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

UpdatedMar 23, 2026
DataAggregated Company Financials
Companies46
  • 7D-2.1%
  • 3M-8.8%
  • 1Y-0.4%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 2.1%, driven by a pullback from Amer Sports of 8.4%. Over the last year, the industry has been flat overall. Looking forward, 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
Mon, 23 Mar 2026US$121.9bUS$87.2bUS$3.4b20.1x36.2x1.4x
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
Price to Earnings Ratio

27.3x


Total Market Cap: US$114.6bTotal Earnings: US$4.2bTotal Revenue: US$86.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.9x202420252026
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 36.2x which is higher than its 3-year average PE of 30.9x.
  • 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 7.0% 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-2.61%
Consumer Discretionary-4.37%
Luxury-3.20%
Apparel, Accessories and Luxury Goods-2.15%
Textiles-2.35%
Footwear-4.26%
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
VFC V.FUS$16.281.6%
+US$97.8m		-4.2%PE28.4x
ZGN Ermenegildo ZegnaUS$9.68-2.2%
US$81.8m		32.4%PE22.8x
LULU lululemon athleticaUS$162.821.8%
+US$63.4m		-51.4%PE11.9x
PVH PVHUS$63.271.4%
+US$41.2m		-8.7%PE8.5x
PLBY PlayboyUS$1.764.8%
+US$21.1m		46.7%PS1.7x

Latest News

UAA
US$5.85
Under Armour
7D
-7.9%
1Y
-11.5%

UAA: Future Brand Reset And Execution Will Drive Earnings Power Reassessment

Analysts have increased the Under Armour price target by $2 to reflect recent broad-based target increases across Wall Street. They also modestly updated assumptions for discount rate, revenue growth, profit margin and future P/E.
ZGN
US$9.68
Ermenegildo Zegna
7D
-2.2%
1Y
32.4%
FIGS
US$14.21
FIGS
7D
-4.6%
1Y
193.6%
MOV
US$24.02
Movado Group
7D
3.8%
1Y
36.4%
LULU
US$162.82
lululemon athletica
7D
1.8%
1Y
-51.4%

Lululemon - A Fundamental and Historical Valuation

Business Overview Key Metrics Total: 4/17 +1 ✅ Projected Operating Margin: 18.84% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.73% +2 ✅✅ Last 5-Year ROIC: 45.98% +1 ✅ Estimated Cost of Capital: 7.18% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.51% -1 ❌ Projected 5-Year EPS CAGR: 6.92% (lower than 10%) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +2 ✅✅ Estimated Debt Rating: Aaa -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values; Historical P/E - we assume mean reversion to the historical P/E values; Historical P/S - we assume mean reversion to the historical P/S values.
FOSL
US$3.99
Fossil Group
7D
-16.4%
1Y
214.2%
VFC
US$16.28
V.F
7D
1.6%
1Y
-4.2%

VFC: Vans Brand Repair In 2026 Will Reframe Risk Reward

The analyst price target for V.F. has been revised higher from $25.00 to $31.42. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, even as some remain cautious about the pace of Vans brand recovery.
RL
US$329.87
Ralph Lauren
7D
-2.8%
1Y
39.8%
TPR
US$140.88
Tapestry
7D
-0.6%
1Y
86.1%

TPR: Higher Handbag Demand And Buybacks Will Support Richer Future P E Multiple

The analyst fair value estimate for Tapestry has been updated from $155.00 to $190.00, reflecting a series of recent price target increases and supportive research from multiple firms that highlight adjusted expectations for growth, margins, and valuation. Analyst Commentary Recent research shows a cluster of bullish analysts lifting price targets on Tapestry, with some major firms also reaffirming positive ratings.
PVH
US$63.27
PVH
7D
1.4%
1Y
-8.7%

PVH: Self Help And AI Adoption Will Drive Future Re Rating

Narrative Update on PVH Analysts have reduced their PVH Corp. price target to $120 from $148, citing ongoing self help initiatives that support slightly higher modeled revenue growth, profit margins, and a marginally lower future P/E assumption.
LEVI
US$17.93
Levi Strauss
7D
-3.2%
1Y
11.8%

LEVI: Future Returns Will Be Driven By Brand Execution And Research Support

Analysts keep their fair value estimate for Levi Strauss steady at $27.00, citing recent upbeat research that includes a Jefferies initiation with a positive view and a $1 increase in a key Street price target to $33.00, while making only minor tweaks to the discount rate and P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see recent research support as consistent with the current US$27.00 fair value estimate, pointing to external targets around US$33.00 as a sign that the stock is viewed as having headroom within existing P/E assumptions.
GIII
US$26.64
G-III Apparel Group
7D
1.0%
1Y
1.7%
AS
US$30.74
Amer Sports
7D
-8.4%
1Y
4.3%

AS: Future Upside Will Depend On 2026 EPS And Equity Offering

Analysts have nudged their price target on Amer Sports higher from about $47.83 to roughly $48.96, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that slightly adjust their view of the company’s risk and earnings profile. What's in the News Amer Sports completed a follow on equity offering of ordinary shares, raising about US$750.0m through 20,604,396 shares priced at US$36.40 with a US$1.092 discount per share (offering filing and completion).
COLM
US$55.23
Columbia Sportswear
7D
0.4%
1Y
-29.2%

COLM: Execution And Margin Risks Will Limit Repricing Despite Recent Price Hikes

Analysts raised their price target on Columbia Sportswear by $5, reflecting updated views on fair value, revenue, profit margins, and an adjusted future P/E multiple, consistent with recent target increases from several research firms. Analyst Commentary Even with the higher price targets, some bearish analysts remain cautious and are using these revisions to highlight where they see risks for Columbia Sportswear.
PLBY
US$1.76
Playboy
7D
4.8%
1Y
46.7%
NCI
US$5.70
Neo-Concept International Group Holdings
7D
-28.8%
1Y
174.1%