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U.S. Luxury Industry Analysis

UpdatedMay 29, 2025
DataAggregated Company Financials
Companies67
  • 7D0.6%
  • 3M-10.5%
  • 1Y-10.8%
  • YTD-12.0%

Over the last 7 days, the Luxury industry has dropped 1.1%, driven by Deckers Outdoor declining 15%. The industry has fallen 9.4% in the last year. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sun, 22 Jan 2023US$351.6bUS$158.2bUS$13.0b10.8x27.1x2.2x
Tue, 20 Dec 2022US$300.3bUS$155.8bUS$13.0b9.8x23x1.9x
Thu, 17 Nov 2022US$311.0bUS$155.5bUS$14.4b10.4x21.6x2x
Sat, 15 Oct 2022US$264.5bUS$154.3bUS$15.5b8.8x17.1x1.7x
Mon, 12 Sep 2022US$324.2bUS$153.9bUS$15.9b10.6x20.4x2.1x
Wed, 10 Aug 2022US$321.3bUS$153.4bUS$15.8b10x20.4x2.1x
Fri, 08 Jul 2022US$310.1bUS$152.2bUS$16.1b10.3x19.2x2x
Sun, 05 Jun 2022US$343.6bUS$152.2bUS$16.2b11.7x21.2x2.3x
Price to Earnings Ratio

21.2x


Total Market Cap: US$343.6bTotal Earnings: US$16.2bTotal Revenue: US$152.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 26.9x202320242025
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 23.2x which is lower than its 3-year average PE of 26.9x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 9.6% 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 Market0.79%
Consumer Discretionary1.08%
Luxury0.62%
Apparel, Accessories and Luxury Goods1.68%
Footwear-0.25%
Textiles-0.41%
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 27.8x.
    • Analysts are expecting annual earnings growth of 14.9%, which is higher than its past year's earnings decline of 2.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 107% 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 6.2% 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$61.783.0%
+US$2.7b
-32.6%PE20.2x
AS Amer SportsUS$37.732.0%
+US$404.8m
150.5%PE103.5x
VFC V.FUS$13.188.5%
+US$403.5m
9.5%PE74.1x
LEVI Levi StraussUS$18.044.2%
+US$284.6m
-20.8%PE19.8x
RL Ralph LaurenUS$284.163.8%
+US$225.6m
54.9%PE23.1x
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Latest News

BIRK

US$54.30

Birkenstock Holding

7D

-1.3%

1Y

8.6%

PVH

US$86.61

PVH

7D

4.1%

1Y

-24.8%

VFC

US$13.18

V.F

7D

8.5%

1Y

9.5%

RL

US$284.16

Ralph Lauren

7D

3.8%

1Y

54.9%

NKE

US$61.78

NIKE

7D

3.0%

1Y

-32.6%

ONON

US$59.78

On Holding

7D

1.1%

1Y

40.2%

DECK

US$104.32

Deckers Outdoor

7D

-15.4%

1Y

-41.2%

LULU

US$315.75

lululemon athletica

7D

-0.6%

1Y

5.8%

LEVI

US$18.04

Levi Strauss

7D

4.2%

1Y

-20.8%

FIGS

US$4.32

FIGS

7D

-2.9%

1Y

-17.4%

SHOO

US$25.61

Steven Madden

7D

3.7%

1Y

-40.6%