Victoria's Secret (VSCO)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
$85.41-2.78%
Close 2026-08-31 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-11-04
Research Workspace
Put VSCO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Management is running behind on a stated commitment.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 80% growth a year, above the roughly 15% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskVSCO's strong recent performance must continue to justify its valuation. Revenue grew 15% year over year in the first quarter. The company also beat earnings expectations by 1400%. Management is currently running behind on a stated commitment. This specific gap is the primary risk to the thesis. Our model puts the next-quarter miss probability near 24%. The market cycle is currently in a Mania phase. Our standing thesis is on watch. This read is provisional.
Trailing returns as of 2026-08-31. VSCO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 Wall Street analysts offering 12-month price targets for VSCO in the last 4 months.
Current $85.41
The last 12 months of price, then the range of analyst 12-month targets from today’s $85.41.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VSCO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put VSCO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue to $7.03B-$7.13B in FY 2026
Omnichannel retail supports revenue growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-31. EPS is implied from price ÷ P/E. Not investment advice.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue to $7.03B-$7.13B in FY 2026
Raises revenue outlook, confirming growth momentum.
Advances: Increase revenue to $6.85B-$6.95B in FY 2026
Product newness supports revenue growth for core franchises.
Advances: Increase revenue to $7.03B-$7.13B in FY 2026
Bra boom indicates strong revenue growth potential.
Threatens: Increase revenue to $7.03B-$7.13B in FY 2026
Store closures may hinder revenue growth objectives.
Advances: Achieve Q2 2026 revenue of $1.59B-$1.615B
Sales increase supports revenue growth objectives.
Threatens: Achieve Q2 2026 revenue of $1.59B-$1.615B
Revenue miss impacts growth targets for Q2 2026.
Advances: Achieve Q2 2026 revenue of $1.59B-$1.615B
Surpassing earnings estimates supports revenue growth objectives.
