Victoria’s Secret & Co. (NYSE:VSCO) Shares Down 8.7% – What’s Next?

Victoria’s Secret & Co. (NYSE:VSCO)’s share price dropped 8.7% on Friday . The stock traded as low as $47.83 and last traded at $48.12. Approximately 901,859 shares changed hands during trading, a decline of 55% from the average daily volume of 2,016,441 shares. The stock had previously closed at $52.71.

Victoria’s Secret & Co. News Summary

Here are the key news stories impacting Victoria’s Secret & Co. this week:

• Positive Sentiment: Q4 results beat expectations — adjusted EPS $2.77 and revenue $2.27B; comparable sales rose ~8%, marking the best sales streak in years and showing broad-based strength across brands and channels. Victoria’s Secret Q4 Earnings Beat Estimates, Comparable Sales Rise 8%
• Positive Sentiment: Company raised guidance — FY‑2026 EPS guidance of $3.20–$3.45 (well above consensus) and Q1 EPS of $0.20–$0.30; management signaled 5%–6% sales growth and margin expansion as priorities. This guidance upgrade is a direct catalyst for upward earnings expectations. Victoria’s Secret & Co. Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Management commentary and investor materials highlight continued momentum from turnaround strategy (Pink revival, digital and international expansion), supporting the raised targets. Victoria’s Secret posts longest sales growth streak in four years as shoppers return to Pink brand
• Neutral Sentiment: Earnings call transcript and slide deck are available for deeper detail on margin drivers, channel mix and international plans — worth reviewing for modeling assumptions and cadence of margin recovery. Victoria’s Secret & Co. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Company initiated a strategic review of DailyLook after that unit’s operating income declined — signals a potential divestiture or restructuring and highlights segments that are underperforming versus core brands. Victoria’s Secret Initiates Strategic Review of DailyLook As Operating Income Drops
• Negative Sentiment: Shares fell on the news cycle despite the beat — higher trading volume and the 50‑day SMA sitting above the current price suggest short‑term profit-taking and a technical pullback from recent highs; investors may be locking gains or reacting to non-core unit weakness. Victoria’s Secret (VSCO) Stock Slides Despite Crushing Q4 Earnings Expectations

Wall Street Analyst Weigh In

VSCO has been the subject of several recent research reports. Jefferies Financial Group reaffirmed a “buy” rating on shares of Victoria’s Secret & Co. in a report on Thursday. UBS Group set a $58.00 price objective on Victoria’s Secret & Co. in a research note on Friday. Weiss Ratings upgraded Victoria’s Secret & Co. from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Morgan Stanley upgraded Victoria’s Secret & Co. from an “equal weight” rating to an “overweight” rating and set a $60.00 price target on the stock in a report on Friday, December 5th. Finally, Barclays boosted their price target on shares of Victoria’s Secret & Co. from $65.00 to $80.00 and gave the company an “overweight” rating in a research report on Monday, March 2nd. Six investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $60.20.

Victoria’s Secret & Co. Stock Performance

The firm’s 50 day moving average is $59.38 and its two-hundred day moving average is $43.27. The stock has a market capitalization of $3.75 billion, a PE ratio of 25.10, a P/E/G ratio of 1.53 and a beta of 2.19. The company has a debt-to-equity ratio of 1.96, a quick ratio of 0.38 and a current ratio of 1.30.

Victoria’s Secret & Co. (NYSE:VSCO) last issued its quarterly earnings results on Thursday, March 5th. The company reported $2.77 EPS for the quarter, beating the consensus estimate of $2.48 by $0.29. The company had revenue of $2.27 billion during the quarter, compared to analysts’ expectations of $2.22 billion. Victoria’s Secret & Co. had a net margin of 2.45% and a return on equity of 36.21%. The firm’s revenue was up 7.8% compared to the same quarter last year. During the same quarter last year, the company posted $2.60 EPS. Victoria’s Secret & Co. has set its Q1 2026 guidance at 0.200-0.300 EPS and its FY 2026 guidance at 3.200-3.450 EPS. As a group, research analysts predict that Victoria’s Secret & Co. will post 2.37 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Bbfit Investments PTE Ltd. acquired a new stake in Victoria’s Secret & Co. in the 4th quarter valued at about $558,521,000. Primecap Management Co. CA grew its position in shares of Victoria’s Secret & Co. by 1,586.7% during the second quarter. Primecap Management Co. CA now owns 1,972,333 shares of the company’s stock worth $36,528,000 after buying an additional 1,855,400 shares in the last quarter. Fuller & Thaler Asset Management Inc. purchased a new stake in shares of Victoria’s Secret & Co. during the fourth quarter worth approximately $87,786,000. Marshall Wace LLP increased its stake in shares of Victoria’s Secret & Co. by 301.4% during the fourth quarter. Marshall Wace LLP now owns 1,792,727 shares of the company’s stock worth $97,112,000 after buying an additional 1,346,104 shares during the period. Finally, Goldentree Asset Management LP raised its holdings in Victoria’s Secret & Co. by 71.8% in the second quarter. Goldentree Asset Management LP now owns 2,989,087 shares of the company’s stock valued at $55,242,000 after acquiring an additional 1,249,065 shares in the last quarter. 90.29% of the stock is owned by institutional investors and hedge funds.

Victoria’s Secret & Co. Company Profile

Victoria’s Secret & Co is a leading designer, manufacturer and marketer of intimate apparel, beauty products and accessories for women. The company operates a portfolio of brands that includes Victoria’s Secret, renowned for its lingerie, bras and sleepwear; PINK, a line targeting younger consumers with activewear and lifestyle products; and Victoria’s Secret Beauty, offering fragrances, cosmetics and personal care items. Products are sold through retail stores as well as direct-to-consumer channels, including e-commerce platforms and mobile applications.

The origins of Victoria’s Secret date back to 1977, when founders Roy and Gaye Raymond opened the first store in San Francisco.