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

UpdatedApr 01, 2026
DataAggregated Company Financials
Companies49
  • 7D-1.5%
  • 3M-5.4%
  • 1Y9.7%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 1.5%, driven by lululemon athletica declining 4.9%. In contrast, PVH has gained 6.0%. Over the past 12 months, the industry was up 9.7%. As for the next few years, earnings are expected to grow by 17% 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, 01 Apr 2026US$119.2bUS$87.2bUS$3.3b20.4x35.6x1.4x
Fri, 27 Feb 2026US$138.6bUS$86.8bUS$3.5b24x39.1x1.6x
Sun, 25 Jan 2026US$128.6bUS$81.8bUS$4.6b21.7x28x1.6x
Tue, 23 Dec 2025US$130.0bUS$81.8bUS$4.6b20.9x28.3x1.6x
Thu, 20 Nov 2025US$115.0bUS$85.2bUS$5.3b17.7x21.7x1.3x
Sat, 18 Oct 2025US$115.5bUS$80.9bUS$5.0b19.1x23.2x1.4x
Mon, 15 Sep 2025US$116.0bUS$80.8bUS$4.9b20.2x23.8x1.4x
Wed, 13 Aug 2025US$114.3bUS$80.3bUS$5.5b18.2x20.9x1.4x
Fri, 11 Jul 2025US$122.9bUS$84.4bUS$3.8b21x32.1x1.5x
Sun, 08 Jun 2025US$119.9bUS$84.3bUS$3.9b17.6x31.1x1.4x
Tue, 06 May 2025US$110.2bUS$84.4bUS$3.9b15.4x28.5x1.3x
Thu, 03 Apr 2025US$115.3bUS$85.1bUS$3.6b15.9x32.2x1.4x
Sat, 01 Mar 2025US$137.4bUS$85.0bUS$3.6b17.8x38.3x1.6x
Mon, 27 Jan 2025US$147.0bUS$84.3bUS$3.9b19.5x37.2x1.7x
Wed, 25 Dec 2024US$138.3bUS$84.3bUS$4.0b18.9x35x1.6x
Fri, 22 Nov 2024US$117.3bUS$84.3bUS$3.9b18.8x30.2x1.4x
Sun, 20 Oct 2024US$118.2bUS$84.7bUS$3.0b19.5x39.2x1.4x
Tue, 17 Sep 2024US$108.8bUS$84.7bUS$3.1b17.8x35.6x1.3x
Thu, 15 Aug 2024US$99.9bUS$84.6bUS$2.9b16x34.2x1.2x
Sat, 13 Jul 2024US$110.9bUS$90.7bUS$3.3b16.9x33.7x1.2x
Mon, 10 Jun 2024US$118.9bUS$90.4bUS$3.3b18.3x36.2x1.3x
Wed, 08 May 2024US$112.7bUS$86.7bUS$4.2b19.6x26.8x1.3x
Fri, 05 Apr 2024US$117.3bUS$86.9bUS$4.1b18.3x28.7x1.3x
Sun, 03 Mar 2024US$134.0bUS$87.2bUS$3.3b17.4x40.7x1.5x
Tue, 30 Jan 2024US$127.8bUS$82.5bUS$3.9b17.3x32.5x1.6x
Thu, 28 Dec 2023US$133.9bUS$82.4bUS$3.9b17.1x33.9x1.6x
Sat, 25 Nov 2023US$115.5bUS$82.0bUS$3.6b15.7x32.4x1.4x
Mon, 23 Oct 2023US$108.1bUS$82.1bUS$3.9b14.2x28x1.3x
Wed, 20 Sep 2023US$107.6bUS$82.2bUS$4.0b13.1x26.6x1.3x
Fri, 18 Aug 2023US$111.8bUS$81.5bUS$3.9b13.9x28.7x1.4x
Sun, 16 Jul 2023US$111.9bUS$82.1bUS$4.2b14.3x26.8x1.4x
Tue, 13 Jun 2023US$107.5bUS$81.6bUS$4.2b11.8x25.5x1.3x
Thu, 11 May 2023US$108.6bUS$81.5bUS$4.5b11.6x23.9x1.3x
Sat, 08 Apr 2023US$112.0bUS$87.2bUS$4.0b12.3x28x1.3x
Price to Earnings Ratio

28x


Total Market Cap: US$112.0bTotal Earnings: US$4.0bTotal Revenue: US$87.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 31x202420252026
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 35.6x which is higher than its 3-year average PE of 31.0x.
  • 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 5.8% 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-0.61%
Consumer Discretionary-1.38%
Luxury-1.94%
Apparel, Accessories and Luxury Goods-1.45%
Footwear-2.44%
Textiles-3.83%
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
PVH PVHUS$69.766.0%
+US$180.5m		-8.7%PE9.4x
OXM Oxford IndustriesUS$38.5113.9%
+US$70.3m		-35.1%PS0.4x
ZGN Ermenegildo ZegnaUS$10.421.9%
+US$51.0m		41.4%PE24.5x
CRI Carter'sUS$35.762.9%
+US$36.8m		-12.9%PE14.5x
GIII G-III Apparel GroupUS$27.702.7%
+US$31.2m		0.8%PE17.4x

Latest News

LAKE
US$8.19
Lakeland Industries
7D
6.9%
1Y
-58.3%
ZGN
US$10.42
Ermenegildo Zegna
7D
1.9%
1Y
41.4%
LEVI
US$18.49
Levi Strauss
7D
0.3%
1Y
12.9%

LEVI: Future Returns Will Be Driven By Top Pick Endorsements

Analysts have nudged their average price target for Levi Strauss modestly higher to around $33, citing the stock's addition to a major firm’s top pick list and supportive new bullish coverage that highlights confidence in the company’s long term earnings profile and price-to-earnings (P/E) potential. Analyst Commentary Bullish Takeaways Bullish analysts view the stock’s inclusion on a top pick list as a sign that execution on the core business and brand is tracking well enough to stand out within the apparel group.
OXM
US$38.51
Oxford Industries
7D
13.9%
1Y
-35.1%
GIII
US$27.70
G-III Apparel Group
7D
2.7%
1Y
0.8%

Fair Value of $40 for G-III Apparel Group Anticipated Over 5 Years

Investment Thesis The PVH license roll-off (~$470M of lower-margin revenue exiting by FY2028) is a known, finite, manageable headwind; the owned-brand revenue replacing it (DKNY, Karl Lagerfeld, Donna Karan) carries structurally higher gross margins, potentially driving margin expansion even on lower absolute revenues. Owned brands grew from 41% of net sales in FY2023 to 52% in FY2025, with DKNY at $675M and Karl Lagerfeld at $580M — both showing accelerating momentum as standalone global brands.
LULU
US$153.10
lululemon athletica
7D
-4.9%
1Y
-45.2%
CRI
US$35.76
Carter's
7D
2.9%
1Y
-12.9%

CRI: Capsule Launch And Guidance Will Support Fairly Valued Shares Despite Risks

Analysts now set their price target for Carter's at $37.00. This level is aligned with prior estimates and reflects updated assumptions for the discount rate and future P/E, while keeping revenue growth and profit margin views unchanged.
AS
US$32.92
Amer Sports
7D
-0.5%
1Y
22.8%

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

Analysts have kept their Amer Sports fair value estimate steady at $48.96, with only slight tweaks to the underlying discount rate, revenue growth, profit margin, and future P/E assumptions that fine tune rather than overhaul their prior price target view. What's in the News Amer Sports completed a follow-on equity offering of ordinary shares, raising about $750.0m through 20,604,396 common shares at a price of $36.40 per share, with a discount of $1.092 per share (Key Developments).
RL
US$343.99
Ralph Lauren
7D
0.1%
1Y
50.3%

RL: Raised Fair Value Will Reflect Durable Margins And Sector Support Through 2026

The analyst price target for Ralph Lauren has increased to $477 from $473, with analysts pointing to recent upgrades and price target raises across firms that cite confidence in the brand's growth durability and sector setup. Analyst Commentary Recent Street research on Ralph Lauren has reflected a cluster of bullish calls, with several firms lifting price targets and issuing positive views on the brand and its position within specialty retail.
FIGS
US$14.77
FIGS
7D
-3.1%
1Y
227.5%

FIGS: International Expansion And Margin Recovery Efforts Will Likely Cap Near Term Upside

Narrative Update on FIGS The analyst fair value estimate for FIGS has moved from $9.81 to $16.31 as analysts factor in a series of higher price targets and upgrades that highlight international expansion, margin recovery efforts, and what they describe as sustained recovery and strong momentum following recent Q4 results. Analyst Commentary Recent research on FIGS centers on how the company executes on growth opportunities while working to restore profitability metrics, with price target changes reflecting different views on how quickly that balance can be achieved.
CPRI
US$17.62
Capri Holdings
7D
-3.6%
1Y
-9.0%

CPRI: Trend Right Styles And 2026 Guidance Will Support Multiple Repricing

Capri Holdings' updated analyst price target reflects a modest reset in expectations, as analysts balance softer revenue and margin assumptions with a slightly higher future P/E outlook and a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research on Capri Holdings reflects a mixed setup, with several firms adjusting ratings and price targets around the same time.
UAA
US$5.91
Under Armour
7D
-2.2%
1Y
-6.9%

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.
VFC
US$16.99
V.F
7D
-1.8%
1Y
5.5%

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.
TPR
US$141.11
Tapestry
7D
-2.0%
1Y
93.6%

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$69.76
PVH
7D
6.0%
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.
NCI
US$1.78
Neo-Concept International Group Holdings
7D
-68.4%
1Y
-20.9%