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U.S. Luxury Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies69
  • 7D-0.9%
  • 3M-14.2%
  • 1Y-6.4%
  • YTD-14.0%

Last week, the Luxury industry hasn't moved much but Amer Sports is up 4.0% in that time. As for the longer term, the industry has declined 6.4% in the last year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 09 May 2026US$237.6bUS$156.6bUS$7.3b21.1x32.6x1.5x
Mon, 06 Apr 2026US$230.7bUS$155.4bUS$7.0b18.7x33.1x1.5x
Wed, 04 Mar 2026US$275.1bUS$155.0bUS$7.8b21.2x35.2x1.8x
Fri, 30 Jan 2026US$261.9bUS$149.5bUS$9.2b18.3x28.5x1.8x
Sun, 28 Dec 2025US$268.8bUS$149.6bUS$9.1b20x29.7x1.8x
Tue, 25 Nov 2025US$254.0bUS$152.6bUS$10.1b19.6x25.2x1.7x
Thu, 23 Oct 2025US$267.7bUS$148.1bUS$9.7b19.6x27.6x1.8x
Sat, 20 Sep 2025US$277.2bUS$147.9bUS$9.9b20.4x27.9x1.9x
Mon, 18 Aug 2025US$289.1bUS$156.9bUS$10.5b19.9x27.5x1.8x
Wed, 16 Jul 2025US$290.3bUS$160.2bUS$10.3b15.7x28.1x1.8x
Fri, 13 Jun 2025US$275.1bUS$161.5bUS$11.6b16x23.8x1.7x
Sun, 11 May 2025US$264.2bUS$161.0bUS$11.6b16.9x22.8x1.6x
Tue, 08 Apr 2025US$240.0bUS$161.3bUS$11.2b13.3x21.4x1.5x
Thu, 06 Mar 2025US$308.8bUS$162.1bUS$11.6b17.2x26.7x1.9x
Sat, 01 Feb 2025US$358.7bUS$161.1bUS$11.8b18.2x30.3x2.2x
Mon, 30 Dec 2024US$334.0bUS$160.6bUS$11.5b18.6x29.2x2.1x
Wed, 27 Nov 2024US$325.8bUS$161.7bUS$11.7b18.7x27.8x2x
Fri, 25 Oct 2024US$302.7bUS$161.5bUS$10.7b18x28.2x1.9x
Sun, 22 Sep 2024US$309.9bUS$163.0bUS$11.1b18.3x27.8x1.9x
Tue, 20 Aug 2024US$300.7bUS$162.7bUS$11.0b17.6x27.4x1.8x
Thu, 18 Jul 2024US$289.8bUS$168.4bUS$11.3b17.7x25.6x1.7x
Sat, 15 Jun 2024US$335.1bUS$168.1bUS$10.8b18.6x31x2x
Mon, 13 May 2024US$315.0bUS$163.8bUS$11.6b19.6x27.2x1.9x
Wed, 10 Apr 2024US$313.9bUS$164.5bUS$11.5b18.4x27.2x1.9x
Fri, 08 Mar 2024US$346.2bUS$164.5bUS$10.8b18.2x32.1x2.1x
Sun, 04 Feb 2024US$338.3bUS$159.6bUS$11.0b18.1x30.7x2.1x
Tue, 02 Jan 2024US$353.5bUS$159.4bUS$11.0b17.7x32x2.2x
Thu, 30 Nov 2023US$334.7bUS$158.9bUS$10.4b16.9x32.2x2.1x
Sat, 28 Oct 2023US$300.2bUS$158.9bUS$10.7b13.5x28.2x1.9x
Mon, 25 Sep 2023US$284.2bUS$156.8bUS$10.6b13.1x26.9x1.8x
Wed, 23 Aug 2023US$306.1bUS$156.3bUS$10.5b14.6x29.2x2x
Fri, 21 Jul 2023US$322.9bUS$156.7bUS$10.7b13.5x30.1x2.1x
Sun, 18 Jun 2023US$327.5bUS$155.6bUS$11.2b12.2x29.3x2.1x
Tue, 16 May 2023US$338.5bUS$155.2bUS$11.5b11.9x29.5x2.2x
Price to Earnings Ratio

29.5x


Total Market Cap: US$338.5bTotal Earnings: US$11.5bTotal Revenue: US$155.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.6x which is higher than its 3-year average PE of 28.7x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 14% 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 Market2.14%
Consumer Discretionary1.97%
Luxury-0.93%
Textiles10.88%
Footwear0.04%
Apparel, Accessories and Luxury Goods-1.75%
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 31.5x.
    • Analysts are expecting annual earnings growth of 17.4%, which is higher than its past year's earnings growth of 2.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Footwear industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 2.8% per year.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 17% 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
AS Amer SportsUS$36.494.0%
+US$826.2m		33.2%PE49.7x
KTB Kontoor BrandsUS$78.076.4%
+US$260.2m		12.9%PE15.5x
ZGN Ermenegildo ZegnaUS$13.057.7%
+US$249.5m		58.2%PE30.3x
LEVI Levi StraussUS$22.752.1%
+US$180.8m		33.3%PE16.2x
SHOO Steven MaddenUS$39.645.5%
+US$151.9m		66.2%PE38.1x

Latest News

KTB
US$78.07
Kontoor Brands
7D
6.4%
1Y
12.9%
AS
US$36.49
Amer Sports
7D
4.0%
1Y
33.2%
PVH
US$88.62
PVH
7D
-3.1%
1Y
17.3%
Seeking Alpha • 16h

The Pros And Cons Of Buying PVH Corp. Now

Summary PVH Corp. demonstrates resilient sales results amid fluctuating U.S. consumer confidence, but the fact that FX contributed significantly to growth is worrying. While the growth in PVH's receivables is not a concern, the amount of debt is, especially if interest rates were to stay higher for longer. Share buybacks underscore management's confidence in PVH's valuation and future cash flow generation. Current market dynamics and internal capital allocation strategies position PVH for potential long-term shareholder value creation, but I would like to see growth before issuing a buy rating. Read the full article on Seeking Alpha
SHOO
US$39.64
Steven Madden
7D
5.5%
1Y
66.2%
Analysis Article • May 08

Analyst Estimates: Here's What Brokers Think Of Steven Madden, Ltd. (NASDAQ:SHOO) After Its First-Quarter Report

Investors in Steven Madden, Ltd. ( NASDAQ:SHOO ) had a good week, as its shares rose 5.5% to close at US$39.64...
TPR
US$130.52
Tapestry
7D
-10.0%
1Y
68.3%
CRI
US$35.75
Carter's
7D
-1.0%
1Y
3.8%
NKE
US$44.41
NIKE
7D
0.1%
1Y
-24.6%
COLM
US$63.32
Columbia Sportswear
7D
3.9%
1Y
-5.8%
ZGN
US$13.05
Ermenegildo Zegna
7D
7.7%
1Y
58.2%
Seeking Alpha • May 07

Ermenegildo Zegna: Solid Execution But Full Valuation, We Remain Neutral

Summary Ermenegildo Zegna delivered solid Q1 sales, up +7% (above consensus), driven by Zegna and Tom Ford, with China returning to growth. Continued shift toward direct-to-consumer supports margins and brand control, but with wholesale now <14% of sales, the structural upside from channel mix expansion is nearing saturation. At a pricey valuation, the stock reflects current execution with little room for error, while geopolitical uncertainty, Middle East headwinds, and uneven luxury demand continue to cap re-rating potential. Read the full article on Seeking Alpha
LULU
US$133.59
lululemon athletica
7D
-3.0%
1Y
-52.7%
CPRI
US$18.69
Capri Holdings
7D
-4.2%
1Y
10.9%
LEVI
US$22.75
Levi Strauss
7D
2.1%
1Y
33.3%
RCKY
US$36.29
Rocky Brands
7D
-1.0%
1Y
76.8%
CROX
US$104.08
Crocs
7D
2.1%
1Y
-5.9%
Narrative Update • May 04

CROX: Rating Shifts And Buybacks Will Frame Execution Risk And Demand Recovery

Analysts have lifted their blended fair value estimate for Crocs stock from $108.25 to about $112.67. They point to updated assumptions around revenue growth, profit margins, and future P/E multiples that align with a recent series of price target increases and rating upgrades across the Street.
VNCE
US$4.77
Vince Holding
7D
-4.4%
1Y
196.3%
Narrative Update • May 03

VNCE: Higher Future P E Multiple Will Support Further Upside Potential

Analysts have lifted their price target on Vince Holding to $6.75 from $5.25, reflecting updated assumptions around revenue growth, profit margins and a higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target of $6.75 as better aligned with their updated revenue and margin assumptions, which feed into a richer P/E multiple on future earnings.
RL
US$353.55
Ralph Lauren
7D
-1.4%
1Y
40.6%
Narrative Update • Apr 23

RL: Durable Brand Strength And Earnings Resilience Will Support Higher Long Term Assumptions

Analysts have lifted their average price target for Ralph Lauren by $50, citing increased confidence in the brand's long term growth profile and earnings resilience after recent management meetings and stock volatility. Analyst Commentary Recent research has tilted clearly positive, with several bullish analysts adjusting their models after meetings with management and reviewing the stock's recent volatility.