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

UpdatedFeb 18, 2026
DataAggregated Company Financials
Companies49
  • 7D0.8%
  • 3M19.7%
  • 1Y-2.3%
  • YTDn/a

Last week, the Apparel, Accessories and Luxury Goods industry hasn't moved much but Ralph Lauren is up 3.6% in that time. In line with that, the industry has also been flat 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
Wed, 18 Feb 2026US$137.6bUS$86.3bUS$3.4b23.9x40.1x1.6x
Fri, 16 Jan 2026US$130.5bUS$81.8bUS$4.6b22.7x28.4x1.6x
Sun, 14 Dec 2025US$130.3bUS$81.8bUS$4.6b21.6x28.3x1.6x
Tue, 11 Nov 2025US$113.5bUS$85.1bUS$5.2b17.1x21.7x1.3x
Thu, 09 Oct 2025US$119.6bUS$80.8bUS$4.9b20.3x24.5x1.5x
Sat, 06 Sep 2025US$123.3bUS$80.8bUS$4.9b19.5x25.2x1.5x
Mon, 04 Aug 2025US$115.8bUS$84.5bUS$3.9b15.6x29.7x1.4x
Wed, 02 Jul 2025US$119.1bUS$84.4bUS$3.8b17.5x31.1x1.4x
Fri, 30 May 2025US$129.4bUS$84.2bUS$4.1b19x31.9x1.5x
Sun, 27 Apr 2025US$106.7bUS$84.8bUS$3.8b16.5x28.4x1.3x
Tue, 25 Mar 2025US$121.3bUS$84.8bUS$3.6b17x34x1.4x
Thu, 20 Feb 2025US$143.2bUS$84.6bUS$3.5b18.8x40.7x1.7x
Sat, 18 Jan 2025US$138.9bUS$84.2bUS$3.9b19x35.2x1.6x
Mon, 16 Dec 2024US$138.1bUS$84.3bUS$3.9b19.6x35.4x1.6x
Wed, 13 Nov 2024US$120.5bUS$84.1bUS$3.8b19x31.8x1.4x
Fri, 11 Oct 2024US$114.3bUS$84.8bUS$3.0b19.5x37.9x1.3x
Sun, 08 Sep 2024US$104.5bUS$84.7bUS$3.1b16.8x34.1x1.2x
Tue, 06 Aug 2024US$99.9bUS$90.7bUS$3.3b15.7x30.4x1.1x
Thu, 04 Jul 2024US$109.5bUS$90.4bUS$3.4b16.2x32.6x1.2x
Sat, 01 Jun 2024US$117.8bUS$90.4bUS$3.2b18.3x36.3x1.3x
Mon, 29 Apr 2024US$113.4bUS$86.8bUS$4.1b19.2x27.5x1.3x
Wed, 27 Mar 2024US$122.5bUS$87.5bUS$4.1b16.4x29.7x1.4x
Fri, 23 Feb 2024US$133.4bUS$87.3bUS$3.2b18.2x41.1x1.5x
Sun, 21 Jan 2024US$125.5bUS$82.4bUS$4.0b16.7x31.8x1.5x
Tue, 19 Dec 2023US$130.0bUS$82.4bUS$3.9b16.5x33x1.6x
Thu, 16 Nov 2023US$113.7bUS$82.0bUS$3.6b15.9x31.8x1.4x
Sat, 14 Oct 2023US$103.6bUS$82.1bUS$3.9b13.5x26.8x1.3x
Mon, 11 Sep 2023US$110.4bUS$82.0bUS$4.0b13.8x27.9x1.3x
Wed, 09 Aug 2023US$112.7bUS$81.8bUS$4.2b15x27.1x1.4x
Fri, 07 Jul 2023US$108.7bUS$82.2bUS$4.2b14.1x25.7x1.3x
Sun, 04 Jun 2023US$105.4bUS$81.6bUS$4.2b11.1x24.9x1.3x
Tue, 02 May 2023US$114.7bUS$87.2bUS$3.8b11.9x30.5x1.3x
Thu, 30 Mar 2023US$114.6bUS$86.3bUS$4.2b11.8x27.3x1.3x
Sat, 25 Feb 2023US$110.2bUS$86.3bUS$4.8b11.7x23x1.3x
Price to Earnings Ratio

23x


Total Market Cap: US$110.2bTotal 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 30.5x202420252026
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 40.1x 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-1.58%
Consumer Discretionary-2.42%
Luxury2.02%
Apparel, Accessories and Luxury Goods0.77%
Footwear3.27%
Textiles-1.43%
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
RL Ralph LaurenUS$370.504.0%
+US$866.9m		29.2%PE24.4x
ZGN Ermenegildo ZegnaUS$11.8410.0%
+US$274.4m		32.0%PE26.7x
UAA Under ArmourUS$7.728.9%
+US$268.3m		6.9%PS0.7x
TPR TapestryUS$153.850.4%
+US$135.7m		72.9%PE59.6x
CRI Carter'sUS$40.807.4%
+US$102.8m		-21.3%PE17.2x

Latest News

VFC
US$20.09
V.F
7D
-3.9%
1Y
-23.4%
LAKE
US$9.59
Lakeland Industries
7D
-5.1%
1Y
-60.7%
KTB
US$67.00
Kontoor Brands
7D
-0.1%
1Y
-21.9%
LEVI
US$21.83
Levi Strauss
7D
-0.3%
1Y
20.7%

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.
TPR
US$153.85
Tapestry
7D
0.4%
1Y
72.9%
COLM
US$64.01
Columbia Sportswear
7D
2.6%
1Y
-28.0%
LULU
US$177.72
lululemon athletica
7D
-1.6%
1Y
-52.3%
CRI
US$40.80
Carter's
7D
7.4%
1Y
-21.3%

CRI: Higher Risk And Governance Tightening Will Constrain Future Return Potential

Analysts have modestly revised their price view on Carter's, keeping fair value steady at $33.40 while fine tuning assumptions around the discount rate, revenue growth, profit margin and future P/E to reflect updated expectations for the business and its risk profile. 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, combining Carter's PurelySoft apparel with prints inspired by Once Upon a Farm snacks in strawberry, banana and avocado designs, targeted at baby and toddler sizes up to 5T across 12 styles, priced around $18 to $20 and sold online and in Carter's stores nationwide (Key Developments).
PLBY
US$1.96
Playboy
7D
-21.0%
1Y
5.4%
AS
US$40.26
Amer Sports
7D
0.1%
1Y
29.0%

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$10.25
FIGS
7D
-2.2%
1Y
86.4%

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.
ZGN
US$11.84
Ermenegildo Zegna
7D
10.0%
1Y
32.0%

ZGN: Leadership Succession And Mixed Rating Shifts Will Support Future Upside

Analysts have made a small trim to their fair value estimate for Ermenegildo Zegna to about $11.55 from roughly $11.58, reflecting updated assumptions on discount rates, modestly higher revenue growth and profit margin expectations, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research on Ermenegildo Zegna has been mixed, with one upgrade and one downgrade in quick succession.
PVH
US$69.33
PVH
7D
1.2%
1Y
-13.1%
RL
US$370.50
Ralph Lauren
7D
4.0%
1Y
29.2%

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$7.72
Under Armour
7D
8.9%
1Y
6.9%

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.
OXM
US$38.97
Oxford Industries
7D
-1.9%
1Y
-46.0%

OXM: Fair Outlook Will Balance Impairment Charges And Revised Earnings Guidance

Analysts have modestly adjusted their price targets on Oxford Industries, with updated fair value holding at $36.75. They are factoring in slightly higher assumed revenue growth, a marginally lower profit margin, a higher discount rate and a small increase in the future P/E multiple used in their models.