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

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies49
  • 7D-4.6%
  • 3M-8.4%
  • 1Y3.0%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 4.6%, driven by lululemon athletica declining 5.8%. On the other hand Carter's is actually up 5.3%. In the past year, the industry has gained 3.0%. 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
Tue, 17 Mar 2026US$122.8bUS$87.0bUS$3.5b21.7x34.7x1.4x
Thu, 12 Feb 2026US$137.3bUS$86.3bUS$3.4b21.3x40x1.6x
Sat, 10 Jan 2026US$134.0bUS$81.8bUS$4.6b22.8x29.1x1.6x
Mon, 08 Dec 2025US$126.7bUS$81.7bUS$4.8b20.5x26.7x1.6x
Wed, 05 Nov 2025US$111.9bUS$81.1bUS$4.8b18.9x23.1x1.4x
Fri, 03 Oct 2025US$120.3bUS$80.8bUS$4.9b20.8x24.7x1.5x
Sun, 31 Aug 2025US$121.0bUS$80.7bUS$4.9b20.4x24.6x1.5x
Tue, 29 Jul 2025US$123.9bUS$84.5bUS$3.9b19.3x32.1x1.5x
Thu, 26 Jun 2025US$117.5bUS$84.4bUS$3.8b17.2x30.7x1.4x
Sat, 24 May 2025US$128.3bUS$84.4bUS$4.2b18.6x30.3x1.5x
Mon, 21 Apr 2025US$99.6bUS$85.2bUS$3.7b16.1x26.8x1.2x
Wed, 19 Mar 2025US$121.7bUS$84.8bUS$3.6b16.6x34.2x1.4x
Fri, 14 Feb 2025US$143.6bUS$84.6bUS$3.5b18.4x40.8x1.7x
Sun, 12 Jan 2025US$141.9bUS$84.2bUS$3.9b18.6x35.9x1.7x
Tue, 10 Dec 2024US$138.0bUS$84.4bUS$3.9b19.7x35x1.6x
Thu, 07 Nov 2024US$118.6bUS$84.5bUS$3.8b18.9x31.4x1.4x
Sat, 05 Oct 2024US$111.4bUS$84.8bUS$3.0b19.9x37x1.3x
Mon, 02 Sep 2024US$106.0bUS$84.7bUS$3.1b17.4x34.6x1.3x
Wed, 31 Jul 2024US$106.1bUS$90.6bUS$3.3b17.1x32.4x1.2x
Fri, 28 Jun 2024US$114.6bUS$90.3bUS$3.3b17x35.1x1.3x
Sun, 26 May 2024US$115.4bUS$90.5bUS$3.7b19.3x31.3x1.3x
Tue, 23 Apr 2024US$110.9bUS$87.1bUS$4.1b17.7x26.8x1.3x
Thu, 21 Mar 2024US$133.0bUS$87.1bUS$3.6b16.5x37x1.5x
Sat, 17 Feb 2024US$132.6bUS$87.3bUS$3.2b17.5x40.9x1.5x
Mon, 15 Jan 2024US$126.2bUS$82.4bUS$4.0b16.5x31.9x1.5x
Wed, 13 Dec 2023US$128.5bUS$82.4bUS$3.9b15.7x32.6x1.6x
Fri, 10 Nov 2023US$109.5bUS$82.1bUS$3.5b14.3x31.3x1.3x
Sun, 08 Oct 2023US$103.4bUS$82.2bUS$3.9b14x26.6x1.3x
Tue, 05 Sep 2023US$113.9bUS$82.0bUS$4.0b13.9x28.6x1.4x
Thu, 03 Aug 2023US$111.9bUS$81.8bUS$4.2b14.7x26.9x1.4x
Sat, 01 Jul 2023US$109.6bUS$81.6bUS$4.2b12.7x26x1.3x
Mon, 29 May 2023US$103.4bUS$81.4bUS$4.2b11x24.3x1.3x
Wed, 26 Apr 2023US$112.8bUS$87.2bUS$3.8b11.6x29.6x1.3x
Fri, 24 Mar 2023US$105.2bUS$86.2bUS$4.4b11.3x23.7x1.2x
Price to Earnings Ratio

23.7x


Total Market Cap: US$105.2bTotal Earnings: US$4.4bTotal Revenue: US$86.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.8x202420252026
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 34.7x which is higher than its 3-year average PE of 30.8x.
  • 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 7.4% 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-2.40%
Consumer Discretionary-2.62%
Luxury-4.70%
Apparel, Accessories and Luxury Goods-4.61%
Footwear-4.78%
Textiles-6.93%
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
CRI Carter'sUS$35.075.3%
+US$64.4m		-14.7%PE14.3x
FOSL Fossil GroupUS$4.4712.0%
+US$42.8m		212.6%PS0.3x
LANV Lanvin Group HoldingsUS$1.9715.2%
+US$30.4m		-14.7%PS0.7x
VRA Vera BradleyUS$3.2927.0%
+US$19.6m		20.1%PS0.3x
MOV Movado GroupUS$23.661.2%
+US$6.0m		30.8%PE23.8x

Latest News

LULU
US$159.91
lululemon athletica
7D
-5.8%
1Y
-51.1%

China Is Growing 46%, The Stock Is Down 47%. Growth and Value Outside the US Market.

The Value Perspective Lululemon is currently trading at 6.8x EV/EBITDA, a 69% discount to its own 10-year median of 22x. To put that in perspective, this multiple is approaching the all-time low of 6.63x the stock has ever seen across its entire public history.
RL
US$339.24
Ralph Lauren
7D
-1.4%
1Y
54.2%
GIII
US$25.74
G-III Apparel Group
7D
-12.0%
1Y
-4.9%
LAKE
US$8.69
Lakeland Industries
7D
1.9%
1Y
-56.4%

LAKE: Global Safety Contracts And Stable Margins Will Support Future Upside

Analysts have held their $16.50 price target for Lakeland Industries, citing largely unchanged assumptions for discount rate, revenue growth, profit margin, and future P/E as support for this steady view. What's in the News A class action lawsuit has been filed against Lakeland Industries and certain officers in the U.S. District Court for the Southern District of New York, alleging materially false and misleading statements regarding acquisitions, tariff headwinds, and financial guidance for the period from December 1, 2023 to December 9, 2025 (Pomerantz LLP announcement).
VRA
US$3.29
Vera Bradley
7D
27.0%
1Y
20.1%
KTB
US$67.28
Kontoor Brands
7D
-7.8%
1Y
6.3%
FOSL
US$4.47
Fossil Group
7D
12.0%
1Y
212.6%
LEVI
US$18.52
Levi Strauss
7D
-1.8%
1Y
12.7%
MOV
US$23.66
Movado Group
7D
1.2%
1Y
30.8%
CRI
US$35.07
Carter's
7D
5.3%
1Y
-14.7%

CRI: Higher Risk Profile Will Temper Benefits Of New Capsule Collection And Guidance

Analysts have adjusted their price target on Carter's to $37.00 from $34.80, reflecting updated views on revenue growth, profit margins, and the P/E multiple they consider appropriate for the stock. What's in the News Carter's issued earnings guidance for the first quarter of fiscal 2026, projecting mid single digit growth in net sales and citing an expected US$630 million in net sales for the first quarter of fiscal 2025 as a reference point for that period (Company guidance).
AS
US$33.55
Amer Sports
7D
-1.6%
1Y
17.7%

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).
CPRI
US$18.36
Capri Holdings
7D
0.2%
1Y
-13.9%

CPRI: Brand Momentum And New CFO Appointment Will Shape Bullish Outlook

Analysts have trimmed their average price targets on Capri Holdings by a few dollars per share, reflecting slightly softer revenue growth assumptions. This is offset in part by steadier profit margin expectations and updated P/E and discount rate inputs.
PLBY
US$1.77
Playboy
7D
1.1%
1Y
51.3%
VFC
US$16.03
V.F
7D
-7.2%
1Y
-2.5%

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.
TPR
US$141.78
Tapestry
7D
-2.6%
1Y
99.1%

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.
LANV
US$1.97
Lanvin Group Holdings
7D
15.2%
1Y
-14.7%

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