Victoria's Secret (VSCO) Hisse Özeti
Victoria's Secret & Co. dünya çapında kadın iç giyim ve diğer giyim ve güzellik ürünlerinin özel perakendecisi olarak faaliyet göstermektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 1/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
VSCO Community Fair Values
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Analyst Price Targets
Victoria's Secret & Co. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$52.45 |
| 52 Haftanın En Yüksek Seviyesi | US$66.89 |
| 52 Haftanın En Düşük Seviyesi | US$17.53 |
| Beta | 2.25 |
| 1 Aylık Değişim | -0.63% |
| 3 Aylık Değişim | -13.83% |
| 1 Yıllık Değişim | 135.52% |
| 3 Yıllık Değişim | 142.26% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 23.41% |
Son Haberler & Güncellemeler
Recent updates
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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 AlphaAnaliz Makalesi • 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...Hissedar Getirileri
| VSCO | US Specialty Retail | US Pazar | |
|---|---|---|---|
| 7D | 14.1% | 5.9% | 1.1% |
| 1Y | 135.5% | 2.6% | 28.7% |
Getiri vs. Endüstri: VSCO geçen yıl % 2.6 oranında getiri sağlayan US Specialty Retail sektörünü aştı.
Getiri vs Piyasa: VSCO geçen yıl % 28.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| VSCO volatility | |
|---|---|
| VSCO Average Weekly Movement | 8.8% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: VSCO son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: VSCO 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2021 | 22,500 | Hillary Super | www.victoriassecretandco.com |
Victoria's Secret & Co. dünya çapında kadın iç giyim ve diğer giyim ve güzellik ürünlerinin özel perakendecisi olarak faaliyet göstermektedir. Şirket, Victoria's Secret, PINK ve Adore Me markaları altında sütyen, külot, iç çamaşırı, günlük pijama, giyim, salon, spor ve yüzme ürünlerinin yanı sıra prestij kokuları ve vücut bakım ürünleri ile aksesuarlar ve güzellik ürünleri sunmaktadır. Ürünlerini perakende mağazaları; VictoriasSecret.com, PINK.com, AdoreMe.com ve DailyLook.com gibi web siteleri ve diğer dijital kanallar aracılığıyla sunmaktadır.
Victoria's Secret & Co. Temel Bilgiler Özeti
| VSCO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$4.17b |
| Kazançlar(TTM) | US$161.00m |
| Gelir(TTM) | US$6.55b |
25.9x
F/K Oranı0.6x
P/S OranıVSCO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| VSCO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$6.55b |
| Gelir Maliyeti | US$4.16b |
| Brüt Kâr | US$2.39b |
| Diğer Giderler | US$2.23b |
| Kazançlar | US$161.00m |
Son Raporlanan Kazançlar
Jan 31, 2026
Sonraki Kazanç Tarihi
Jun 02, 2026
| Hisse başına kazanç (EPS) | 2.03 |
| Brüt Marj | 36.49% |
| Net Kâr Marjı | 2.46% |
| Borç/Özkaynak Oranı | 107.1% |
VSCO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/24 20:56 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Victoria's Secret & Co. 15 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Adrienne Yih-Tennant | Barclays |
| Mary Sport | BofA Global Research |
| Lorraine Corrine Hutchinson | BofA Global Research |