Victoria's SecretVSCO
VSCO
About: Victoria's Secret & Co is a retailer of women's intimate and other apparel and beauty products marketed under the Victoria's Secret, PINK, and Adore Me brand names. It also includes the merchandise sourcing and production function serving the Company and its international partners. The Company operates as a single segment designed to serve customers seamlessly through stores and online channels.
Employees: 31,000
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
105% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 40
100% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 6 (+3) [Q4]
60% more capital invested
Capital invested by funds: $1.85B [Q3] → $2.95B (+$1.1B) [Q4]
30% more call options, than puts
Call options by funds: $82.5M | Put options by funds: $63.7M
13% more funds holding
Funds holding: 299 [Q3] → 337 (+38) [Q4]
0.83% less ownership
Funds ownership: 91.56% [Q3] → 90.74% (-0.83%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 104
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$15
34%
downside
Avg. target
$22
2%
downside
High target
$34
49%
upside
8 analyst ratings
2 positive
25%
4 neutral
50%
2 negative
25%
Wells Fargo Ike Boruchow 47% 1-year accuracy 34 / 72 met price target | 34%downside $15 | Underweight Maintained | 14 May 2025 |
Barclays Adrienne Yih 28% 1-year accuracy 19 / 69 met price target | 1%upside $23 | Overweight Maintained | 12 May 2025 |
Morgan Stanley Alex Straton 64% 1-year accuracy 18 / 28 met price target | 17%downside $19 | Equal-Weight Maintained | 6 May 2025 |
Goldman Sachs Brooke Roach 66% 1-year accuracy 25 / 38 met price target | 34%downside $15 | Sell Maintained | 22 Apr 2025 |
JP Morgan Matthew Boss 52% 1-year accuracy 41 / 79 met price target | 25%downside $17 | Neutral Maintained | 14 Apr 2025 |
Financial journalist opinion
Negative
Barrons
2 weeks ago
Retail Stocks Get a Dose of Reality. What One Analyst Did.
Wells Fargo's Ike Boruchow lowered ratings and slashed his earnings estimates because of the fallout from tariffs, including an economic slump.
Neutral
GlobeNewsWire
1 month ago
Victoria's Secret & Co. Announces Key Leadership Appointments to Drive Strategic Growth
New Brand Presidents to Lead Execution of Path to Potential Strategy, Building on Company's Strong Foundation to Usher in New Era of Innovation
Negative
24/7 Wall Street
1 month ago
These 5 Insiders Are Buying During Market Chaos
Market volatility has spiked since the beginning of April, due largely to uncertainty about inflation, interest rates, upcoming quarterly reports, and mostly the impact of tariffs and a global trade war on the U.S.
Positive
Seeking Alpha
1 month ago
Victoria's Secret: Moving In The Right Direction, But FY25 Is An Uncertain Year
I recommend a hold rating for Victoria's Secret due to FY25 uncertainties, despite encouraging 4Q24 results showing improved fundamentals and cost controls. 4Q24 highlights include 5% same-store sales growth, double-digit international growth, and a 60 bps increase in adj EBIT margin, beating EPS estimates. Key growth drivers: stabilization in intimates, international expansion, and solid cost discipline, supported by the new CEO's "Path to Potential" strategy.
Negative
The Motley Fool
1 month ago
3 Struggling Stocks Down More Than 50% This Year That Look Cheap But Come With Plenty of Risk
The stock market is in a bit of a tailspin of late as investors worry about the future of the economy. It can be a great idea to buy stocks on weakness if you're investing for the long term, but that doesn't mean that every struggling stock is going to recover.
Positive
24/7 Wall Street
1 month ago
Huge Insider Buying: Victoria's Secret, Carl Icahn, and More
Despite (or perhaps because of) the volatility in the stock market and uncertainty about the economy, insiders are still scooping up shares of certain stocks.
Positive
Seeking Alpha
2 months ago
Victoria's Secret: Lacing Up Profits With A Turnaround That's Shaping Up Nicely
Victoria's Secret shows signs of recovery with revenue growth, improved profitability, and a leaner cost structure, making shares attractive after a 60% drop YTD. Strong holiday sales, international expansion, and disciplined operations highlight the company's ability to navigate a challenging retail landscape and set a solid foundation for 2025. Risks include the need to resonate with Gen Z through the PINK brand and potential macroeconomic headwinds, but strategic focus on brand relevance and cost synergies is promising.
Negative
Investopedia
2 months ago
Victoria's Secret Stock Sinks as Sales-Growth Outlook Disappoints
Shares of Victoria's Secret dropped Thursday, extending a rough downward run for the lingerie retailer.
Negative
Benzinga
2 months ago
Victoria's Secret Turnaround In Progress But Challenges Remain: Analyst Lowers Forecast
Victorias Secret & Co. VSCO shares are trading lower on Thursday after the company issued first-quarter and FY25 sales guidance below estimates.
Neutral
Seeking Alpha
2 months ago
Victoria's Secret & Co. (VSCO) Q4 2024 Earnings Call Transcript
Victoria's Secret & Co. (NYSE:VSCO ) Q4 2024 Earnings Conference Call March 6, 2025 8:00 AM ET Company Participants Kevin Wynk - Vice President, External Financial Reporting and Investor Relations Scott Sekella - Chief Financial Officer Hillary Super - Chief Executive Officer Tim Johnson - Former Chief Financial Officer Conference Call Participants Matthew Boss - JPMorgan Adrienne Yih - Barclays Simeon Siegel - BMO Capital Markets Corey Tarlowe - Jefferies Jonna Kim - TD Cowen Alex Straton - Morgan Stanley Mauricio Serna - UBS Juliana Duque - Wells Fargo Brooke Roach - Goldman Sachs Marni Shapiro - The Retail Tracker Operator Good morning. My name is Amanda and I will be your conference operator today.
Charts implemented using Lightweight Charts™