Victoria's Secret (VSXY)
NYSEConsumer DiscretionaryApparel RetailSnapshot 2026-07-07
$78.25+0.49%
Close 2026-07-07 · 1-day change
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Track VSXY free→Victoria's Secret is growing revenue to about $7.1 billion in FY27. Profit is rising with operating margin expected near $565 million. The company has strong leadership and a clear growth plan with new outlets. Analysts raised earnings estimates recently, showing momentum.
The stock is expensive with a PE of 23 versus peers at 13.6. Growth may slow as the sector faces headwinds. Some analysts downgraded the stock citing limited upside. A pullback in sales or margin would hurt the thesis.
The price is about 3% above our fair value near $76, which is 16% below the Street median. The market expects about 10% revenue growth. Our view aligns with moderate growth but sees limited upside beyond consensus.
Breaks if: EPS falls below $2.33 in FY27
Breaks if: Failure to advance outlet plans or loss of board control
Breaks if: Operating margin falls below $265 million in FY27
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Revenue falls below $6.37 billion in FY27