Right. Let’s talk Victoria’s Secret. Or, more accurately, let’s talk about what happens when a fund decides to take a little something off the table. DME Capital, those clever things, trimmed their VSCO holdings in the last quarter of ’25. 194,593 shares, to be precise. Roughly $7.7 million worth. It’s not a dramatic dumping, not a ‘sell everything and run screaming’ scenario, which, frankly, would have been far more interesting. But it’s enough to make you raise an eyebrow, isn’t it?
They still hold a decent chunk – 1.7 million shares – so don’t panic. It feels less like a conviction shift and more like… well, like a sensible person cashing in on a good run. VSCO’s been doing the thing, you see. Up 93.2% over the past year. Outperforming the S&P 500 by a rather smug 71.94 percentage points. Honestly, who doesn’t want to lock in profits like that? It’s just… good business. Though, I suspect, there’s a small, guilty part of them hoping it keeps climbing anyway. We all have those, don’t we?
As of February 17th, 2026, the stock was sitting at $60.36. It’s been on a bit of a tear, hitting a 52-week high of $66.89 back in January. Which is lovely. Really. But it also means the price-to-earnings ratio is… ambitious. Over 30. Which, let’s be honest, is always a little terrifying. So, if you’re thinking of buying, maybe wait for a dip. Unless you enjoy the thrill of potentially overpaying for something. Some people do. They’re usually the ones with the most expensive handbags.
DME Capital’s portfolio is… well, it’s a portfolio. They’ve got GRBK leading the charge at $593.23 million, followed by FLR, CNR, BHF, and GPK. VSCO, post-trim, now represents 3.3% of their $2.85 billion in assets. Not exactly a top-tier obsession. It’s like that really nice dress you wear occasionally but isn’t quite the one you grab when you need to make a statement.
Here’s a quick snapshot of the financials, because numbers are important, even if they occasionally lie to you:
| Metric | Value |
|---|---|
| Revenue (TTM) | $6.39 billion |
| Net income (TTM) | $170.00 million |
| Price (as of market close February 17, 2026) | $60.36 |
| 1-year price change | 93.2% |
VSCO, for those who’ve been living under a rock (or, you know, intentionally avoiding lingerie ads), offers women’s intimate apparel, sleepwear, loungewear, the whole shebang. They’ve got around 1,400 stores and a fairly robust e-commerce platform. It’s a big operation. They’re aiming for women who want… well, a bit of luxury, a bit of confidence, a bit of everything. The usual. And they’re doing a decent job of it, I suppose.
They reported $1.5 billion in sales for the third quarter, a 9% year-over-year increase. Not bad. Not bad at all. They also raised their full-year guidance to $6.5 billion. Which, naturally, gave the share price a little boost. It’s all so predictable, isn’t it? Like watching a very expensive, very predictable play.
So, what does all this mean for you, the investor? Honestly? It’s complicated. DME Capital taking some profits isn’t a disaster. It’s not a sign of impending doom. It’s just… a smart move. But if you’re thinking of jumping in now, maybe wait for a slightly less euphoric moment. Unless you enjoy the feeling of being slightly, delightfully reckless. Some of us do.
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2026-02-24 05:22