VSCO Stock Recent News

Telsey Advisory Group analyst Dana Telsey reiterated the Market Perform rating on Victoria's Secret & Co. VSCO with a price forecast of $24.

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.

Victoria's Secret & Co. VSCO reported in-line earnings for the first quarter on Wednesday.

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.

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.

Victoria's Secret Beats Fiscal Q1 Sales Guidance

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.

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.

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.

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.