Victoria's Secret Has Repositioned Brands to Support Sustained Comparable Sales Growth, UBS Says

MT Newswires Live09-05 02:58

Victoria's Secret (VSXY) has repositioned its brands to support sustained comparable sales growth after several years of declines, UBS said in a Friday research note.

Projecting a four-year compound annual growth rate of 11%, UBS said that stronger sales growth, promotional discipline and fixed cost leverage will drive a multi-year EPS recovery.

The company raised its full-year revenue guidance by $60 million and EBIT outlook by $10 million at the midpoint, indicating limited flow-through to incremental marketing and brand-building investments, according to the note.

These factors will continue in fiscal 2027, slowing the company's path toward double-digit EBIT margins but supporting sustainable topline growth, UBS said.

UBS lowered its price target on Victoria's Secret to $87 from $95 and maintained its neutral rating.

Price: 73.89, Change: +0.25, Percent Change: +0.33

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