Victoria's Secret (VSCO)

• Market cap: $2.11B
• 1 day: -5.09%
• 5 days: 3.91%
• 1 month: 15.71%
• 3 months: 41.19%
• 6 months: 31.06%
• Year to date: -34.96%
• 1 year: 11.54%
• 5 years: -38.14%
• 10 years: -38.14%
• Sector: Consumer Discretionary
• Industry: Apparel Retail

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

50% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 3 (+1) [Q2]

15% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $53.9M

1% less capital invested

Capital invested by funds: $1.33B [Q1] → $1.31B (-$16.1M) [Q2]

5% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 102

1.92% less ownership

Funds ownership: 90.64% [Q1] → 88.72% (-1.92%) [Q2]

3% less funds holding

Funds holding: 304 [Q1] → 294 (-10) [Q2]

13% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 52

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $17
• Avg. target: $24
• High target: $28

9 analyst ratings

• positive: 2 22%
• neutral: 4 44%
• negative: 3 33%

JP Morgan Matthew Boss	$28	Neutral Maintained	15 Sep 2025
Morgan Stanley Alex Straton	$27	Equal-Weight Maintained	12 Sep 2025
Goldman Sachs Brooke Roach	$18	Sell Maintained	29 Aug 2025
UBS Jay Sole	$25	Neutral Maintained	29 Aug 2025
Wells Fargo Ike Boruchow	$17	Underweight Maintained	29 Aug 2025