Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
VSCO
SELLVictoria's Secret & Co · Consumer Cyclical · United States · $4.3B
COMPANY DESCRIPTION
Victoria's Secret & Co. is a global specialty retailer offering women's intimate apparel, sleepwear, loungewear, and beauty products under its iconic Victoria's Secret and PINK brands. The company leverages its strong brand recognition and extensive omnichannel presence to reach customers globally. Currently, Victoria's Secret is undergoing a strategic brand transformation focused on inclusivity and modern consumer preferences to solidify its market position.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.8B | 6.3B | 6.2B | 6.2B | 6.6B | -0.9% | 6.8B | 7.0B | 7.3B | 5.2% |
| EPS | 7.60 | 4.35 | 1.39 | 2.05 | 1.93 | -29.0% | 1.93 | 2.24 | 2.68 | 17.8% |
| Shares | 85.0M | 80.0M | 78.0M | 79.0M | 80.3M | -5.6% | 79.4M | — | — | — |
| Debt | 2.6B | 2.8B | 2.7B | 2.7B | 2.8B | 1.9% | 2.8B | — | — | — |
| Equity | 257.0M | 383.0M | 417.0M | 640.0M | 856.0M | 35.1% | — | — | — | — |
| Op CF | 851.0M | 437.0M | 389.0M | 425.0M | 499.0M | -12.5% | — | — | — | — |
| Inv CF | -169.0M | -555.0M | -254.0M | -153.0M | -184.0M | — | — | — | — | — |
| Fin CF | -527.0M | 58.0M | -291.0M | -315.0M | -24.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of VSCO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| VSCO | Victoria's Secret & Co(you) | $4.3B | 29 | SELL |
| BOOT | Boot Barn Holdings, Inc. | $4.5B | 50 | HOLD |
| AEO | American Eagle Outfitters, Inc. | $2.8B | 53 | HOLD |
| VSXY | Victorias Secret & Co. | $6.6B | 64 | HOLD |
| SFIX | Stitch Fix, Inc. | $478M | 19 | STRONG SELL |
| URBN | Urban Outfitters, Inc. | $6.0B | 76 | BUY |
| ANF | Abercrombie & Fitch Co. | $4.2B | 83 | STRONG BUY |
| BURL | Burlington Stores, Inc. | $22.0B | 59 | HOLD |
| GAP | The Gap, Inc. | $6.8B | 86 | STRONG BUY |
| BKE | The Buckle, Inc. | $2.2B | 82 | STRONG BUY |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%