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

UpdatedFeb 02, 2026
DataAggregated Company Financials
Companies46
  • 7D-3.7%
  • 3M11.3%
  • 1Y-12.4%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 3.7%, driven by lululemon athletica declining 9.5%. Overall the industry is down 12% in 12 months. Looking forward, earnings are forecast to grow by 17% 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, 02 Feb 2026US$123.8bUS$81.6bUS$4.7b19.6x26.3x1.5x
Wed, 31 Dec 2025US$129.9bUS$81.8bUS$4.6b21.1x28.2x1.6x
Fri, 28 Nov 2025US$126.5bUS$85.2bUS$5.3b19x23.9x1.5x
Sun, 26 Oct 2025US$119.5bUS$80.9bUS$5.0b19.2x24x1.5x
Tue, 23 Sep 2025US$119.7bUS$80.8bUS$4.9b20.5x24.5x1.5x
Thu, 21 Aug 2025US$114.6bUS$80.7bUS$4.8b20x23.6x1.4x
Sat, 19 Jul 2025US$124.1bUS$84.5bUS$3.9b19.6x31.9x1.5x
Mon, 16 Jun 2025US$113.3bUS$84.4bUS$3.8b15.9x29.6x1.3x
Wed, 14 May 2025US$123.6bUS$84.4bUS$3.9b19.5x31.6x1.5x
Fri, 11 Apr 2025US$106.4bUS$85.2bUS$3.7b14x28.5x1.2x
Sun, 09 Mar 2025US$126.2bUS$84.8bUS$3.6b17.1x35.3x1.5x
Tue, 04 Feb 2025US$149.0bUS$84.5bUS$4.3b18.5x34.9x1.8x
Thu, 02 Jan 2025US$136.7bUS$84.3bUS$3.9b18.8x34.6x1.6x
Sat, 30 Nov 2024US$129.0bUS$84.3bUS$3.9b20.2x33.2x1.5x
Mon, 28 Oct 2024US$113.8bUS$84.7bUS$3.0b18.3x37.9x1.3x
Wed, 25 Sep 2024US$108.6bUS$84.8bUS$3.0b18.7x36.2x1.3x
Fri, 23 Aug 2024US$107.3bUS$84.8bUS$2.9b16.6x36.4x1.3x
Sun, 21 Jul 2024US$107.6bUS$90.7bUS$3.3b16.5x32.7x1.2x
Tue, 18 Jun 2024US$114.8bUS$90.3bUS$3.3b17.7x35.2x1.3x
Thu, 16 May 2024US$114.8bUS$86.4bUS$4.2b20.1x27.4x1.3x
Sat, 13 Apr 2024US$111.7bUS$87.1bUS$4.1b17.6x27x1.3x
Mon, 11 Mar 2024US$133.4bUS$87.2bUS$3.3b16.8x40.5x1.5x
Wed, 07 Feb 2024US$125.8bUS$82.3bUS$3.9b16.5x32.3x1.5x
Fri, 05 Jan 2024US$128.7bUS$82.4bUS$3.9b16.4x32.6x1.6x
Sun, 03 Dec 2023US$123.1bUS$82.1bUS$3.9b15.3x31.5x1.5x
Tue, 31 Oct 2023US$106.4bUS$82.2bUS$3.9b13.8x27.6x1.3x
Thu, 28 Sep 2023US$105.1bUS$82.1bUS$4.0b13.1x26x1.3x
Sat, 26 Aug 2023US$106.9bUS$81.5bUS$3.9b13.4x27.3x1.3x
Mon, 24 Jul 2023US$112.2bUS$82.1bUS$4.2b14.5x26.9x1.4x
Wed, 21 Jun 2023US$110.5bUS$81.7bUS$4.2b12.1x26.2x1.4x
Fri, 19 May 2023US$110.4bUS$81.5bUS$4.5b11.4x24.3x1.4x
Sun, 16 Apr 2023US$114.9bUS$87.2bUS$4.0b12.3x28.7x1.3x
Tue, 14 Mar 2023US$102.6bUS$86.1bUS$4.7b10.9x21.8x1.2x
Thu, 09 Feb 2023US$113.4bUS$86.6bUS$4.9b11.3x23.2x1.3x
Price to Earnings Ratio

23.2x


Total Market Cap: US$113.4bTotal Earnings: US$4.9bTotal Revenue: US$86.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.3x202420252026
Current Industry PE
  • Investors are pessimistic on the American Apparel, Accessories and Luxury Goods industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 26.3x which is lower than its 3-year average PE of 30.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
  • Both revenue and earnings for companies in the Apparel, Accessories and Luxury Goods industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Comparison

How does U.S. Apparel, Accessories and Luxury Goods compare with similar industries?

US Market-0.23%
Consumer Discretionary-2.01%
Luxury-2.79%
Apparel, Accessories and Luxury Goods-3.74%
Textiles-1.67%
Footwear-1.94%
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
TPR TapestryUS$126.910.6%
+US$149.4m		72.6%PE95.7x
COLM Columbia SportswearUS$55.283.3%
+US$96.5m		-35.1%PE16x
KTB Kontoor BrandsUS$59.732.1%
+US$68.9m		-31.0%PE15.3x
GIII G-III Apparel GroupUS$29.352.5%
+US$30.0m		-0.6%PE8.4x
PVH PVHUS$62.360.5%
+US$15.1m		-25.2%PE8.4x

Latest News

LULU
US$174.50
lululemon athletica
7D
-9.5%
1Y
-57.5%
LEVI
US$19.88
Levi Strauss
7D
-6.4%
1Y
6.5%
VFC
US$19.59
V.F
7D
-2.1%
1Y
-20.4%
RL
US$353.41
Ralph Lauren
7D
-1.9%
1Y
43.7%
AS
US$36.63
Amer Sports
7D
-3.3%
1Y
18.4%
LAKE
US$9.42
Lakeland Industries
7D
1.9%
1Y
-58.4%

LAKE: Tender Wins And Stable Margins Will Support Future Share Upside

Analysts have kept their fair value estimate for Lakeland Industries steady at $16.50, citing only minimal tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially alter their price target view. What's in the News Lakeland Industries announced it has been awarded a fire equipment tender by Argentina's National Civil Aviation Administration, covering equipment such as Eagle structural suits and gloves, Veridian boots and hoods, Pacific fire helmets and Lakeland proximity suits, with financial terms not disclosed (Client announcement).
FIGS
US$10.81
FIGS
7D
-4.0%
1Y
98.7%

FIGS: Raised Outlook Will Rely On Specialty Retail Tailwinds Into 2026

Narrative Update Analysts have inched up their price targets on FIGS into the high single digit to low double digit US$ range, citing recent research that points to more constructive views on specialty retail through 2026 and firm specific discussions that suggest ongoing business momentum. At the same time, our model keeps fair value steady at US$15.00, with slightly higher revenue growth, margin and future P/E assumptions.
KTB
US$59.73
Kontoor Brands
7D
2.1%
1Y
-31.0%

KTB: Future Returns Will Depend On Resolving Ongoing Lee Brand Challenges

Analysts nudged their fair value estimate for Kontoor Brands up from $49.00 to $50.00, reflecting updated views around sector level price target resets, mixed brand level execution across Wrangler and Lee, and evolving expectations for earnings resilience and cash flow. Analyst Commentary Recent Street research on Kontoor Brands has been mixed, with some bearish analysts trimming price targets and stressing execution risks across the portfolio.
COLM
US$55.28
Columbia Sportswear
7D
3.3%
1Y
-35.1%

COLM: Trimmed Fair Value And Soft Guidance Will Set Up Sentiment Rebound

Analysts have trimmed their fair value estimate for Columbia Sportswear to $75.00 from $79.00, citing reduced revenue growth expectations. They also note a lower Street price target of $38.00, which reflects concerns about ongoing topline challenges following a "lackluster" Q3 and a cut to FY25 sales guidance.
ZGN
US$8.69
Ermenegildo Zegna
7D
-9.4%
1Y
-1.7%

ZGN: Leadership Transition Will Support Upside Potential Despite Recent Downgrade

Analysts have trimmed their fair value estimate for Ermenegildo Zegna slightly to about US$11.58 per share, reflecting a modestly higher discount rate and updated assumptions on revenue growth, profit margin and future P/E. Recent research, including a downgrade, has helped to frame the more cautious stance.
VNCE
US$2.70
Vince Holding
7D
2.7%
1Y
-22.4%

VNCE: Higher Margin Outlook And Sales Guidance Will Support Constructive View

Analysts have raised their price target on Vince Holding to US$5.25 from US$4.75, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News Vince Holding reported that, from August 3, 2025 to November 1, 2025, it repurchased 0 shares for US$0 million, completing the buyback authorized on September 16, 2024 with no shares repurchased overall (Key Developments).
CPRI
US$22.57
Capri Holdings
7D
-7.3%
1Y
-5.8%

CPRI: Margin Resilience And Buybacks Will Support A Balanced Risk Profile

Narrative Update Overview Analysts have inched their price expectations higher for Capri Holdings, with a Street target move to $24 from $23. This reflects updated views on margin resilience, a slightly lower discount rate, and support from recent rating changes and higher targets across the fashion and sportswear peer group.
TPR
US$126.91
Tapestry
7D
0.6%
1Y
72.6%

TPR: Higher Price Views And Buybacks Will Support Balanced Long Term Outlook

Analysts have lifted their Tapestry fair value estimate by about US$6 to roughly US$131.50. This reflects slightly higher modeled revenue growth, a modestly lower discount rate, and a higher assumed future P/E multiple supported by recent price target increases across major research firms.
PVH
US$62.36
PVH
7D
0.5%
1Y
-25.2%

PVH: Future Execution On Earnings Guidance Will Support Share Re Rating

The analyst price target for PVH has been adjusted modestly, with a US$1 move in fair value to US$79.0 as analysts factor in updated revenue growth and margin assumptions, along with recent Street research that includes a higher US$98 target from Jefferies. Analyst Commentary Recent updates from the Street have centered on refined revenue and margin assumptions for PVH, with the latest fair value estimate at US$79.0 sitting below a higher US$98 price target from Jefferies.
GIII
US$29.35
G-III Apparel Group
7D
2.5%
1Y
-0.6%
MOV
US$22.80
Movado Group
7D
1.3%
1Y
22.7%