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U.S. Luxury Industry Analysis

UpdatedAug 17, 2025
DataAggregated Company Financials
Companies65
  • 7D2.7%
  • 3M1.5%
  • 1Y-0.4%
  • YTD-9.7%

The Luxury industry is up 2.7% in the last week, with NIKE up 3.7%. During this same period, the Tapestry underperformed, falling 7.7%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 17 Aug 2025US$289.1bUS$156.9bUS$10.5b19.9x27.5x1.8x
Tue, 15 Jul 2025US$291.3bUS$160.2bUS$10.3b16.1x28.2x1.8x
Thu, 12 Jun 2025US$277.9bUS$161.4bUS$11.6b16.3x24x1.7x
Sat, 10 May 2025US$266.9bUS$161.0bUS$11.6b16.9x23x1.7x
Mon, 07 Apr 2025US$240.0bUS$161.3bUS$11.2b14.1x21.4x1.5x
Wed, 05 Mar 2025US$313.7bUS$162.1bUS$11.6b16.8x27.2x1.9x
Fri, 31 Jan 2025US$350.9bUS$160.9bUS$11.8b18.9x29.8x2.2x
Sun, 29 Dec 2024US$334.0bUS$160.6bUS$11.5b18.6x29.2x2.1x
Tue, 26 Nov 2024US$316.6bUS$161.7bUS$11.7b19.2x27x2x
Thu, 24 Oct 2024US$308.4bUS$161.5bUS$10.7b18.3x28.7x1.9x
Sat, 21 Sep 2024US$302.6bUS$163.0bUS$11.1b18.3x27.2x1.9x
Mon, 19 Aug 2024US$300.7bUS$162.7bUS$11.0b17x27.4x1.8x
Wed, 17 Jul 2024US$283.8bUS$168.4bUS$11.3b17.9x25.1x1.7x
Fri, 14 Jun 2024US$335.1bUS$168.2bUS$10.8b19x31x2x
Sun, 12 May 2024US$315.0bUS$163.8bUS$11.6b19.1x27.2x1.9x
Tue, 09 Apr 2024US$311.0bUS$164.5bUS$11.5b18.4x27x1.9x
Thu, 07 Mar 2024US$345.0bUS$164.5bUS$10.8b17.9x32x2.1x
Sat, 03 Feb 2024US$338.3bUS$159.6bUS$11.0b18.1x30.7x2.1x
Mon, 01 Jan 2024US$353.5bUS$159.4bUS$11.0b17.7x32x2.2x
Wed, 29 Nov 2023US$333.2bUS$158.9bUS$10.4b16.7x32.1x2.1x
Fri, 27 Oct 2023US$303.9bUS$158.5bUS$10.5b14.8x28.9x1.9x
Sun, 24 Sep 2023US$284.2bUS$156.8bUS$10.6b13.1x26.9x1.8x
Tue, 22 Aug 2023US$313.7bUS$156.3bUS$10.5b14.9x30x2x
Thu, 20 Jul 2023US$329.6bUS$156.7bUS$10.7b13.6x30.7x2.1x
Sat, 17 Jun 2023US$327.5bUS$155.6bUS$11.2b12.2x29.3x2.1x
Mon, 15 May 2023US$337.5bUS$155.2bUS$11.5b11.6x29.5x2.2x
Wed, 12 Apr 2023US$345.6bUS$160.7bUS$10.9b12.6x31.8x2.2x
Fri, 10 Mar 2023US$327.7bUS$157.9bUS$11.6b11.5x28.3x2.1x
Sun, 05 Feb 2023US$359.2bUS$157.7bUS$12.5b11.8x28.8x2.3x
Tue, 03 Jan 2023US$328.2bUS$158.1bUS$13.0b9.7x25.3x2.1x
Thu, 01 Dec 2022US$327.7bUS$155.2bUS$13.5b10.7x24.3x2.1x
Sat, 29 Oct 2022US$282.0bUS$154.8bUS$14.8b9.7x19x1.8x
Mon, 26 Sep 2022US$281.8bUS$153.9bUS$15.9b9.5x17.7x1.8x
Wed, 24 Aug 2022US$322.3bUS$153.6bUS$15.7b10.7x20.5x2.1x
Price to Earnings Ratio

20.5x


Total Market Cap: US$322.3bTotal Earnings: US$15.7bTotal Revenue: US$153.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27.4x202320242025
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 27.4x.
  • 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 13% 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 Market1.05%
Consumer Discretionary2.73%
Luxury2.65%
Footwear3.14%
Apparel, Accessories and Luxury Goods1.96%
Textiles-2.06%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 26.9x.
    • Analysts expect its future annual earnings growth (15.0%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 123% over the next 5 years.
  • In contrast, the Footwear industry is expected to see its earnings grow by 15% 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$76.973.7%
+US$4.1b		-7.5%PE35.3x
LULU lululemon athleticaUS$198.464.8%
+US$1.1b		-23.1%PE13.1x
AS Amer SportsUS$38.714.1%
+US$837.4m		237.8%PE106.2x
HBI HanesbrandsUS$6.4332.9%
+US$562.4m		0.9%PE13.4x
CROX CrocsUS$84.7012.6%
+US$516.7m		-37.7%PE19.6x

Latest News

TPR
US$100.74
Tapestry
7D
-7.7%
1Y
149.4%
UAA
US$5.17
Under Armour
7D
-5.0%
1Y
-35.4%

We Like Under Armour's (NYSE:UAA) Earnings For More Than Just Statutory Profit

Aug 15
We Like Under Armour's (NYSE:UAA) Earnings For More Than Just Statutory Profit
BIRK
US$49.80
Birkenstock Holding
7D
3.3%
1Y
-20.8%
HBI
US$6.43
Hanesbrands
7D
32.9%
1Y
0.9%
CROX
US$84.70
Crocs
7D
12.6%
1Y
-37.7%

Crocs' (NASDAQ:CROX) Conservative Accounting Might Explain Soft Earnings

Aug 14
Crocs' (NASDAQ:CROX) Conservative Accounting Might Explain Soft Earnings
UFI
US$4.40
Unifi
7D
-2.0%
1Y
-20.3%
RCKY
US$26.44
Rocky Brands
7D
-0.5%
1Y
-9.8%
NKE
US$76.97
NIKE
7D
3.7%
1Y
-7.5%
MAMK
US$2.34
MaxsMaking
7D
-5.3%
1Y
n/a
VNCE
US$1.45
Vince Holding
7D
-7.6%
1Y
-5.2%
VFC
US$13.08
V.F
7D
10.6%
1Y
-22.5%
FMFC
US$7.00
Kandal M Venture
7D
-7.3%
1Y
n/a
LEVI
US$21.14
Levi Strauss
7D
5.6%
1Y
11.3%

Are Investors Undervaluing Levi Strauss & Co. (NYSE:LEVI) By 35%?

Jul 27
Are Investors Undervaluing Levi Strauss & Co. (NYSE:LEVI) By 35%?
AS
US$38.71
Amer Sports
7D
4.1%
1Y
237.8%
LULU
US$198.46
lululemon athletica
7D
4.8%
1Y
-23.1%

Lacklustre Performance Is Driving lululemon athletica inc.'s (NASDAQ:LULU) 26% Price Drop

Jul 04
Lacklustre Performance Is Driving lululemon athletica inc.'s (NASDAQ:LULU) 26% Price Drop
CULP
US$4.06
Culp
7D
-4.7%
1Y
-14.5%