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

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies46
  • 7D-1.0%
  • 3M15.2%
  • 1Y-8.4%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 3.7%, driven by a pullback from lululemon athletica of 7.1%. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Feb 2026US$123.8bUS$81.5bUS$4.7b20.4x26.3x1.5x
Thu, 01 Jan 2026US$129.9bUS$81.8bUS$4.6b20.7x28.2x1.6x
Sat, 29 Nov 2025US$126.8bUS$85.2bUS$5.3b19x23.9x1.5x
Mon, 27 Oct 2025US$119.5bUS$80.9bUS$5.0b19.2x24x1.5x
Wed, 24 Sep 2025US$118.3bUS$80.8bUS$4.9b20.7x24.3x1.5x
Fri, 22 Aug 2025US$115.5bUS$80.6bUS$4.8b19.3x23.8x1.4x
Sun, 20 Jul 2025US$123.6bUS$84.5bUS$3.9b19.6x31.8x1.5x
Tue, 17 Jun 2025US$113.3bUS$84.4bUS$3.8b16x29.6x1.3x
Thu, 15 May 2025US$126.0bUS$84.3bUS$3.8b19.2x32.9x1.5x
Sat, 12 Apr 2025US$100.0bUS$85.2bUS$3.7b14.3x26.9x1.2x
Mon, 10 Mar 2025US$126.2bUS$84.8bUS$3.6b17.1x35.3x1.5x
Wed, 05 Feb 2025US$145.8bUS$84.5bUS$4.3b18.8x34.2x1.7x
Fri, 03 Jan 2025US$136.7bUS$84.2bUS$3.9b18.8x34.6x1.6x
Sun, 01 Dec 2024US$130.1bUS$85.7bUS$3.5b20.2x36.9x1.5x
Tue, 29 Oct 2024US$113.8bUS$84.7bUS$3.0b18.4x37.9x1.3x
Thu, 26 Sep 2024US$110.4bUS$84.8bUS$3.0b18.9x36.8x1.3x
Sat, 24 Aug 2024US$105.9bUS$84.8bUS$2.9b17.1x36x1.2x
Mon, 22 Jul 2024US$107.6bUS$90.7bUS$3.3b16.5x32.7x1.2x
Wed, 19 Jun 2024US$116.8bUS$90.3bUS$3.3b17.6x35.8x1.3x
Fri, 17 May 2024US$112.5bUS$86.4bUS$4.2b20.1x26.9x1.3x
Sun, 14 Apr 2024US$111.7bUS$87.1bUS$4.1b17.6x27x1.3x
Tue, 12 Mar 2024US$132.7bUS$87.2bUS$3.3b16.1x40.3x1.5x
Thu, 08 Feb 2024US$125.8bUS$81.8bUS$3.3b16.3x37.6x1.5x
Sat, 06 Jan 2024US$128.8bUS$82.4bUS$3.9b16.1x32.6x1.6x
Mon, 04 Dec 2023US$123.1bUS$82.1bUS$3.9b15.3x31.5x1.5x
Wed, 01 Nov 2023US$105.6bUS$82.1bUS$3.5b13.3x30x1.3x
Fri, 29 Sep 2023US$105.6bUS$82.2bUS$4.0b13.2x26.1x1.3x
Sun, 27 Aug 2023US$106.9bUS$81.5bUS$3.9b13.4x27.3x1.3x
Tue, 25 Jul 2023US$112.5bUS$82.1bUS$4.2b14.6x27x1.4x
Thu, 22 Jun 2023US$109.5bUS$81.7bUS$4.2b11.9x26x1.3x
Sat, 20 May 2023US$107.0bUS$81.5bUS$4.5b11.1x23.6x1.3x
Mon, 17 Apr 2023US$115.2bUS$87.2bUS$4.0b12.3x28.8x1.3x
Wed, 15 Mar 2023US$103.3bUS$86.1bUS$4.7b11.2x21.9x1.2x
Fri, 10 Feb 2023US$112.8bUS$86.4bUS$4.8b11.4x23.6x1.3x
Price to Earnings Ratio

23.6x


Total Market Cap: US$112.8bTotal Earnings: US$4.8bTotal Revenue: US$86.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Apparel, Accessories and Luxury Goods 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 26.3x which is lower than its 3-year average PE of 30.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Apparel, Accessories and Luxury Goods industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

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

US Market-0.35%
Consumer Discretionary-1.37%
Luxury-1.35%
Apparel, Accessories and Luxury Goods-1.05%
Textiles-0.54%
Footwear-1.62%
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
TPR TapestryUS$129.672.8%
+US$714.2m		76.3%PE97.8x
VFC V.FUS$20.512.5%
+US$206.4m		-16.7%PE35.8x
KTB Kontoor BrandsUS$61.294.8%
+US$155.7m		-29.2%PE15.7x
COLM Columbia SportswearUS$55.333.4%
+US$99.2m		-35.1%PE16x
GIII G-III Apparel GroupUS$29.984.7%
+US$56.5m		1.6%PE8.5x

Latest News

COLM
US$55.33
Columbia Sportswear
7D
3.4%
1Y
-35.1%

Is Now An Opportune Moment To Examine Columbia Sportswear Company (NASDAQ:COLM)?

Feb 02
Is Now An Opportune Moment To Examine Columbia Sportswear Company (NASDAQ:COLM)?
LEVI
US$19.68
Levi Strauss
7D
-7.3%
1Y
5.5%

LEVI: Higher UBS Price Objective Will Support Richer Future Earnings Multiple

Analysts have raised their fair value estimate for Levi Strauss from US$14.00 to US$23.00, citing updated assumptions for revenue growth, margins and future P/E, along with recent Street research that includes a higher US$33 price target from UBS. Analyst Commentary The move in the fair value estimate to US$23 sits below the recent US$33 price target cited in Street research, which highlights a gap between more optimistic expectations and a more tempered view on execution and valuation risk.
LULU
US$179.08
lululemon athletica
7D
-7.1%
1Y
-56.4%
VFC
US$20.51
V.F
7D
2.5%
1Y
-16.7%
RL
US$356.54
Ralph Lauren
7D
-1.0%
1Y
44.9%
AS
US$37.97
Amer Sports
7D
0.3%
1Y
22.7%
PLBY
US$1.51
Playboy
7D
-11.2%
1Y
-18.8%

Does Playboy (NASDAQ:PLBY) Have A Healthy Balance Sheet?

Jan 27
Does Playboy (NASDAQ:PLBY) Have A Healthy Balance Sheet?
FIGS
US$11.10
FIGS
7D
-1.4%
1Y
104.0%

FIGS: Raised Outlook Will Rely On Specialty Retail Tailwinds Into 2026

Narrative Update Analysts have inched up their price targets on FIGS into the high single digit to low double digit US$ range, citing recent research that points to more constructive views on specialty retail through 2026 and firm specific discussions that suggest ongoing business momentum. At the same time, our model keeps fair value steady at US$15.00, with slightly higher revenue growth, margin and future P/E assumptions.
KTB
US$61.29
Kontoor Brands
7D
4.8%
1Y
-29.2%

KTB: Future Returns Will Depend On Resolving Ongoing Lee Brand Challenges

Analysts nudged their fair value estimate for Kontoor Brands up from $49.00 to $50.00, reflecting updated views around sector level price target resets, mixed brand level execution across Wrangler and Lee, and evolving expectations for earnings resilience and cash flow. Analyst Commentary Recent Street research on Kontoor Brands has been mixed, with some bearish analysts trimming price targets and stressing execution risks across the portfolio.
CRI
US$36.39
Carter's
7D
3.4%
1Y
-30.3%

CRI: Updated Outlook Will Balance Tighter Governance And Measured Return Expectations

Analysts have raised their price expectations for Carter's, with the fair value estimate moving from US$28.80 to US$33.40 as they update assumptions around revenue growth, profit margins, the discount rate and future P/E levels. What's in the News Carter's and Once Upon a Farm launched a limited edition Carter's x Once Upon a Farm capsule collection featuring baby and toddler apparel and sleepwear made with PurelySoft fabrics and prints inspired by the food brand's snacks.
ZGN
US$9.00
Ermenegildo Zegna
7D
-6.2%
1Y
1.8%

ZGN: Leadership Transition Will Support Upside Potential Despite Recent Downgrade

Analysts have trimmed their fair value estimate for Ermenegildo Zegna slightly to about US$11.58 per share, reflecting a modestly higher discount rate and updated assumptions on revenue growth, profit margin and future P/E. Recent research, including a downgrade, has helped to frame the more cautious stance.
CPRI
US$23.14
Capri Holdings
7D
-5.0%
1Y
-3.4%

CPRI: Margin Resilience And Buybacks Will Support A Balanced Risk Profile

Narrative Update Overview Analysts have inched their price expectations higher for Capri Holdings, with a Street target move to $24 from $23. This reflects updated views on margin resilience, a slightly lower discount rate, and support from recent rating changes and higher targets across the fashion and sportswear peer group.
TPR
US$129.67
Tapestry
7D
2.8%
1Y
76.3%

TPR: Higher Price Views And Buybacks Will Support Balanced Long Term Outlook

Analysts have lifted their Tapestry fair value estimate by about US$6 to roughly US$131.50. This reflects slightly higher modeled revenue growth, a modestly lower discount rate, and a higher assumed future P/E multiple supported by recent price target increases across major research firms.
PVH
US$62.80
PVH
7D
1.2%
1Y
-24.6%

PVH: Future Execution On Earnings Guidance Will Support Share Re Rating

The analyst price target for PVH has been adjusted modestly, with a US$1 move in fair value to US$79.0 as analysts factor in updated revenue growth and margin assumptions, along with recent Street research that includes a higher US$98 target from Jefferies. Analyst Commentary Recent updates from the Street have centered on refined revenue and margin assumptions for PVH, with the latest fair value estimate at US$79.0 sitting below a higher US$98 price target from Jefferies.
UAA
US$6.17
Under Armour
7D
-2.4%
1Y
-25.2%
GIII
US$29.98
G-III Apparel Group
7D
4.7%
1Y
1.6%