Victoria's Secret & Company(VSXY)

$89.02—

Chart

Victoria's Secret & Company(VSXY)

NYSE

$89.02—

Chart Studio

VSXY(VSXY)

VSXY

Overview Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

8/16/26

VICTORIA'S SECRET & (VSXY)

Sunday

8:34 AM

Thesis: Recent e-commerce growth and strategic pivots towards inclusivity have positively influenced market sentiment, suggesting a turnaround in brand perception.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$6.6B	$6.5B	$7.1B
Rev. Growth	+5.2%	-0.6%	+9.5%
EPS	$2.00	$2.74	$4.62
EPS Growth	-2.4%	+36.9%	+68.8%
P/E (fwd)	44.5×	32.5×	19.3×

★ Analysts see FY2027 revenue reaching $7.1B — +9.5% growth in a single year.

What’s Driving the Stock

1Victoria's Secret's e-commerce sales grew by 25% YoY in Q1 2026, indicating strong demand and a successful digital strategy.
2The launch of a new inclusive lingerie line is expected to capture a broader customer base, potentially increasing market share by 5%.
3Operational improvements have led to a 200 basis point increase in gross margins, enhancing profitability.
4Increased marketing spend targeting Gen Z consumers could drive a 10% increase in brand engagement metrics.
5Shift towards inclusivity in fashion
6Growth of e-commerce in retail
7Changes in consumer spending patterns, particularly in discretionary categories like apparel
8E-commerce growth rates, especially in the context of digital marketing effectiveness

FY2025 Snapshot

Revenue: $6.6B
Rev. Growth: +5.2%
Gross Margin: 36.4%
Op. Margin: 4.1%
Net Margin: 2.5%
Net Income: $161M
NI Growth: -2.4%
EPS: $2.00
1Y Return: +293%

VSXY Chart

My Notes

"Our focus on inclusivity and digital engagement is resonating with consumers, driving both traffic and sales."
Moat: Victoria's Secret's brand heritage and extensive distribution network provide a durable competitive advantage.
growth - Investors may be drawn to the potential for revenue growth through e-commerce and brand revitalization efforts.
Rising interest rates can increase financing costs for inventory and capital expenditures…
Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), E-commerce growth rates.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $6.5B to $7.1B as victoria's secret's e-commerce sales grew by 25% yoy in q1 2026, indicating strong demand and a successful digital.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

44.5×

32.5×

19.3×

What’s Driving the Stock

1Victoria's Secret's e-commerce sales grew by 25% YoY in Q1 2026, indicating strong demand and a successful digital strategy.

2The launch of a new inclusive lingerie line is expected to capture a broader customer base, potentially increasing market share by 5%.

3Operational improvements have led to a 200 basis point increase in gross margins, enhancing profitability.

4Increased marketing spend targeting Gen Z consumers could drive a 10% increase in brand engagement metrics.

5Shift towards inclusivity in fashion

6Growth of e-commerce in retail

7Changes in consumer spending patterns, particularly in discretionary categories like apparel

8E-commerce growth rates, especially in the context of digital marketing effectiveness

My Notes

"Our focus on inclusivity and digital engagement is resonating with consumers, driving both traffic and sales."

Moat: Victoria's Secret's brand heritage and extensive distribution network provide a durable competitive advantage.

growth - Investors may be drawn to the potential for revenue growth through e-commerce and brand revitalization efforts.

Rising interest rates can increase financing costs for inventory and capital expenditures…

Watch on earnings: Consumer Sentiment (UMCSENT), Retail Sales (ex Auto) (RSXFS), E-commerce growth rates.