Added to YB: 2026-01-30
Pitch date: 2026-01-28
VSCO [bearish]
Victoria's Secret & Co.
-9.36%
current return
Author Info
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Company Info
Victoria's Secret & Co. operates as a specialty retailer of women’s intimate, and other apparel and beauty products worldwide.
Market Cap
$4.5B
Pitch Price
$56.08
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.70
P/E
26.85
EV/Sales
1.17
Sector
Specialty Retail
Category
N/A
Show full summary:
I’ve taken a short position in $VSCO
VSCO (short): Overvalued at 21x fwd P/E, 2.3x PEG after 170% rally. Short thesis: Sydney Sweeney's new lingerie brand SYRN will poach VSCO's non-woke customers that just returned after failed woke rebrand. 30%+ VSCO sales online vulnerable; men buying gifts likely prefer SYRN.
Read full article (2 min)