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South Korean (KOSPI) Luxury Industry Analysis
UpdatedNov 11, 2025
DataAggregated Company Financials
Companies74
- 7D7.1%
- 3M2.0%
- 1Y22.6%
- YTD14.6%
Over the last 7 days, the Luxury industry has risen 9.4%, driven by gains from F&F of 21%. Meanwhile, GOODPEOPLE actually underperformed within the industry, shrinking 6.8% in the last week. This takes the industry's 12 month performance to a gain of 21%. As for the next few years, earnings are expected to grow by 22% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 14 Nov 2025 | ₩17.5t | ₩42.2t | ₩1.5t | 8.5x | 11.8x | 0.4x |
| Sun, 12 Oct 2025 | ₩17.5t | ₩42.2t | ₩1.5t | 8.5x | 11.7x | 0.4x |
| Tue, 09 Sep 2025 | ₩19.0t | ₩43.7t | ₩1.6t | 8.4x | 12.1x | 0.4x |
| Thu, 07 Aug 2025 | ₩19.0t | ₩43.1t | ₩1.8t | 9.6x | 10.6x | 0.4x |
| Sat, 05 Jul 2025 | ₩19.8t | ₩43.0t | ₩1.8t | 9.2x | 11.1x | 0.5x |
| Mon, 02 Jun 2025 | ₩18.3t | ₩43.0t | ₩1.8t | 8.9x | 10.2x | 0.4x |
| Wed, 30 Apr 2025 | ₩16.9t | ₩42.1t | ₩1.8t | 7.9x | 9.5x | 0.4x |
| Fri, 28 Mar 2025 | ₩16.6t | ₩41.7t | ₩1.8t | 7.1x | 9.4x | 0.4x |
| Sun, 23 Feb 2025 | ₩17.2t | ₩41.0t | ₩1.9t | 7.3x | 8.9x | 0.4x |
| Tue, 21 Jan 2025 | ₩16.7t | ₩40.9t | ₩1.9t | 7.4x | 8.6x | 0.4x |
| Thu, 19 Dec 2024 | ₩16.4t | ₩38.5t | ₩1.8t | 7.7x | 9x | 0.4x |
| Sat, 16 Nov 2024 | ₩15.6t | ₩40.5t | ₩2.0t | 8.5x | 7.9x | 0.4x |
| Mon, 14 Oct 2024 | ₩16.9t | ₩40.5t | ₩2.0t | 9x | 8.5x | 0.4x |
| Wed, 11 Sep 2024 | ₩15.8t | ₩40.4t | ₩1.9t | 9.1x | 8.1x | 0.4x |
| Fri, 09 Aug 2024 | ₩15.7t | ₩40.4t | ₩1.8t | 7.7x | 8.7x | 0.4x |
| Sun, 07 Jul 2024 | ₩16.4t | ₩40.3t | ₩1.8t | 8.2x | 9.1x | 0.4x |
| Tue, 04 Jun 2024 | ₩17.1t | ₩39.9t | ₩1.7t | 9x | 9.8x | 0.4x |
| Thu, 02 May 2024 | ₩17.1t | ₩40.0t | ₩1.9t | 7.5x | 9.1x | 0.4x |
| Sat, 30 Mar 2024 | ₩17.1t | ₩40.4t | ₩2.1t | 7.1x | 8.1x | 0.4x |
| Mon, 26 Feb 2024 | ₩18.5t | ₩41.0t | ₩2.5t | 7.7x | 7.2x | 0.5x |
| Wed, 24 Jan 2024 | ₩17.3t | ₩42.3t | ₩2.4t | 7.3x | 7.1x | 0.4x |
| Fri, 22 Dec 2023 | ₩18.6t | ₩42.3t | ₩2.5t | 7.7x | 7.6x | 0.4x |
| Sun, 19 Nov 2023 | ₩18.6t | ₩43.3t | ₩2.7t | 8.5x | 6.8x | 0.4x |
| Tue, 17 Oct 2023 | ₩19.0t | ₩43.5t | ₩2.7t | 8.7x | 7x | 0.4x |
| Thu, 14 Sep 2023 | ₩20.0t | ₩43.5t | ₩2.7t | 8.1x | 7.3x | 0.5x |
| Sat, 12 Aug 2023 | ₩20.1t | ₩44.3t | ₩2.9t | 6.9x | 6.9x | 0.5x |
| Mon, 10 Jul 2023 | ₩20.1t | ₩44.3t | ₩2.9t | 6.9x | 6.9x | 0.5x |
| Wed, 07 Jun 2023 | ₩20.6t | ₩45.0t | ₩3.3t | 6.9x | 6.3x | 0.5x |
| Fri, 05 May 2023 | ₩21.2t | ₩45.5t | ₩3.2t | 6.9x | 6.6x | 0.5x |
| Sun, 02 Apr 2023 | ₩21.2t | ₩45.5t | ₩3.3t | 7x | 6.4x | 0.5x |
| Tue, 28 Feb 2023 | ₩21.5t | ₩45.3t | ₩3.0t | 7.6x | 7.1x | 0.5x |
| Thu, 26 Jan 2023 | ₩21.5t | ₩45.3t | ₩3.0t | 6.6x | 7.1x | 0.5x |
| Sat, 24 Dec 2022 | ₩21.2t | ₩45.3t | ₩3.0t | 6.5x | 7x | 0.5x |
| Mon, 21 Nov 2022 | ₩21.8t | ₩42.9t | ₩2.7t | 7x | 8.1x | 0.5x |
Price to Earnings Ratio
8.1x
Current Industry PE
- Investors are optimistic on the South Korean Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 11.8x which is higher than its 3-year average PE of 8.4x.
- 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 18% 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 | 3.41% | |
| Consumer Discretionary | 3.99% | |
| Luxury | 7.13% | |
| Apparel, Accessories and Luxury Goods | 8.26% | |
| Footwear | 3.59% | |
| Textiles | 1.89% | |
Industry PE
- Investors are most optimistic about the Textiles industry even though it's trading below its 3-year average PE ratio of 355x.
- Analysts are expecting annual earnings growth of 58.1%, which is higher than its past year's earnings decline of 6.9% per year.
- Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.0x.
Forecasted Growth
- Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 67% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| A383220 F&F | ₩75.20k | 23.1% +₩529.8b | 46.3% | PE8.4x | |
| A111770 Youngone | ₩69.50k | 18.6% +₩463.9b | 73.5% | PE8x | |
| A009970 Youngone Holdings | ₩157.70k | 7.4% +₩126.5b | 90.0% | PE6.8x | |
| A105630 Hansae | ₩12.55k | 15.7% +₩67.0b | -10.0% | PE10x | |
| A007700 F&F Holdings | ₩19.60k | 9.5% +₩66.4b | 54.7% | PE7.7x |
