A Look At Victoria's Secret (VSCO) Valuation As It Refocuses On The Valentine's Day Opportunity

Simply Wall St.01-09

After a soft showing around Valentine’s Day last year, Victoria's Secret (VSCO) is putting more emphasis on this February’s holiday, a key test for its lingerie focused retail model and investor ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2602328165?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4441000-choice2-main-header/1585186771078","is_english":true,"pubTime":"2026-01-09 14:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2602328165","market":"nz","top_or_hot":-1,"title":"A Look At Victoria's Secret (VSCO) Valuation As It Refocuses On The Valentine's Day Opportunity","media":"Simply Wall St.","content":"<div>\n<p>After a soft showing around Valentine’s Day last year, Victoria's Secret (VSCO) is putting more emphasis on this February’s holiday, a key test for its lingerie focused retail model and investor ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-vsco/victorias-secret/news/a-look-at-victorias-secret-vsco-valuation-as-it-refocuses-on\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Victoria's Secret (VSCO) Valuation As It Refocuses On The Valentine's Day Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Victoria's Secret (VSCO) Valuation As It Refocuses On The Valentine's Day Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 14:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/retail/nyse-vsco/victorias-secret/news/a-look-at-victorias-secret-vsco-valuation-as-it-refocuses-on><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a soft showing around Valentine’s Day last year, Victoria's Secret (VSCO) is putting more emphasis on this February’s holiday, a key test for its lingerie focused retail model and investor ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/retail/nyse-vsco/victorias-secret/news/a-look-at-victorias-secret-vsco-valuation-as-it-refocuses-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4094","symbol_name":"服装零售","start_time":0,"source_url":"https://simplywall.st/stocks/us/retail/nyse-vsco/victorias-secret/news/a-look-at-victorias-secret-vsco-valuation-as-it-refocuses-on","article_id":"2602328165","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4441000-choice2-main-header/1585186771078"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/retail/nyse-vsco/victorias-secret/news/a-look-at-victorias-secret-vsco-valuation-as-it-refocuses-on","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602328165","pubTimestamp":1767939905,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"After a soft showing around Valentine’s Day last year, Victoria's Secret (VSCO) is putting more emphasis on this February’s holiday, a key test for its lingerie focused retail model and investor expectations.\nSee our latest analysis for Victoria's Secret.\nThat renewed Valentine’s Day push comes as Victoria's Secret’s share price has climbed to $62.81, with a 90 day share price return of 122.34% and a 1 year total shareholder return of 63.19%, hinting that investors are reassessing both growth...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4094":"服装零售","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LU1878469433.USD":"THREADNEEDLE (LUX) - AMERICAN SMALLER COMPANIES \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","BK4588":"碎股","VSCO":"维多利亚的秘密","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC"},"translate_title":"维多利亚的秘密(VSCO)重新关注情人节机会时的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCF":1,"VSCO":1.5},"content_text":"After a soft showing around Valentine’s Day last year, Victoria's Secret (VSCO) is putting more emphasis on this February’s holiday, a key test for its lingerie focused retail model and investor expectations. See our latest analysis for Victoria's Secret. That renewed Valentine’s Day push comes as Victoria's Secret’s share price has climbed to $62.81, with a 90 day share price return of 122.34% and a 1 year total shareholder return of 63.19%, hinting that investors are reassessing both growth potential and risks. If this kind of retail comeback has your attention, it could be a good moment to broaden your watchlist with fast growing stocks with high insider ownership. With the share price now above the average analyst target yet an implied intrinsic discount of about 22%, the key question is whether Victoria's Secret still trades below its true value or if markets already reflect expectations for future growth. AdvertisementMost Popular Narrative: 101.3% Overvalued Compared with Victoria's Secret's last close at $62.81, the most followed narrative points to a fair value of $31.20, framing the current valuation as rich and heavily reliant on specific long term assumptions. Analysts are assuming Victoria's Secret's revenue will grow by 2.2% annually over the next 3 years. Analysts assume that profit margins will shrink from 2.4% today to 2.2% in 3 years time. Read the complete narrative. Curious how modest growth, slimmer margins and a higher future earnings multiple still support that valuation? The full narrative lays out the exact numbers behind that call. Result: Fair Value of $31.20 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, tariff headwinds and pressure on mall based stores could still squeeze margins and test whether the current valuation assumptions really hold up. Find out about the key risks to this Victoria's Secret narrative. Another View: DCF Points in the Opposite Direction While the most followed narrative sees Victoria's Secret as overvalued at $62.81, our DCF model suggests something very different. On those same cash flow assumptions, it points to a fair value of $80.18, implying the shares trade about 22% below that estimate. Put simply, one camp thinks the price already bakes in optimistic expectations. The DCF view, on the other hand, argues the market might still be conservative about long term cash generation. Which set of assumptions do you find more realistic for a lingerie focused retailer with tariff and mall traffic risks still in play? Look into how the SWS DCF model arrives at its fair value. VSCO Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Victoria's Secret for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 881 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Victoria's Secret Narrative If you look at these assumptions and feel they miss something, you can test your own inputs, build a custom view in minutes, then Do it your way. A great starting point for your Victoria's Secret research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Victoria's Secret has you thinking differently about retail, do not stop there. Widen your search and line up a few more ideas worth watching.  Spot early stage opportunities with room to grow by scanning these 3545 penny stocks with strong financials that already show stronger financial footing than many peers. Ride the next wave of automation and data driven business models by checking out these 28 AI penny stocks shaping how companies use artificial intelligence. Hunt for potential mispricings by reviewing these 881 undervalued stocks based on cash flows where current prices sit below estimated cash flow based value.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602328165","isCrawlerRequest":true}