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

UpdatedAug 07, 2026
DataAggregated Company Financials
Companies47
  • 7D1.7%
  • 3M5.0%
  • 1Y14.0%
  • YTDn/a

The Apparel, Accessories and Luxury Goods industry is up 1.7% in the last week, with Tapestry up 6.2%. During this same period, the Columbia Sportswear underperformed, falling 8.8%. This takes the industry's 12 month performance to a gain of 14%. As for the next few years, earnings are expected to grow by 15% 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
Fri, 07 Aug 2026US$133.3bUS$88.2bUS$4.9b22.3x27x1.5x
Sun, 05 Jul 2026US$129.2bUS$88.1bUS$4.7b23.7x27.2x1.5x
Tue, 02 Jun 2026US$129.9bUS$88.1bUS$4.6b24x28x1.5x
Thu, 30 Apr 2026US$131.0bUS$87.5bUS$3.1b22.5x42.2x1.5x
Sat, 28 Mar 2026US$122.2bUS$87.1bUS$3.3b20.2x36.5x1.4x
Mon, 23 Feb 2026US$144.0bUS$86.3bUS$3.4b24.4x42x1.7x
Wed, 21 Jan 2026US$129.5bUS$81.8bUS$4.6b21.8x28.2x1.6x
Fri, 19 Dec 2025US$129.1bUS$81.8bUS$4.6b22.1x28.1x1.6x
Sun, 16 Nov 2025US$115.3bUS$84.8bUS$5.2b18.4x22.1x1.4x
Tue, 14 Oct 2025US$111.5bUS$80.9bUS$5.0b18.4x22.4x1.4x
Thu, 11 Sep 2025US$116.2bUS$80.8bUS$4.9b19.3x23.7x1.4x
Sat, 09 Aug 2025US$115.6bUS$80.4bUS$5.2b16.8x22.4x1.4x
Mon, 07 Jul 2025US$122.7bUS$84.4bUS$3.8b19x32.1x1.5x
Wed, 04 Jun 2025US$127.3bUS$84.2bUS$4.1b18.7x31.4x1.5x
Fri, 02 May 2025US$107.1bUS$84.4bUS$3.9b15.4x27.5x1.3x
Sun, 30 Mar 2025US$114.7bUS$85.2bUS$3.7b16x31x1.3x
Tue, 25 Feb 2025US$140.5bUS$84.6bUS$3.5b18.6x39.8x1.7x
Thu, 23 Jan 2025US$142.9bUS$84.3bUS$3.9b19.2x36.2x1.7x
Sat, 21 Dec 2024US$134.2bUS$84.4bUS$3.9b18.9x34.4x1.6x
Mon, 18 Nov 2024US$121.0bUS$84.1bUS$3.8b18.9x32x1.4x
Wed, 16 Oct 2024US$116.5bUS$84.7bUS$3.0b19x38.7x1.4x
Fri, 13 Sep 2024US$105.1bUS$84.7bUS$3.1b16.9x34.4x1.2x
Sun, 11 Aug 2024US$99.2bUS$84.7bUS$2.9b16.5x34.5x1.2x
Tue, 09 Jul 2024US$108.8bUS$90.7bUS$3.3b16.8x33x1.2x
Thu, 06 Jun 2024US$118.1bUS$90.4bUS$3.2b18.4x36.5x1.3x
Sat, 04 May 2024US$112.2bUS$86.8bUS$4.2b19.5x26.7x1.3x
Mon, 01 Apr 2024US$125.7bUS$87.0bUS$4.1b19.9x30.8x1.4x
Wed, 28 Feb 2024US$137.1bUS$87.3bUS$3.3b18x41.9x1.6x
Fri, 26 Jan 2024US$125.5bUS$82.4bUS$4.0b16.7x31.8x1.5x
Sun, 24 Dec 2023US$133.4bUS$82.4bUS$3.9b17.1x33.8x1.6x
Tue, 21 Nov 2023US$114.0bUS$82.1bUS$3.6b15.7x31.8x1.4x
Thu, 19 Oct 2023US$110.6bUS$82.1bUS$3.9b14.3x28.6x1.3x
Sat, 16 Sep 2023US$108.1bUS$82.2bUS$4.0b13.2x26.8x1.3x
Mon, 14 Aug 2023US$113.0bUS$81.6bUS$3.9b14.2x29.2x1.4x
Price to Earnings Ratio

29.2x


Total Market Cap: US$113.0bTotal Earnings: US$3.9bTotal Revenue: US$81.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel, Accessories and Luxury Goods Industry Price to Earnings3Y Average 31.7x202420252026
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 27.0x which is lower than its 3-year average PE of 31.7x.
  • 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 grown 8.4% per year over the last three years.
  • Revenues for these companies have grown 2.6% 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 Market3.47%
Consumer Discretionary6.71%
Luxury0.61%
Apparel, Accessories and Luxury Goods1.68%
Textiles7.54%
Footwear-0.68%
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$162.006.2%
+US$1.9b		49.3%PE49.4x
LULU lululemon athleticaUS$124.734.4%
+US$596.7m		-34.7%PE9.7x
RL Ralph LaurenUS$395.832.6%
+US$590.4m		39.7%PE25x
FIGS FIGSUS$11.247.1%
+US$125.3m		71.6%PE46.2x
CRI Carter'sUS$40.296.6%
+US$86.5m		56.8%PE7.8x

Latest News

VFC
US$14.75
V.F
7D
-1.4%
1Y
22.4%
Seeking Alpha • 8h

V.F. Corporation: The Vans Drag Needs To Be Fixed

Summary V.F. Corporation remains rated Hold as I reassess its latest quarterly results. Deleveraging progress continues, but macro headwinds and weak consumer sentiment persist. Vans continues to drag on VFC’s overall performance, impacting demand dynamics. Valuation and recent insider activity are considered, but no clear catalyst for an upgrade emerges. Read the full article on Seeking Alpha
RL
US$395.83
Ralph Lauren
7D
2.6%
1Y
39.7%
CPRI
US$15.00
Capri Holdings
7D
-5.6%
1Y
-27.8%
Seeking Alpha • 11h

Capri Holdings: The Turnaround Needs To Show Something More

Summary Capri Holdings (CPRI) trades at low headline multiples but lacks true luxury brand resilience, with ongoing revenue and management concerns. CPRI's apparent cheapness is distorted by large, opaque currency hedges; normalized P/E is closer to 11x, not as attractive for a struggling business. Michael Kors' strategy shift to reduce promotions hasn't yet reversed negative sales trends, while Jimmy Choo shows modest but insufficient recovery. Valuation offers upside if a turnaround materializes, but persistent execution and leadership doubts keep market confidence low. Read the full article on Seeking Alpha
SGC
US$14.13
Superior Group of Companies
7D
15.3%
1Y
23.7%
COLM
US$57.28
Columbia Sportswear
7D
-8.8%
1Y
12.4%
PVH
US$86.55
PVH
7D
-0.5%
1Y
17.4%
TPR
US$162.00
Tapestry
7D
6.2%
1Y
49.3%
Seeking Alpha • Aug 04

Tapestry: A Better Business In A Better Industry (Rating Upgrade)

Summary Tapestry is upgraded to Buy as Coach drives double-digit growth and the luxury sector stabilizes. TPR's valuation at 17x EV/EBITDA and 22x FY2026 EPS is justified by superior growth and margin expansion versus peers. Coach's outperformance, simplified business post-Stuart Weitzman sale, and aggressive buybacks underpin a strong EPS growth outlook. Read the full article on Seeking Alpha
CRI
US$40.29
Carter's
7D
6.6%
1Y
56.8%
LEVI
US$24.30
Levi Strauss
7D
-1.0%
1Y
20.7%
Narrative Update • Aug 04

LEVI: Future Returns Will Be Driven By Premium Lifestyle Brand Momentum

The analyst price target for Levi Strauss has moved from $27.13 to $28.20 as analysts factor in updated expectations for revenue growth, profit margins, and a modestly higher future P/E multiple, alongside mixed views on valuation after the recent rally. Analyst Commentary Recent research on Levi Strauss highlights a mix of optimism around growth and brand momentum alongside some caution on margins and valuation after the stock's rally.
FIGS
US$11.24
FIGS
7D
7.1%
1Y
71.6%
Seeking Alpha • Aug 02

FIGS Makes For A Better Fit Now (Rating Upgrade)

Summary FIGS, Inc. is upgraded from ‘sell’ to ‘hold’ as valuation now reflects fair value after a 16% share price decline and continued growth. FIGS delivered 28% YoY revenue growth in Q1 2026, driven by a 12% increase in active customers and higher net revenue per customer. Management guides for 14–16% revenue growth and a 27.7% EBITDA increase in 2026, supported by a strong net cash position of $277 million. While industry headwinds and economic uncertainty persist, FIGS’ diversified channels and international expansion underpin cautious optimism for continued performance. Read the full article on Seeking Alpha
LULU
US$124.73
lululemon athletica
7D
4.4%
1Y
-34.7%
Narrative Update • Jul 29

LULU: New CEO Reset And Brand Repair Efforts Will Take Years

The analyst price target for Lululemon Athletica has been reduced from $132.16 to $127.73, as analysts factor in softer sales trends, lower revenue growth assumptions, slightly slimmer profit margins, and a modestly lower future P/E multiple following a series of cautious research updates across the sector. Analyst Commentary Recent research on Lululemon Athletica presents a mixed picture, with most analysts trimming price targets and reassessing earnings power after the latest results and guidance.
KTB
US$78.80
Kontoor Brands
7D
-6.0%
1Y
23.1%
FOSL
US$5.82
Fossil Group
7D
19.5%
1Y
240.4%
UAA
US$6.40
Under Armour
7D
-6.3%
1Y
-3.6%
Seeking Alpha • Jul 20

Under Armour: A Money Losing Business Selling At A Premium

Summary Under Armour (UAA) trades above $7, reflecting a GAAP forward P/E of 77x for a shrinking business. Recent stock price recovery is not supported by fundamentals, given ongoing sales declines and macroeconomic headwinds. Negative earnings, high short interest and increased competitive threats continue to undermine confidence in UAA's valuation. I remain unconvinced that the recent share price surge is justified based on the latest financials, macro trends and fiscal 2027 guidance. Read the full article on Seeking Alpha
LAKE
US$11.87
Lakeland Industries
7D
7.5%
1Y
-17.3%
Seeking Alpha • Jul 10

Lakeland Industries: A Trade That Lives Or Dies On One Number

Summary Lakeland Industries is undergoing a strategic transformation from a commodity PPE manufacturer to a recurring, higher-margin fire services platform. I rate Lakeland a Buy as a tactical, catalyst-driven trade into the September Q2 earnings, with margin expansion as the key driver. Gross margin improvement is central; a credible Q1 bridge and historic backlog set up a potential inflection, with OpEx guided flat and operational leverage ready to kick in. Risks include margin stagnation, PFAS litigation, and management credibility; two consecutive quarters of margin expansion and recurring revenue disclosure would increase conviction. Read the full article on Seeking Alpha
GIII
US$35.77
G-III Apparel Group
7D
-2.5%
1Y
47.2%