Victoria's Secret (VSCO) Panoramica del titolo
Victoria's Secret & Co. opera come rivenditore specializzato di abbigliamento intimo femminile e di altri prodotti di abbigliamento e bellezza in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
VSCO Community Fair Values
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Analyst Price Targets
Concorrenti di Victoria's Secret & Co.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$52.45 |
| Massimo di 52 settimane | US$66.89 |
| Minimo di 52 settimane | US$17.53 |
| Beta | 2.25 |
| Variazione di 1 mese | -0.63% |
| Variazione a 3 mesi | -15.84% |
| Variazione di 1 anno | 135.52% |
| Variazione a 3 anni | 142.26% |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | 23.41% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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 AlphaArticolo di analisi • 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...Rendimenti per gli azionisti
| VSCO | US Specialty Retail | US Mercato | |
|---|---|---|---|
| 7D | 17.0% | 5.5% | 1.1% |
| 1Y | 135.5% | 2.6% | 28.7% |
Ritorno vs Industria: VSCO ha superato il US Specialty Retail che ha restituito 2.6 % nell'ultimo anno.
Rendimento vs Mercato: VSCO ha superato il mercato US che ha restituito 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| VSCO volatility | |
|---|---|
| VSCO Average Weekly Movement | 8.9% |
| Specialty Retail Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: VSCO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di VSCO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2021 | 22,500 | Hillary Super | www.victoriassecretandco.com |
Victoria's Secret & Co. opera come rivenditore specializzato di prodotti intimi femminili e di altri prodotti di abbigliamento e bellezza in tutto il mondo. L'azienda offre reggiseni, mutandine, lingerie, pigiami casual, abbigliamento, prodotti per il relax, lo sport e il nuoto, oltre a profumi di prestigio e prodotti per la cura del corpo, accessori e prodotti di bellezza con i marchi Victoria's Secret, PINK e Adore Me. Fornisce i suoi prodotti attraverso i suoi negozi al dettaglio, i siti web, come VictoriasSecret.com, PINK.com, AdoreMe.com e DailyLook.com, e altri canali digitali.
Victoria's Secret & Co. Riepilogo dei fondamenti
| VSCO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.17b |
| Utili (TTM) | US$161.00m |
| Ricavi(TTM) | US$6.55b |
25.9x
Rapporto P/E0.6x
Rapporto P/SVSCO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| VSCO Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.55b |
| Costo del fatturato | US$4.16b |
| Profitto lordo | US$2.39b |
| Altre spese | US$2.23b |
| Utili | US$161.00m |
Ultimi utili riportati
Jan 31, 2026
Prossima data di guadagno
Jun 02, 2026
| Utile per azione (EPS) | 2.03 |
| Margine lordo | 36.49% |
| Margine di profitto netto | 2.46% |
| Rapporto debito/patrimonio netto | 107.1% |
Come si è comportato VSCO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/25 22:13 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Victoria's Secret & Co. è coperta da 15 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adrienne Yih-Tennant | Barclays |
| Mary Sport | BofA Global Research |
| Lorraine Corrine Hutchinson | BofA Global Research |