Victoria's Secret (VSCO): FY25 Q4 earnings call, Mar 5, 2026
On its Mar 5, 2026 earnings call (FY25 Q4), Victoria's Secret said 7 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 7 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Valentine | Yes | 24 | 25 | ✓ | 73%transcripts from the transcript model | – |
| Tariff | Yes | 22 | 24 | ✓ | 87%transcripts from the transcript model | – |
| Fashion Show | Yes | 11 | 12 | ✓ | 93%transcripts from the transcript model | – |
| Fragrance | Yes | 7 | 7 | ✓ | 71%transcripts from the transcript model | – |
| Conversion | Yes | 2 | 2 | ✓ | 50%transcripts from the transcript model | – |
| Sport Bra / Sports Bra | Yes | 1 | 1 | ✓ | 79%transcripts from the transcript model | – |
| Loyalty Program | Yes | 1 | 1 | ✓ | 37%transcripts from the transcript model | – |
| FlexFactor | No | 0 | 0 | ✓ | 52%transcripts from the transcript model | – |
| Dream | No | 0 | 0 | ✓ | 32%transcripts from the transcript model | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 23%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
24 matches for “Tariff”; 5 quoted, at least 25 words apart.
…adjusted EPS increased 22% to $3.00, all despite $85 million in net tariff pressure. Now let us review our fourth quarter results in more detail.…
…basis points despite approximately $60 million, or 250 basis points, of net tariff pressure in the quarter. We mitigated this headwind with margin expansion driven…
…our adjusted non-GAAP results. Moving to our outlook, which is based on tariff assumptions consistent with the rates in place prior to recent developments. We…
…margin expansion of approximately 20 to 50 basis points despite the incremental tariff headwinds. We have built a solid operational foundation that enables us to…
…expand our operating margins. Our fiscal 2026 guidance assumes an incremental gross tariff cost of approximately $160 million. We expect to mitigate most of that…
Where the listed words were said
…I would like to spend a few moments discussing our holiday and Valentine's Day execution, which reflects marked improvement versus the prior year. I will…
…price adjustments where we identify value gaps in the market. We expect tariffs to have the greatest impact in the first half of the year,…
…first time in years. A signature brand moment in 2025 was the fashion show, which re-established Victoria's Secret & Co. at the center of the…
…impression tied to memory and the moments that matter most. For her, fragrance is emotional. For us, it is powerful. It creates loyalty and connection…
…are critical to the purchase journey and powerful drivers of engagement and conversion. This year, we took a more coordinated global approach to product, marketing,…
…to VSX, we continue to have great success in our authority with sports bras and really thinking of those as an extension of our bra…
…recently discontinued Adore Me's intimates-based subscription offering and converted it to a loyalty program designed to provide customers with a flexible, improved, and seamless shopping…
Agents: this page as TSV at /api/v1/appearances/victorias-secret:2026-03-05:earnings_call · words: /api/v1/brief?appearance=victorias-secret:2026-03-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP