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U.S. Luxury Industry Analysis

UpdatedOct 01, 2025
DataAggregated Company Financials
Companies65
  • 7D1.0%
  • 3M-3.3%
  • 1Y-4.1%
  • YTD-11.0%

The Luxury is pretty flat in the last 7 days, but NIKE has stood out, gaining 4.2%. Unfortunately though, the industry is down 4.1% over the past 12 months. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Oct 2025US$268.3bUS$147.9bUS$9.9b21.1x27x1.8x
Sat, 30 Aug 2025US$298.5bUS$157.3bUS$10.6b20.5x28.1x1.9x
Mon, 28 Jul 2025US$299.8bUS$160.4bUS$10.3b17.5x29x1.9x
Wed, 25 Jun 2025US$268.2bUS$161.6bUS$11.6b15.7x23.2x1.7x
Fri, 23 May 2025US$283.7bUS$161.2bUS$11.9b18.1x23.9x1.8x
Sun, 20 Apr 2025US$235.6bUS$161.7bUS$11.4b15.1x20.7x1.5x
Tue, 18 Mar 2025US$283.4bUS$162.2bUS$11.6b16.9x24.5x1.7x
Thu, 13 Feb 2025US$319.9bUS$161.5bUS$11.1b18x28.8x2x
Sat, 11 Jan 2025US$329.6bUS$160.5bUS$11.5b18x28.8x2.1x
Mon, 09 Dec 2024US$337.1bUS$161.8bUS$11.8b19.5x28.6x2.1x
Wed, 06 Nov 2024US$301.4bUS$161.9bUS$11.6b18.4x25.9x1.9x
Fri, 04 Oct 2024US$309.7bUS$161.6bUS$10.7b19.4x28.8x1.9x
Sun, 01 Sep 2024US$303.9bUS$163.0bUS$11.2b18x27.1x1.9x
Tue, 30 Jul 2024US$282.6bUS$168.6bUS$11.3b17.8x24.9x1.7x
Thu, 27 Jun 2024US$331.8bUS$168.1bUS$10.8b18.5x30.7x2x
Sat, 25 May 2024US$319.8bUS$168.2bUS$11.2b19.3x28.6x1.9x
Mon, 22 Apr 2024US$312.6bUS$164.4bUS$11.5b17.7x27.1x1.9x
Wed, 20 Mar 2024US$349.0bUS$164.3bUS$11.1b17.6x31.5x2.1x
Fri, 16 Feb 2024US$353.5bUS$158.9bUS$10.4b19.3x34.1x2.2x
Sun, 14 Jan 2024US$342.0bUS$159.4bUS$11.0b17.9x31x2.1x
Tue, 12 Dec 2023US$365.4bUS$159.2bUS$10.8b16.9x33.9x2.3x
Thu, 09 Nov 2023US$326.4bUS$159.0bUS$10.4b15.5x31.5x2.1x
Sat, 07 Oct 2023US$289.2bUS$157.0bUS$10.4b14.2x27.9x1.8x
Mon, 04 Sep 2023US$311.9bUS$156.7bUS$10.5b14.2x29.7x2x
Wed, 02 Aug 2023US$326.1bUS$156.9bUS$10.9b13.9x30x2.1x
Fri, 30 Jun 2023US$325.0bUS$155.6bUS$11.2b12.4x29x2.1x
Sun, 28 May 2023US$308.3bUS$155.3bUS$11.2b11.1x27.5x2x
Tue, 25 Apr 2023US$357.7bUS$160.8bUS$10.7b12.5x33.5x2.2x
Thu, 23 Mar 2023US$330.2bUS$159.7bUS$11.3b11.5x29.2x2.1x
Sat, 18 Feb 2023US$347.4bUS$158.2bUS$12.0b11.7x28.9x2.2x
Mon, 16 Jan 2023US$356.6bUS$158.2bUS$13.0b10.7x27.5x2.3x
Wed, 14 Dec 2022US$322.6bUS$155.7bUS$13.1b10.4x24.7x2.1x
Fri, 11 Nov 2022US$297.9bUS$155.2bUS$14.5b10x20.6x1.9x
Sun, 09 Oct 2022US$265.0bUS$154.3bUS$15.5b8.9x17.1x1.7x
Price to Earnings Ratio

17.1x


Total Market Cap: US$265.0bTotal Earnings: US$15.5bTotal Revenue: US$154.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27.7x202320242025
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 27.7x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 14% 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 U.S. Consumer Discretionary industry?

US Market0.77%
Consumer Discretionary0.70%
Luxury1.00%
Footwear1.05%
Apparel, Accessories and Luxury Goods0.93%
Textiles0.46%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 27.1x.
    • Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings growth of 5.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 139% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 17% 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
NKE NIKEUS$74.204.2%
+US$4.4b		-10.7%PE37.9x
LEVI Levi StraussUS$24.405.1%
+US$470.8m		15.9%PE22.8x
AS Amer SportsUS$34.952.4%
+US$449.2m		110.9%PE86.5x
CROX CrocsUS$85.009.7%
+US$410.2m		-39.6%PE19.6x
RL Ralph LaurenUS$317.421.7%
+US$327.7m		64.4%PE24.2x

Latest News

NKE
US$74.20
NIKE
7D
4.2%
1Y
-10.7%
WWW
US$26.70
Wolverine World Wide
7D
-5.8%
1Y
55.6%
TPR
US$113.83
Tapestry
7D
0.4%
1Y
148.4%
LULU
US$177.57
lululemon athletica
7D
-0.9%
1Y
-31.8%

Product Refresh And Global Expansion Will Empower Future Market Leadership

Analysts have trimmed Lululemon's price target from $202.60 to $198.36, citing intensifying U.S. competition, weaker domestic sales momentum, tariff-related headwinds, and concerns over product freshness and growth outlook despite otherwise reasonable valuations. Analyst Commentary Bearish analysts see intensifying competition in the athleticwear space, particularly in the U.S., with Lululemon's domestic business showing declining sales growth, lack of positive catalysts, and brand momentum concerns.
LEVI
US$24.40
Levi Strauss
7D
5.1%
1Y
15.9%

International Markets And DTC Focus Will Reshape Retail Landscape

Levi Strauss’s analyst price target was raised to $24.23, reflecting strong direct-to-consumer growth, positive gross margin trends, and ongoing strategic execution, supported by raised annual guidance and conservative management outlooks. Analyst Commentary Stronger North America direct-to-consumer growth, supported by positive currency tailwinds and higher gross margin from improved product mix and full-priced selling.
ONON
US$40.96
On Holding
7D
-10.5%
1Y
-16.8%
BIRK
US$46.22
Birkenstock Holding
7D
1.9%
1Y
-2.6%

APAC And China Trends Will Unlock Future Potential

Birkenstock Holding’s modestly lower consensus price target reflects a significant rise in its future P/E multiple, while profit margins remained stable, resulting in a revised fair value of $69.17. What's in the News Birkenstock raised its fiscal 2025 revenue guidance to at least €2.09 billion, reflecting 15.9% reported growth and 17.5% growth in constant currency, above previous guidance.
SHOO
US$34.29
Steven Madden
7D
4.5%
1Y
-30.1%
AS
US$34.95
Amer Sports
7D
2.4%
1Y
110.9%
RL
US$317.42
Ralph Lauren
7D
1.7%
1Y
64.4%

Asia And Greater China Expansion Will Create Future Market Opportunities

Analysts raised their price target for Ralph Lauren to $345.74, citing strong operating momentum, impressive execution of brand-elevation strategies, continued topline growth, and robust management performance, while acknowledging that conservative guidance may offer further upside potential. Analyst Commentary Bullish analysts cite continued operating momentum and strong visibility into topline growth potential, supported by recent upside in EPS, revenue, and gross margin performance.
CROX
US$85.00
Crocs
7D
9.7%
1Y
-39.6%

Asia And Europe Expansion Will Secure Lasting Market Strength

Analysts lowered their price target for Crocs from $91.83 to $87.83 amid concerns about softening sales growth, U.S. consumer demand shifts, macro headwinds, and ongoing pressure from the HEYDUDE brand, despite some optimism over management's reaffirmed guidance and leadership changes. Analyst Commentary Ongoing concerns about muted sales growth, limited visibility into revenue recovery through 2026, and challenging U.S. market trends are prompting downward price target revisions and rating downgrades by bearish analysts.
VFC
US$15.34
V.F
7D
3.5%
1Y
-21.3%
OXM
US$40.55
Oxford Industries
7D
-5.1%
1Y
-50.2%
DECK
US$101.18
Deckers Outdoor
7D
-9.0%
1Y
-35.8%
PVH
US$85.14
PVH
7D
-4.9%
1Y
-10.3%

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Sep 09
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COLM
US$52.67
Columbia Sportswear
7D
-1.9%
1Y
-35.9%

Columbia Sportswear (NASDAQ:COLM) Has Announced A Dividend Of $0.30

Aug 05
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