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.
19 matches for “Valentine”; 5 quoted, at least 25 words apart.
…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…
Valentine's Day is especially important for VS, and we leveraged key learnings from last year and delivered a more fashion-forward, colorful assortment with a breadth…
…K-pop group TWICE at the fashion show, we partnered with them again for Valentine's Day. We paired that partnership with newness in our Wink franchise.
…the untapped potential in our core business. Beauty also delivered a great Valentine's Day performance, with double-digit growth across the category and continued strength in…
…Signature collection and our new Invisible Strapless collection. Following a successful Valentine's Day, we relaunched Signature, our most foundational, everyday essentials, including our…
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…
…the moments that matter most in her life. This quarter, this included Valentine's Day, spring break, and summer kickoff. For example, we channeled the spring…
…strategy. During the quarter, we continued to propel brand heat beyond the fashion show and the holiday season with a higher frequency of emotionally connected…
…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…
…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.…
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