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 “Headwind”; 5 quoted, at least 25 words apart.
…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%.
We also expect a gross tariff headwind of approximately $15 million in the second quarter and a year-over-year net benefit of approximately 145 basis points…
…both our strong Q1 results and continuation of our momentum. Despite tariff headwinds, we're continuing to expand margin while investing in product innovation, brand strength,…
…20%. On the freight side, we've got roughly 30 basis points of headwind planned from Q2 to Q4, so we expect this to be with…
…sorry if I missed it. Three months ago, you guided a tariff headwind for the year of $40 million. What is that now? I assume…
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…
…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…
…the back half, the gross tariffs on the year are still a headwind of about $75 million. That's what we're up against and how we're…
…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