Victoria's Secret (VSCO)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
$85.41-2.78%
Close 2026-08-31 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-04
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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.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel Retail: structurally weak cohort (structural / late-cycle), so the cyclical early-warning is suppressed.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 84% growth a year, above the roughly 17% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 36% in its worst 12-month stretch.
View RiskVictoria's Secret's growth depends on strong demand for its products and effective management. Recent financial performance dropped from the top half to the bottom half of its industry. Revenue grew 15% year over year, and the last quarter beat expectations significantly. It trades at 30× P/E versus a 16× peer median, indicating the market prices in more growth than forecast. The thesis is broken due to weakened financial performance and elevated risks from potential revenue misses. Peer multiples imply a price about 84% below where it trades. 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 10 analysts currently covering VSCO (as of Jun 2026).
Based on 3 Wall Street analysts offering 12-month price targets for VSCO in the last 4 months.
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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 10 valuation methods, at three horizons. As of 2026-09-04. 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.
Threatens: Increase revenue to $7.03B-$7.13B in FY 2026
Store closures may hinder 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.
Current $85.41
The last 12 months of price, then the range of analyst 12-month targets from today’s $85.41.
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
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.
Advances: Increase revenue to $7.03B-$7.13B in FY 2026
Raising outlook indicates strong demand and growth potential.
Advances: Increase revenue to $7.03B-$7.13B in FY 2026
Weight-loss trends boost lingerie sales significantly.
Advances: Increase revenue to $7.03B-$7.13B in FY 2026
New outlets support revenue growth objectives.
Advances: Increase revenue to $7.03B-$7.13B in FY 2026
Outlook raised indicates strong sales growth potential.