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

UpdatedFeb 24, 2026
DataAggregated Company Financials
Companies49
  • 7D0.2%
  • 3M10.8%
  • 1Y-0.3%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has risen 4.7%, driven by gains from Amer Sports of 1.7%. In the last 12 months, the industry was up 5.1%. As for the next few years, earnings are expected to grow by 19% 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, 24 Feb 2026US$144.0bUS$86.3bUS$3.4b23.5x42x1.7x
Thu, 22 Jan 2026US$126.3bUS$81.8bUS$4.6b22.8x27.5x1.5x
Sat, 20 Dec 2025US$131.1bUS$81.8bUS$4.6b21.2x28.5x1.6x
Mon, 17 Nov 2025US$115.3bUS$84.8bUS$5.2b18.4x22.1x1.4x
Wed, 15 Oct 2025US$114.4bUS$80.9bUS$5.0b18.8x23x1.4x
Fri, 12 Sep 2025US$115.9bUS$80.9bUS$4.9b20.4x23.7x1.4x
Sun, 10 Aug 2025US$114.9bUS$80.3bUS$5.5b18.7x21x1.4x
Tue, 08 Jul 2025US$121.6bUS$84.4bUS$3.8b20.1x31.8x1.4x
Thu, 05 Jun 2025US$129.8bUS$84.2bUS$4.1b18.5x32x1.5x
Sat, 03 May 2025US$106.6bUS$84.4bUS$3.9b14.6x27.4x1.3x
Mon, 31 Mar 2025US$114.7bUS$85.2bUS$3.7b16x31x1.3x
Wed, 26 Feb 2025US$141.3bUS$85.1bUS$3.6b19.8x39.3x1.7x
Fri, 24 Jan 2025US$144.0bUS$84.3bUS$3.9b19.5x36.5x1.7x
Sun, 22 Dec 2024US$137.3bUS$84.4bUS$3.9b18.9x35.2x1.6x
Tue, 19 Nov 2024US$121.0bUS$84.1bUS$3.8b18.9x32x1.4x
Thu, 17 Oct 2024US$117.8bUS$84.7bUS$3.0b19.3x39.1x1.4x
Sat, 14 Sep 2024US$106.1bUS$84.7bUS$3.1b17.4x34.8x1.3x
Mon, 12 Aug 2024US$99.2bUS$84.7bUS$2.9b16.5x34.5x1.2x
Wed, 10 Jul 2024US$109.7bUS$90.7bUS$3.3b16.7x33.3x1.2x
Fri, 07 Jun 2024US$119.2bUS$90.2bUS$3.3b18.5x36.6x1.3x
Sun, 05 May 2024US$113.0bUS$86.8bUS$4.2b19.4x26.9x1.3x
Tue, 02 Apr 2024US$125.7bUS$87.0bUS$4.1b19.6x30.8x1.4x
Thu, 29 Feb 2024US$137.5bUS$87.3bUS$3.3b17.4x42x1.6x
Sat, 27 Jan 2024US$126.2bUS$82.5bUS$3.9b17.2x32.1x1.5x
Mon, 25 Dec 2023US$133.4bUS$82.4bUS$3.9b17.1x33.8x1.6x
Wed, 22 Nov 2023US$114.0bUS$82.1bUS$3.6b15.5x31.8x1.4x
Fri, 20 Oct 2023US$108.9bUS$82.1bUS$3.9b14.4x28.2x1.3x
Sun, 17 Sep 2023US$109.0bUS$82.2bUS$4.0b13.1x27x1.3x
Tue, 15 Aug 2023US$113.5bUS$81.6bUS$3.9b14.2x29.3x1.4x
Thu, 13 Jul 2023US$113.7bUS$82.1bUS$4.2b14.6x27.3x1.4x
Sat, 10 Jun 2023US$106.4bUS$81.6bUS$4.2b11.8x25.2x1.3x
Mon, 08 May 2023US$111.7bUS$80.9bUS$3.9b12.6x29x1.4x
Wed, 05 Apr 2023US$116.1bUS$87.0bUS$3.9b11.9x30x1.3x
Fri, 03 Mar 2023US$112.8bUS$86.2bUS$4.8b11.9x23.6x1.3x
Price to Earnings Ratio

23.6x


Total Market Cap: US$112.8bTotal Earnings: US$4.8bTotal Revenue: US$86.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 30.5x202420252026
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 42.0x which is higher than its 3-year average PE of 30.5x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Apparel, Accessories and Luxury Goods industry have declined 10% 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-0.35%
Consumer Discretionary-0.95%
Luxury0.32%
Apparel, Accessories and Luxury Goods0.22%
Footwear0.43%
Textiles-2.95%
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
AS Amer SportsUS$40.491.7%
+US$377.1m		41.6%PE72.1x
LULU lululemon athleticaUS$178.111.0%
+US$198.2m		-51.6%PE12x
UAA Under ArmourUS$7.626.0%
+US$183.1m		5.7%PS0.7x
FIGS FIGSUS$10.916.4%
+US$108.6m		100.9%PE101.8x
CRI Carter'sUS$42.636.4%
+US$94.0m		-18.1%PE17.9x

Latest News

CRI
US$42.63
Carter's
7D
6.4%
1Y
-18.1%
LAKE
US$9.43
Lakeland Industries
7D
-4.5%
1Y
-59.9%
FIGS
US$10.91
FIGS
7D
6.4%
1Y
100.9%

FIGS: Higher Multiple Assumptions Will Likely Limit Future Share Price Upside

Analysts have nudged their price expectations for FIGS higher, with a modest lift in fair value and future P/E assumptions helping to raise the average price target by about $0.50 as they factor in slightly stronger revenue growth and profit margin potential. Analyst Commentary Recent Street commentary around FIGS points to a mixed but generally constructive stance, with modest price target increases set against ongoing questions about execution and sector risks.
KTB
US$66.34
Kontoor Brands
7D
-1.7%
1Y
-23.0%

KTB: Future Returns Will Depend On Managing Demand Uncertainty And Stock Selection Risk

Analysts have trimmed their average Kontoor Brands price target by $5 to $74, reflecting updated views on demand uncertainty, sector positioning and valuation inputs, while fair value in this framework remains at $50. Analyst Commentary Recent research on Kontoor Brands reflects a split view, with some firms expressing optimism while others emphasize lingering uncertainties around demand, sector positioning and execution against long term targets.
RL
US$365.04
Ralph Lauren
7D
-1.1%
1Y
32.4%

RL: Margin And Brand Gains Will Face Volatile Demand And Macro Risks

Analysts have nudged their price targets on Ralph Lauren higher, reflected in a modest fair value move from about $403.58 to $404.76. They are factoring in slightly stronger revenue growth, a higher profit margin profile and a marginally richer future P/E multiple supported by recent target hikes from several firms across the Street.
COLM
US$61.81
Columbia Sportswear
7D
-2.3%
1Y
-32.9%

COLM: Higher Margins And Richer P/E Expectations Will Support Sentiment Rebound

Narrative Update The updated analyst price target for Columbia Sportswear reflects a modest upward reset in fair value, with recent $5 to $8 target increases from multiple firms supported by slightly higher assumptions for revenue growth, profit margins and forward P/E multiples. Analyst Commentary Recent research highlights a cluster of bullish analysts lifting their price targets on Columbia Sportswear in increments of about $5 to $8.
UAA
US$7.62
Under Armour
7D
6.0%
1Y
5.7%

UAA: Future Brand Reset And Execution Will Shape Margin Recovery

Under Armour's updated analyst price target rises by about $1.23 to $7.73, as analysts factor in a higher assumed future P/E of roughly 19.7x, along with modest tweaks to fair value, discount rate, revenue growth, and profit margin inputs. Analyst Commentary Recent research updates on Under Armour show a mix of optimism around potential upside and caution around execution risk, with a cluster of firms lifting price targets while at least one turned more cautious.
FOSL
US$4.77
Fossil Group
7D
25.5%
1Y
211.8%

Higher Prices And Distributor Model Will Test Brand Momentum Before A Gradual Earnings Recovery

Catalysts About Fossil Group Fossil Group designs, sources and sells watches, jewelry and related accessories across its own brands and licensed brands globally. What are the underlying business or industry changes driving this perspective?
OXM
US$40.39
Oxford Industries
7D
5.7%
1Y
-43.1%

OXM: Fair Outlook Will Balance Impairment Charges And Softer Earnings Guidance

Analysts have maintained their fair value estimate for Oxford Industries at $36.75, while reducing assumptions related to the discount rate, revenue growth, profit margin, and future P/E. These changes have resulted in only a modest adjustment to their price target framework.
VFC
US$19.68
V.F
7D
-3.1%
1Y
-22.1%

VFC: Cautious Stance As Higher P E Hinges On Uncertain Execution

Analysts have lifted their blended price target for V.F. to $14.00 from $10.00, citing updated fair value analysis, a slightly lower discount rate, adjusted revenue and margin assumptions, and higher future P/E expectations reflected in a series of recent target increases across major research firms. Analyst Commentary Recent Street research on V.F. points to a mixed backdrop, with several firms lifting price targets while still flagging practical hurdles around execution, demand visibility, and valuation risk.
SGC
US$10.10
Superior Group of Companies
7D
-2.9%
1Y
-31.5%
LULU
US$178.11
lululemon athletica
7D
1.0%
1Y
-51.6%

LULU: Proxy Fight And CEO Search Will Shape Next Phase

Analysts have inched their fair value estimate for Lululemon slightly lower to $269.46 from $270.63, reflecting a shift toward a higher discount rate and lower future P/E assumptions, even as they factor in updated views on revenue growth and profit margins in light of recent mixed research commentary on leadership changes and sector demand trends. Analyst Commentary Recent Street research on lululemon athletica highlights a mix of optimism on the share price outlook and concern around leadership changes and North American demand, which helps explain the modest trim to the fair value estimate.
TPR
US$152.97
Tapestry
7D
-0.5%
1Y
81.3%

TPR: Richer P/E Expectations Will Confront Ongoing Demand And Margin Execution Risk

Our updated Tapestry narrative reflects a higher analyst price target, moving our fair value estimate from $88.18 to $111.50. Analysts point to a richer future P/E, a modestly stronger margin outlook, and a series of recent target hikes across major firms as key supports for the change.
LEVI
US$21.76
Levi Strauss
7D
-0.7%
1Y
15.1%

LEVI: Future Returns Will Be Driven By AI Productivity And Margin Execution

Analysts have nudged their average price target on Levi Strauss slightly lower to about $27, reflecting updated assumptions for revenue growth, profit margins, and a modestly lower future P/E multiple. The changes still point to constructive views, as highlighted by a recent bullish initiation and a $1 increase in a separate $33 target.
NCI
US$6.96
Neo-Concept International Group Holdings
7D
191.2%
1Y
190.0%
AS
US$40.49
Amer Sports
7D
1.7%
1Y
41.6%

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.