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U.S. Luxury Industry Analysis

UpdatedJan 20, 2025
DataAggregated Company Financials
Companies72
  • 7D-0.6%
  • 3M5.7%
  • 1Y-5.5%
  • YTD0.2%

Over the last 7 days, the Luxury industry has remained flat, although notably Tapestry gained 6.3%. As for the longer term, the industry has declined 5.5% in the last year. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 20 Jan 2025US$327.8bUS$160.6bUS$11.5b18.4x28.6x2x
Wed, 18 Dec 2024US$337.0bUS$161.7bUS$11.7b18.8x28.7x2.1x
Fri, 15 Nov 2024US$307.8bUS$161.5bUS$11.6b18.6x26.5x1.9x
Sun, 13 Oct 2024US$312.2bUS$161.6bUS$10.7b19.4x29.1x1.9x
Tue, 10 Sep 2024US$291.2bUS$163.0bUS$11.2b17.4x26x1.8x
Thu, 08 Aug 2024US$274.7bUS$168.6bUS$11.2b15.7x24.6x1.6x
Sat, 06 Jul 2024US$292.9bUS$168.3bUS$11.3b17.1x25.9x1.7x
Mon, 03 Jun 2024US$340.8bUS$168.1bUS$10.8b18.4x31.7x2x
Wed, 01 May 2024US$313.7bUS$164.3bUS$11.6b18.3x27.1x1.9x
Fri, 29 Mar 2024US$333.6bUS$164.6bUS$11.6b18.8x28.8x2x
Sun, 25 Feb 2024US$360.5bUS$164.5bUS$10.7b19.8x33.6x2.2x
Tue, 23 Jan 2024US$337.4bUS$159.4bUS$10.9b17.7x30.8x2.1x
Thu, 21 Dec 2023US$378.3bUS$159.3bUS$10.8b17.7x35.1x2.4x
Sat, 18 Nov 2023US$326.5bUS$158.9bUS$10.4b16.3x31.4x2.1x
Mon, 16 Oct 2023US$299.0bUS$158.5bUS$10.5b14.6x28.4x1.9x
Wed, 13 Sep 2023US$298.5bUS$156.7bUS$10.5b13.2x28.4x1.9x
Fri, 11 Aug 2023US$325.2bUS$156.3bUS$10.6b15.5x30.6x2.1x
Sun, 09 Jul 2023US$311.2bUS$156.6bUS$10.7b13x29x2x
Tue, 06 Jun 2023US$310.8bUS$155.6bUS$11.2b11.1x27.7x2x
Thu, 04 May 2023US$349.4bUS$154.9bUS$10.9b12.1x32.2x2.3x
Sat, 01 Apr 2023US$349.9bUS$160.5bUS$10.7b12.7x32.6x2.2x
Mon, 27 Feb 2023US$331.0bUS$157.9bUS$11.6b11.9x28.4x2.1x
Wed, 25 Jan 2023US$354.0bUS$158.2bUS$13.0b11x27.3x2.2x
Fri, 23 Dec 2022US$322.1bUS$157.7bUS$13.0b9.8x24.7x2x
Sun, 20 Nov 2022US$312.1bUS$155.7bUS$14.2b10.5x22x2x
Tue, 18 Oct 2022US$264.5bUS$154.3bUS$15.5b8.8x17.1x1.7x
Thu, 15 Sep 2022US$312.4bUS$153.9bUS$15.9b10.1x19.7x2x
Sat, 13 Aug 2022US$337.7bUS$153.5bUS$15.7b10.8x21.5x2.2x
Mon, 11 Jul 2022US$310.0bUS$152.4bUS$16.1b10.2x19.2x2x
Wed, 08 Jun 2022US$345.7bUS$152.2bUS$16.2b11.6x21.4x2.3x
Fri, 06 May 2022US$341.2bUS$147.6bUS$15.1b11.2x22.5x2.3x
Sun, 03 Apr 2022US$381.7bUS$146.6bUS$15.1b12.5x25.2x2.6x
Tue, 01 Mar 2022US$393.5bUS$144.7bUS$14.8b14.9x26.6x2.7x
Thu, 27 Jan 2022US$406.4bUS$143.9bUS$14.1b16.3x28.8x2.8x
Price to Earnings Ratio

28.8x


Total Market Cap: US$406.4bTotal Earnings: US$14.1bTotal Revenue: US$143.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 26.9x202320242025
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 26.9x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 6.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 3.7% per year.
  • This means that although more sales are being generated, 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 Market3.25%
Consumer Discretionary4.22%
Luxury-0.61%
Textiles3.39%
Footwear0.16%
Apparel, Accessories and Luxury Goods-1.63%
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 26.1x.
    • Analysts are expecting annual earnings growth of 20.4%, which is higher than its past year's earnings growth of 11.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 119% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 8.9% 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
TPR TapestryUS$71.397.0%
+US$1.1b
90.6%PE20.3x
ONON On HoldingUS$57.984.7%
+US$832.3m
105.6%PE134.8x
DECK Deckers OutdoorUS$209.912.6%
+US$808.2m
64.1%PE36.4x
BIRK Birkenstock HoldingUS$59.935.8%
+US$614.2m
25.9%PE57.2x
AS Amer SportsUS$29.762.3%
+US$360.6m
n/aPS3.4x
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Latest News

DECK

US$209.91

Deckers Outdoor

7D

2.6%

1Y

64.1%

LEVI

US$17.37

Levi Strauss

7D

-1.4%

1Y

11.3%

AS

US$29.76

Amer Sports

7D

2.3%

1Y

n/a

LULU

US$373.70

Lululemon Athletica

7D

-5.5%

1Y

-22.8%

OXM

US$85.28

Oxford Industries

7D

-1.8%

1Y

-12.8%