Victorias Secret & Co. (VSXY)
Consumer · NYQ
Price as at 1 Oct 2026, 13:16 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Victorias Secret & Co. trades at $88.46, close to the $82.08 our fair value estimate puts on the business. On this measure the market and the model broadly agree, so the interesting question is which of them is wrong.
Our moat model scores it 53 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 31.4 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
VSXY earnings and analyst estimates
Recommendation mix, 11 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Victorias Secret & Co.
Victoria's Secret & Co. operates as a specialty retailer of women's intimate, and other apparel and beauty products worldwide. The company offers bras, panties, lingerie, casual sleepwear, apparel, lounge, sport, and swim products, as well as prestige fragrances and body care products; and accessories and beauty products under the Victoria's Secret, PINK, and Adore Me brands. It provides its products through its retail stores; websites, such as VictoriasSecret.com, PINK.com, AdoreMe.com, and DailyLook.com; and other digital channels. The company also operates stores under the franchise, license, and wholesale arrangements. Victoria's Secret & Co. was incorporated in 2021 and is based in Reynoldsburg, Ohio.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
Super investor ownership
12 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$163.86M · 0.1% of book
- D. E. Shaw, D. E. Shaw & Co., Inc.$81.76M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$32.89M · 0.1% of book
- Marshall Wace, MARSHALL WACE, LLP$22.96M · 0.0% of book
- Joel Greenblatt, Gotham Asset Management, LLC$20.96M · 0.1% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
VSXY peers
The largest companies in the same industry (Apparel Retail), then in the same sector.
- IDEXF Industria de Diseño Textil, S.A.
- PMV.AX Premier Investments Limited
- CRI Carter's, Inc.
- REF LYMI, Inc.
- LE Lands' End, Inc.
- DLTH Duluth Holdings Inc.
- RENT Rent the Runway, Inc.
- TLYS Tilly's, Inc.
Every consumer company we cover is on the Consumer hub.
Common questions
Is Victorias Secret & Co. (VSXY) undervalued?
Against our fair value estimate of $82.08, VSXY at $88.46 is 7% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own VSXY?
12 of the institutions we track reported a position in VSXY in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is VSXY's P/E ratio?
VSXY trades at 31.4 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its VSXY data?
Fundamentals for VSXY come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 13:16 UTC and is delayed. Our data quality score for this company is 92/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for VSXY, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.