Update shared on14 Sep 2025
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.
- The company demonstrated accelerating momentum into the second half, with solid top- and bottom-line performance in Q2.
- Management’s strategic execution and product innovation are driving improved store traffic and margin performance.
- Persistent macroeconomic and tariff pressures have tempered the ability for Q2 upside to fully flow through to full-year guidance, leading to cautious adjustments.
- Bearish analysts highlight a balanced risk-reward profile with limited near-term upside due to external headwinds and ongoing tariffs.
What's in the News
- Victoria's Secret expects Q3 2025 net sales of $1.39–$1.42 billion, up from $1.347 billion last year.
- Full-year 2025 net sales guidance raised to $6.33–$6.41 billion, from prior guidance of $6.2–$6.3 billion.
- Opened a new 4,950 sq ft store in Bengaluru, offering signature lingerie, sport collections, sleepwear, accessories, and beauty products.
- Launched the Body by Victoria FlexFactor Lightly Lined Plunge Demi Bra, expanding their top-selling collection with innovative, comfort-focused design, available globally in stores and online.
Valuation Changes
Summary of Valuation Changes for Victoria's Secret
- The Consensus Analyst Price Target has risen slightly from $22.70 to $23.80.
- The Consensus Revenue Growth forecasts for Victoria's Secret has significantly risen from 2.2% per annum to 2.4% per annum.
- The Discount Rate for Victoria's Secret has fallen slightly from 12.32% to 11.76%.
Disclaimer
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