{"schema_version":"secwatch.filing_event.v1","accession":"0001856437-26-000002","form_type":"8-K","ticker":"VSCO","cik":"0001856437","company_name":"Victoria's Secret & Co.","filed_at":"2026-03-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.571323+00:00","generated_at":"2026-05-15T19:52:47.460247+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Victoria's Secret Q4 beats: adj EPS $2.77 vs guide $2.20-2.45; net sales +8% to $2.27B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001856437-26-000002","json":"https://secwatch.observer/filing/0001856437-26-000002.json","markdown":"https://secwatch.observer/filing/0001856437-26-000002.md","text":"https://secwatch.observer/filing/0001856437-26-000002.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000002/0001856437-26-000002-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000002/vsco-20260305.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T19:52:47.460247+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7f7b2d1d9b779c51c315127b66a5e27bae34a02b","claim":"Victoria's Secret & Co. reported full fiscal year ended January 31, 2026 results: revenue $6.553 billion, net income $161 million, or $1.93 per diluted share, EPS $1.93 per diluted share.","evidence_excerpt":"The Company reported net sales of $6.553 billion for fiscal year 2025, an increase of 5% compared to net sales of $6.230 billion for fiscal year 2024 and above our previously communicated guidance range of $6.450 billion to $6.480 billion.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000002/0001856437-26-000002-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full fiscal year ended January 31, 2026"},{"label":"Revenue","value":"$6.553 billion"},{"label":"Net income","value":"$161 million, or $1.93 per diluted share"},{"label":"EPS","value":"$1.93 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"902845a476333a31bc57476c068f1900bc0a5447","claim":"Victoria's Secret & Co. updated its fiscal year 2026 guidance (initiated).","evidence_excerpt":"The Company is forecasting fiscal year 2026 net sales to be in the range of $6.850 billion to $6.950 billion compared to net sales of $6.553 billion in fiscal year 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000002/0001856437-26-000002-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"b490943e8b62ab3f7167d706a602c2fdb02832da","claim":"Victoria's Secret & Co. updated its first quarter of 2026 guidance (initiated).","evidence_excerpt":"The Company is forecasting net sales for the first quarter of 2026 to be in the range of $1.490 billion to $1.525 billion compared to net sales of $1.353 billion for the first quarter of 2025.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000002/0001856437-26-000002-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter of 2026"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"ed62e5dcb27205b1ecc5420143b027a47553b05f","claim":"Victoria's Secret & Co. reported the fourth quarter and fiscal year ended January 31, 2026 results: revenue $2.270 billion, net income $184 million, or $2.14 per diluted share, EPS $2.14 per diluted share.","evidence_excerpt":"The Company reported net sales of $2.270 billion for the fourth quarter of 2025, an increase of 8% compared to net sales of $2.106 billion for the fourth quarter of 2024 and above our previously communicated guidance range of $2.170 billion to $2.200 billion.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000002/0001856437-26-000002-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter and fiscal year ended January 31, 2026"},{"label":"Revenue","value":"$2.270 billion"},{"label":"Net income","value":"$184 million, or $2.14 per diluted share"},{"label":"EPS","value":"$2.14 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}