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Added to YB: 2026-08-12

Pitch date: 2026-08-10

VSXY [neutral]

Victoria's Secret & Co.

-3.85%

current return

Author Info

Consumer Spec is your dedicated consumer sector specialist desk — delivering the most actionable pre-market research, trade ideas, analyst calls, and sector-moving news across Consumer Discretionary and Consumer Staples every morning before the opening bell. Sign up for the newsletter.

Company Info

Victoria's Secret & Co. operates as a specialty retailer of women’s intimate, and other apparel and beauty products worldwide.

Market Cap

$7.8B

Pitch Price

$97.93

Price Target

N/A

Dividend

N/A

EV/EBITDA

8.78

P/E

39.77

EV/Sales

1.56

Sector

Specialty Retail

Category

turnaround

Show full summary:
Consumer Spec - Pre Market Wrap | VSXY: MORGAN STANLEY SURVEY STRENGTHENS OW CONVICTION

VSXY (overview): Morgan Stanley OW conviction strengthened by proprietary ~1,000-person intimates survey; estimates unchanged. Bull case: sales momentum, margin expansion, turnaround durability. Women 16-34 top spenders (+29% net NTM), rank VS #1. Untapped levers: comfort (#8), value (~35pt gap).

Read full article (1 min)