Victoria's Secret (VSCO)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-14
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-09-14
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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.
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 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. Recent sales trends show a significant increase, supporting this growth claim. The stock trades at 30× P/E, above the peer median of 16×. This suggests the market expects more growth than what is likely. Risks include management falling behind on commitments, which could hurt credibility. The miss probability for the next quarter is 19%. Peer multiples imply a price about 14% 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).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare VSCO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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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 2026-09-14. 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
Raises revenue outlook, confirming growth momentum.
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.
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 $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.

Advances: Increase revenue to $7.03B-$7.13B in FY 2026
Raising outlook indicates strong demand and growth potential.
