Victoria's Secret (VSCO) Is Up 12.8% After Body by Victoria FlexFactor Bra Launch - What's Changed

• On July 23, 2025, Victoria's Secret launched the FlexFactor Lightly Lined Plunge Demi Bra, a new addition to its Body by Victoria collection, featuring innovative wireless support and an ultra-light construction aimed at enhanced comfort and fit.
• This collection reportedly sells one bra every five seconds, suggesting a strong product following and the potential for meaningful customer engagement through ongoing innovation.
• We'll explore how the Body by Victoria launch strengthens Victoria's Secret's focus on product innovation and evolving consumer needs within its investment narrative.

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Victoria's Secret Investment Narrative Recap

To be a shareholder in Victoria’s Secret today, you need to believe that the company can drive revenue and margin growth by innovating in core categories like intimates while reinvigorating its brand image amid evolving retail conditions. The new Body by Victoria FlexFactor Bra builds on the brand’s strongest collection and underscores a continued focus on product innovation, supporting near-term momentum in core sales but with only a moderately material impact on the biggest risk, whether core intimates can offset pressure from underperforming lifestyle lines. For now, persistent challenges, such as shifting consumer preferences and economic uncertainty impacting mall traffic, still remain critical risks for the business.

Among recent announcements, the limited-edition collaboration with designer Joseph Altuzarra earlier this year also highlighted Victoria’s Secret’s effort to strengthen its core offering. This collaboration brought renewed visibility to flagship collections and showcased the company’s drive to merge fashion trends with established strengths. Such moves are intended to keep the brand top-of-mind for consumers looking for both everyday essentials and differentiated options.

In contrast, despite robust launches and apparent collection strength, the ability of the core intimates category to consistently offset volatility in newer lifestyle lines is something investors should be aware of...

Read the full narrative on Victoria's Secret (it's free!)

Victoria's Secret's narrative projects $6.5 billion revenue and $157.6 million earnings by 2028. This requires 1.3% yearly revenue growth and a $9.4 million decrease in earnings from $167.0 million currently.

Uncover how Victoria's Secret's forecasts yield a $22.09 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community provide fair value estimates for Victoria’s Secret ranging from US$20.79 to US$23.94. While these opinions reflect varying optimism, many are watching how a renewed focus on core product innovation could support topline resilience against risks in other categories, so consider several viewpoints before deciding for yourself.

Explore 5 other fair value estimates on Victoria's Secret - why the stock might be worth just $20.79!

Build Your Own Victoria's Secret Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Victoria's Secret research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Victoria's Secret research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Victoria's Secret's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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