Victoria's Secret: No Near-Term Turnaround A Risk To Consensus Estimates [Seeking Alpha]
Victorias Secret & Co. (VSCO)
Company Research
Source: Seeking Alpha
13min Summary We are bearish on Victoria's Secret with a target valuation of $15 per share, implying a 40% downside based on DCF analysis. VSCO faces an identity crisis, struggling to pivot from "sexy" to inclusive, amid intensifying competition from brands like Aerie, Skim, and Savage X Fenty. Macro headwinds and shifting consumer preferences towards value-for-money items further challenge VSCO's mid to premium pricing strategy. Emerging competition from Temu and Shein, with superior value propositions, threatens VSCO's market share and questions the feasibility of its turnaround strategy. Luis Alvarez/DigitalVision via Getty Images We are bearish on Victoria's Secret ( NYSE: VSCO ). Based on DCF analysis, our target valuation of $15 per share implies a 45% downside from the current level. We believe that there remains a significant risk to consensus EPS estimates, and we could see a 15% EPS downside in the next few years, given the company's ongoing identity crisis
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VSCO
News
- How a humble strip of walkway changed fashion forever [CNN]CNN
- How a humble strip of walkway changed fashion forever [CNN]CNN
- SKIMS X Dolce & Gabbana: Breaking All The Rules In Luxury And Comfort [Forbes]Forbes
- Rugs USA Announces Designer Collaboration with Kevin Love and Kate Love [Yahoo! Finance]Yahoo! Finance
- Victoria’s Secret & Co. Invites You to Listen to the Third Quarter 2024 Earnings Call WebcastGlobeNewswire
VSCO
Earnings
- 8/28/24 - Beat
VSCO
Sec Filings
- 11/14/24 - Form SC
- 11/8/24 - Form SC
- 11/4/24 - Form 4
- VSCO's page on the SEC website