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 7,296 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
104% more call options, than puts
Call options by funds: $105M | Put options by funds: $51.7M
8% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 96
0.18% less ownership
Funds ownership: 90.75% [Q4 2024] → 90.57% (-0.18%) [Q1 2025]
10% less funds holding
Funds holding: 339 [Q4 2024] → 304 (-35) [Q1 2025]
34% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 82
55% less capital invested
Capital invested by funds: $2.95B [Q4 2024] → $1.33B (-$1.63B) [Q1 2025]
67% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 2 (-4) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$15
18%
downside
Avg. target
$22
19%
upside
High target
$35
92%
upside
9 analyst ratings
2 positive
22%
4 neutral
44%
3 negative
33%
Barclays Adrienne Yih | 26%upside $23 | Overweight Maintained | 12 Jun 2025 |
B of A Securities Alice Xiao | 1%downside $18 | Underperform Maintained | 12 Jun 2025 |
Telsey Advisory Group Dana Telsey | 32%upside $24 | Market Perform Maintained | 11 Jun 2025 |
UBS Mauricio Serna | 32%upside $24 | Neutral Maintained | 23 May 2025 |
Jefferies Corey Tarlowe | 92%upside $35 | Buy Maintained | 21 May 2025 |
Financial journalist opinion
Based on 35 articles about VSCO published over the past 30 days
Negative
Benzinga
2 days ago
Victoria's Secret Analyst Flags Profit Pressure, Keeps Rating Amid Tariff And Cyber Headwinds
Telsey Advisory Group analyst Dana Telsey reiterated the Market Perform rating on Victoria's Secret & Co. VSCO with a price forecast of $24.
Neutral
Seeking Alpha
3 days ago
Victoria's Secret: I Don't See Any Upside Potential In The Near Term
I rate VSCO as hold due to a challenging outlook: early turnaround signs are offset by core business weakness, tariffs, and activist pressure. While PINK and international segments show growth, the core intimates category remains soft and faces secular headwinds from shifting consumer preferences. Tariff impacts and activist investor scrutiny add further uncertainty, with potential for management changes if results don't improve soon.
Neutral
Benzinga
3 days ago
These Analysts Revise Their Forecasts On Victoria's Secret Following Q1 Earnings
Victoria's Secret & Co. VSCO reported in-line earnings for the first quarter on Wednesday.
Negative
Seeking Alpha
3 days ago
Taking A Speculative Position In Victoria's Secret
Victoria's Secret's recent financial performance has been mediocre, with revenue and net income significantly down from 2021 levels. Despite operational softness, the stock is now unreasonably cheap, trading at low price-to-sales and price-to-earnings ratios. Market expectations for future growth are very low, which I view as a positive for value-oriented investors like myself.
Negative
Seeking Alpha
3 days ago
Victoria's Secret: Mixed Results Continue, No Rush To Buy Despite Activist Pressure
Victoria's Secret & Co. reported mixed results as margin pressures offset SG&A improvement and slowing sales declines. The company faces activist pressure, but a poison pill and its debt load limit potential outcomes. With secular and cyclical challenges, limited growth and material debt, VSCO shares are a hold, and investors should use rallies to sell.
Neutral
The Motley Fool
3 days ago
Victoria's Secret Beats Fiscal Q1 Sales Guidance
Victoria's Secret Beats Fiscal Q1 Sales Guidance
Neutral
Seeking Alpha
3 days ago
Victoria's Secret & Co. (VSCO) Q1 2025 Earnings Call Transcript
Victoria's Secret & Co. (NYSE:VSCO ) Q1 2025 Earnings Conference Call June 11, 2025 8:30 AM ET Company Participants Hillary Super - CEO & Director Kevin Wynk - Corporate Participant Scott Sekella - Chief Financial Officer Conference Call Participants Alexandra Ann Straton - Morgan Stanley, Research Division Brooke Siler Roach - Goldman Sachs Group, Inc., Research Division Corey Tarlowe - Jefferies LLC, Research Division Dana Lauren Telsey - Telsey Advisory Group LLC Janet Joseph Kloppenburg - JJK Research Associates, Inc. Jungwon Kim - TD Cowen, Research Division Lorraine Corrine Maikis Hutchinson - BofA Securities, Research Division Marni Shapiro - Unidentified Company The Retail Tracker - Unidentified Company Matthew Robert Boss - JPMorgan Chase & Co, Research Division Mauricio Serna Vega - UBS Investment Bank, Research Division Simeon Avram Siegel - BMO Capital Markets Equity Research Operator Good morning. My name is Amanda, and I will be your conference operator today.
Negative
Investopedia
3 days ago
Victoria's Secret Cuts Outlook on Expected Tariff Impact
Shares of Victoria's Secret (VSCO) fell Wednesday as the maker of lingerie and other women's apparel lowered its full-year outlook when it released its delayed first-quarter financial report.
Negative
Business Insider
3 days ago
Victoria's Secret is cutting back on deals and discounts as tariffs hit its business
Victoria's Secret is cutting back on some discounts and gifts as it faces higher costs from tariffs. The lingerie chain expects a $50 million operating income hit from the duties in 2025.
Positive
Zacks Investment Research
4 days ago
Here's What Key Metrics Tell Us About Victoria's Secret (VSCO) Q1 Earnings
Although the revenue and EPS for Victoria's Secret (VSCO) give a sense of how its business performed in the quarter ended April 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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