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

UpdatedSep 21, 2026
DataAggregated Company Financials
Companies49
  • 7D-1.8%
  • 3M-17.8%
  • 1Y-11.1%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 1.8%, driven by a pullback from Tapestry of 2.5%. On the other hand Ermenegildo Zegna is actually up 5.7%. The industry has fallen 11% in the last year. As for the next few years, earnings are expected to grow by 13% 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, 22 Sep 2026US$105.6bUS$89.1bUS$5.6b18x18.8x1.2x
Thu, 20 Aug 2026US$122.0bUS$89.1bUS$6.0b17.8x20.5x1.4x
Sat, 18 Jul 2026US$130.9bUS$88.3bUS$4.8b23.8x27.5x1.5x
Mon, 15 Jun 2026US$132.0bUS$88.2bUS$4.7b25.3x28x1.5x
Wed, 13 May 2026US$123.2bUS$88.1bUS$3.3b22.2x37.4x1.4x
Fri, 10 Apr 2026US$134.2bUS$87.5bUS$3.1b21.8x43.7x1.5x
Sun, 08 Mar 2026US$128.8bUS$87.2bUS$3.6b21.9x36x1.5x
Tue, 03 Feb 2026US$123.8bUS$81.5bUS$4.7b20.4x26.3x1.5x
Thu, 01 Jan 2026US$129.9bUS$81.8bUS$4.6b20.7x28.2x1.6x
Sat, 29 Nov 2025US$126.8bUS$85.2bUS$5.3b19x23.9x1.5x
Mon, 27 Oct 2025US$119.5bUS$80.9bUS$5.0b19.2x24x1.5x
Wed, 24 Sep 2025US$118.3bUS$80.8bUS$4.9b20.7x24.3x1.5x
Fri, 22 Aug 2025US$115.5bUS$80.6bUS$4.8b19.3x23.8x1.4x
Sun, 20 Jul 2025US$123.6bUS$84.5bUS$3.9b19.6x31.8x1.5x
Tue, 17 Jun 2025US$113.3bUS$84.4bUS$3.8b16x29.6x1.3x
Thu, 15 May 2025US$126.0bUS$84.3bUS$3.8b19.2x32.9x1.5x
Sat, 12 Apr 2025US$100.0bUS$85.2bUS$3.7b14.3x26.9x1.2x
Mon, 10 Mar 2025US$126.2bUS$84.8bUS$3.6b17.1x35.3x1.5x
Wed, 05 Feb 2025US$145.8bUS$84.5bUS$4.3b18.8x34.2x1.7x
Fri, 03 Jan 2025US$136.7bUS$84.2bUS$3.9b18.8x34.6x1.6x
Sun, 01 Dec 2024US$130.1bUS$85.7bUS$3.5b20.2x36.9x1.5x
Tue, 29 Oct 2024US$113.8bUS$84.7bUS$3.0b18.4x37.9x1.3x
Thu, 26 Sep 2024US$110.4bUS$84.8bUS$3.0b18.9x36.8x1.3x
Sat, 24 Aug 2024US$105.9bUS$84.8bUS$2.9b17.1x36x1.2x
Mon, 22 Jul 2024US$107.6bUS$90.7bUS$3.3b16.5x32.7x1.2x
Wed, 19 Jun 2024US$116.8bUS$90.3bUS$3.3b17.6x35.8x1.3x
Fri, 17 May 2024US$112.5bUS$86.4bUS$4.2b20.1x26.9x1.3x
Sun, 14 Apr 2024US$111.7bUS$87.1bUS$4.1b17.6x27x1.3x
Tue, 12 Mar 2024US$132.7bUS$87.2bUS$3.3b16.1x40.3x1.5x
Thu, 08 Feb 2024US$125.8bUS$81.8bUS$3.3b16.3x37.6x1.5x
Sat, 06 Jan 2024US$128.8bUS$82.4bUS$3.9b16.1x32.6x1.6x
Mon, 04 Dec 2023US$123.1bUS$82.1bUS$3.9b15.3x31.5x1.5x
Wed, 01 Nov 2023US$105.6bUS$82.1bUS$3.5b13.3x30x1.3x
Fri, 29 Sep 2023US$105.6bUS$82.2bUS$4.0b13.2x26.1x1.3x
Price to Earnings Ratio

26.1x


Total Market Cap: US$105.6bTotal Earnings: US$4.0bTotal Revenue: US$82.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 31.5x202420252026
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 18.8x which is lower than its 3-year average PE of 31.5x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Apparel, Accessories and Luxury Goods industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 2.8% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

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

US Market-0.10%
Consumer Discretionary-1.65%
Luxury-2.10%
Apparel, Accessories and Luxury Goods-1.78%
Textiles-1.27%
Footwear-2.48%
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
ZGN Ermenegildo ZegnaUS$12.426.8%
+US$212.4m		31.6%PE37x
LULU lululemon athleticaUS$101.301.0%
+US$110.7m		-41.6%PE7.9x
FOSL Fossil GroupUS$5.8617.9%
+US$50.4m		97.3%PS0.3x
VNCE Vince HoldingUS$9.1319.3%
+US$19.2m		165.4%PE15.5x
PVH PVHUS$73.400.5%
+US$18.0m		-13.7%PS0.4x

Latest News

TPR
US$113.07
Tapestry
7D
-4.1%
1Y
-0.7%
Seeking Alpha • 7h

Tapestry: I Am Holding Because Of Coach And Not Buying Because Of Kate Spade

Summary Tapestry demonstrates resilient revenue performance across geographies, with Coach contributing to stable topline growth, while Kate Spade remains a drag. TPR's valuation remains attractive relative to peers, supported by solid returns to shareholders, but insider activity remains concerning. Management outlook remains optimistic amid fluctuating U.S. consumer confidence, emphasizing disciplined capital allocation and brand strength. I reiterate my hold rating. Read the full article on Seeking Alpha
LULU
US$101.30
lululemon athletica
7D
1.0%
1Y
-41.6%
AS
US$27.45
Amer Sports
7D
-0.4%
1Y
-22.2%
CPRI
US$14.31
Capri Holdings
7D
1.1%
1Y
-28.6%
KTB
US$66.41
Kontoor Brands
7D
-1.5%
1Y
-16.2%
Seeking Alpha • Sep 18

Kontoor Brands: Brand Concentration Risk

Summary Kontoor Brands is rated HOLD due to a premium valuation along with lower forward growth rates compared to key peers. Expanding Helly Hansen in the US and workwear markets is the primary growth driver, targeting a $440 million revenue opportunity and significant market share gains. 2Q26 results were mixed: EPS beat expectations, revenue missed, but gross margin rose 710 bps to 53.8% on operational efficiencies and full-price sales. Read the full article on Seeking Alpha
VNCE
US$9.13
Vince Holding
7D
19.3%
1Y
165.4%
Narrative Update • Sep 17

VNCE: Index Additions And Raised Earnings Outlook Will Support Future Upside

Analysts lifted their price target on Vince Holding to $11 from $9, citing recent Q2 results as support for a higher fair value estimate and revised assumptions on growth and profitability. What’s in the News for Vince Holding Vince Holding issued new earnings guidance for the third quarter of fiscal 2026 and expects net sales to be approximately 5% to 8% higher than the prior year period.
CRI
US$30.69
Carter's
7D
0.6%
1Y
3.9%
Seeking Alpha • Sep 17

Carter's: Attractive As Tariff Headwind Inflects

Summary Carter’s (CRI) remains a buy after a recent sell-off, with shares trading at attractive 9x earnings and positive same-store sales momentum. A $132 million tariff refund and improved working capital have fortified CRI’s balance sheet, enabling debt reduction and securing its 3.3% dividend yield. New CEO Sharon Price John is positioned to drive growth, with Gen Z traction and easing tariff headwinds supporting a margin inflection in H2. Guidance appears conservative; I expect $3.30+ EPS and $90 million free cash flow (ex-tariff), offering ~10% upside to fair value. Read the full article on Seeking Alpha
FOSL
US$5.86
Fossil Group
7D
17.9%
1Y
97.3%
Narrative Update • Sep 17

FOSL: Turnaround Execution And Margin Expansion Will Support Future Rerating

Analysts have lifted their price target on Fossil Group from $8 to $12, citing updated assumptions for revenue growth, profit margins, and future P/E that reflect growing confidence in the company’s turnaround efforts. Analyst Commentary on Fossil Group Recent research commentary around Fossil Group highlights a more constructive tone, with bullish analysts pointing to turnaround progress and updated valuation assumptions as key reasons for their optimism.
RL
US$339.82
Ralph Lauren
7D
-0.5%
1Y
10.5%
PVH
US$73.40
PVH
7D
0.5%
1Y
-13.7%
COLM
US$56.73
Columbia Sportswear
7D
-1.6%
1Y
7.0%
FIGS
US$13.13
FIGS
7D
-6.1%
1Y
91.1%
ZGN
US$12.42
Ermenegildo Zegna
7D
6.8%
1Y
31.6%
Seeking Alpha • Sep 06

Ermenegildo Zegna: Core Margin Expansion And Better FCF Support A Buy (Rating Upgrade)

Summary Core Zegna profitability is strengthening, with higher DTC productivity and operating leverage supporting further margin expansion without relying on aggressive store growth. Tom Ford Fashion is improving, while Thom Browne remains weak; importantly, our upgrade does not require a full recovery from either brand. Cash generation has improved materially, with stronger operating cash flow and positive FCF strengthening the quality of the earnings recovery. Valuation now looks more compelling after the share-price decline, supported by higher 2026 EBIT expectations and additional upside from potential 2027 margin normalization. Read the full article on Seeking Alpha
LEVI
US$19.82
Levi Strauss
7D
-2.0%
1Y
-13.4%
UAA
US$4.77
Under Armour
7D
-5.2%
1Y
-0.2%
JRSH
US$5.74
Jerash Holdings (US)
7D
11.9%
1Y
73.4%