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

UpdatedFeb 27, 2026
DataAggregated Company Financials
Companies47
  • 7D0.3%
  • 3M11.4%
  • 1Y5.1%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has remained flat, although notably Tapestry gained 5.4%. As for the the longer term, the industry is up 5.1% over the past 12 months. Earnings are forecast to grow by 18% 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
Sat, 28 Feb 2026US$138.6bUS$86.8bUS$3.5b24x39.1x1.6x
Mon, 26 Jan 2026US$128.6bUS$81.8bUS$4.6b21.7x28x1.6x
Wed, 24 Dec 2025US$131.1bUS$81.8bUS$4.6b20.7x28.5x1.6x
Fri, 21 Nov 2025US$116.1bUS$85.2bUS$5.3b17.6x21.9x1.4x
Sun, 19 Oct 2025US$116.4bUS$80.9bUS$5.0b19.1x23.4x1.4x
Tue, 16 Sep 2025US$116.0bUS$80.8bUS$4.9b20.9x23.8x1.4x
Thu, 14 Aug 2025US$117.2bUS$80.3bUS$5.5b18.8x21.4x1.5x
Sat, 12 Jul 2025US$122.9bUS$84.4bUS$3.8b21x32.1x1.5x
Mon, 09 Jun 2025US$119.9bUS$84.3bUS$3.9b17.6x31.1x1.4x
Wed, 07 May 2025US$110.9bUS$84.4bUS$3.9b15.6x28.8x1.3x
Fri, 04 Apr 2025US$118.2bUS$85.1bUS$3.6b13.8x33x1.4x
Sun, 02 Mar 2025US$138.7bUS$85.0bUS$3.6b17.8x38.7x1.6x
Tue, 28 Jan 2025US$146.9bUS$84.3bUS$3.9b19.6x37.2x1.7x
Thu, 26 Dec 2024US$138.3bUS$84.3bUS$3.9b18.9x35x1.6x
Sat, 23 Nov 2024US$120.7bUS$84.3bUS$3.9b19.3x31.1x1.4x
Mon, 21 Oct 2024US$118.2bUS$84.7bUS$3.0b19.5x39.2x1.4x
Wed, 18 Sep 2024US$108.8bUS$84.7bUS$3.0b18.1x36x1.3x
Fri, 16 Aug 2024US$98.7bUS$84.6bUS$2.9b16.6x33.8x1.2x
Sun, 14 Jul 2024US$111.0bUS$90.7bUS$3.3b16.9x33.7x1.2x
Tue, 11 Jun 2024US$119.3bUS$90.4bUS$3.3b18.2x36.3x1.3x
Thu, 09 May 2024US$112.7bUS$86.8bUS$4.2b19.6x26.8x1.3x
Sat, 06 Apr 2024US$115.2bUS$87.2bUS$4.1b18.3x27.9x1.3x
Mon, 04 Mar 2024US$134.0bUS$87.2bUS$3.3b17.4x40.7x1.5x
Wed, 31 Jan 2024US$129.6bUS$82.5bUS$3.9b17.4x33x1.6x
Fri, 29 Dec 2023US$133.9bUS$82.4bUS$3.9b17.2x33.9x1.6x
Sun, 26 Nov 2023US$115.5bUS$82.0bUS$3.6b15.7x32.4x1.4x
Tue, 24 Oct 2023US$108.7bUS$82.2bUS$3.9b14.3x28.1x1.3x
Thu, 21 Sep 2023US$108.3bUS$82.2bUS$4.0b13.2x26.8x1.3x
Sat, 19 Aug 2023US$110.9bUS$81.5bUS$3.9b13.9x28.2x1.4x
Mon, 17 Jul 2023US$111.9bUS$82.1bUS$4.2b14.3x26.8x1.4x
Wed, 14 Jun 2023US$108.2bUS$81.6bUS$4.2b12.1x25.7x1.3x
Fri, 12 May 2023US$109.4bUS$81.5bUS$4.5b11.6x24.1x1.3x
Sun, 09 Apr 2023US$112.0bUS$87.2bUS$4.0b12.3x28x1.3x
Tue, 07 Mar 2023US$112.3bUS$86.2bUS$4.8b11.5x23.5x1.3x
Price to Earnings Ratio

23.5x


Total Market Cap: US$112.3bTotal Earnings: US$4.8bTotal Revenue: US$86.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.6x202420252026
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 39.1x which is higher than its 3-year average PE of 30.6x.
  • 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 9.4% 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 Market0.58%
Consumer Discretionary0.16%
Luxury-0.70%
Apparel, Accessories and Luxury Goods0.29%
Footwear-1.64%
Textiles-3.57%
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
FIGS FIGSUS$15.4537.5%
+US$721.6m		238.1%PE75.1x
LANV Lanvin Group HoldingsUS$1.738.1%
+US$15.2m		-12.6%PS0.6x
FMFC Kandal M VentureUS$0.5035.0%
+US$2.4m		n/aPE43.6x
VNCE Vince HoldingUS$3.104.7%
+US$1.9m		11.1%PS0.1x
FOSL Fossil GroupUS$4.680.2%
+US$546.4k		207.9%PS0.2x

Latest News

FIGS
US$15.45
FIGS
7D
37.5%
1Y
238.1%
CRI
US$33.39
Carter's
7D
-24.8%
1Y
-19.1%
TPR
US$155.47
Tapestry
7D
-1.0%
1Y
82.0%
FOSL
US$4.68
Fossil Group
7D
0.2%
1Y
207.9%
AS
US$37.98
Amer Sports
7D
-9.5%
1Y
27.1%

AS: Future Upside Will Rely On 2026 EPS Delivery

Analysts have nudged their price target on Amer Sports higher to about $47.83 from roughly $47.43, citing updated assumptions that pair slightly lower revenue growth expectations with a modestly higher profit margin outlook and a lower future P/E multiple. What's in the News Amer Sports issued earnings guidance for the first quarter ending March 31, 2026, targeting reported revenue growth of 22% to 24%, which includes an estimated 500 basis point benefit from favorable foreign exchange at current rates, and fully diluted EPS of US$0.28 to US$0.30 (company guidance).
KTB
US$65.21
Kontoor Brands
7D
-6.5%
1Y
0.3%

KTB: Future Returns Will Depend On Managing Demand Uncertainty And Stock Selection Risk

Analysts have trimmed their average Kontoor Brands price target by $5 to $74, reflecting updated views on demand uncertainty, sector positioning and valuation inputs, while fair value in this framework remains at $50. Analyst Commentary Recent research on Kontoor Brands reflects a split view, with some firms expressing optimism while others emphasize lingering uncertainties around demand, sector positioning and execution against long term targets.
RL
US$362.60
Ralph Lauren
7D
-5.8%
1Y
33.7%

RL: Margin And Brand Gains Will Face Volatile Demand And Macro Risks

Analysts have nudged their price targets on Ralph Lauren higher, reflected in a modest fair value move from about $403.58 to $404.76. They are factoring in slightly stronger revenue growth, a higher profit margin profile and a marginally richer future P/E multiple supported by recent target hikes from several firms across the Street.
UAA
US$7.42
Under Armour
7D
-8.8%
1Y
9.0%

UAA: Future Brand Reset And Execution Will Shape Margin Recovery

Under Armour's updated analyst price target rises by about $1.23 to $7.73, as analysts factor in a higher assumed future P/E of roughly 19.7x, along with modest tweaks to fair value, discount rate, revenue growth, and profit margin inputs. Analyst Commentary Recent research updates on Under Armour show a mix of optimism around potential upside and caution around execution risk, with a cluster of firms lifting price targets while at least one turned more cautious.
VNCE
US$3.10
Vince Holding
7D
4.7%
1Y
11.1%

VNCE: Future P/E Rerating Will Drive Upside From Current Levels

Analysts have lifted their price target on Vince Holding to $5.00 from $2.50, reflecting updated assumptions that combine a slightly higher discount rate with changes to revenue growth, profit margin, and future P/E expectations. What's in the News Vince Holding reported that, from August 3, 2025 to November 1, 2025, it repurchased 0 shares for $0 million, completing the buyback program announced on September 16, 2024 (Key Developments).
VFC
US$19.42
V.F
7D
-8.5%
1Y
-22.1%

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.
LEVI
US$22.16
Levi Strauss
7D
-3.1%
1Y
23.3%

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.
FMFC
US$0.50
Kandal M Venture
7D
35.0%
1Y
n/a
LANV
US$1.73
Lanvin Group Holdings
7D
8.1%
1Y
-12.6%

Lanvin Group Holdings Limited (NYSE:LANV) May Have Run Too Fast Too Soon With Recent 41% Price Plummet

Feb 10
Lanvin Group Holdings Limited (NYSE:LANV) May Have Run Too Fast Too Soon With Recent 41% Price Plummet