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U.S. Luxury Industry Analysis

UpdatedFeb 29, 2024
DataAggregated Company Financials
Companies75
  • 7D1.2%
  • 3M4.7%
  • 1Y6.0%
  • YTD2.2%

In the last week, the Luxury industry is up 1.2%, with Lululemon Athletica up 4.7%. In the last 12 months, the industry was up 6.0%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 22 Oct 2022US$268.3bUS$154.3bUS$15.5b9x17.4x1.7x
Mon, 19 Sep 2022US$305.0bUS$153.9bUS$15.9b9.9x19.2x2x
Wed, 17 Aug 2022US$345.0bUS$153.5bUS$15.7b11x22x2.2x
Fri, 15 Jul 2022US$301.9bUS$152.4bUS$16.1b9.7x18.7x2x
Sun, 12 Jun 2022US$326.0bUS$152.4bUS$16.2b11x20.1x2.1x
Tue, 10 May 2022US$326.8bUS$150.3bUS$15.7b10.7x20.8x2.2x
Thu, 07 Apr 2022US$368.2bUS$146.5bUS$15.2b12x24.2x2.5x
Sat, 05 Mar 2022US$371.3bUS$144.8bUS$14.7b14.1x25.2x2.6x
Mon, 31 Jan 2022US$411.4bUS$144.9bUS$14.4b16.1x28.6x2.8x
Wed, 29 Dec 2021US$475.2bUS$142.6bUS$14.0b16.4x34x3.3x
Fri, 26 Nov 2021US$508.9bUS$141.6bUS$13.6b20.6x37.5x3.6x
Sun, 24 Oct 2021US$469.9bUS$139.1bUS$13.0b19.9x36.1x3.4x
Tue, 21 Sep 2021US$450.5bUS$135.5bUS$12.2b17.4x37x3.3x
Thu, 19 Aug 2021US$464.3bUS$136.8bUS$11.8b14.6x39.2x3.4x
Thu, 03 Jun 2021US$409.9bUS$128.7bUS$8.9b17.7x45.9x3.2x
Sun, 07 Mar 2021US$387.7bUS$115.7bUS$1.1b14.9x343.2x3.3x
Price to Earnings Ratio

343.2x


Total Market Cap: US$387.7bTotal Earnings: US$1.1bTotal Revenue: US$115.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 33.3x202220232024
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 33.3x.
  • The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 112% 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 Market1.78%
Consumer Discretionary2.50%
Luxury1.22%
Apparel, Accessories and Luxury Goods2.70%
Textiles0.67%
Footwear0.33%
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 31.1x.
    • Analysts are expecting annual earnings growth of 18.5%, which is higher than its past year's earnings decline of 7.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 118% 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 14% 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
LULU Lululemon AthleticaUS$464.144.7%
+US$2.6b
50.0%PE58.5x
ONON On HoldingUS$34.258.5%
+US$852.2m
54.3%PE119.8x
AS Amer SportsUS$16.058.8%
+US$656.8m
n/aPS1.9x
DECK Deckers OutdoorUS$882.422.4%
+US$532.9m
112.3%PE31.3x
CROX CrocsUS$123.266.5%
+US$456.2m
-1.0%PE9.4x
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COLM

US$81.69

Columbia Sportswear

7D

0.2%

1Y

-7.6%

PVH

US$136.94

PVH

7D

4.4%

1Y

70.7%

DECK

US$882.42

Deckers Outdoor

7D

2.4%

1Y

112.3%

CROX

US$123.26

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7D

6.5%

1Y

-1.0%

ONON

US$34.25

On Holding

7D

8.5%

1Y

54.3%

SHOO

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Steven Madden

7D

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1Y

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AS

US$16.05

Amer Sports

7D

8.8%

1Y

n/a