Victoria's Secret (VSCO)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-10-29
$85.41-2.78%
Close 2026-08-31 · 1-day change
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-10-29
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 omnichannel retail growth is the bet, with FY 2026 revenue targeted at $7.03B-$7.13B. Revenue grew 15% year over year in Q1 FY2026, and reported earnings beat consensus. The desk has no valuation-bridge or priced-in data, so a multiple comparison is unavailable. The concrete risk is management running behind on a stated commitment. Our model puts the next-quarter miss probability near 23%. 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.
Continue this research
Compare VSCO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| 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 2026-10-30. 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.
