Victoria's Secret (VSCO): FY27 Q1 earnings call, Jun 2, 2026
On its Jun 2, 2026 earnings call (FY27 Q1), Victoria's Secret said 9 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 9 settled yes · our count agreed on 14 of 14- 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 |
|---|---|---|---|---|---|---|
| Tariff | Yes | 23 | 26 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Valentine | Yes | 16 | 19 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Fashion Show | Yes | 9 | 9 | ✓ | 95%n=1+tx from settlement history blended with transcripts | – |
| Fragrance | Yes | 8 | 8 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 5 | 8 | ✓ | 83%transcripts from the transcript model | – |
| Ticker | Yes | 2 | 2 | ✓ | 17%transcripts from the transcript model | – |
| Sport Bra / Sports Bra | Yes | 1 | 1 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | Yes | 1 | 3 | ✓ | 54%transcripts from the transcript model | – |
| Hailey Bieber | Yes | 1 | 1 | ✓ | 34%transcripts from the transcript model | – |
| Conversion | No | 0 | 0 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – |
| Loyalty Program | No | 0 | 0 | ✓ | 52%n=1+tx from settlement history blended with transcripts | – |
| FlexFactor | No | 0 | 0 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – |
| Dream | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | No | 0 | 0 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – |
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.
8 matches for “Fragrance”; 5 quoted, at least 25 words apart.
…performance, with double-digit growth across the category and continued strength in fine fragrance and mist. This was driven in part by integrating Beauty into brand…
…business accelerated to low double-digit growth, driven by continued strength in fine fragrance and the Mist collection. Key to our performance this quarter was increased…
…Angel Reese was our most integrated Beauty marketing activation to date, highlighting fragrance as the final outfitting layer and driving Bombshell Bronze as our top…
…Bombshell through product extensions, building on its strength as America's number one fragrance. At the same time, we have developed deeper insight into the customer…
…was broad-based globally with particular strength in core bras, sleep, and fine fragrance. China remained a key driver for our international business and continues to…
Where the listed words were said
…points, despite approximately $14 million or 90 basis points of incremental net tariff pressure in the quarter. The strong rate expansion was a result of…
…was on full display during one of our biggest moments this quarter, Valentine's Day. Across Victoria's Secret, PINK, and Beauty, we delivered double-digit growth and…
…connection. Following the strong response to the K-pop group TWICE at the fashion show, we partnered with them again for Valentine's Day. We paired that…
…on three years of growth in beauty. We still feel that fine fragrance is really the crown jewel of this business, and in particular Bombshell.…
…is important to note that the start of PINK Friday shifts from Q2 to Q3 this year, representing a Q2 growth headwind of approximately 1%.
…ability to sustain growth over time. Today also marks an important milestone for the company as we begin trading under our new ticker symbol, VSXY.
…that's going through a lot right now, I think. I do think sports bras are ours to own, and we are doubling down on that.…
…assortment with a breadth of newness across end uses. We partnered with Hailey Bieber on a modern, sexy campaign that resonated with customers while also…
Agents: this page as TSV at /api/v1/appearances/victorias-secret:2026-06-02:earnings_call · words: /api/v1/brief?appearance=victorias-secret:2026-06-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP