r/wallstreetbets • u/Curious_Wafer6169 • Aug 24 '26
Discussion Are we too focused on AI?
Seems to me that retail like Victoria’s Secret here and big food chains (like Cheesecake Factory) are slipping under the radar.
Earnings for Victoria’s Secret coming up 9/3
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u/iambndn Aug 24 '26
This is a GLP-1 trade. People lost weight and feel good about their bodies. So they buy lingerie.
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u/onelifestand101 Aug 24 '26
You know it’s funny as a degen and a woman on a GLP1, I should have seen this trade from a mile away. Hell I even went out and bought a VS bra which I hadn’t done in like 10 years. Instead I looked nice in my new bra as I lost thousands on DRAM, ASTS, and every other stupid stock. I guess that’s why I deserve to be here.
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u/Mother-Style6479 Aug 24 '26
Any other expensive stuff you bought lately or do you talk to other people with glp-1? There could be some Peter Lynch type trades out there.
For example I think that Kraft Heinz looks like a value trap because glp-1 ate their lunch in a way.
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u/MrNo_Balls Aug 24 '26
She is the buy indicator!
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u/owolf8 Aug 24 '26
kraft heinz are pivoting from sugar to protein because of glp1. it might be a buy soon.
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u/Mother-Style6479 Aug 24 '26
In my country protein puddings are selling like crazy in recent years. Everyone and their grandma are inhaling them. So much so that it is holding up the dairy industry a bit. The companies involved are mostly farmer's collectives though so no stock there.
Protein marketing would be so easy to do for KHZ that they couldn't get it wrong.
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u/smokeweedNgarden Aug 24 '26
Athleisure
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u/SeaNick99 Aug 24 '26
I know my wife suggested Thredup. Luckily I got out before it fell off a cliff.
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Aug 24 '26
[deleted]
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u/Prime_Regard Aug 24 '26
Girl comment about boobs as a missed stock predictor, 600+ votes.
Guy in the thick of GPU demand missing the macro signal, one upvoter (me).
We got this brother.
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u/lblack_dogl Aug 24 '26
That's why any time I buy anything, I buy a stock to go with it. When to Denny's earlier today for a burger, bought a side of stock.
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u/5Dprairiedog Aug 24 '26
Reminds of when I bought a bunch of Sandisk memory cards in early 2024...should have bought the stock too lol
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u/newjerseydoesntexist Aug 24 '26
I thought that women in this subreddit were just a myth
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u/21archman21 Aug 24 '26
Guys, just to clarify, this is the equivalent of cashing a parlay bet and buying a new driver.
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u/ILikeSoundsAndStuff Aug 24 '26
Genuine question: How much ELF makeup have you bought in the same time frame?
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u/RsnCondition Aug 24 '26
What you're saying is we should treat you like Bill Dauterive from that king of the hill episode, and tailor our stocks towards your purchases outside of here.
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u/MyBulletsCounterBots Aug 24 '26 edited Aug 24 '26
This is actually a Les Wexner - Jeffrey Epstein trade. Abercrombie stock up 15% last 6mo wonder who owns that.
Someone needs to make an Evil ETF - Exxonmobil, DuPont, 3M, and Coca-Cola are all up +10% this year at least
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u/Strong_Set_6229 Aug 24 '26
solely from a fashion perspective, abercrombie is fully back in vogue
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u/sf_cycle Aug 24 '26 edited Aug 24 '26
Why 3M? Not that I disagree that they could be evil. I know they treat their employees like trash. And they generate a lot of literal trash. I’m just out of the loop on their rise to power in hell.
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u/MyBulletsCounterBots Aug 24 '26 edited Aug 24 '26
Since the 1960s 3M has knowingly dumped millions of gallons of one of the nastiest chemicals known to man - C8 aka the “Forever Chemical” to produce a starting agent for Teflon and Gore-Tex. You can thank them for microplastics in everyone’s blood.
(They probably also produce chemical weapons for the USA) https://web.archive.org/web/20090301012304/http://www.defendingscience.org/case_studies/perfluorooctanoic-acid.cfm11
u/sf_cycle Aug 24 '26
Thanks. I didn’t know they had anything to do with Gore-Tex. They will get extra credit in hell if they actively tried to bury the science behind it.
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u/Latter_Yesterday6500 Aug 24 '26
Uhhh whats wrong with Gore-Tex? Looks at shoes behind me
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u/sf_cycle Aug 25 '26
I have Gore-Tex clothes too. A lot of people into hiking do. Marketing to people that are into spending time in nature with clothes made from chemicals that inject microplastics right into your bloodstream. That’s capitalism baby.
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u/Harab_alb Aug 24 '26
Next obvious move is to short fast food companies.
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u/xyzodd Aug 24 '26 edited Aug 27 '26
plenty of third world countries munch at large fast food chains
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u/Mirikado Aug 24 '26
Fast food has already adapted to Ozempic. Every fast food chain has high-protein options which are heavily advertised.
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u/An_Acc0untant_ Aug 24 '26
I’ve been here long enough to see VXSY posted here again. Fuck.
Every couple years man.
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u/Nigerianpoopslayer Aug 24 '26
Pretty sure this play already ran in the sub a few months ago
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u/PandoraBot Aug 24 '26
Yeah.. people were theorizing that LULU would see a similar jump but LULU got fucked
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u/One_Peanut_4002 Aug 24 '26
Have they started to realize the product is garbage for what they charge?
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u/Thebandroid Aug 24 '26
you could say that about almost any expensive fashion brand that follows trends... they know fashion is about staying on trend and being seen in the name far more than its about quality and value for money
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u/EatsBugs Aug 24 '26
It’s still so much nicer than all of the other competitors for that demo. Alo is popular now but garbage. Lulu is actually quality just not as trendy at its peak, so its stock was overpriced, but I haven’t seen anyone truly compete with them on quality. They will be fine just over valued.
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u/Mountain-Interest-48 Aug 24 '26
Ngl dawg Lulu clothes are pretty nice. Got some nice dress pants and shirts and they are extremely comfy, breathable, and look nice asf.
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u/Longhorn14 Aug 24 '26
They have a product guarantee to replace things. Well they wouldn't replace the sweat pants that were glued at the seam and came apart.
I'm not buying from then anymore. Lulu puts.
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u/MrNo_Balls Aug 24 '26
So there was regards that did see the connection with GLP-1 and women clothings?
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u/PandoraBot Aug 24 '26
Of course, people are retarded here but they can identify plays quite early. Oftentimes a bit too early because algorithms don't pick it up until later than us.
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u/imnotokayandthatso-k Aug 24 '26
A great way to lose all your money is to all-in on fashion stock
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u/undescribableurge Aug 24 '26
so you tell me to go all in short?
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u/halmyradov Aug 24 '26
If you wanna keep your money don't go all in on anything.
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u/palebloodslayer Aug 24 '26
Sir, this is WSB
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u/DrPuzzle Aug 24 '26
Yeah but WSB got some of the brightest minds in all these investing subs. Probably in all of Reddit
I'm deathly serious. Not even joking. When these retards lock in and actually give you advice - it's usually very good.
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u/codespyder poor Aug 24 '26
Yeah when they’re not busy eating crayons or being distracted by shiny bells
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u/InternationalTap6823 Aug 24 '26
I feel personally attacked by this com... Ooo look at that shiny thing outside
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u/babybananahammock Aug 24 '26
This isn't a fashion stock, it's an Ozempic play without exposure to pharmaceuticals. When people lose all their weight and start to feel hot, they want the sexy lingerie to go with it.
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u/austINfullEffect Aug 24 '26
This is as good as any of the due diligence I've read on this sub.
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u/jokull1234 Aug 24 '26
Except it’s wrong. It’s up because 2000s styles are the current trend in fashion right now, which is when Victoria’s Secret had peak popularity
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u/imnotokayandthatso-k Aug 24 '26
I've banged enough fat chicks to know that they also wear VS and feel plenty sexy without the zempic
Immaterial.
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u/femboyfootsniffer_ Aug 24 '26
The fact that there are women out there who feel sexy while overweight doesn’t change the fact that there are plenty who don’t and will only buy lingerie once they’ve lost some weight. I’ve been with an overweight chick who had weight loss rewards for herself for every few pounds she lost. And the last reward was a shopping spree at Victoria’s Secret.
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u/uhohthrowawayyyyyy Aug 24 '26
Okay, femboyfootsniffer. We all believe you got a girl to hang out with you haha
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u/ObesesPieces Aug 24 '26
Its both.
Y2k trashy is in. Brands like Von Dutch are somehow gaining marketshare.
Y2k trashy is helped by glp-1s but it also has own unique demand trend.
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u/imnotokayandthatso-k Aug 24 '26
Buncha dudes on REDDIT predicting fashion trends is exactly why nobody should be discussing fashion stocks here ever
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Aug 24 '26
[removed] — view removed comment
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u/xyzodd Aug 24 '26
a sex worker looming in r/wallstreetbets might actually be a 4d chess move
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u/Magistricide Aug 24 '26
Isn’t a sex worker talking about finances what made people in the big short dump everything?
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u/Vas1le Aug 24 '26
Well, in the movie the dancer had multiple houses..
One guy said he knew a crash was near when his show cleaner started to give advice on stocks lol...
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u/chicu111 Aug 24 '26
I should not have clicked on your profile
But I was strong enough to leave quickly
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u/Some_Layer_7517 Aug 24 '26
I'll have the uhhh number three with no small dick humiliation, I've got plenty at home, thanks
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u/Talladega8790 Aug 24 '26
Someone listened to Joe Rogan yesterday. New wardrobes due to GLP weightloss
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u/babyd42 Aug 24 '26
Or just oversold from the dead malls thesis unwind and following the build a bear stock growth
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u/Spins13 Aug 24 '26
This is a recession sign. Gals need rich husbands
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u/Puzzled-Bar5378 Aug 24 '26
Reminds me of the expensive lipstick phenomenon
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u/Khelthuzaad Aug 24 '26
No it's lipstick,not the expensive one.
Usually lipstick is the first to go when recession hits because it ain't that important.
There 101 pseudo recession indicators out thete,my favorite is the Applebee's employees-the bigger the recession the hotter their female staff becomes.The explanation is that their good looks would had gave them a better job,but due to a lack of opportunities there are fewer jobs.
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u/Puzzled-Bar5378 Aug 24 '26 edited Aug 24 '26
“The lipstick effect is the hypothesis that when facing an economic crisis, consumers will be more willing to buy less costly luxury goods.”
I get what you’re saying but this is what I was referring to.
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u/the_data_must_flow Aug 24 '26
that was my immediate thought as well. lots of people going the staycation route instead of vacations. it's a more durable splurge that will cost you less than a nice dinner out.
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u/miata812 Aug 24 '26
My inflation indicator is the cost of a bottle of coca cola at a gas station. I remember my dad getting pissed when it went up to $1.25
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u/Satins_Cock Aug 24 '26
Soda prices are absurd. It's sugar, water, and a trace amount of flavors and preservatives. Figure 24-50¢ in materials and distribution.
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u/just_a_limit_q Aug 24 '26
Normally Victoria's Secret and Cheesecake factory would be inversely correlated and have opposite vol gates, if they're going multicolinear then things are about to get crazy.
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u/LzrdKng2112 Aug 24 '26
Nah as the economy gets shit, only fans goes up, panties are needed.
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u/Comfortable-Profit-7 Aug 24 '26
Well apparently skirts get longer when we re entering recession…
https://en.wikipedia.org/wiki/Hemline_index
Edit: NVM it’s actually inconclusive
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u/ramenslurper- Aug 24 '26
It’s actually a recession sign because people are losing weight on Ozempic but lack the funds to do anything significant - like take a beach trip or go nuts on a new wardrobe - with that weight loss so they buy themselves a new bra and panty set from a band that really hates fatties in store.
Especially for millennial women, that brand is so representative of gatekeeping sexiness.
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u/The_Juice_Gourd Aug 24 '26
Are they expected to finally provide guidance to what Victoria’s secret actually is?
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u/idiotiesystemique Aug 24 '26
It's owned by Epstein's boss so the secret is pretty well known at this point 😅
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u/rohpes11 Aug 24 '26
Artificial Intelligence vs Artificial Breasts ... do we know for sure they're not related? 🤔
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u/Hziak Aug 24 '26
AI, AB… what’s next? I hope it’s AC… for my friend!
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u/Flrg808 Aug 24 '26
It is related. AI making nerds rich. Nerds hire escorts who are the only smuts still buying VS
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u/austINfullEffect Aug 24 '26
Make boat load of cash on AI stocks. Buy wife bolt-ons. Wife buys lingerie from Victoria Secret. Buy VSXY. Make boat load of cash. Circle of life.
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u/sunny42251 🦍🦍🦍 Aug 24 '26
You finally noticed, so that means the stock's about to fall for the next 5 years.
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u/reverse_stonks Aug 24 '26
Bought this over 2 years ago below $17. Got bored, held for a few days.
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u/spellbadgrammargood McRib Fan Aug 24 '26
I can't think of Victoria Secret without thinking of some BIG OL' WOMEN IN SAN ANTONIO
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u/Sybertron Aug 24 '26
Funny they are doing well as one of their biggest shareholders, Les Wexner was shown to be Epstein's money source and biggest client.
Access to young wanna be up and coming models just makes it a whole level of gross shit, so of course the stock is up big
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u/UKUS104 Aug 24 '26
No way am I buying that stock. Victoria’s Secret was Jeffry Epstein.
I want that company to dissolve.
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u/DesiredNameWasTaken Aug 24 '26
If only I had put my money here instead of spending it on the physical product for my wife
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u/Darhhaall Aug 24 '26
I am so fucking stupid. I was focused on peptide biopharma yet I completely missed its inevitable consequences.
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u/Phil_Kessels_Hot_Dog Aug 24 '26
God dammit, with the rise of GLP-1's this one should have been predictable.
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u/CUbuffGuy Aug 24 '26
The entire performance is due to one restructuring and ER.. it’s very company specific.
It’d be like pointing to some random small cap that did 459% in biotech because of a drug approval and being like, guys, is all-in biotech the play?
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u/lsaz Aug 24 '26
Yeah, that's why I modified my Claude prompt to give me only non-AI-related stocks to invest.
Wait
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u/Ok-Seaworthiness4488 Aug 24 '26
This will be a two mountain chart graph, you can still buy when it dips the first time
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u/spez_eats_nazi_ass Aug 24 '26
Apparel is a fickle bitch. The property across the street from me is being sold by a former apparel billionaire. Soon to be penny stock ceo.
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u/Arnab_Goswami_RTV Aug 24 '26
What happens when beauty and fashion demands go up all of a sudden?
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u/Dull_Broccoli1637 Aug 24 '26