Analysis Article • May 29
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South Korean (KOSPI) Luxury Industry Analysis
UpdatedJun 06, 2026
DataAggregated Company Financials
Companies75
- 7D-1.6%
- 3M-13.7%
- 1Y-0.5%
- YTD-5.5%
Over the last 7 days, the Luxury industry has dropped 1.6%, driven by pullbacks in F&F Holdings and Youngone Holdings of 9.3% and 2.9%, respectively. On the other hand Misto Holdings is actually up 5.6%. As for the longer term, the industry's performance has been flat for the past year. Looking forward, earnings are forecast to grow by 12% annually.
Industry Valuation and Performance
Has the South Korean Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | ₩18.2t | ₩43.1t | ₩2.3t | 7.9x | 8.1x | 0.4x |
| Tue, 05 May 2026 | ₩21.1t | ₩43.0t | ₩2.0t | 9.4x | 10.4x | 0.5x |
| Thu, 02 Apr 2026 | ₩20.0t | ₩42.4t | ₩1.9t | 8.4x | 10.3x | 0.5x |
| Sat, 28 Feb 2026 | ₩22.5t | ₩42.6t | ₩1.7t | 11.7x | 13.3x | 0.5x |
| Mon, 26 Jan 2026 | ₩19.8t | ₩42.7t | ₩1.7t | 9.4x | 11.8x | 0.5x |
| Wed, 24 Dec 2025 | ₩20.6t | ₩42.6t | ₩1.7t | 9.9x | 12.2x | 0.5x |
| Fri, 21 Nov 2025 | ₩19.7t | ₩42.2t | ₩1.6t | 9x | 12.6x | 0.5x |
| Sun, 19 Oct 2025 | ₩17.4t | ₩42.2t | ₩1.5t | 8.5x | 11.7x | 0.4x |
| Tue, 16 Sep 2025 | ₩19.3t | ₩43.7t | ₩1.6t | 8.7x | 12.4x | 0.4x |
| Thu, 14 Aug 2025 | ₩18.7t | ₩43.1t | ₩1.8t | 8.9x | 10.4x | 0.4x |
| Sat, 12 Jul 2025 | ₩20.3t | ₩43.0t | ₩1.8t | 9.5x | 11.3x | 0.5x |
| Mon, 09 Jun 2025 | ₩18.6t | ₩43.0t | ₩1.8t | 9x | 10.4x | 0.4x |
| Wed, 07 May 2025 | ₩17.0t | ₩42.1t | ₩1.8t | 7.8x | 9.5x | 0.4x |
| Fri, 04 Apr 2025 | ₩16.1t | ₩42.1t | ₩1.8t | 7.1x | 9x | 0.4x |
| Sun, 02 Mar 2025 | ₩17.0t | ₩41.0t | ₩1.9t | 6.9x | 8.8x | 0.4x |
| Tue, 28 Jan 2025 | ₩16.6t | ₩40.9t | ₩1.9t | 7.3x | 8.6x | 0.4x |
| Thu, 26 Dec 2024 | ₩16.4t | ₩41.0t | ₩1.9t | 7.2x | 8.4x | 0.4x |
| Sat, 23 Nov 2024 | ₩15.6t | ₩40.7t | ₩2.0t | 7.8x | 7.7x | 0.4x |
| Mon, 21 Oct 2024 | ₩16.7t | ₩40.5t | ₩2.0t | 8.8x | 8.4x | 0.4x |
| Wed, 18 Sep 2024 | ₩16.2t | ₩33.5t | ₩2.0t | 8.9x | 8.1x | 0.5x |
| Fri, 16 Aug 2024 | ₩16.1t | ₩40.4t | ₩1.8t | 7.8x | 8.9x | 0.4x |
| Sun, 14 Jul 2024 | ₩16.8t | ₩40.3t | ₩1.8t | 8.5x | 9.3x | 0.4x |
| Tue, 11 Jun 2024 | ₩17.0t | ₩40.3t | ₩1.7t | 9.1x | 9.8x | 0.4x |
| Thu, 09 May 2024 | ₩17.3t | ₩40.0t | ₩1.9t | 7.7x | 9.2x | 0.4x |
| Sat, 06 Apr 2024 | ₩16.9t | ₩40.0t | ₩1.9t | 7.2x | 8.8x | 0.4x |
| Mon, 04 Mar 2024 | ₩17.5t | ₩41.0t | ₩2.5t | 7.2x | 6.9x | 0.4x |
| Wed, 31 Jan 2024 | ₩17.7t | ₩42.3t | ₩2.4t | 7.3x | 7.2x | 0.4x |
| Fri, 29 Dec 2023 | ₩18.7t | ₩42.3t | ₩2.4t | 7.6x | 7.6x | 0.4x |
| Sun, 26 Nov 2023 | ₩18.9t | ₩42.3t | ₩2.5t | 8.2x | 7.6x | 0.4x |
| Tue, 24 Oct 2023 | ₩18.3t | ₩43.5t | ₩2.7t | 8.1x | 6.8x | 0.4x |
| Thu, 21 Sep 2023 | ₩20.2t | ₩43.5t | ₩2.7t | 9.2x | 7.4x | 0.5x |
| Sat, 19 Aug 2023 | ₩19.4t | ₩43.9t | ₩2.9t | 6.6x | 6.7x | 0.4x |
| Mon, 17 Jul 2023 | ₩20.5t | ₩44.3t | ₩2.9t | 7x | 7.1x | 0.5x |
| Wed, 14 Jun 2023 | ₩20.8t | ₩45.0t | ₩3.3t | 6.9x | 6.4x | 0.5x |
Price to Earnings Ratio
6.4x
Current Industry PE
- Investors are pessimistic on the South Korean Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 8.1x which is lower than its 3-year average PE of 9.2x.
- The industry is trading close to its 3-year average PS ratio of 0.43x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have declined 11% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the South Korean Consumer Discretionary industry?
| KR Market | -3.80% | |
| Consumer Discretionary | -2.95% | |
| Luxury | -1.59% | |
| Apparel, Accessories and Luxury Goods | -1.18% | |
| Footwear | -2.44% | |
| Textiles | -3.94% | |
Industry PE
- Investors are most optimistic about the Textiles industry even though it's trading below its 3-year average PE ratio of 358x.
- Analysts are expecting annual earnings growth of 56.5%, which is higher than its past year's earnings decline of 5.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 98% over the next 5 years.
- This is better than its past earnings growth rate of 29% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 6.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| A081660 Misto Holdings | ₩39.55k | 5.6% +₩111.5b | 11.6% | PE9.1x | |
| A383220 F&F | ₩73.70k | 1.1% +₩30.6b | -3.9% | PE5.5x | |
| A111770 Youngone | ₩79.80k | 0.4% +₩12.8b | 31.7% | PE6.1x | |
| A101140 INBIOGEN | ₩7.59k | 7.8% +₩5.5b | -35.9% | PS13.9x | |
| A065060 GNCO | ₩3.68k | 25.4% +₩3.5b | -63.7% | PS0.2x |