Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

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

UpdatedFeb 15, 2026
DataAggregated Company Financials
Companies49
  • 7D3.3%
  • 3M22.3%
  • 1Y-1.7%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has risen 3.3%, driven by gains from Ralph Lauren of 7.7%. Overall in the last year, the industry is flat. 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
Sun, 15 Feb 2026US$137.6bUS$86.3bUS$3.4b23.8x40.1x1.6x
Tue, 13 Jan 2026US$133.1bUS$81.8bUS$4.6b22.8x29x1.6x
Thu, 11 Dec 2025US$125.7bUS$81.6bUS$4.7b19.3x26.6x1.5x
Sat, 08 Nov 2025US$111.1bUS$85.1bUS$5.2b16.8x21.3x1.3x
Mon, 06 Oct 2025US$120.4bUS$80.8bUS$4.9b20.7x24.7x1.5x
Wed, 03 Sep 2025US$121.0bUS$80.7bUS$4.9b20.5x24.6x1.5x
Fri, 01 Aug 2025US$121.8bUS$84.5bUS$3.9b18.4x31.3x1.4x
Sun, 29 Jun 2025US$119.1bUS$84.4bUS$3.8b17.7x31.1x1.4x
Tue, 27 May 2025US$125.7bUS$84.4bUS$4.2b18.6x29.7x1.5x
Thu, 24 Apr 2025US$102.8bUS$84.9bUS$3.8b16.2x27.2x1.2x
Sat, 22 Mar 2025US$121.6bUS$84.8bUS$3.6b16.8x34.1x1.4x
Mon, 17 Feb 2025US$143.2bUS$84.6bUS$3.5b18.3x40.7x1.7x
Wed, 15 Jan 2025US$139.9bUS$84.2bUS$3.9b18.5x35.4x1.7x
Fri, 13 Dec 2024US$138.8bUS$84.3bUS$3.9b19.6x35.6x1.6x
Sun, 10 Nov 2024US$119.6bUS$84.1bUS$3.8b19.8x31.6x1.4x
Tue, 08 Oct 2024US$114.6bUS$84.8bUS$3.0b19.9x38.1x1.4x
Thu, 05 Sep 2024US$106.2bUS$84.7bUS$3.1b16.9x34.6x1.3x
Sat, 03 Aug 2024US$103.7bUS$90.6bUS$3.3b16x31.5x1.1x
Mon, 01 Jul 2024US$111.0bUS$90.4bUS$3.3b17x33.8x1.2x
Wed, 29 May 2024US$115.4bUS$90.5bUS$3.7b18.5x31.3x1.3x
Fri, 26 Apr 2024US$112.6bUS$87.1bUS$4.1b18.4x27.3x1.3x
Sun, 24 Mar 2024US$124.7bUS$87.5bUS$4.1b16.2x30.1x1.4x
Tue, 20 Feb 2024US$131.4bUS$87.3bUS$3.2b17.5x40.5x1.5x
Thu, 18 Jan 2024US$123.2bUS$82.4bUS$4.0b16.4x31.2x1.5x
Sat, 16 Dec 2023US$130.0bUS$82.4bUS$3.9b16.4x33x1.6x
Mon, 13 Nov 2023US$109.1bUS$82.0bUS$3.6b16.3x30.2x1.3x
Wed, 11 Oct 2023US$104.0bUS$82.2bUS$3.9b13.8x26.8x1.3x
Fri, 08 Sep 2023US$110.9bUS$82.0bUS$4.0b13.8x27.9x1.4x
Sun, 06 Aug 2023US$112.8bUS$81.8bUS$4.1b15x27.4x1.4x
Tue, 04 Jul 2023US$111.7bUS$82.2bUS$4.2b14.3x26.4x1.4x
Thu, 01 Jun 2023US$100.4bUS$81.2bUS$4.1b10.9x24.3x1.2x
Sat, 29 Apr 2023US$114.8bUS$87.3bUS$3.8b11.7x30.3x1.3x
Mon, 27 Mar 2023US$105.5bUS$86.3bUS$4.4b10.8x23.7x1.2x
Wed, 22 Feb 2023US$111.0bUS$86.3bUS$4.8b11.5x23.2x1.3x
Price to Earnings Ratio

23.2x


Total Market Cap: US$111.0bTotal 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 39.3x which is higher than its 3-year average PE of 30.4x.
  • 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-1.34%
Consumer Discretionary-2.36%
Luxury1.76%
Apparel, Accessories and Luxury Goods3.30%
Textiles0.57%
Footwear0.32%
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$369.187.7%
+US$1.6b		30.6%PE24.3x
AS Amer SportsUS$39.816.1%
+US$1.3b		28.5%PE70.9x
LEVI Levi StraussUS$21.916.6%
+US$531.0m		19.9%PE17x
LULU lululemon athleticaUS$176.422.1%
+US$418.8m		-51.9%PE11.9x
TPR TapestryUS$153.801.1%
+US$344.2m		75.4%PE59.6x

Latest News

LEVI
US$21.91
Levi Strauss
7D
6.6%
1Y
19.9%
TPR
US$153.80
Tapestry
7D
1.1%
1Y
75.4%
LULU
US$176.42
lululemon athletica
7D
2.1%
1Y
-51.9%
CRI
US$40.05
Carter's
7D
8.9%
1Y
-24.3%

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).
AS
US$39.81
Amer Sports
7D
6.1%
1Y
28.5%

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
-4.6%
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$11.04
Ermenegildo Zegna
7D
6.3%
1Y
23.8%

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$68.71
PVH
7D
3.9%
1Y
-11.6%
RL
US$369.18
Ralph Lauren
7D
7.7%
1Y
30.6%

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$7.19
Under Armour
7D
-4.9%
1Y
1.3%

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.
VFC
US$20.30
V.F
7D
-0.2%
1Y
-20.7%

VFC: Inventory Discipline And 2026 Outlook Will Reframe Risk Reward Profile

Analysts have nudged their price targets on V.F. higher, and this is reflected in our fair value estimate moving from $30.70 to $31.44, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Street research on V.F. has leaned constructive, with a cluster of price target increases from multiple firms over a short period.
OXM
US$38.22
Oxford Industries
7D
-4.5%
1Y
-48.1%

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.
JXG
US$4.00
JX Luxventure Group
7D
-0.2%
1Y
-89.2%
GIII
US$30.15
G-III Apparel Group
7D
-1.2%
1Y
1.4%
MOV
US$24.36
Movado Group
7D
-0.6%
1Y
25.1%