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U.S. Luxury Industry Analysis

UpdatedMar 28, 2024
DataAggregated Company Financials
Companies73
  • 7D-5.1%
  • 3M-6.2%
  • 1Y-3.7%
  • YTD-4.7%

Over the last 7 days, the Luxury industry has dropped 5.1%, driven by declines in Lululemon Athletica and NIKE of 18% and 6.8%, respectively. Meanwhile, Levi Strauss actually outperformed within the industry, gaining 5.3% in the last week. The industry has fallen 3.7% in the last year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 25 Dec 2021US$472.2bUS$142.6bUS$14.0b16.2x33.8x3.3x
Mon, 22 Nov 2021US$517.6bUS$141.5bUS$13.6b20.6x38.2x3.7x
Wed, 20 Oct 2021US$457.6bUS$138.2bUS$12.7b19.4x36x3.3x
Fri, 17 Sep 2021US$453.0bUS$135.5bUS$12.2b17.6x37.2x3.3x
Sun, 15 Aug 2021US$486.2bUS$136.8bUS$11.8b15.7x41.1x3.6x
Thu, 10 Jun 2021US$409.9bUS$128.7bUS$8.9b17.7x45.9x3.2x
Price to Earnings Ratio

113.8x


Total Market Cap: US$389.4bTotal Earnings: US$3.4bTotal Revenue: US$117.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 33.2x202220232024
Current Industry PE
  • Investors are pessimistic on the American Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 28.9x which is lower than its 3-year average PE of 33.2x.
  • The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 50% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market0.38%
Consumer Discretionary0.034%
Luxury-5.12%
Textiles0.74%
Footwear-3.78%
Apparel, Accessories and Luxury Goods-7.30%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average PE ratio of 31.2x.
    • Analysts are expecting annual earnings growth of 14.9%, which is higher than its past year's earnings growth of 6.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 116% over the next 5 years.
  • This is better than its past earnings decline of 35% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 12% 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
LEVI Levi StraussUS$19.995.3%
+US$398.0m
11.1%PE31.9x
VFC V.FUS$15.345.5%
+US$311.1m
-31.0%PS0.6x
AS Amer SportsUS$16.303.1%
+US$247.6m
n/aPS1.9x
HBI HanesbrandsUS$5.809.8%
+US$182.8m
16.0%PS0.4x
CROX CrocsUS$143.802.0%
+US$169.4m
15.0%PE11x
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Latest News

SKX

US$61.26

Skechers U.S.A

7D

-0.5%

1Y

31.7%

LULU

US$390.65

Lululemon Athletica

7D

-18.4%

1Y

9.1%

LEVI

US$19.99

Levi Strauss

7D

5.3%

1Y

11.1%

CROX

US$143.80

Crocs

7D

2.0%

1Y

15.0%

ONON

US$35.38

On Holding

7D

-0.6%

1Y

14.8%

RL

US$187.76

Ralph Lauren

7D

-1.4%

1Y

64.3%

BIRK

US$47.25

Birkenstock Holding

7D

1.1%

1Y

n/a

COLM

US$81.18

Columbia Sportswear

7D

3.1%

1Y

-7.7%