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

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies49
  • 7D8.7%
  • 3M17.2%
  • 1Y-1.3%
  • YTDn/a

The Apparel, Accessories and Luxury Goods industry is up 5.9% in the last week, with Tapestry up 19%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 18% 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
Wed, 11 Feb 2026US$136.4bUS$86.4bUS$3.4b23.5x39.7x1.6x
Fri, 09 Jan 2026US$131.5bUS$81.8bUS$4.6b22.5x28.6x1.6x
Sun, 07 Dec 2025US$126.7bUS$81.7bUS$4.8b20.5x26.7x1.6x
Tue, 04 Nov 2025US$114.0bUS$81.1bUS$4.8b18.9x23.5x1.4x
Thu, 02 Oct 2025US$118.7bUS$80.8bUS$4.9b20.8x24.3x1.5x
Sat, 30 Aug 2025US$122.2bUS$80.7bUS$4.9b20.4x24.9x1.5x
Mon, 28 Jul 2025US$123.9bUS$84.5bUS$3.9b19.1x32.1x1.5x
Wed, 25 Jun 2025US$117.5bUS$84.4bUS$3.8b17.5x30.7x1.4x
Fri, 23 May 2025US$127.7bUS$84.2bUS$4.2b19.1x30.5x1.5x
Sun, 20 Apr 2025US$99.6bUS$85.2bUS$3.7b16.1x26.8x1.2x
Tue, 18 Mar 2025US$118.7bUS$84.8bUS$3.6b17x33.3x1.4x
Thu, 13 Feb 2025US$143.0bUS$84.6bUS$3.5b18.1x40.6x1.7x
Sat, 11 Jan 2025US$141.8bUS$84.2bUS$3.9b18.6x35.9x1.7x
Mon, 09 Dec 2024US$138.0bUS$84.4bUS$3.9b19.7x35x1.6x
Wed, 06 Nov 2024US$117.7bUS$84.5bUS$3.8b18.6x31.2x1.4x
Fri, 04 Oct 2024US$112.3bUS$84.8bUS$3.0b19.7x37.3x1.3x
Sun, 01 Sep 2024US$106.0bUS$84.7bUS$3.1b17.4x34.6x1.3x
Tue, 30 Jul 2024US$104.6bUS$90.6bUS$3.3b17.1x31.9x1.2x
Thu, 27 Jun 2024US$115.6bUS$90.3bUS$3.3b17.4x35.4x1.3x
Sat, 25 May 2024US$113.9bUS$90.5bUS$3.7b19.3x30.9x1.3x
Mon, 22 Apr 2024US$110.9bUS$87.1bUS$4.1b17.7x26.8x1.3x
Wed, 20 Mar 2024US$133.0bUS$87.0bUS$3.6b16.2x37x1.5x
Fri, 16 Feb 2024US$130.7bUS$81.7bUS$3.3b17.8x40x1.6x
Sun, 14 Jan 2024US$126.2bUS$82.4bUS$4.0b16.5x31.9x1.5x
Tue, 12 Dec 2023US$128.7bUS$82.4bUS$3.9b15.6x32.6x1.6x
Thu, 09 Nov 2023US$109.9bUS$82.2bUS$3.5b14.3x31x1.3x
Sat, 07 Oct 2023US$103.4bUS$82.2bUS$3.9b14x26.6x1.3x
Mon, 04 Sep 2023US$113.9bUS$82.0bUS$4.0b13.9x28.6x1.4x
Wed, 02 Aug 2023US$113.6bUS$81.9bUS$4.2b15.1x27.3x1.4x
Fri, 30 Jun 2023US$108.4bUS$81.6bUS$4.2b12.4x25.7x1.3x
Sun, 28 May 2023US$103.4bUS$81.4bUS$4.2b11x24.3x1.3x
Tue, 25 Apr 2023US$116.6bUS$87.2bUS$3.8b11.9x30.5x1.3x
Thu, 23 Mar 2023US$104.9bUS$86.2bUS$4.4b11.4x23.6x1.2x
Sat, 18 Feb 2023US$114.9bUS$86.3bUS$4.8b11.8x24x1.3x
Price to Earnings Ratio

24x


Total Market Cap: US$114.9bTotal 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 30.4x202420252026
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 38.9x 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 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 Market0.99%
Consumer Discretionary-2.62%
Luxury5.64%
Apparel, Accessories and Luxury Goods8.74%
Footwear2.78%
Textiles0.49%
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$153.1820.6%
+US$5.0b		88.3%PE59.4x
AS Amer SportsUS$40.2011.8%
+US$2.4b		36.4%PE71.6x
LULU lululemon athleticaUS$180.625.3%
+US$1.1b		-54.6%PE12.2x
LEVI Levi StraussUS$21.9012.8%
+US$968.4m		23.1%PE17x
UAA Under ArmourUS$7.0913.6%
+US$374.5m		-1.9%PS0.6x

Latest News

COLM
US$62.41
Columbia Sportswear
7D
-5.0%
1Y
-21.5%
TPR
US$153.18
Tapestry
7D
20.6%
1Y
88.3%
KTB
US$67.10
Kontoor Brands
7D
7.6%
1Y
-18.6%
LANV
US$1.41
Lanvin Group Holdings
7D
-7.2%
1Y
-21.7%

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
LULU
US$180.62
lululemon athletica
7D
5.3%
1Y
-54.6%
AS
US$40.20
Amer Sports
7D
11.8%
1Y
36.4%

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$10.48
FIGS
7D
-3.2%
1Y
104.3%

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$10.76
Ermenegildo Zegna
7D
15.6%
1Y
23.3%

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$68.54
PVH
7D
10.2%
1Y
-12.7%
UAA
US$7.09
Under Armour
7D
13.6%
1Y
-1.9%

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.
VNCE
US$2.65
Vince Holding
7D
-3.6%
1Y
-11.1%

VNCE: Steady Fair Value And Sales Outlook Will Support Upside Potential

Analysts have kept their fair value estimate for Vince Holding steady at $5.25 per share. They point to slightly higher modeled revenue growth, along with a largely unchanged profit margin and future P/E assumption, as key inputs behind the maintained price target.
FMFC
US$0.33
Kandal M Venture
7D
-5.1%
1Y
n/a
LEVI
US$21.90
Levi Strauss
7D
12.8%
1Y
23.1%

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.
PMNT
US$0.30
Perfect Moment
7D
-8.9%
1Y
-68.7%
NCI
US$0.78
Neo-Concept International Group Holdings
7D
-37.8%
1Y
-71.1%
VRA
US$2.61
Vera Bradley
7D
-0.8%
1Y
-20.7%