gaming platform this summer, marking first metaverse integration for Victoria's Secret.","No plans for retail stores; brand aims to foster judgment-free community with philanthropic partnerships.","Brand development included insight from internal leaders, external experts, and parents of tweens."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":377735,"accession_number":"0001856437-22-000011","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-04-06T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret completes China JV with Regina Miracle; receives $45M, owns 51%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Owns 51% of JV; Regina Miracle holds 49%; $45M cash received as consideration for China operations.","JV operates all Victoria's Secret stores and online business in China; completes shift to franchise/partner-based international model.","CEO says partnership will accelerate growth in China; double-digit sales and profit growth opportunity realistic.","No material impact on previously communicated Q1 FY2022 sales, operating income, and EPS guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":396058,"accession_number":"0001856437-22-000004","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-03-02T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret Q4 EPS $2.70 beats guidance; Q1 outlook weak; new $250M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $2.70 vs guidance $2.35-$2.65; net sales $2.175B (+4% YoY).","FY2021 net income $646.4M ($7.18 per share) vs FY2020 net loss; sales $6.785B (+25%).","Completed $250M ASR (avg price $56.39/share); board authorized new $250M buyback program.","Q1 2022 guidance: sales $1.425B-$1.495B vs $1.554B prior year; EPS $0.70-$0.95 vs $1.97.","FY2022 sales flat to up low-single digits; operating income directionally in line with 2021's $869.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":7.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":6785000000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":396057,"accession_number":"0001856437-22-000002","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2022-01-25T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret forms China JV with Regina Miracle, will receive $45M cash for 51% stake","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["VSCO owns 51% of new joint venture; Regina Miracle owns 49%.","VSCO will receive $45 million cash from Regina Miracle as consideration for the JV.","Transaction subject to regulatory clearance; expected to close in Q1 FY2022.","JV will operate all Victoria's Secret stores and online business in China.","No material impact anticipated on affirmed Q4 FY2021 operating income and EPS guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":415031,"accession_number":"0001856437-21-000020","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2021-12-29T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Victoria's Secret announces $250M accelerated share repurchase, reaffirms Q4 guidance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Enters $250M accelerated share repurchase agreement with Goldman Sachs & Co. LLC.","Initial delivery of ~4.1M shares of common stock on December 31, 2021; final settlement expected in Q1 2022.","Reaffirms Q4 2021 guidance: sales flat to +3% versus $2.1B; operating income $295M-$335M; diluted EPS $2.35-$2.65.","CEO cites strong holiday performance and broad-based growth; first-ever share repurchase reflects confidence.","Board unanimously supported the buyback, emphasizing financial stability and cash flow strength."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":415030,"accession_number":"0001856437-21-000014","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2021-11-17T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q3 EPS $0.81 beats guidance; Q4 EPS guided $2.35-$2.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $75.2M, diluted EPS $0.81 vs guidance of $0.60-$0.70.","Net sales $1.441B, up 7% YoY; comparable sales up 4% vs Q3 2019.","Operating income $107.9M, up 11% vs adjusted operating income of $97.5M last year.","Q4 outlook: sales flat to +3% vs $2.1B; diluted EPS $2.35-$2.65.","CEO cites brand transformation momentum and supply chain mitigation efforts."],"consensus_eps_estimate":null,"consensus_eps_actual":4.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":4609000000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433036,"accession_number":"0001856437-21-000006","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2021-09-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Court preliminarily approves derivative settlement over L Brands workplace misconduct; $90M governance reforms","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Settlement resolves stockholder derivative actions alleging fiduciary duty breaches over workplace harassment and ties to Jeffrey Epstein.","L Brands commits $90M over 5 years to fund governance reforms including anti-harassment policies, training, and DEI initiatives.","Individuals deny wrongdoing; Special Committee concluded settlement is fair and in best interests of the company and stockholders.","Final court approval hearing set for January 18, 2022; no direct payments to shareholders, all benefits go to the company.","Reforms apply to both successor entities Bath & Body Works and Victoria's Secret for 5 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433035,"accession_number":"0001856437-21-000004","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2021-08-18T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Victoria's Secret Q2 net income $151M, EPS $1.71; Q3 guidance EPS $0.60-$0.70","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $151.1M ($1.71 diluted EPS) vs net loss of $199.5M ($2.26 loss per share) in Q2 2020.","Operating income $202.7M, exceeding guided >$200M; best spring season in five years.","Net sales $1.614B, -10% vs Q2 2019 due to 240 net store closures; total comp sales +5% vs 2019.","Direct channel sales $468.8M, +26% vs 2019; Q3 outlook: sales up mid- to high-single digits vs $1.35B; EPS $0.60-$0.70."],"consensus_eps_estimate":null,"consensus_eps_actual":3.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":3168000000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433034,"accession_number":"0000950103-21-012140","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2021-08-10T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Victoria's Secret enters indemnification agreements with directors/officers post-spin","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On August 6, 2021, entered indemnification agreements with each director and officer.","Agreements provide indemnification to fullest extent permitted by law for claims related to service.","Includes advancement of expenses, subject to reimbursement if not entitled.","Limitations apply for unlawful conduct, fraud, willful misconduct, or personal profit.","Company agrees to maintain D&O insurance for so long as agreement is in effect."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433033,"accession_number":"0001140361-21-026649","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2021-08-03T23:59:59+00:00","items":["1.01","2.01","2.03","5.01","5.02","5.03","8.01","9.01"],"status":"ready","headline":"Victoria's Secret completes spin-off from Bath & Body Works, begins trading as VSCO","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Distribution completed August 2, 2021; Victoria's Secret (VSCO) shareholders received 1 share for every 3 Bath & Body Works shares held as of July 22, 2021.","Entered into $400M Term Loan B Facility (LIBOR+3.25%, 7-yr maturity) and an ABL revolving credit facility.","Executed separation, tax, transition services, employee matters, and transportation agreements with Bath & Body Works.","Bath & Body Works retains no ownership; Victoria's Secret now independent, publicly traded on NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433032,"accession_number":"0000950103-21-011558","cik":1856437,"company_name":"Victoria's Secret & Co.","ticker":"VSCO","form_type":"8-K","filed_at":"2021-07-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"L Brands settles derivative claims over workplace misconduct; companies to invest $45M each","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["Global settlement resolves all derivative claims alleging workplace misconduct at L Brands.","Each company (Bath & Body Works, Victoria's Secret) commits $45M over at least 5 years for governance reforms.","Reforms include DEI council, strengthened harassment reporting policies, and hiring a DEI consultant.","Settlement filed in Rudi v. Wexner in Southern District of Ohio; subject to court approval.","Terms follow planned August 2, 2021 spin-off of Victoria's Secret & Co."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3590040000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}