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U.S. Luxury Industry Analysis

UpdatedJan 01, 2026
DataAggregated Company Financials
Companies66
  • 7D1.1%
  • 3M-2.7%
  • 1Y-13.3%
  • YTD-12.4%

In the last week, the Luxury industry is up 1.1%, with NIKE up 6.2%. However, the industry is down 13% over the past year. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 01 Jan 2026US$268.8bUS$149.5bUS$9.1b19.5x29.7x1.8x
Sat, 29 Nov 2025US$266.4bUS$152.7bUS$10.1b20x26.5x1.7x
Mon, 27 Oct 2025US$265.7bUS$148.3bUS$9.7b19.7x27.3x1.8x
Wed, 24 Sep 2025US$273.4bUS$148.0bUS$9.9b21.2x27.5x1.8x
Fri, 22 Aug 2025US$286.4bUS$157.1bUS$10.5b19.4x27.2x1.8x
Sun, 20 Jul 2025US$291.5bUS$160.2bUS$10.3b15.8x28.2x1.8x
Tue, 17 Jun 2025US$262.5bUS$161.5bUS$11.6b15.8x22.7x1.6x
Thu, 15 May 2025US$286.3bUS$161.0bUS$11.5b18.1x24.9x1.8x
Sat, 12 Apr 2025US$235.3bUS$161.7bUS$11.4b13.6x20.7x1.5x
Mon, 10 Mar 2025US$303.5bUS$162.2bUS$11.6b17.2x26.3x1.9x
Wed, 05 Feb 2025US$335.9bUS$161.1bUS$11.8b17.9x28.4x2.1x
Fri, 03 Jan 2025US$330.4bUS$160.6bUS$11.5b18.5x28.8x2.1x
Sun, 01 Dec 2024US$327.0bUS$163.1bUS$11.4b19.3x28.7x2x
Tue, 29 Oct 2024US$304.5bUS$162.0bUS$10.8b18.4x28.1x1.9x
Thu, 26 Sep 2024US$314.7bUS$163.0bUS$11.1b18.9x28.3x1.9x
Sat, 24 Aug 2024US$304.4bUS$162.9bUS$11.1b18.3x27.5x1.9x
Mon, 22 Jul 2024US$285.3bUS$168.4bUS$11.3b17.5x25.2x1.7x
Wed, 19 Jun 2024US$336.4bUS$168.2bUS$10.8b18.8x31.1x2x
Fri, 17 May 2024US$318.9bUS$164.0bUS$11.7b20.1x27.3x1.9x
Sun, 14 Apr 2024US$311.3bUS$164.4bUS$11.5b17.6x27x1.9x
Tue, 12 Mar 2024US$350.0bUS$164.5bUS$10.8b17.6x32.4x2.1x
Thu, 08 Feb 2024US$339.4bUS$159.0bUS$10.5b17.9x32.5x2.1x
Sat, 06 Jan 2024US$337.9bUS$159.4bUS$11.0b17.5x30.6x2.1x
Mon, 04 Dec 2023US$352.1bUS$158.9bUS$10.7b17x32.8x2.2x
Wed, 01 Nov 2023US$309.9bUS$158.8bUS$10.3b13.9x30x2x
Fri, 29 Sep 2023US$280.7bUS$156.8bUS$10.6b13.2x26.6x1.8x
Sun, 27 Aug 2023US$298.2bUS$156.2bUS$10.4b14.3x28.6x1.9x
Tue, 25 Jul 2023US$324.7bUS$156.7bUS$10.7b13.7x30.2x2.1x
Thu, 22 Jun 2023US$320.1bUS$155.6bUS$11.2b11.9x28.6x2.1x
Sat, 20 May 2023US$322.9bUS$155.4bUS$11.5b11.4x28.1x2.1x
Mon, 17 Apr 2023US$351.6bUS$160.7bUS$10.9b12.7x32.4x2.2x
Wed, 15 Mar 2023US$325.0bUS$157.9bUS$11.6b11.3x28.1x2.1x
Fri, 10 Feb 2023US$339.9bUS$158.0bUS$12.1b11.3x28.2x2.2x
Sun, 08 Jan 2023US$345.4bUS$158.1bUS$13.0b10x26.6x2.2x
Price to Earnings Ratio

26.6x


Total Market Cap: US$345.4bTotal Earnings: US$13.0bTotal Revenue: US$158.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.2x202420252026
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 28.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 11% 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-1.43%
Consumer Discretionary-2.43%
Luxury1.12%
Textiles5.28%
Footwear3.79%
Apparel, Accessories and Luxury Goods-1.58%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 27.5x.
    • Analysts are expecting annual earnings growth of 21.6%, which is higher than its past year's earnings decline of 10.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 111% over the next 5 years.
  • 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?

CompanyLast Price7D1YValuation
NKE NIKEUS$63.716.2%
+US$5.6b		-15.8%PE37.4x
DECK Deckers OutdoorUS$103.672.7%
+US$396.4m		-49.0%PE14.9x
UAA Under ArmourUS$4.977.6%
+US$148.4m		-40.0%PS0.4x
WWW Wolverine World WideUS$18.152.4%
+US$35.2m		-18.2%PE17.1x
CRI Carter'sUS$32.432.3%
+US$26.2m		-40.2%PE13.6x

Latest News

RL
US$353.61
Ralph Lauren
7D
-2.2%
1Y
53.1%

Is It Time To Consider Buying Ralph Lauren Corporation (NYSE:RL)?

Jan 01
Is It Time To Consider Buying Ralph Lauren Corporation (NYSE:RL)?
NKE
US$63.71
NIKE
7D
6.2%
1Y
-15.8%
LULU
US$207.81
lululemon athletica
7D
-1.2%
1Y
-45.7%
UAA
US$4.97
Under Armour
7D
7.6%
1Y
-40.0%
LANV
US$2.01
Lanvin Group Holdings
7D
9.8%
1Y
0%
WWW
US$18.15
Wolverine World Wide
7D
2.4%
1Y
-18.2%
CROX
US$85.52
Crocs
7D
-5.6%
1Y
-21.9%

CROX Initiatives Will Pressure Near-Term Results And Limit Upside Potential

Analysts have nudged their fair value estimate for Crocs higher from $67 to $71 per share, reflecting greater confidence in the company’s improving profitability and long-term earnings power despite near-term pressures from strategic initiatives and more cautious sentiment in recent checks. Analyst Commentary Bearish analysts acknowledge that Crocs is pursuing strategic initiatives aimed at strengthening the brand and improving long term profitability, but they see these efforts as a headwind to near term execution and financial visibility.
CRI
US$32.43
Carter's
7D
2.3%
1Y
-40.2%

CRI: Governance Tightening And Weaker Revenue Outlook Will Pressure Future Returns

Analysts have modestly lowered their price target on Carter's, trimming fair value by approximately $0.70 to about $28.80. They are factoring in weaker revenue growth expectations, which are partly offset by slightly improved profit margins and a marginally lower discount rate and future P/E multiple.
PLBY
US$1.88
Playboy
7D
3.3%
1Y
28.8%
DECK
US$103.67
Deckers Outdoor
7D
2.7%
1Y
-49.0%

DECK: Brand Strength And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Deckers Outdoor by about $0.60 per share, reflecting slightly lower fair value and profit margin assumptions, even as they acknowledge resilient Hoka and Ugg growth prospects and an overall still-attractive valuation. Analyst Commentary Recent Street research reflects a divided but generally constructive view on Deckers Outdoor, with shifts in ratings and price targets driven by updated assessments of growth durability, margin trajectory, and valuation support.
VFC
US$18.08
V.F
7D
-1.4%
1Y
-15.8%

VFC: Future Returns Will Depend On Vans Turnaround Versus Improving Profitability

The analyst price target for V.F. has been raised modestly from about $16.05 to approximately $16.95 per share. Analysts now see improving profitability and a slightly lower valuation multiple offsetting slower expected revenue growth, amid mixed but generally upward revisions to Street price targets.
TPR
US$127.77
Tapestry
7D
-1.9%
1Y
95.6%

TPR: Rising Price Views And Buybacks Will Support Measured Long Term Upside

Analysts have modestly raised their price target on Tapestry, reflecting an improved fair value estimate of approximately $125 per share as they factor in stronger revenue growth, slightly higher profit margins, and updated retail insights from recent luxury sector conferences. Analyst Commentary Bullish analysts highlight that the latest round of price target increases, including a move to $148 per share from JPMorgan, signals growing confidence in Tapestry's ability to compound earnings through both revenue growth and disciplined margin management.
LEVI
US$20.74
Levi Strauss
7D
-2.1%
1Y
19.9%

LEVI: Brand Strength And Margin Resilience Will Drive Upside Ahead

Analysts have raised their fair value estimate for Levi Strauss from $24.82 to $33.00 per share, citing a strengthening brand, resilient gross margins despite tariff and spending headwinds, and a constructive setup for continued beat-and-raise potential. Analyst Commentary Bullish analysts are increasingly constructive on Levi Strauss, highlighting a combination of brand strength, margin resilience, and conservative guidance that underpins the recent reset higher in fair value estimates.
BIRK
US$40.90
Birkenstock Holding
7D
-3.7%
1Y
-27.8%
AS
US$37.35
Amer Sports
7D
-1.3%
1Y
33.6%

AS: Future Earnings Will Rise As Guidance And Margins Remain Strong

Analysts have modestly raised their price target on Amer Sports, lifting fair value from approximately $46.38 to $46.75 per share. They cite slightly lower perceived risk, broadly unchanged expectations for strong mid-teens revenue growth, and resilient double digit profit margins, which together support a somewhat higher future earnings multiple.
DOGZ
US$10.60
Dogness (International)
7D
4.2%
1Y
-76.7%

Dogness (International) Corporation's (NASDAQ:DOGZ) Popularity With Investors Under Threat As Stock Sinks 27%

Nov 21
Dogness (International) Corporation's (NASDAQ:DOGZ) Popularity With Investors Under Threat As Stock Sinks 27%