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U.S. Luxury Industry Analysis

UpdatedDec 21, 2024
DataAggregated Company Financials
Companies72
  • 7D-0.1%
  • 3M8.7%
  • 1Y-7.4%
  • YTD-4.2%

The Luxury is pretty flat in the last 7 days, but Birkenstock Holding has stood out, gaining 9.7%. Unfortunately though, the industry is down 7.4% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the U.S. Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Dec 2024US$330.3bUS$160.8bUS$11.4b18.5x29x2.1x
Mon, 18 Nov 2024US$307.3bUS$161.5bUS$11.6b18.3x26.4x1.9x
Wed, 16 Oct 2024US$312.1bUS$161.6bUS$10.7b19x29.1x1.9x
Fri, 13 Sep 2024US$291.5bUS$162.9bUS$11.2b17.4x26.1x1.8x
Sun, 11 Aug 2024US$279.2bUS$162.6bUS$10.9b16.5x25.5x1.7x
Tue, 09 Jul 2024US$292.6bUS$168.3bUS$11.3b17.6x25.9x1.7x
Thu, 06 Jun 2024US$336.8bUS$168.2bUS$10.8b18.4x31.2x2x
Sat, 04 May 2024US$314.4bUS$164.4bUS$11.7b19.5x27x1.9x
Mon, 01 Apr 2024US$335.1bUS$164.3bUS$11.5b19.3x29.2x2x
Wed, 28 Feb 2024US$359.1bUS$164.4bUS$10.8b19.4x33.4x2.2x
Fri, 26 Jan 2024US$334.2bUS$159.4bUS$10.9b17.4x30.6x2.1x
Sun, 24 Dec 2023US$353.6bUS$159.4bUS$11.0b17.8x32.1x2.2x
Tue, 21 Nov 2023US$325.6bUS$158.9bUS$10.4b16.3x31.3x2x
Thu, 19 Oct 2023US$313.8bUS$158.5bUS$10.5b15.3x29.8x2x
Sat, 16 Sep 2023US$295.0bUS$156.9bUS$10.6b13.8x27.9x1.9x
Mon, 14 Aug 2023US$322.4bUS$156.2bUS$10.5b15.3x30.8x2.1x
Wed, 12 Jul 2023US$322.3bUS$156.6bUS$10.7b13.4x30x2.1x
Fri, 09 Jun 2023US$311.7bUS$155.6bUS$11.2b12x27.8x2x
Sun, 07 May 2023US$349.6bUS$154.8bUS$10.8b12.1x32.3x2.3x
Tue, 04 Apr 2023US$349.1bUS$160.5bUS$10.7b12.6x32.5x2.2x
Thu, 02 Mar 2023US$334.4bUS$158.0bUS$11.6b11.6x28.7x2.1x
Sat, 28 Jan 2023US$356.3bUS$158.1bUS$13.0b11.3x27.5x2.3x
Mon, 26 Dec 2022US$322.7bUS$157.7bUS$13.0b9.8x24.7x2x
Wed, 23 Nov 2022US$315.3bUS$155.7bUS$14.2b10.7x22.2x2x
Fri, 21 Oct 2022US$262.7bUS$154.3bUS$15.5b8.7x17x1.7x
Sun, 18 Sep 2022US$305.0bUS$153.9bUS$15.9b9.9x19.2x2x
Tue, 16 Aug 2022US$338.9bUS$153.5bUS$15.7b10.8x21.6x2.2x
Thu, 14 Jul 2022US$302.9bUS$152.4bUS$16.1b9.8x18.8x2x
Sat, 11 Jun 2022US$326.0bUS$152.4bUS$16.2b11x20.1x2.1x
Mon, 09 May 2022US$330.9bUS$150.3bUS$15.7b10.7x21.1x2.2x
Wed, 06 Apr 2022US$379.1bUS$146.5bUS$15.2b12.2x24.9x2.6x
Fri, 04 Mar 2022US$383.6bUS$144.8bUS$14.7b15.1x26x2.6x
Sun, 30 Jan 2022US$411.6bUS$144.2bUS$14.2b16.1x29x2.9x
Tue, 28 Dec 2021US$478.3bUS$142.6bUS$14.0b16.6x34.2x3.4x
Price to Earnings Ratio

34.2x


Total Market Cap: US$478.3bTotal Earnings: US$14.0bTotal Revenue: US$142.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27x202220232024
Current Industry PE
  • Investors are relatively neutral on the American Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 6.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.1% per year.
  • This means that although more sales are being generated, 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 U.S. Consumer Discretionary industry?

US Market-2.39%
Consumer Discretionary-2.58%
Luxury-0.096%
Footwear0.30%
Textiles-0.039%
Apparel, Accessories and Luxury Goods-0.67%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio of 25.9x.
    • Analysts are expecting annual earnings growth of 19.7%, which is higher than its past year's earnings growth of 11.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 122% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 8.9% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BIRK Birkenstock HoldingUS$60.409.7%
+US$1.0b
30.4%PE56.7x
DECK Deckers OutdoorUS$210.972.1%
+US$659.3m
82.5%PE36.6x
VFC V.FUS$22.285.7%
+US$467.2m
19.8%PS0.9x
AS Amer SportsUS$28.181.9%
+US$267.9m
n/aPS2.9x
TPR TapestryUS$64.151.5%
+US$221.4m
73.1%PE18.5x
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Latest News

NKE

US$76.94

NIKE

7D

-0.4%

1Y

-28.8%

RL

US$230.28

Ralph Lauren

7D

1.2%

1Y

58.3%

BIRK

US$60.40

Birkenstock Holding

7D

9.7%

1Y

30.4%

VFC

US$22.28

V.F

7D

5.7%

1Y

19.8%

LULU

US$379.42

Lululemon Athletica

7D

-3.1%

1Y

-25.6%

GIII

US$32.83

G-III Apparel Group

7D

-9.1%

1Y

-2.2%

VNCE

US$4.82

Vince Holding

7D

207.0%

1Y

190.4%