Victoria's Secret (VSCO) Aperçu de l'action
Victoria's Secret & Co. est un détaillant spécialisé dans la vente de vêtements intimes pour femmes et d'autres vêtements et produits de beauté dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 4/6 |
| Performances passées | 1/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
VSCO Community Fair Values
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Analyst Price Targets
Victoria's Secret & Co. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$52.45 |
| Plus haut sur 52 semaines | US$66.89 |
| Plus bas sur 52 semaines | US$17.53 |
| Bêta | 2.25 |
| Variation sur 1 mois | -0.32% |
| Variation sur 3 mois | -18.52% |
| Variation sur 1 an | 135.52% |
| Variation sur 3 ans | 142.26% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 23.41% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour du récit • May 03
VSCO: Brand Repositioning Progress Will Support Stronger Earnings Power
Analysts have lifted the illustrative fair value for Victoria's Secret from about $31 to about $66, reflecting higher assumed revenue growth and profit margins, a lower future P/E, and recent Street research citing improving sales momentum, brand repositioning progress, and raised earnings estimates. Analyst Commentary Recent Street research on Victoria's Secret focuses heavily on brand repositioning, earnings power, and how much of the recovery story may already be reflected in valuation.
Mise à jour du récit • Apr 19
VSCO: Brand Repositioning And Q1 Momentum Will Support Future Upside
Analysts have lifted the average price target for Victoria's Secret from $73 to $81. This change reflects updated expectations around brand repositioning, improving sales momentum and refined margin assumptions across recent research.Seeking Alpha • Apr 11
Victoria's Secret: Upgrading To A Cautious Hold, Due To The Sustained Demand
Summary Victoria's Secret previously received a sell rating due to inconsistent profitability, balance sheet issues, and unattractive valuation. Recent Q4 and FY2025 results, along with updated outlook, are central to reassessing VSCO's investment case. Balance sheet concerns and risks remain material, influencing the overall investment thesis. Valuation remains a key hurdle for VSCO, supporting continued caution on the stock. Read the full article on Seeking AlphaMise à jour du récit • Apr 04
VSCO: Brand Repositioning And Q1 Momentum Will Drive Future Repricing
The analyst fair value estimate for Victoria's Secret has increased from $75.00 to $81.00. This reflects updated Street targets in the $58 to $81 range, as analysts highlight improving sales momentum, brand repositioning efforts, and refreshed earnings models following recent Q4 results.
Mise à jour du récit • Mar 21
VSCO: Brand Repositioning And Q1 Momentum Will Support Margin Expansion
The updated analyst price target for Victoria's Secret edges down by $5 to $50, as analysts weigh improving sales momentum, brand repositioning progress, and EPS estimate revisions against expectations that continued investment could pressure margins in the near term. Analyst Commentary Recent Street research on Victoria's Secret reflects a mix of optimism around brand repositioning and sales trends alongside a more measured stance on valuation, margin risks, and execution.Mise à jour du récit • Mar 07
VSCO: Brand Repositioning And Margin Momentum Should Outrun Ongoing Execution Risks
The analyst price target for Victoria's Secret has moved higher, with our fair value estimate increasing by $3 to $55, as analysts point to ongoing brand repositioning, improving sales momentum and margins, and refreshed earnings models following recent Q4 results. Analyst Commentary Recent research on Victoria's Secret reflects a mix of optimism about the brand repositioning and Q4 execution alongside more cautious views on how much upside is already reflected in the stock.Mise à jour du récit • Feb 21
VSCO: Macro Tailwinds Into 2026 Will Likely Outrun Fragile Execution
Analysts have lifted their fair value estimate for Victoria's Secret by $5 to $52, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple that align with recent Street price target increases from firms expressing a constructive view on specialty retail into 2026. Analyst Commentary Recent research has highlighted a more constructive tone around specialty retail into 2026, with some firms referencing factors such as inventory discipline and potential support from lower interest rates and gas prices.Mise à jour du récit • Feb 07
VSCO: Inventory Discipline And Macro Tailwinds Will Drive Future Repricing
Analysts have lifted their price targets for Victoria's Secret, with our fair value estimate nudging up from US$73.00 to US$75.00 as they factor in updated assumptions for revenue growth, profit margins and future P/E. This is supported by recent target increases from multiple firms citing inventory discipline and potential macro tailwinds.Mise à jour du récit • Jan 23
VSCO: Path To Potential Momentum Will Likely Outrun Durable Execution
Narrative Update Analysts lifted their price target on Victoria's Secret from about $37 to $47, citing higher targets from firms such as Barclays and improved execution under the "Path to Potential" plan, which they say is supporting slightly stronger growth assumptions, modestly better margins, and a higher future P/E multiple. Analyst Commentary Recent Street research on Victoria's Secret highlights a mix of optimism around the "Path to Potential" plan and caution about how durable any improvement might be.Mise à jour du récit • Jan 09
VSCO: Path To Potential And Fashion Show Engagement Will Drive Repricing
Narrative Update The analyst price target for Victoria's Secret has moved sharply higher from about $34.57 to $73.00. Analysts point to a more constructive sector view, management's "Path to Potential" initiatives and encouraging early signals from the 2025 Fashion Show as key supports for the reassessment.Article d’analyse • Dec 31
Victoria's Secret & Co.'s (NYSE:VSCO) 33% Jump Shows Its Popularity With Investors
Despite an already strong run, Victoria's Secret & Co. ( NYSE:VSCO ) shares have been powering on, with a gain of 33...Mise à jour du récit • Dec 15
VSCO: Path To Potential Execution Risk Will Likely Limit Further Upside
Narrative Update The analyst price target for Victoria's Secret has more than doubled from approximately $17 to about $37 per share, as analysts point to improving execution under the Path to Potential strategy, stronger brand momentum across VS and PINK, and better than expected earnings performance as key drivers of their outlook. Analyst Commentary Recent Street research continues to reflect a more balanced view on Victoria's Secret, with upgrades and higher price targets acknowledging operational progress while still embedding caution on the durability of the turnaround.Mise à jour du récit • Nov 30
VSCO: Margin Pressure Will Persist As Tariff Headwinds Remain A Risk
Analysts have increased their price target for Victoria's Secret from $29.90 to $31.20, citing stronger brand momentum and the positive impact of the company's ongoing strategic initiatives. Analyst Commentary Recent research notes from leading analysts reflect a growing sense of optimism around Victoria's Secret, balanced with ongoing cautions about the company’s execution and market positioning.Mise à jour du récit • Nov 16
VSCO: Margins May Face Pressure From Ongoing Tariff Headwinds This Year
Analysts have raised their fair value price target for Victoria's Secret from $29.00 to $29.90, citing sustained brand momentum and early signs of stabilization under new strategic initiatives. Analyst Commentary Recent street research reflects a dynamic range of perspectives regarding Victoria's Secret's near-term prospects and execution under new management.Article d’analyse • Nov 06
Victoria's Secret & Co.'s (NYSE:VSCO) 28% Price Boost Is Out Of Tune With Earnings
Despite an already strong run, Victoria's Secret & Co. ( NYSE:VSCO ) shares have been powering on, with a gain of 28...Mise à jour du récit • Nov 01
VSCO: Tariff Headwinds Will Limit Impact Of Management Turnaround Efforts
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.Mise à jour du récit • Oct 18
Global Expansion And Inclusivity Will Create Future Opportunities
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.Mise à jour du récit • Oct 04
Global Expansion And Inclusivity Will Create Future Opportunities
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.Mise à jour du récit • Sep 14
Global Expansion And Inclusivity Will Create Future Opportunities
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.Article d’analyse • Sep 05
Victoria's Secret & Co.'s (NYSE:VSCO) Shares Bounce 30% But Its Business Still Trails The Market
Victoria's Secret & Co. ( NYSE:VSCO ) shareholders would be excited to see that the share price has had a great month...Mise à jour du récit • Aug 30
Expanding International Operations And Revitalizing PINK Will Drive Future Success
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.Article d’analyse • Jul 22
Estimating The Fair Value Of Victoria's Secret & Co. (NYSE:VSCO)
Key Insights The projected fair value for Victoria's Secret is US$21.53 based on 2 Stage Free Cash Flow to Equity With...Article d’analyse • May 13
Improved Earnings Required Before Victoria's Secret & Co. (NYSE:VSCO) Stock's 28% Jump Looks Justified
Victoria's Secret & Co. ( NYSE:VSCO ) shareholders are no doubt pleased to see that the share price has bounced 28% in...Seeking Alpha • Apr 21
Victoria's Secret: Tariffs Are The Latest Challenge
Summary Victoria's Secret & Co. stock has plummeted over two-thirds recently, driven by profit-taking, tariff concerns, and weak consumer sentiment. Despite a strong 3QFY24 and raised 4QFY24 outlook, VSCO stock retreated due to profit-taking and macroeconomic concerns, including tariffs. The company's balance sheet is stable, but the stock remains volatile amid potential buyout rumors and unknown impacts from new tariffs. An analysis around Victoria's Secret follows in the paragraphs below. Read the full article on Seeking AlphaArticle d’analyse • Apr 15
Are Investors Undervaluing Victoria's Secret & Co. (NYSE:VSCO) By 25%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Victoria's Secret fair value estimate is US$21.69 Victoria's...Seeking Alpha • Mar 19
Victoria's Secret: Moving In The Right Direction, But FY25 Is An Uncertain Year
Summary I recommend a hold rating for Victoria's Secret due to FY25 uncertainties, despite encouraging 4Q24 results showing improved fundamentals and cost controls. 4Q24 highlights include 5% same-store sales growth, double-digit international growth, and a 60 bps increase in adj EBIT margin, beating EPS estimates. Key growth drivers: stabilization in intimates, international expansion, and solid cost discipline, supported by the new CEO's "Path to Potential" strategy. Read the full article on Seeking AlphaSeeking Alpha • Mar 11
Victoria's Secret: Lacing Up Profits With A Turnaround That's Shaping Up Nicely
Summary Victoria's Secret shows signs of recovery with revenue growth, improved profitability, and a leaner cost structure, making shares attractive after a 60% drop YTD. Strong holiday sales, international expansion, and disciplined operations highlight the company's ability to navigate a challenging retail landscape and set a solid foundation for 2025. Risks include the need to resonate with Gen Z through the PINK brand and potential macroeconomic headwinds, but strategic focus on brand relevance and cost synergies is promising. Valuation is attractive at 7.3x earnings with a robust share buyback program, making Victoria's Secret a 'strong buy' with significant upside potential. Read the full article on Seeking AlphaArticle d’analyse • Feb 28
Not Many Are Piling Into Victoria's Secret & Co. (NYSE:VSCO) Stock Yet As It Plummets 29%
The Victoria's Secret & Co. ( NYSE:VSCO ) share price has fared very poorly over the last month, falling by a...Rendement pour les actionnaires
| VSCO | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | 14.1% | 5.9% | 1.0% |
| 1Y | 135.5% | 2.3% | 28.7% |
Rendement vs Industrie: VSCO a dépassé le secteur US Specialty Retail qui a rapporté 2.3 % au cours de l'année écoulée.
Rendement vs marché: VSCO a dépassé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.
Volatilité des prix
| VSCO volatility | |
|---|---|
| VSCO Average Weekly Movement | 8.8% |
| Specialty Retail Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: VSCO n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de VSCO ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2021 | 22,500 | Hillary Super | www.victoriassecretandco.com |
Victoria's Secret & Co. est un détaillant spécialisé dans la vente de produits intimes pour femmes et d'autres produits d'habillement et de beauté dans le monde entier. La société propose des soutiens-gorge, des culottes, de la lingerie, des vêtements de nuit décontractés, des vêtements, des produits de détente, de sport et de natation, ainsi que des parfums de prestige et des produits de soins corporels, des accessoires et des produits de beauté sous les marques Victoria's Secret, PINK et Adore Me. Elle propose ses produits par l'intermédiaire de ses magasins de détail, de ses sites web, tels que VictoriasSecret.com, PINK.com, AdoreMe.com et DailyLook.com, et d'autres canaux numériques.
Victoria's Secret & Co. Résumé des fondamentaux
| VSCO statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$4.01b |
| Bénéfices(TTM) | US$161.00m |
| Recettes(TTM) | US$6.55b |
25.9x
Ratio P/E0.6x
Ratio P/SLe site VSCO est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| VSCO compte de résultat (TTM) | |
|---|---|
| Recettes | US$6.55b |
| Coût des recettes | US$4.16b |
| Marge brute | US$2.39b |
| Autres dépenses | US$2.23b |
| Les revenus | US$161.00m |
Derniers bénéfices déclarés
Jan 31, 2026
Prochaine date de publication des résultats
Jun 02, 2026
| Résultat par action (EPS) | 2.03 |
| Marge brute | 36.49% |
| Marge bénéficiaire nette | 2.46% |
| Ratio dettes/capitaux propres | 107.1% |
Quelles ont été les performances à long terme de VSCO?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 04:07 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Victoria's Secret & Co. est couverte par 15 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adrienne Yih-Tennant | Barclays |
| Mary Sport | BofA Global Research |
| Lorraine Corrine Hutchinson | BofA Global Research |