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Earnings transcript
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VSCO
Victoria’s Secret & Co.
$46
-1.32
(-2.79%)
| Exchange: | NYSE |
| Market Cap: | 3.701B |
| Shares Outstanding: | 91.583M |
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Apparel – Retail | |||||
| CEO: | Hillary Super | |||||
| Full Time Employees: | 13000 | |||||
| Address: |
| |||||
| Website: | https://www.victoriassecretandco.com |
Victoria’s Secret & Co. operates as a specialty retailer of women’s intimate, personal care, and beauty products worldwide. The company offers bras, panties, lingerie, sleepwear, loungewear, and athletic attire and swimwear, as well as fragrances and body care products, and accessories under the Victoria’s Secret and PINK brands. As of March 2, 2022, it operated approximately 1,400 retail stores. The company was incorporated in 2021 and is headquartered in Reynoldsburg, Ohio.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 6,182,000 | 6,230,000 | 6,553,409 |
| Gross Profit | 2,242,000 | 2,284,000 | 2,387,479 |
| EBITDA | 530,000 | 565,000 | 296,890 |
| Operating Income | 246,000 | 310,000 | 296,890 |
| Net Income | 109,000 | 165,000 | 160,858 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 4,600,000 | 4,532,000 | 5,013,000 |
| Total Liabilities | 4,162,000 | 3,868,000 | 4,103,000 |
| Total Stockholders Equity | 417,000 | 640,000 | 856,000 |
| Total Debt | 2,703,000 | 2,698,000 | 2,846,000 |
| Cash and Cash Equivalents | 270,000 | 227,000 | 518,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 389,000 | 425,000 | 499,000 |
| Capital Expenditure | -256,000 | -178,000 | -187,000 |
| Free Cash Flow | 133,000 | 247,000 | 312,000 |
| Net Income | 109,000 | 165,000 | 189,000 |
| Net Change in Cash | -157,000 | -43,000 | 291,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 7,724,975.503 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 7,898,756.395 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 7,823,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 792,562.475 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 810,391.944 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 802,619.534 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 430,846.749 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 443,494.813 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 437,981.255 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 2,331,890.524 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 2,384,348.685 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 2,361,480.572 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 5.250 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 5.320 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 5.160 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 3 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Q4 2024 Financial Performance: As highlighted in the Q4 2024 earnings call transcript, Victoria's Secret & Company reported robust financial results, surpassing expectations with significant improvements in key metrics such as revenue and operating income. This indicates effective operational execution and resilience in a competitive retail environment.
- Positive Free Cash Flow and Operational Efficiency: Analysis of the cash flow statements reveals consistent net cash provided by operating activities and positive free cash flow (as per the freeCashFlow metric in Key Metrics TTM). This financial health supports reinvestment in growth initiatives and debt management.
- Brand Recognition and Market Position: The company profile data underscores VSCO's established presence in the apparel retail industry within the consumer cyclical sector. With a substantial market capitalization and a focused product portfolio, the company maintains a competitive edge in brand differentiation.
- Strategic Inventory Management: The earnings call summary notes effective inventory control as a driver of margin improvement, reflecting operational discipline and adaptability to consumer demand trends.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates VSCO intrinsic value between $33.71 – $45.02 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about VSCO valuation
Is Victoria's Secret & Co. (VSCO) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Victoria's Secret & Co. (VSCO) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is VSCO a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether VSCO trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is VSCO’s P/E ratio?
You can see VSCO’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for VSCO?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is VSCO a good long-term investment?
Whether VSCO fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
VSCO
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Daily snapshot
-2.79
Trading Metrics:
| Open: | 45.86 | Previous Close: | 47.32 | |
| Day Low: | 44.52 | Day High: | 47 | |
| Year Low: | 13.76 | Year High: | 66.89 | |
| Price Avg 50: | 54.53 | Price Avg 200: | 38.1 | |
| Volume: | 1.861M | Average Volume: | 2.317M |
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Login — it's freeVSCO full analysis
Welcome to MARKETSNAP’s SWOT analysis for Victoria’s Secret & Company, or VSCO as it’s known on the ticker. Today, we’re diving deep into this iconic brand to uncover what makes it tick, what’s holding it back, and where it’s headed for long-term investors like you. Whether you’re looking to build wealth or just keep a pulse on the retail sector, stick with me as we break down the strengths, weaknesses, opportunities, and threats facing this company. Let’s get started! First…
