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U.S. Luxury Industry Analysis

UpdatedFeb 17, 2026
DataAggregated Company Financials
Companies67
  • 7D1.4%
  • 3M12.4%
  • 1Y-9.2%
  • YTD2.1%

Ralph Lauren is up 6.0%, leading the way for the Luxury industry, which has gained 1.8%. In contrast, the industry has lost 9.2% in the last 12 months. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026US$279.6bUS$154.3bUS$7.7b21.2x36.3x1.8x
Thu, 15 Jan 2026US$279.4bUS$149.5bUS$9.0b20.7x30.9x1.9x
Sat, 13 Dec 2025US$278.4bUS$149.4bUS$9.4b22.4x29.7x1.9x
Mon, 10 Nov 2025US$243.0bUS$152.4bUS$9.9b18.4x24.6x1.6x
Wed, 08 Oct 2025US$271.9bUS$148.0bUS$9.6b20.5x28.3x1.8x
Fri, 05 Sep 2025US$293.3bUS$157.2bUS$10.6b20.8x27.6x1.9x
Sun, 03 Aug 2025US$284.4bUS$160.4bUS$10.3b16.7x27.7x1.8x
Tue, 01 Jul 2025US$286.0bUS$160.2bUS$10.3b16x27.8x1.8x
Thu, 29 May 2025US$289.1bUS$161.4bUS$12.0b16.5x24.2x1.8x
Sat, 26 Apr 2025US$250.4bUS$161.5bUS$11.5b16x21.9x1.6x
Mon, 24 Mar 2025US$280.9bUS$160.9bUS$11.2b16.6x25.1x1.7x
Wed, 19 Feb 2025US$322.5bUS$161.6bUS$11.2b18.4x28.7x2x
Fri, 17 Jan 2025US$325.5bUS$160.6bUS$11.5b18.1x28.4x2x
Sun, 15 Dec 2024US$336.0bUS$161.7bUS$11.7b19.5x28.6x2.1x
Tue, 12 Nov 2024US$305.4bUS$161.4bUS$11.7b19x26.2x1.9x
Thu, 10 Oct 2024US$308.4bUS$161.6bUS$10.7b19x28.7x1.9x
Sat, 07 Sep 2024US$292.7bUS$163.0bUS$11.2b17.4x26.1x1.8x
Mon, 05 Aug 2024US$276.8bUS$168.8bUS$11.4b16x24.4x1.6x
Wed, 03 Jul 2024US$297.1bUS$167.7bUS$11.4b17.3x26.2x1.8x
Fri, 31 May 2024US$334.5bUS$168.1bUS$10.8b18.1x31.1x2x
Sun, 28 Apr 2024US$318.2bUS$164.3bUS$11.6b18.8x27.5x1.9x
Tue, 26 Mar 2024US$332.9bUS$164.8bUS$11.5b17.5x28.8x2x
Thu, 22 Feb 2024US$351.6bUS$164.6bUS$10.5b19.2x33.6x2.1x
Sat, 20 Jan 2024US$335.4bUS$159.4bUS$10.9b17.7x30.7x2.1x
Mon, 18 Dec 2023US$372.7bUS$159.3bUS$10.8b17.4x34.6x2.3x
Wed, 15 Nov 2023US$315.7bUS$158.7bUS$10.4b16.5x30.5x2x
Fri, 13 Oct 2023US$300.0bUS$158.5bUS$10.5b14.6x28.5x1.9x
Sun, 10 Sep 2023US$300.3bUS$156.7bUS$10.5b13.8x28.7x1.9x
Tue, 08 Aug 2023US$327.4bUS$156.6bUS$10.8b16.1x30.3x2.1x
Thu, 06 Jul 2023US$318.9bUS$156.7bUS$10.8b13.2x29.5x2x
Sat, 03 Jun 2023US$311.6bUS$155.6bUS$11.2b11.2x27.8x2x
Mon, 01 May 2023US$353.4bUS$161.1bUS$10.7b12.3x32.9x2.2x
Wed, 29 Mar 2023US$333.6bUS$159.8bUS$11.1b12.2x30.2x2.1x
Fri, 24 Feb 2023US$336.3bUS$158.1bUS$11.7b11.5x28.8x2.1x
Price to Earnings Ratio

28.8x


Total Market Cap: US$336.3bTotal Earnings: US$11.7bTotal Revenue: US$158.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.4x202420252026
Current Industry PE
  • Investors are optimistic on the American Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 36.3x which is higher than its 3-year average PE of 28.4x.
  • 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 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 Market-1.93%
Consumer Discretionary-2.39%
Luxury1.42%
Footwear1.84%
Apparel, Accessories and Luxury Goods0.99%
Textiles-1.04%
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 30.4x.
    • Analysts are expecting annual earnings growth of 18.4%, which is higher than its past year's earnings decline of 14.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 129% 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
RL Ralph LaurenUS$369.186.0%
+US$1.3b		30.6%PE24.3x
NKE NIKEUS$63.131.2%
+US$1.1b		-13.6%PE37x
CROX CrocsUS$96.8815.2%
+US$501.0m		-10.7%PS1.2x
ONON On HoldingUS$45.292.1%
+US$316.8m		-13.0%PE51.7x
LEVI Levi StraussUS$21.912.7%
+US$226.5m		19.9%PE17x

Latest News

BIRK
US$39.80
Birkenstock Holding
7D
3.0%
1Y
-28.0%

Birkenstock Holding plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Feb 15
Birkenstock Holding plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
WWW
US$17.61
Wolverine World Wide
7D
-3.2%
1Y
-5.0%
LEVI
US$21.91
Levi Strauss
7D
2.7%
1Y
19.9%
NKE
US$63.13
NIKE
7D
1.2%
1Y
-13.6%
CROX
US$96.88
Crocs
7D
15.2%
1Y
-10.7%
SHOO
US$39.19
Steven Madden
7D
7.3%
1Y
-1.1%
TPR
US$153.80
Tapestry
7D
-0.5%
1Y
75.4%
ONON
US$45.29
On Holding
7D
2.1%
1Y
-13.0%
PLBY
US$1.99
Playboy
7D
-6.1%
1Y
2.1%
FIGS
US$10.25
FIGS
7D
-4.6%
1Y
86.4%

FIGS: Demand Uncertainty In Specialty Retail Will Constrain Future Share Performance

Analysts have raised their FIGS fair value estimate from about $4.00 to roughly $6.20 per share. This reflects updated assumptions for revenue growth, profit margins, and the future P/E multiple that are in line with recent price target increases from firms such as Morgan Stanley, Barclays, and Roth Capital.
DECK
US$115.73
Deckers Outdoor
7D
1.1%
1Y
-25.4%

DECK: Expanded Discounting Will Pressure Margins And Future Wholesale Relationships

Analysts have lifted their Deckers Outdoor fair value estimate from $81.00 to $90.00, reflecting a tighter P/E assumption and a slightly higher profit margin outlook that align with a recent wave of Street price target increases across multiple firms. Analyst Commentary Recent price target moves on Deckers Outdoor have leaned positive overall, but there is a clear pocket of skepticism that is worth your attention if you are weighing risk versus reward at current levels.
RL
US$369.18
Ralph Lauren
7D
6.0%
1Y
30.6%

RL: Margin Expansion And Brand Elevation Will Support Higher Future Earnings Power

Our fair value estimate for Ralph Lauren has risen by about $34 to roughly $404, as analysts adjust their price targets higher in response to updated sector views, revised discount rates, and refreshed assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for Ralph Lauren, with several firms refreshing their models and assumptions.
UAA
US$7.19
Under Armour
7D
-8.5%
1Y
1.3%

UAA: Future Margin Recovery Will Depend On Executing Profitability Initiatives

Narrative Update on Under Armour Analysts have raised their price target range for Under Armour, with one move highlighted by a shift from about US$5.87 to roughly US$6.51, citing updated views on discount rates, revenue growth, profit margins and a lower assumed future P/E multiple. Analyst Commentary Recent research updates on Under Armour cluster around modestly higher price targets and refreshed views on how the company might execute on its plan and be valued by the market.
VFC
US$20.30
V.F
7D
-3.8%
1Y
-20.7%

VFC: Inventory Discipline And 2026 Outlook Will Reframe Risk Reward Profile

Analysts have nudged their price targets on V.F. higher, and this is reflected in our fair value estimate moving from $30.70 to $31.44, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Street research on V.F. has leaned constructive, with a cluster of price target increases from multiple firms over a short period.
OXM
US$38.22
Oxford Industries
7D
-3.6%
1Y
-48.1%

OXM: Fair Outlook Will Balance Impairment Charges And Revised Earnings Guidance

Analysts have modestly adjusted their price targets on Oxford Industries, with updated fair value holding at $36.75. They are factoring in slightly higher assumed revenue growth, a marginally lower profit margin, a higher discount rate and a small increase in the future P/E multiple used in their models.
MOV
US$24.36
Movado Group
7D
-0.9%
1Y
25.1%