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

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies48
  • 7D-5.9%
  • 3M-0.6%
  • 1Y9.7%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 7.3%, driven by a pullback from Tapestry of 7.0%. On the other hand Kontoor Brands is actually up 13%. In the past year, the industry has gained 4.1%. 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
Tue, 10 Mar 2026US$128.7bUS$87.2bUS$3.6b22.1x36x1.5x
Thu, 05 Feb 2026US$126.4bUS$85.8bUS$3.5b22x35.6x1.5x
Sat, 03 Jan 2026US$128.2bUS$81.8bUS$4.6b21.1x27.9x1.6x
Mon, 01 Dec 2025US$126.6bUS$85.2bUS$5.3b19x23.9x1.5x
Wed, 29 Oct 2025US$121.0bUS$80.9bUS$4.9b18.7x24.5x1.5x
Fri, 26 Sep 2025US$119.1bUS$80.8bUS$4.9b20.5x24.4x1.5x
Sun, 24 Aug 2025US$120.6bUS$80.7bUS$4.8b19.6x24.9x1.5x
Tue, 22 Jul 2025US$123.6bUS$84.5bUS$3.9b19.4x31.8x1.5x
Thu, 19 Jun 2025US$114.6bUS$84.3bUS$3.8b15.6x30x1.4x
Sat, 17 May 2025US$126.8bUS$84.6bUS$3.9b18.5x32.9x1.5x
Mon, 14 Apr 2025US$100.8bUS$85.2bUS$3.7b14.3x27.1x1.2x
Wed, 12 Mar 2025US$121.3bUS$84.9bUS$3.6b16.8x34x1.4x
Fri, 07 Feb 2025US$146.5bUS$84.6bUS$3.5b18.8x41.6x1.7x
Sun, 05 Jan 2025US$138.2bUS$84.2bUS$3.9b19x35x1.6x
Tue, 03 Dec 2024US$130.1bUS$85.6bUS$3.3b20.7x39.6x1.5x
Thu, 31 Oct 2024US$116.0bUS$84.5bUS$3.8b18x30.8x1.4x
Sat, 28 Sep 2024US$113.5bUS$84.8bUS$3.0b19.1x37.8x1.3x
Mon, 26 Aug 2024US$108.7bUS$84.8bUS$2.9b17.1x36.9x1.3x
Wed, 24 Jul 2024US$108.9bUS$90.7bUS$3.3b16.7x33.1x1.2x
Fri, 21 Jun 2024US$116.3bUS$90.3bUS$3.3b17.9x35.6x1.3x
Sun, 19 May 2024US$112.1bUS$86.3bUS$4.1b20x27.7x1.3x
Tue, 16 Apr 2024US$108.1bUS$87.1bUS$4.1b17.5x26.2x1.2x
Thu, 14 Mar 2024US$133.9bUS$87.2bUS$3.3b17.7x40.3x1.5x
Sat, 10 Feb 2024US$130.2bUS$81.7bUS$3.3b19x39.8x1.6x
Mon, 08 Jan 2024US$128.3bUS$82.4bUS$3.9b16.1x32.5x1.6x
Wed, 06 Dec 2023US$122.9bUS$82.1bUS$4.0b15x31x1.5x
Fri, 03 Nov 2023US$104.6bUS$82.2bUS$3.5b13.3x29.6x1.3x
Sun, 01 Oct 2023US$107.5bUS$82.2bUS$4.0b13.2x26.6x1.3x
Tue, 29 Aug 2023US$106.9bUS$81.5bUS$3.9b13.4x27.3x1.3x
Thu, 27 Jul 2023US$113.1bUS$82.1bUS$4.2b14.7x27.1x1.4x
Sat, 24 Jun 2023US$107.5bUS$81.6bUS$4.2b11.6x25.5x1.3x
Mon, 22 May 2023US$107.0bUS$81.5bUS$4.5b11.1x23.6x1.3x
Wed, 19 Apr 2023US$115.4bUS$87.2bUS$4.0b12.4x28.9x1.3x
Fri, 17 Mar 2023US$104.4bUS$86.1bUS$4.7b11.4x22.1x1.2x
Price to Earnings Ratio

22.1x


Total Market Cap: US$104.4bTotal Earnings: US$4.7bTotal Revenue: US$86.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.7x202420252026
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 36.0x which is higher than its 3-year average PE of 30.7x.
  • 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 8.8% 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-1.50%
Consumer Discretionary-1.14%
Luxury-6.94%
Apparel, Accessories and Luxury Goods-5.91%
Textiles0.21%
Footwear-7.95%
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
KTB Kontoor BrandsUS$72.9512.5%
+US$427.2m		22.9%PE17.7x
NCI Neo-Concept International Group HoldingsUS$10.36106.4%
+US$101.0m		417.4%PE176.4x
SGC Superior Group of CompaniesUS$10.485.2%
+US$5.5m		-22.7%PE23.5x
OXM Oxford IndustriesUS$38.860.4%
+US$2.5m		-37.5%PS0.4x
DOGZ Dogness (International)US$1.599.7%
+US$2.0m		-94.2%PS1.1x

Latest News

OXM
US$38.86
Oxford Industries
7D
0.4%
1Y
-37.5%
RL
US$344.12
Ralph Lauren
7D
-2.8%
1Y
57.6%

RL: 2026 Margin Reliance Will Magnify Risk If Demand Weakens

Ralph Lauren's analyst price target has increased by $25.52, supported by higher assumed fair value, slightly higher discount rates, and modestly stronger expectations for revenue growth, profit margins, and future P/E as analysts grow more confident following recent research updates and management meetings. Analyst Commentary Recent research has generally pointed to higher assumed fair value for Ralph Lauren, with several firms lifting price targets and reaffirming positive views after meeting with management and updating their models.
KTB
US$72.95
Kontoor Brands
7D
12.5%
1Y
22.9%

KTB: Margin Durability And Brand Partnerships Will Support Future Repricing

Our analyst price target for Kontoor Brands moves to $131 from $118 as analysts point to stronger margin durability into 2026, a healthier capital structure and confidence in the earnings growth trajectory, reflected in multiple recent target hikes across the Street. Analyst Commentary Recent Street research on Kontoor Brands has shifted toward a more constructive tone, with several bullish analysts lifting their price targets following the latest Q4 update.
FIGS
US$15.47
FIGS
7D
-9.6%
1Y
225.7%
UAA
US$6.48
Under Armour
7D
-10.4%
1Y
-10.7%

UAA: Higher Margin Outlook And Consensus Repricing Could Drive Shares Higher

Under Armour's updated analyst price target has increased to $12.09 from $10.34, as analysts incorporate Street research that reflects revised assumptions for adjusted revenue growth, higher projected profit margins, and a lower future P/E multiple across recent target increases. Analyst Commentary Recent Street research around Under Armour highlights a cluster of higher price targets that feed into the updated average target of $12.09.
LULU
US$169.76
lululemon athletica
7D
-2.6%
1Y
-46.9%
VFC
US$17.27
V.F
7D
-8.8%
1Y
-0.7%

VFC: Inventory Discipline And Brand Repair In 2026 Will Reframe Risk Reward

The analyst price target for V.F. has been reset from $31.44 to $25.00, reflecting a lower assumed future P/E of 17.42 and analyst concerns around a longer recovery timeline for key brands such as Vans, despite modest adjustments to revenue growth and margin assumptions. Analyst Commentary Recent Street research on V.F. shows a mixed picture, with one fresh downgrade but a cluster of earlier positive price target revisions that point to differing views on the recovery path and earnings power of the portfolio.
SGC
US$10.48
Superior Group of Companies
7D
5.2%
1Y
-22.7%
TPR
US$145.50
Tapestry
7D
-7.0%
1Y
105.8%

TPR: Higher Street Views And Buybacks Will Shape Balanced Long Term Outlook

Tapestry's analyst price target has been raised from $131.50 to $160.21 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside a broad series of recent target hikes across the Street. Analyst Commentary Recent research updates on Tapestry have clustered around higher price targets and supportive ratings, pointing to a constructive stance from many firms.
AS
US$34.08
Amer Sports
7D
-10.1%
1Y
33.1%
LEVI
US$18.86
Levi Strauss
7D
-12.4%
1Y
16.5%

LEVI: Bullish Coverage And Brand Strength Will Support Future Margin Resilience

Analysts have trimmed their fair value estimate for Levi Strauss by about $0.87 to $32.11. This reflects updated assumptions around a slightly higher discount rate, stronger revenue growth, modestly improved profit margins, and a lower future P/E, alongside recent bullish coverage and a $1 increase in a key Street price target to $33.
FMFC
US$0.45
Kandal M Venture
7D
24.9%
1Y
n/a
JXG
US$4.07
JX Luxventure Group
7D
10.3%
1Y
-88.3%
DOGZ
US$1.59
Dogness (International)
7D
9.7%
1Y
-94.2%
NCI
US$10.36
Neo-Concept International Group Holdings
7D
106.4%
1Y
417.4%