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VSCO: Tariff Headwinds Will Limit Impact Of Management Turnaround Efforts

Published
12 Sep 24
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-1.5%
7D
-5.5%

Author's Valuation

US$2922.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Increased 14%

Analysts have raised Victoria's Secret fair value estimate from $25.40 to $29.00. They cite stronger management execution, ongoing brand initiatives, and early signs of business stabilization as key factors supporting the upward revision.

Shared on 18 Oct 25

Fair value Increased 2.01%

Victoria's Secret's analyst price target has risen modestly from $24.90 to $25.40. Analysts cite improved strategic execution, stronger earnings momentum, and optimistic early signs following leadership changes.

Shared on 04 Oct 25

Fair value Increased 4.62%

The analyst price target for Victoria's Secret increased from $23.80 to $24.90. This change reflects analyst optimism after stronger-than-expected Q2 results and early benefits from recent strategic initiatives.

Shared on 14 Sep 25

Fair value Increased 4.85%

Victoria's Secret's analyst price target has been raised to $23.80, reflecting growing confidence in its improved Q2 performance and strategic execution, though tempered by macroeconomic and tariff headwinds. Analyst Commentary Bullish analysts note that Victoria's Secret delivered a fiscal Q2 beat, with improving brand initiatives starting to gain traction.

Shared on 30 Aug 25

Fair value Increased 5.09%

Analysts have lifted their price target for Victoria’s Secret to $22.70, citing improved brand perception, better-than-expected Q2 results, and effective management execution, though concerns remain about macro pressures and the sustainability of earnings upside. Analyst Commentary Bullish analysts highlight brand initiatives showing progress and improving consumer perception.

Shared on 30 Apr 25

Fair value Decreased 13%

Shared on 23 Apr 25

Fair value Decreased 1.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 6.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 2.30%

AnalystConsensusTarget has decreased revenue growth from 1.1% to 0.9%.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 3.95%