VSXY logo

Victoria's Secret & Co. Stock Price

NYSE:VSXY Community·US$7.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 59 Fair Values set on narratives written by author

VSXY Share Price Performance

US$89.13
69.61 (356.61%)
US$89.20
Fair Value
US$89.13
69.61 (356.61%)
0.08% undervalued intrinsic discount
US$89.20
Fair Value
Price US$89.13
AnalystConsensusTarget US$89.20
AnalystLowTarget US$73.00
AnalystHighTarget US$107.78

VSXY Community Narratives

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Fair Value US$89.2 0.08% undervalued intrinsic discount

VSCO: Tariff Headwinds Will Limit Impact Of Management Turnaround Efforts

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Fair Value US$73 22.1% overvalued intrinsic discount

Fading Inclusivity And Costly Stores Will Hurt Profits

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Fair Value US$107.78 17.3% undervalued intrinsic discount

Body Positivity And Digital Shifts Will Open New Global Markets

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US$89.2
0.08% undervalued intrinsic discount
Revenue
5.35% p.a.
Profit Margin
10.32%
Future PE
10.9x
Price in 2029
US$114.71
US$73
22.1% overvalued intrinsic discount
Revenue
4.7% p.a.
Profit Margin
9.66%
Future PE
9.76x
Price in 2029
US$94.4
US$107.78
17.3% undervalued intrinsic discount
Revenue
5.74% p.a.
Profit Margin
9.25%
Future PE
14.58x
Price in 2029
US$139.11

Trending Discussion

No trending discussion available.

Updated Narratives

VSXY logo

VSXY: Turnaround Execution And International Expansion Will Support Future Earnings Power

Fair Value: US$89.2 0.08% undervalued intrinsic discount
25 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VSXY logo

VSXY: Brand Repositioning And Q1 Execution Support Measured Margin Expansion

Fair Value: US$73 22.1% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VSXY logo

VSXY: New Customer Gains And Brand Reset Will Drive Turnaround Durability

Fair Value: US$107.78 17.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential with slight risk.

4 Risks
3 Rewards

Victoria's Secret & Co. Key Details

US$6.8b

Revenue

US$4.3b

Cost of Revenue

US$2.5b

Gross Profit

US$2.3b

Other Expenses

US$211.0m

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
n/a
2.65
37.01%
3.12%
117.2%
View Full Analysis

About VSXY

Founded
2021
Employees
22500
CEO
Hillary Super
WebsiteView website
www.victoriassecretandco.com

Victoria's Secret & Co. operates as a specialty retailer of women’s intimate, and other apparel and beauty products worldwide. The company offers bras, panties, lingerie, casual sleepwear, apparel, lounge, sport, and swim products, as well as prestige fragrances and body care products; and accessories and beauty products under the Victoria’s Secret, PINK, and Adore Me brands. It provides its products through its retail stores; websites, such as VictoriasSecret.com, PINK.com, AdoreMe.com, and DailyLook.com; and other digital channels. The company also operates stores under the franchise, license, and wholesale arrangements. Victoria's Secret & Co. was incorporated in 2021 and is based in Reynoldsburg, Ohio.

Recent VSXY News & Updates

Seeking Alpha Jul 24

Victoria's Secret: The Turnaround Is Complete, And It Is Fully Priced In

Summary Victoria's Secret's turnaround seems to have materialized with broad-based growth in Q1 and upward revised guidance, indicating that the brand's social relevance may be regained. New customer acquisitions, comparable sales growth, international sales growth, and full price selling all contributed to the success. Due to the fundamental improvements, I believe that the current market price is justified, but we cannot ignore the macroeconomic headwinds, like uncertain tariff policies or poor consumer sentiment. I reiterate my hold rating. Read the full article on Seeking Alpha
Narrative Update Jul 22

VSXY: Turnaround Execution And International Expansion Will Support Future Earnings Power

Analysts have lifted their price expectations for Victoria's Secret, with the internal fair value estimate rising from $65.56 to $89.20. They cite higher projected profit margins, slightly stronger revenue growth, a lower discount rate, and a more conservative future P/E assumption that aligns with a wave of recent target increases across the Street.
Narrative Update Jul 08

VSXY: Brand Repositioning And Q1 Execution Support Measured Margin Expansion

The analyst fair value estimate for Victoria's Secret has been raised from $50.00 to $73.00 as analysts point to resumed and higher Overweight or Buy price targets, stronger recent earnings, and management commentary highlighting brand execution, new customer growth, and margin progress. Analyst Commentary Recent research on Victoria's Secret has turned more constructive, with several large firms lifting price targets and pointing to better execution, new customer growth, and margin progress.

Recent updates

No updates