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U.S. Apparel, Accessories and Luxury Goods Industry Analysis

UpdatedFeb 19, 2026
DataAggregated Company Financials
Companies49
  • 7D2.7%
  • 3M23.1%
  • 1Y-0.1%
  • YTDn/a

The Apparel, Accessories and Luxury Goods industry is up 2.7% in the last week, with Ralph Lauren up 5.2%. Meanwhile, Playboy actually underperformed within the industry, shrinking 26% in the last week. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the U.S. Apparel, Accessories and Luxury Goods Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 20 Feb 2026US$138.5bUS$86.3bUS$3.4b24.1x40.3x1.6x
Sun, 18 Jan 2026US$129.5bUS$81.8bUS$4.6b22x28.2x1.6x
Tue, 16 Dec 2025US$130.3bUS$81.8bUS$4.6b21.8x28.3x1.6x
Thu, 13 Nov 2025US$115.4bUS$85.1bUS$5.2b17.4x22.1x1.4x
Sat, 11 Oct 2025US$117.4bUS$80.9bUS$5.0b18.1x23.6x1.5x
Mon, 08 Sep 2025US$116.9bUS$80.8bUS$4.9b19.5x23.9x1.4x
Wed, 06 Aug 2025US$120.4bUS$84.5bUS$3.9b16.3x30.9x1.4x
Fri, 04 Jul 2025US$122.7bUS$84.4bUS$3.8b19x32.1x1.5x
Sun, 01 Jun 2025US$127.0bUS$84.2bUS$4.1b19x31.3x1.5x
Tue, 29 Apr 2025US$106.7bUS$84.9bUS$3.8b16.3x28.4x1.3x
Thu, 27 Mar 2025US$124.2bUS$84.8bUS$3.6b16.5x34.8x1.5x
Sat, 22 Feb 2025US$140.5bUS$84.6bUS$3.5b18.8x39.8x1.7x
Mon, 20 Jan 2025US$139.6bUS$84.2bUS$3.9b19x35.3x1.7x
Wed, 18 Dec 2024US$138.7bUS$84.3bUS$3.9b19.3x35.6x1.6x
Fri, 15 Nov 2024US$121.1bUS$84.1bUS$3.8b19.2x32x1.4x
Sun, 13 Oct 2024US$115.9bUS$84.8bUS$3.0b20x38.5x1.4x
Tue, 10 Sep 2024US$104.2bUS$84.7bUS$3.1b16.8x34x1.2x
Thu, 08 Aug 2024US$99.8bUS$90.5bUS$3.1b15.6x32.3x1.1x
Sat, 06 Jul 2024US$109.2bUS$90.7bUS$3.3b16.2x33.2x1.2x
Mon, 03 Jun 2024US$119.8bUS$90.4bUS$3.2b18.3x36.9x1.3x
Wed, 01 May 2024US$112.5bUS$86.8bUS$4.1b19.1x27.3x1.3x
Fri, 29 Mar 2024US$124.4bUS$87.4bUS$4.2b17.6x29.8x1.4x
Sun, 25 Feb 2024US$136.6bUS$87.3bUS$3.2b18.3x42.1x1.6x
Tue, 23 Jan 2024US$126.8bUS$82.4bUS$4.0b16.9x32.1x1.5x
Thu, 21 Dec 2023US$133.1bUS$82.4bUS$3.9b16.5x33.8x1.6x
Sat, 18 Nov 2023US$113.0bUS$82.1bUS$3.6b15.7x31.6x1.4x
Mon, 16 Oct 2023US$103.6bUS$82.1bUS$3.9b13.5x26.8x1.3x
Wed, 13 Sep 2023US$109.7bUS$82.0bUS$4.0b13.2x27.4x1.3x
Fri, 11 Aug 2023US$113.5bUS$81.7bUS$4.0b14.3x28.2x1.4x
Sun, 09 Jul 2023US$107.7bUS$82.0bUS$4.2b13.9x25.8x1.3x
Tue, 06 Jun 2023US$105.4bUS$81.6bUS$4.2b11.1x24.9x1.3x
Thu, 04 May 2023US$111.1bUS$81.0bUS$3.9b11.8x28.5x1.4x
Sat, 01 Apr 2023US$116.9bUS$87.0bUS$3.9b12.2x30.1x1.3x
Mon, 27 Feb 2023US$110.2bUS$86.1bUS$4.8b11.7x23.1x1.3x
Price to Earnings Ratio

23.1x


Total Market Cap: US$110.2bTotal Earnings: US$4.8bTotal Revenue: US$86.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Apparel, Accessories and Luxury Goods industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 40.3x which is higher than its 3-year average PE of 30.5x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Apparel, Accessories and Luxury Goods industry have declined 11% 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 Comparison

How does U.S. Apparel, Accessories and Luxury Goods compare with similar industries?

US Market-0.74%
Consumer Discretionary0.19%
Luxury3.92%
Apparel, Accessories and Luxury Goods2.70%
Footwear5.10%
Textiles-2.14%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
AS Amer SportsUS$41.517.8%
+US$1.7b		41.5%PE73.9x
LULU lululemon athleticaUS$182.887.9%
+US$1.6b		-50.0%PE12.3x
RL Ralph LaurenUS$376.843.8%
+US$834.2m		31.5%PE24.8x
UAA Under ArmourUS$7.719.7%
+US$289.6m		7.7%PS0.7x
VFC V.FUS$20.813.1%
+US$246.5m		-21.4%PE36.4x

Latest News

VFC
US$20.81
V.F
7D
3.1%
1Y
-21.4%

VFC: Cautious Stance As Higher P E Hinges On Uncertain Execution

Analysts have lifted their blended price target for V.F. to $14.00 from $10.00, citing updated fair value analysis, a slightly lower discount rate, adjusted revenue and margin assumptions, and higher future P/E expectations reflected in a series of recent target increases across major research firms. Analyst Commentary Recent Street research on V.F. points to a mixed backdrop, with several firms lifting price targets while still flagging practical hurdles around execution, demand visibility, and valuation risk.
SGC
US$10.20
Superior Group of Companies
7D
-2.1%
1Y
-30.6%
LULU
US$182.88
lululemon athletica
7D
7.9%
1Y
-50.0%

LULU: Proxy Fight And CEO Search Will Shape Next Phase

Analysts have inched their fair value estimate for Lululemon slightly lower to $269.46 from $270.63, reflecting a shift toward a higher discount rate and lower future P/E assumptions, even as they factor in updated views on revenue growth and profit margins in light of recent mixed research commentary on leadership changes and sector demand trends. Analyst Commentary Recent Street research on lululemon athletica highlights a mix of optimism on the share price outlook and concern around leadership changes and North American demand, which helps explain the modest trim to the fair value estimate.
TPR
US$152.30
Tapestry
7D
-0.2%
1Y
76.0%

TPR: Richer P/E Expectations Will Confront Ongoing Demand And Margin Execution Risk

Our updated Tapestry narrative reflects a higher analyst price target, moving our fair value estimate from $88.18 to $111.50. Analysts point to a richer future P/E, a modestly stronger margin outlook, and a series of recent target hikes across major firms as key supports for the change.
LAKE
US$9.40
Lakeland Industries
7D
-4.6%
1Y
-62.6%
LEVI
US$22.25
Levi Strauss
7D
2.3%
1Y
19.2%

LEVI: Future Returns Will Be Driven By AI Productivity And Margin Execution

Analysts have nudged their average price target on Levi Strauss slightly lower to about $27, reflecting updated assumptions for revenue growth, profit margins, and a modestly lower future P/E multiple. The changes still point to constructive views, as highlighted by a recent bullish initiation and a $1 increase in a separate $33 target.
PMNT
US$0.28
Perfect Moment
7D
-11.1%
1Y
-72.5%
PLBY
US$2.05
Playboy
7D
-11.3%
1Y
12.0%
AS
US$41.51
Amer Sports
7D
7.8%
1Y
41.5%

AS: Future Upside Will Rely On 2025 EPS Outlook

Analysts have kept their price target on Amer Sports unchanged at $47.43. The steady view reflects offsetting tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E multiples.
FIGS
US$11.11
FIGS
7D
8.9%
1Y
110.8%

FIGS: Demand Uncertainty In Specialty Retail Will Constrain Future Share Performance

Analysts have raised their FIGS fair value estimate from about $4.00 to roughly $6.20 per share. This reflects updated assumptions for revenue growth, profit margins, and the future P/E multiple that are in line with recent price target increases from firms such as Morgan Stanley, Barclays, and Roth Capital.
RL
US$376.84
Ralph Lauren
7D
3.8%
1Y
31.5%

RL: Margin Expansion And Brand Elevation Will Support Higher Future Earnings Power

Our fair value estimate for Ralph Lauren has risen by about $34 to roughly $404, as analysts adjust their price targets higher in response to updated sector views, revised discount rates, and refreshed assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for Ralph Lauren, with several firms refreshing their models and assumptions.
UAA
US$7.71
Under Armour
7D
9.7%
1Y
7.7%

UAA: Future Margin Recovery Will Depend On Executing Profitability Initiatives

Narrative Update on Under Armour Analysts have raised their price target range for Under Armour, with one move highlighted by a shift from about US$5.87 to roughly US$6.51, citing updated views on discount rates, revenue growth, profit margins and a lower assumed future P/E multiple. Analyst Commentary Recent research updates on Under Armour cluster around modestly higher price targets and refreshed views on how the company might execute on its plan and be valued by the market.
CPRI
US$21.35
Capri Holdings
7D
6.9%
1Y
-2.3%

CPRI: Trend Right Styles And 2026 Earnings Guidance Will Support Repricing

Analysts have nudged their fair value estimate for Capri Holdings higher to about $27.13, reflecting a slightly lower implied discount rate and modestly less severe revenue contraction expectations, even as Street price targets have been mixed with several cuts and a few upgrades. Analyst Commentary Street research on Capri Holdings has been mixed, with several firms trimming price targets while others have upgraded their ratings or nudged targets higher.
JXG
US$3.77
JX Luxventure Group
7D
-6.8%
1Y
-89.4%