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U.S. Luxury Industry Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies71
  • 7D0.3%
  • 3M4.1%
  • 1Y-7.2%
  • YTD0.6%

Over the last 7 days, the Luxury industry has risen 3.7%, driven by gains from NIKE of 5.5%. During this same period, the Lululemon Athletica underperformed, falling 6.4%. In contrast, the industry has lost 4.0% in the last 12 months. 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
Fri, 21 Feb 2025US$329.0bUS$161.6bUS$11.4b18.6x28.9x2x
Sun, 19 Jan 2025US$327.8bUS$160.6bUS$11.5b18.4x28.6x2x
Tue, 17 Dec 2024US$336.0bUS$161.7bUS$11.7b18.8x28.6x2.1x
Thu, 14 Nov 2024US$307.1bUS$161.5bUS$11.6b18.7x26.4x1.9x
Sat, 12 Oct 2024US$309.7bUS$161.6bUS$10.7b19.4x28.8x1.9x
Mon, 09 Sep 2024US$292.6bUS$163.0bUS$11.2b17.4x26.1x1.8x
Wed, 07 Aug 2024US$269.9bUS$168.8bUS$11.4b16x23.7x1.6x
Fri, 05 Jul 2024US$293.2bUS$168.0bUS$11.4b17.3x25.8x1.7x
Sun, 02 Jun 2024US$340.8bUS$168.1bUS$10.8b18.4x31.7x2x
Tue, 30 Apr 2024US$318.2bUS$164.3bUS$11.6b19x27.5x1.9x
Thu, 28 Mar 2024US$333.6bUS$164.7bUS$11.5b17.9x28.9x2x
Sat, 24 Feb 2024US$360.5bUS$164.5bUS$10.7b19.8x33.6x2.2x
Mon, 22 Jan 2024US$337.8bUS$159.4bUS$10.9b17.7x30.9x2.1x
Wed, 20 Dec 2023US$378.3bUS$159.3bUS$10.8b17.8x35.1x2.4x
Fri, 17 Nov 2023US$325.6bUS$158.8bUS$10.4b16.2x31.3x2x
Sun, 15 Oct 2023US$299.0bUS$158.5bUS$10.5b14.6x28.4x1.9x
Tue, 12 Sep 2023US$298.5bUS$156.7bUS$10.5b13.8x28.5x1.9x
Thu, 10 Aug 2023US$325.5bUS$156.5bUS$10.8b16x30x2.1x
Sat, 08 Jul 2023US$311.2bUS$156.6bUS$10.7b13x29x2x
Mon, 05 Jun 2023US$311.6bUS$155.6bUS$11.2b11.2x27.8x2x
Wed, 03 May 2023US$351.9bUS$161.1bUS$10.7b11.8x32.8x2.2x
Fri, 31 Mar 2023US$343.2bUS$160.5bUS$10.7b12.5x32x2.1x
Sun, 26 Feb 2023US$331.0bUS$158.1bUS$11.7b11.9x28.4x2.1x
Tue, 24 Jan 2023US$357.9bUS$158.2bUS$13.0b10.9x27.6x2.3x
Thu, 22 Dec 2022US$322.3bUS$157.7bUS$13.0b9.8x24.7x2x
Sat, 19 Nov 2022US$312.1bUS$155.5bUS$14.4b10.5x21.7x2x
Mon, 17 Oct 2022US$264.5bUS$154.3bUS$15.5b8.8x17.1x1.7x
Wed, 14 Sep 2022US$329.6bUS$153.9bUS$15.9b10.8x20.7x2.1x
Fri, 12 Aug 2022US$333.3bUS$153.8bUS$15.8b10.4x21.1x2.2x
Sun, 10 Jul 2022US$310.0bUS$152.4bUS$16.1b10.2x19.2x2x
Tue, 07 Jun 2022US$342.5bUS$152.2bUS$16.2b11.8x21.2x2.3x
Thu, 05 May 2022US$355.3bUS$147.5bUS$15.1b11.6x23.5x2.4x
Sat, 02 Apr 2022US$381.7bUS$146.6bUS$15.1b12.2x25.2x2.6x
Mon, 28 Feb 2022US$397.7bUS$144.7bUS$14.8b14.9x26.9x2.7x
Price to Earnings Ratio

26.9x


Total Market Cap: US$397.7bTotal Earnings: US$14.8bTotal Revenue: US$144.7bTotal 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 8.8% 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 Market-0.41%
Consumer Discretionary-1.02%
Luxury0.32%
Footwear1.93%
Textiles-0.57%
Apparel, Accessories and Luxury Goods-1.66%
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 26.6x.
    • Analysts are expecting annual earnings growth of 21.4%, 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 113% over the next 5 years.
  • This is better than its past earnings decline of 48% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 7.7% 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$77.235.5%
+US$5.9b
-26.5%PE23.4x
RL Ralph LaurenUS$286.502.9%
+US$492.3m
53.1%PE25.1x
COLM Columbia SportswearUS$90.309.3%
+US$441.0m
10.2%PE23.1x
VFC V.FUS$26.483.7%
+US$366.2m
66.5%PS1x
KTB Kontoor BrandsUS$89.537.2%
+US$331.4m
40.9%PE19.7x
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Latest News

NKE

US$77.23

NIKE

7D

5.5%

1Y

-26.5%

WWW

US$15.22

Wolverine World Wide

7D

-19.3%

1Y

49.8%

BIRK

US$54.02

Birkenstock Holding

7D

-5.1%

1Y

5.3%

VFC

US$26.48

V.F

7D

3.7%

1Y

66.5%

COLM

US$90.30

Columbia Sportswear

7D

9.3%

1Y

10.2%

CPRI

US$21.85

Capri Holdings

7D

-3.4%

1Y

-53.1%

SHOO

US$38.70

Steven Madden

7D

-2.4%

1Y

-11.4%

PVH

US$78.66

PVH

7D

1.5%

1Y

-41.6%

AS

US$29.34

Amer Sports

7D

-5.0%

1Y

95.3%