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U.S. Luxury Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies68
  • 7D3.7%
  • 3M-10.6%
  • 1Y-14.1%
  • YTD-19.1%

Over the last 7 days, the Luxury industry has risen 3.7%, driven by gains from NIKE of 5.5%. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Nov 2025US$254.9bUS$152.6bUS$10.0b18.9x25.5x1.7x
Wed, 15 Oct 2025US$260.0bUS$148.1bUS$9.7b19.5x26.8x1.8x
Fri, 12 Sep 2025US$284.3bUS$157.4bUS$10.6b20.4x26.8x1.8x
Sun, 10 Aug 2025US$281.4bUS$156.5bUS$11.2b18.7x25.2x1.8x
Tue, 08 Jul 2025US$296.2bUS$160.1bUS$10.3b17.2x28.8x1.8x
Thu, 05 Jun 2025US$285.4bUS$161.2bUS$11.8b16.4x24.2x1.8x
Sat, 03 May 2025US$247.7bUS$160.9bUS$11.6b14.5x21.4x1.5x
Mon, 31 Mar 2025US$266.1bUS$161.3bUS$11.3b15.9x23.5x1.6x
Wed, 26 Feb 2025US$326.5bUS$162.1bUS$11.5b18.7x28.5x2x
Fri, 24 Jan 2025US$338.4bUS$160.6bUS$11.5b18.6x29.5x2.1x
Sun, 22 Dec 2024US$335.7bUS$160.8bUS$11.4b18.5x29.4x2.1x
Tue, 19 Nov 2024US$307.3bUS$161.5bUS$11.6b18.1x26.4x1.9x
Thu, 17 Oct 2024US$313.2bUS$161.5bUS$10.7b19.3x29.2x1.9x
Sat, 14 Sep 2024US$294.5bUS$163.0bUS$11.2b17.7x26.3x1.8x
Mon, 12 Aug 2024US$279.2bUS$162.6bUS$10.9b16.5x25.5x1.7x
Wed, 10 Jul 2024US$290.9bUS$168.3bUS$11.3b17.5x25.7x1.7x
Fri, 07 Jun 2024US$338.8bUS$168.0bUS$10.8b18.6x31.4x2x
Sun, 05 May 2024US$315.2bUS$164.4bUS$11.7b19.4x27x1.9x
Tue, 02 Apr 2024US$335.1bUS$164.3bUS$11.5b19.4x29.2x2x
Thu, 29 Feb 2024US$361.2bUS$164.4bUS$10.8b19.4x33.6x2.2x
Sat, 27 Jan 2024US$335.8bUS$159.4bUS$10.9b17.6x30.8x2.1x
Mon, 25 Dec 2023US$353.6bUS$159.4bUS$11.0b17.8x32.1x2.2x
Wed, 22 Nov 2023US$325.6bUS$158.9bUS$10.4b16.3x31.3x2x
Fri, 20 Oct 2023US$310.6bUS$158.5bUS$10.5b15.3x29.5x2x
Sun, 17 Sep 2023US$296.1bUS$156.9bUS$10.6b14x28x1.9x
Tue, 15 Aug 2023US$322.2bUS$156.2bUS$10.5b15x30.8x2.1x
Thu, 13 Jul 2023US$324.4bUS$156.7bUS$10.7b13.7x30.2x2.1x
Sat, 10 Jun 2023US$311.5bUS$155.6bUS$11.2b11.8x27.8x2x
Mon, 08 May 2023US$349.6bUS$154.8bUS$10.8b12.1x32.3x2.3x
Wed, 05 Apr 2023US$351.3bUS$160.5bUS$10.7b12.6x32.7x2.2x
Fri, 03 Mar 2023US$337.7bUS$158.0bUS$11.6b12.1x29x2.1x
Sun, 29 Jan 2023US$356.3bUS$158.1bUS$13.0b11.3x27.5x2.3x
Tue, 27 Dec 2022US$322.7bUS$157.7bUS$13.0b9.8x24.7x2x
Thu, 24 Nov 2022US$317.8bUS$155.2bUS$13.5b10.7x23.5x2x
Price to Earnings Ratio

23.5x


Total Market Cap: US$317.8bTotal Earnings: US$13.5bTotal Revenue: US$155.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.1x202320242025
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 28.1x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 9.5% 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 Market-0.39%
Consumer Discretionary-3.22%
Luxury3.66%
Footwear5.43%
Apparel, Accessories and Luxury Goods1.66%
Textiles-3.58%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 27.4x.
    • Analysts are expecting annual earnings growth of 19.0%, which is lower than the prior year's growth of 27.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 120% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 16% 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$64.175.5%
+US$5.0b		-14.3%PE32.8x
ONON On HoldingUS$42.4021.3%
+US$2.4b		-17.7%PE49x
DECK Deckers OutdoorUS$82.823.7%
+US$434.3m		-53.1%PE11.9x
BIRK Birkenstock HoldingUS$40.142.8%
+US$200.5m		-13.6%PE20.7x
COLM Columbia SportswearUS$53.695.2%
+US$141.7m		-34.9%PE15.5x

Latest News

NKE
US$64.17
NIKE
7D
5.5%
1Y
-14.3%

NKE: Margin Recovery And Channel Inventory Progress Will Drive Upside Momentum

NIKE’s analyst price target saw a modest increase, rising by approximately $0.43 to $83.70. Analysts noted improving inventory trends and better-than-expected margin recovery, while acknowledging ongoing macro and tariff headwinds.
ZGN
US$9.79
Ermenegildo Zegna
7D
-1.9%
1Y
30.0%

ZGN: Double-Digit Earnings Growth Will Support Upside Momentum

Ermenegildo Zegna’s analyst price target has edged slightly lower, with the fair value estimate decreasing by $0.04 to $11.09. Analysts are weighing moderately reduced growth expectations in comparison to ongoing strength in luxury demand and improving margins.
ONON
US$42.40
On Holding
7D
21.3%
1Y
-17.7%
VFC
US$14.97
V.F
7D
2.3%
1Y
-23.6%
TPR
US$101.41
Tapestry
7D
-4.4%
1Y
79.3%

Some May Be Optimistic About Tapestry's (NYSE:TPR) Earnings

Nov 13
Some May Be Optimistic About Tapestry's (NYSE:TPR) Earnings
RL
US$331.48
Ralph Lauren
7D
-1.0%
1Y
59.5%

RL: Future Margin Improvements And Brand Strength Will Balance Macro Risks

Ralph Lauren’s analyst price target was increased from approximately $354 to nearly $366 per share. Analysts point to sustained brand momentum and improving margin forecasts as key drivers of the upward revision.
COLM
US$53.69
Columbia Sportswear
7D
5.2%
1Y
-34.9%

COLM: Earnings Outlook Will Reflect Ongoing Sales Pressures And Recovery Potential

Analysts have slightly reduced their fair value estimate for Columbia Sportswear to $57.57 from $58.22. This revision is due to ongoing topline challenges and more cautious long-term growth projections following recent guidance and earnings updates.
WWW
US$15.44
Wolverine World Wide
7D
-5.5%
1Y
-29.5%
AS
US$30.37
Amer Sports
7D
0.8%
1Y
55.4%
LEVI
US$21.41
Levi Strauss
7D
1.5%
1Y
32.3%

LEVI: Future Will Be Driven By Strong Brand Momentum And International Sales

Levi Strauss's analyst price target has increased to approximately $27. Analysts cite strong brand momentum, resilient gross margin performance, and optimism around international growth as key drivers behind the new valuation.
DECK
US$82.82
Deckers Outdoor
7D
3.7%
1Y
-53.1%

DECK: Future Guidance Will Face Challenges From Slowing Brand Momentum

Deckers Outdoor's analyst price target has been revised downward by approximately $3. This adjustment reflects recent softening in the sales outlook and moderated growth expectations highlighted by analysts.
BIRK
US$40.14
Birkenstock Holding
7D
2.8%
1Y
-13.6%

Is Birkenstock Holding plc (NYSE:BIRK) Potentially Undervalued?

Nov 05
Is Birkenstock Holding plc (NYSE:BIRK) Potentially Undervalued?
CROX
US$73.39
Crocs
7D
-0.9%
1Y
-24.0%
LANV
US$1.88
Lanvin Group Holdings
7D
-7.4%
1Y
7.4%
DOGZ
US$10.80
Dogness (International)
7D
-10.4%
1Y
-77.5%
OXM
US$35.01
Oxford Industries
7D
-2.5%
1Y
-53.9%