Victoria's Secret & Co.

Victoria's Secret & Co.

VSCOยทNYSE

$74.66

+37%
Consumer CyclicalApparel - Retail

Victoria's Secret & Co. operates as a specialty retailer of women's intimate, personal care, and beauty products worldwide. The company offers bras, panties, lingerie, sleepwear, loungewear, and athletic attire and swimwear, as well as fragrances and body care products, and accessories under the Victoria's Secret and PINK brands. As of March 2, 2022, it operated approximately 1,400 retail stores. The company was incorporated in 2021 and is headquartered in Reynoldsburg, Ohio.

At a Glance

Live Snapshot
Market Cap$5.93B
EPS1.9300
P/E Ratio38.68
Earnings Date06/03/2026
vsco

Victoria's Secret & Co. Street Expectations Map

VSCO ยท NYSE

Wall Street analysts project that VSCO stock may decline over the coming 12 months. The consensus 1-year price target stands at 60.40, with estimates ranging from a low of 56.00 to a high of 66.00.

Lowest Target
56.00
-24.99%
Consensus Target
60.40
-19.10%
Highest Target
66.00
-11.60%

The consensus 1-year price target stands at 60.40, with estimates ranging from a low of 56.00 to a high of 66.00.

Analyst Consensus Analysis

Upside Potential

-19.1%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

16.6% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.46x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Victoria's Secret & Co. Forward Estimates of Revenue

VSCO ยท NYSE
Latest Revenue
6.55B
FY 2025
Avg Estimate
6.48B
FY 2026
Estimate Range
6.47B - 6.49B
Analyst Spread

Forward Growth Analysis

Projected Growth-1.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Victoria's Secret & Co. Forward Estimates of Net Income

VSCO ยท NYSE
Latest Net Income
160.86M
FY 2025
Avg Estimate
219.69M
FY 2026
Estimate Range
203.67M - 223.95M
Analyst Spread

Forward Growth Analysis

Projected Growth+36.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Victoria's Secret & Co. Forward Estimates of EPS

VSCO ยท NYSE
Latest EPS
1.93
FY 2025
Avg Estimate
$2.64
FY 2026
Estimate Range
$2.52 - $2.77
Analyst Spread

Forward Growth Analysis

Projected Growth+37.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Victoria's Secret & Co. Forward Estimates of EBIT

VSCO ยท NYSE
Latest EBIT
296.89M
FY 2025
Avg Estimate
355.67M
FY 2026
Estimate Range
355.12M - 356.21M
Analyst Spread

Forward Growth Analysis

Projected Growth+19.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Victoria's Secret & Co. Forward Estimates of EBITDA

VSCO ยท NYSE
Latest EBITDA
296.89M
FY 2025
Avg Estimate
660.48M
FY 2026
Estimate Range
659.46M - 661.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+122.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Victoria's Secret & Co. Forward Estimates of SG&A Expense

VSCO ยท NYSE
Latest SG&A Expense
2.07B
FY 2025
Avg Estimate
1.95B
FY 2026
Estimate Range
1.94B - 1.95B
Analyst Spread

Forward Growth Analysis

Projected Growth-6.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Victoria's Secret & Co. Insider Positioning

VSCO ยท NYSE

During the last 12 months, insiders have purchased $29K worth of VSCO shares, with no selling activity reported.

3 Months

Bought

633

29.03K

Sold

0

0.00

Net Activity

+29K

+$29K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
SA

Sheehan Anne

Director

633 sharesโ€ข1 transactions

$29K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $29K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Recent Trend (3 Months)

$29K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.