Victoria's Secret (VSXY) 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 | 3/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
VSXY 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$89.02 |
| Plus haut sur 52 semaines | US$102.46 |
| Plus bas sur 52 semaines | US$21.23 |
| Bêta | 2.07 |
| Variation sur 1 mois | 5.50% |
| Variation sur 3 mois | 93.69% |
| Variation sur 1 an | 298.48% |
| Variation sur 3 ans | 332.35% |
| Variation sur 5 ans | 28.81% |
| Évolution depuis l'introduction en bourse | 109.46% |
Nouvelles et mises à jour récentes
Seeking Alpha • Aug 06
Victoria's Secret Has Reclaimed Its Identity - Buy
Summary Victoria's Secret is better characterized as a retail turnaround story with unique challenges and opportunities. VSXY's investment thesis hinges on its evolving brand strategy and efforts to regain market relevance. Key topics include operational restructuring, competitive positioning, and the company's ability to adapt to shifting consumer preferences. The article emphasizes the importance of monitoring VSXY's execution on transformation initiatives for future performance. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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
Seeking Alpha • Aug 06
Victoria's Secret Has Reclaimed Its Identity - Buy
Summary Victoria's Secret is better characterized as a retail turnaround story with unique challenges and opportunities. VSXY's investment thesis hinges on its evolving brand strategy and efforts to regain market relevance. Key topics include operational restructuring, competitive positioning, and the company's ability to adapt to shifting consumer preferences. The article emphasizes the importance of monitoring VSXY's execution on transformation initiatives for future performance. Read the full article on Seeking AlphaMise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • Jun 24
VSXY: New Customer Gains And Brand Reset Will Drive Turnaround Durability
Victoria's Secret has seen its consolidated analyst price target move higher into the $75 to $95 range, as analysts cite stronger recent execution, new customer growth and improved earnings estimates as support for updated valuation assumptions. Analyst Commentary Recent research updates on Victoria's Secret point to a cluster of higher price targets and upgraded views, with several bullish analysts highlighting what they see as improving execution, stronger earnings power and healthier customer trends.Article d’analyse • Jun 20
Victoria's Secret (VSXY) Stock Could Be 25% Overvalued After Board Backing And Q1 Beat
Shareholders recently backed the entire board slate at Victoria's Secret (VSXY), including Independent Chair Donna James, following an annual meeting that highlighted first quarter 2026 results that exceeded both revenue and earnings guidance. See our latest analysis for Victoria's Secret. Victoria's Secret shares have been on a strong run, with a 30 day share price return of 62.18% and a year to date share price return of 53.64%, alongside a 1 year total shareholder return of very large...Article d’analyse • Jun 17
Solid Earnings Reflect Victoria's Secret's (NYSE:VSXY) Strength As A Business
When companies post strong earnings, the stock generally performs well, just like Victoria's Secret & Co.'s ( NYSE:VSXY...Mise à jour du récit • Jun 09
VSXY: Brand Reset And Q1 Turnaround Execution Will Drive Future Upside
Analysts have raised their implied fair value estimate for Victoria's Secret from $81.00 to about $107.78, citing higher price targets across the Street and updated assumptions for slightly higher revenue growth, stronger profit margins, and a modestly lower discount rate, along with a trimmed future P/E. Analyst Commentary Recent Street research has turned more constructive on Victoria's Secret, with several bullish analysts lifting price targets and, in some cases, upgrading ratings following stronger than expected quarterly results and discussions with management.Article d’analyse • Jun 09
Victoria's Secret & Co. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Victoria's Secret & Co. ( NYSE:VSXY ) just released its latest quarterly results and things are looking bullish. It was...Mise à jour du récit • May 26
VSCO: Brand Repositioning And Q1 Execution Will Drive Future Upside
Analysts have lifted their average price target for Victoria's Secret to $81 from $73, citing improving sales momentum, a higher profit margin outlook and confidence in the ongoing repositioning of the core Victoria's Secret and PINK brands. Analyst Commentary Recent research highlights a mix of optimism and caution around Victoria's Secret, with several bullish analysts pointing to improving brand momentum, better than expected quarterly results and a clearer path for the repositioning of the core lingerie and PINK businesses.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.Mise 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.Rendement pour les actionnaires
| VSXY | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | -9.7% | -3.1% | 0.6% |
| 1Y | 298.5% | -0.8% | 19.9% |
Rendement vs Industrie: VSXY a dépassé le secteur US Specialty Retail qui a rapporté -0.8 % au cours de l'année écoulée.
Rendement vs marché: VSXY a dépassé le marché US qui a rapporté 19.9 % au cours de l'année écoulée.
Volatilité des prix
| VSXY volatility | |
|---|---|
| VSXY Average Weekly Movement | 15.3% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: Le cours de l'action de VSXY a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de VSXY ( 15% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
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
| VSXY statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$7.24b |
| Bénéfices(TTM) | US$211.00m |
| Recettes(TTM) | US$6.76b |
33.5x
Ratio P/E1.0x
Ratio P/SLe site VSXY est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| VSXY compte de résultat (TTM) | |
|---|---|
| Recettes | US$6.76b |
| Coût des recettes | US$4.26b |
| Marge brute | US$2.50b |
| Autres dépenses | US$2.29b |
| Les revenus | US$211.00m |
Derniers bénéfices déclarés
May 02, 2026
Prochaine date de publication des résultats
Sep 03, 2026
| Résultat par action (EPS) | 2.65 |
| Marge brute | 37.01% |
| Marge bénéficiaire nette | 3.12% |
| Ratio dettes/capitaux propres | 117.2% |
Quelles ont été les performances à long terme de VSXY?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/14 16:30 |
| Cours de l'action en fin de journée | 2026/08/14 00:00 |
| Les revenus | 2026/05/02 |
| 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 |
|
|
| 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 sur la façon d’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 14 analystes. 10 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 |