Victoria's Secret faces a challenging path to sustainable profitability as its brand repositioning efforts struggle against persistent margin compression and high operational sensitivity. While the company achieved a 15.3% revenue growth in 2026Q1, the relianc...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Operating income remains highly volatile, swinging from a $268 million profit in 2024Q4 to a $19 million loss in 2025Q3, reflecting limited ability to scale profitability.
VSCO has delivered a strong turnaround, with the stock appreciating significantly, reflecting improved performance and investor confidence.
The stock is considered undervalued based on discounted cash flow analysis, presenting a potential upside for investors.
VSCO has the potential to reduce its debt, improving its financial health and attractiveness to investors.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jun 2, 2026 | $0.60+106.9% vs $0.29 | $1.6B+2.5% vs $1.5B |
Q2 2026 Mar 5, 2026 | $2.77+11.7% vs $2.48 | $2.3B+1.7% vs $2.2B |
Q4 2025 Dec 5, 2025 | -$0.27+53.9% vs -$0.59 | $1.5B+4.5% vs $1.4B |
Q3 2025 Aug 28, 2025 | $0.33+153.8% vs $0.13 | $1.5B+4.1% vs $1.4B |
Victoria's Secret & Co. TodayVSXYVictoria's Secret & Co.$74.80 -0.92 (-1.22%) As of 09:06 AM Eastern52-Week Range$25.09▼$102.46P/E Ratio21.68Price Target$89.00Add to WatchlistVictoria's Secret & Co. NYSE: VSXY just attracted one of the more confusing earnings reactions of the year. The retailer beat Wall Street's earnings estimate comfortably on Sept.
Victoria's Secret has closed dozens of stores worldwide this year, but the brand is still raising its full-year sales outlook.
Victoria's Secret & Co. reported strong Q2 2026 results, with revenue up 10.4% and EPS beating expectations despite a minor revenue miss. VSXY raised full-year guidance, now expecting $7.10–$7.18B in revenue and $560–$590M in operating income, reflecting robust comparable sales and new product momentum. Profitability surged, aided by a $140.3M tariff refund, while adjusted net income more than doubled and leverage declined significantly to $453M net debt.
Victoria's Secret & Co. (NYSE:VSCO) shares fell more than 12% after the retailer's third-quarter profit outlook came in below Wall Street estimates, overshadowing a second-quarter earnings beat and a raised full-year guidance. The company reported second-quarter revenue of $1.61 billion, up 10% from a year earlier but slightly short of the $1.62 billion analysts had expected.
Benchmark VSCO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Victoria's Secret & Co. (VSCO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $87.12 | $6.92B | 45.14 | 5.19% | 2.45% | 20.44% | — | |
| $15.92 | $2.67B | 14.61 | 3.16% | 5.91% | 20.04% | — | |
| $132.25 | $5.94B | 12.64 | 6.42% | 10.04% | 39.16% | — | |
| $2.46 | $44.06M | -7.94 | 0.62% | 1.35% | 5.41% | — | |
| $31.58 | $940.02M | 12.58 | 15.63% | 23.16% | 11.2% | — | |
| $75.39 | $3.48B | 142.25 | 3.44% | -0.98% | -1.76% | — |
Victoria's Secret & Co. (VSCO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Victoria's Secret & Co. (VSCO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 2, 2026·SEC
May 21, 2026·SEC
May 11, 2026·SEC
Get notified when VSCO posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Victoria's Secret & Co. (VSCO) stock FAQ — growth, dividends, profitability & financials explained
Victoria's Secret & Co. (VSCO) reported $6.86B in revenue for fiscal year 2025. This represents a 9% decrease from $7.51B in 2019.
Victoria's Secret & Co. (VSCO) grew revenue by 5.2% over the past year. This is steady growth.
Yes, Victoria's Secret & Co. (VSCO) is profitable, generating $242.0M in net income for fiscal year 2025 (2.5% net margin).
Victoria's Secret & Co. (VSCO) has a return on equity (ROE) of 20.4%. This is excellent, indicating efficient use of shareholder capital.
Victoria's Secret & Co. (VSCO) generated $35.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
