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Victoria's Secret & Co.NYSE:VSCO 주식 보고서

시가총액 US$4.2b
주가
US$50.28
US$65.56
23.3% 저평가 내재 할인율
1Y161.1%
7D-4.3%
포트폴리오 가치
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Victoria's Secret & Co.

NYSE:VSCO 주식 리포트

시가총액: US$4.2b

Victoria's Secret (VSCO) 주식 개요

는 전 세계에서 여성 속옷 및 기타 의류와 뷰티 제품을 전문적으로 판매하는 소매업체로 운영되고 있습니다. 자세히 보기

VSCO 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장4/6
과거 실적1/6
재무 건전성3/6
배당0/6

VSCO Community Fair Values

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See what 50 others think this stock is worth. Follow their fair value or set your own to get alerts.

Victoria's Secret & Co. 경쟁사

가격 이력 및 성과

Victoria's Secret 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$50.28
52주 최고가US$66.89
52주 최저가US$17.53
베타2.35
1개월 변동9.30%
3개월 변동-16.16%
1년 변동161.06%
3년 변동87.54%
5년 변동n/a
IPO 이후 변동18.31%

최근 뉴스 및 업데이트

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.

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.

Victoria's Secret: Upgrading To A Cautious Hold, Due To The Sustained Demand

Apr 11

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.

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.

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.

Recent updates

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.

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.

Victoria's Secret: Upgrading To A Cautious Hold, Due To The Sustained Demand

Apr 11

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.

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.

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.

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.

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.

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.

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.

Victoria's Secret & Co.'s (NYSE:VSCO) 33% Jump Shows Its Popularity With Investors

Dec 31
Victoria's Secret & Co.'s (NYSE:VSCO) 33% Jump Shows Its Popularity With Investors

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.

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.

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.

Victoria's Secret & Co.'s (NYSE:VSCO) 28% Price Boost Is Out Of Tune With Earnings

Nov 06
Victoria's Secret & Co.'s (NYSE:VSCO) 28% Price Boost Is Out Of Tune With Earnings

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.

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.

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.

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.

Victoria's Secret & Co.'s (NYSE:VSCO) Shares Bounce 30% But Its Business Still Trails The Market

Sep 05
Victoria's Secret & Co.'s (NYSE:VSCO) Shares Bounce 30% But Its Business Still Trails The Market

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.

Estimating The Fair Value Of Victoria's Secret & Co. (NYSE:VSCO)

Jul 22
Estimating The Fair Value Of Victoria's Secret & Co. (NYSE:VSCO)

Improved Earnings Required Before Victoria's Secret & Co. (NYSE:VSCO) Stock's 28% Jump Looks Justified

May 13
Improved Earnings Required Before Victoria's Secret & Co. (NYSE:VSCO) Stock's 28% Jump Looks Justified

Victoria's Secret: Tariffs Are The Latest Challenge

Apr 21

Are Investors Undervaluing Victoria's Secret & Co. (NYSE:VSCO) By 25%?

Apr 15
Are Investors Undervaluing Victoria's Secret & Co. (NYSE:VSCO) By 25%?

Victoria's Secret: Moving In The Right Direction, But FY25 Is An Uncertain Year

Mar 19

Victoria's Secret: Lacing Up Profits With A Turnaround That's Shaping Up Nicely

Mar 11

Not Many Are Piling Into Victoria's Secret & Co. (NYSE:VSCO) Stock Yet As It Plummets 29%

Feb 28
Not Many Are Piling Into Victoria's Secret & Co. (NYSE:VSCO) Stock Yet As It Plummets 29%

Market Cool On Victoria's Secret & Co.'s (NYSE:VSCO) Earnings Pushing Shares 26% Lower

Jan 14
Market Cool On Victoria's Secret & Co.'s (NYSE:VSCO) Earnings Pushing Shares 26% Lower

Victoria's Secret: Fundamentals Have Improved, But So Has Valuation

Jan 08

Victoria's Secret: Another Great Trade, Time To Play With House Money

Dec 06

주주 수익률

VSCOUS Specialty RetailUS 시장
7D-4.3%-4.3%0.6%
1Y161.1%4.8%28.4%

수익률 대 산업: VSCO은 지난 1년 동안 4.8%의 수익을 기록한 US Specialty Retail 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: VSCO은 지난 1년 동안 28.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is VSCO's price volatile compared to industry and market?
VSCO volatility
VSCO Average Weekly Movement8.8%
Specialty Retail Industry Average Movement7.4%
Market Average Movement7.1%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: VSCO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: VSCO의 주간 변동성(9%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
202122,500Hillary Superwww.victoriassecretandco.com

는 전 세계에서 여성 속옷 및 기타 의류와 미용 제품을 판매하는 전문 소매업체로 운영되고 있습니다. 이 회사는 브래지어, 팬티, 란제리, 캐주얼 잠옷, 의류, 라운지, 스포츠, 수영용품, 프레스티지 향수 및 바디케어 제품, Victoria's Secret, PINK, Adore Me 브랜드로 액세서리 및 뷰티 제품을 제공합니다. 빅토리아시크릿은 소매점, 빅토리아시크릿닷컴, 핑크닷컴, 아도레미닷컴, 데일리룩닷컴 등의 웹사이트, 기타 디지털 채널을 통해 제품을 제공합니다.

Victoria's Secret & Co. 기초 지표 요약

Victoria's Secret의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
VSCO 기초 통계
시가총액US$4.21b
순이익 (TTM)US$161.00m
매출 (TTM)US$6.55b
25.1x
주가수익비율(P/E)
0.6x
주가매출비율(P/S)

VSCO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
VSCO 손익계산서 (TTM)
매출US$6.55b
매출원가US$4.16b
총이익US$2.39b
기타 비용US$2.23b
순이익US$161.00m

최근 보고된 실적

Jan 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)2.00
총이익률36.49%
순이익률2.46%
부채/자본 비율107.1%

VSCO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/04 14:19
종가2026/05/04 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Victoria's Secret & Co.는 15명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adrienne Yih-TennantBarclays
Mary SportBofA Global Research
Lorraine Corrine HutchinsonBofA Global Research