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

UpdatedFeb 06, 2026
DataAggregated Company Financials
Companies47
  • 7D1.1%
  • 3M13.2%
  • 1Y-12.4%
  • YTDn/a

The Apparel, Accessories and Luxury Goods industry is up 1.1% in the last week, with Tapestry up 12%. In contrast, the industry has lost 12% in the last 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
Fri, 06 Feb 2026US$129.8bUS$85.8bUS$3.5b22.8x36.6x1.5x
Sun, 04 Jan 2026US$129.9bUS$81.8bUS$4.6b21.1x28.2x1.6x
Tue, 02 Dec 2025US$124.4bUS$81.7bUS$4.9b20.3x25.5x1.5x
Thu, 30 Oct 2025US$118.9bUS$80.9bUS$4.9b18.3x24.2x1.5x
Sat, 27 Sep 2025US$115.7bUS$80.8bUS$4.9b20.7x23.7x1.4x
Mon, 25 Aug 2025US$120.6bUS$80.7bUS$4.8b19.6x24.9x1.5x
Wed, 23 Jul 2025US$123.3bUS$84.5bUS$3.9b19.6x31.7x1.5x
Fri, 20 Jun 2025US$114.3bUS$84.3bUS$3.8b15.6x29.9x1.4x
Sun, 18 May 2025US$127.7bUS$84.6bUS$3.9b18.5x33.1x1.5x
Tue, 15 Apr 2025US$100.8bUS$85.2bUS$3.7b14.2x27.1x1.2x
Thu, 13 Mar 2025US$120.3bUS$84.8bUS$3.5b17x34.1x1.4x
Sat, 08 Feb 2025US$147.8bUS$84.6bUS$3.5b18.4x41.9x1.7x
Mon, 06 Jan 2025US$138.2bUS$84.2bUS$3.9b19x35x1.6x
Wed, 04 Dec 2024US$133.6bUS$85.5bUS$3.7b20.7x36.6x1.6x
Fri, 01 Nov 2024US$114.1bUS$84.5bUS$3.8b18x30.3x1.4x
Sun, 29 Sep 2024US$116.2bUS$84.8bUS$3.0b19.1x38.7x1.4x
Tue, 27 Aug 2024US$108.7bUS$84.8bUS$2.9b17.1x36.9x1.3x
Thu, 25 Jul 2024US$107.7bUS$90.7bUS$3.3b16.2x32.7x1.2x
Sat, 22 Jun 2024US$115.5bUS$90.3bUS$3.3b17.7x35.3x1.3x
Mon, 20 May 2024US$112.1bUS$86.3bUS$4.1b20x27.7x1.3x
Wed, 17 Apr 2024US$107.8bUS$87.1bUS$4.1b17.7x26.1x1.2x
Fri, 15 Mar 2024US$134.3bUS$87.1bUS$3.6b16.1x37.4x1.5x
Sun, 11 Feb 2024US$130.2bUS$81.7bUS$3.3b19x39.8x1.6x
Tue, 09 Jan 2024US$128.3bUS$82.4bUS$3.9b16.4x32.5x1.6x
Thu, 07 Dec 2023US$122.1bUS$82.0bUS$4.0b15x30.7x1.5x
Sat, 04 Nov 2023US$109.6bUS$82.2bUS$3.5b13.5x31x1.3x
Mon, 02 Oct 2023US$107.5bUS$82.2bUS$4.0b13.2x26.6x1.3x
Wed, 30 Aug 2023US$109.4bUS$81.5bUS$3.9b13.7x27.9x1.3x
Fri, 28 Jul 2023US$113.0bUS$82.1bUS$4.2b14.7x27.1x1.4x
Sun, 25 Jun 2023US$107.5bUS$81.6bUS$4.2b11.6x25.5x1.3x
Tue, 23 May 2023US$106.7bUS$81.5bUS$4.5b11.3x23.5x1.3x
Thu, 20 Apr 2023US$115.3bUS$87.2bUS$4.0b12.3x28.8x1.3x
Sat, 18 Mar 2023US$99.0bUS$77.2bUS$4.0b11.3x24.8x1.3x
Mon, 13 Feb 2023US$112.3bUS$86.3bUS$4.8b11.4x23.5x1.3x
Price to Earnings Ratio

23.5x


Total Market Cap: US$112.3bTotal Earnings: US$4.8bTotal Revenue: US$86.3bTotal 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 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 36.6x which is higher 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
  • The earnings for companies in the Apparel, Accessories and Luxury Goods industry have declined 9.5% 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-2.98%
Consumer Discretionary-5.08%
Luxury0.66%
Apparel, Accessories and Luxury Goods1.10%
Footwear0.26%
Textiles0.19%
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$143.1912.5%
+US$3.2b		74.2%PE108x
COLM Columbia SportswearUS$61.0712.8%
+US$374.0m		-23.3%PE18.6x
KTB Kontoor BrandsUS$65.6010.4%
+US$344.7m		-25.2%PE16.8x
ZGN Ermenegildo ZegnaUS$10.0312.2%
+US$277.0m		11.8%PE22.8x
CRI Carter'sUS$37.9312.9%
+US$157.5m		-24.8%PE15.9x

Latest News

FIGS
US$10.61
FIGS
7D
-5.3%
1Y
94.7%
TPR
US$143.19
Tapestry
7D
12.5%
1Y
74.2%
RL
US$338.66
Ralph Lauren
7D
-4.6%
1Y
24.0%
PVH
US$64.61
PVH
7D
3.9%
1Y
-18.4%
CPRI
US$19.67
Capri Holdings
7D
-14.3%
1Y
-8.0%

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.
CRI
US$37.93
Carter's
7D
12.9%
1Y
-24.8%
COLM
US$61.07
Columbia Sportswear
7D
12.8%
1Y
-23.3%
LULU
US$170.09
lululemon athletica
7D
-1.4%
1Y
-58.7%

LULU: Proxy Fight And Leadership Turnover Will Shape Turnaround Outlook

Analysts have lifted their price targets for lululemon athletica, reflected in our fair value estimate moving from about US$190 to about US$208, as they factor in Street research that highlights higher long term revenue growth assumptions, a slightly richer future P/E multiple, and mixed views on leadership changes and demand trends. Analyst Commentary Street research on lululemon athletica currently reflects a split view, with several bullish analysts raising price targets while more cautious voices focus on leadership turnover and North American demand trends.
LEVI
US$19.93
Levi Strauss
7D
-3.0%
1Y
4.6%

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.
AS
US$35.73
Amer Sports
7D
-4.3%
1Y
9.7%
PLBY
US$1.48
Playboy
7D
-4.5%
1Y
-26.0%

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Jan 27
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KTB
US$65.60
Kontoor Brands
7D
10.4%
1Y
-25.2%

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.
ZGN
US$10.03
Ermenegildo Zegna
7D
12.2%
1Y
11.8%

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.
UAA
US$6.28
Under Armour
7D
3.8%
1Y
-17.4%
GIII
US$30.19
G-III Apparel Group
7D
4.9%
1Y
1.6%
FOSL
US$3.26
Fossil Group
7D
-12.4%
1Y
82.1%