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

UpdatedFeb 05, 2026
DataAggregated Company Financials
Companies47
  • 7D2.1%
  • 3M17.1%
  • 1Y-8.1%
  • YTDn/a

Over the last 7 days, the Apparel, Accessories and Luxury Goods industry has dropped 2.7%, driven by Amer Sports declining 2.3%. In contrast, V.F has gained 11%. The industry has fallen 12% in the last year. 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
Thu, 05 Feb 2026US$126.4bUS$85.8bUS$3.5b22x35.6x1.5x
Sat, 03 Jan 2026US$128.2bUS$81.8bUS$4.6b21.1x27.9x1.6x
Mon, 01 Dec 2025US$126.6bUS$85.2bUS$5.3b19x23.9x1.5x
Wed, 29 Oct 2025US$121.0bUS$80.9bUS$4.9b18.7x24.5x1.5x
Fri, 26 Sep 2025US$119.1bUS$80.8bUS$4.9b20.5x24.4x1.5x
Sun, 24 Aug 2025US$120.6bUS$80.7bUS$4.8b19.6x24.9x1.5x
Tue, 22 Jul 2025US$123.6bUS$84.5bUS$3.9b19.4x31.8x1.5x
Thu, 19 Jun 2025US$114.6bUS$84.3bUS$3.8b15.6x30x1.4x
Sat, 17 May 2025US$126.8bUS$84.6bUS$3.9b18.5x32.9x1.5x
Mon, 14 Apr 2025US$100.8bUS$85.2bUS$3.7b14.3x27.1x1.2x
Wed, 12 Mar 2025US$121.3bUS$84.9bUS$3.6b16.8x34x1.4x
Fri, 07 Feb 2025US$146.5bUS$84.6bUS$3.5b18.8x41.6x1.7x
Sun, 05 Jan 2025US$138.2bUS$84.2bUS$3.9b19x35x1.6x
Tue, 03 Dec 2024US$130.1bUS$85.6bUS$3.3b20.7x39.6x1.5x
Thu, 31 Oct 2024US$116.0bUS$84.5bUS$3.8b18x30.8x1.4x
Sat, 28 Sep 2024US$113.5bUS$84.8bUS$3.0b19.1x37.8x1.3x
Mon, 26 Aug 2024US$108.7bUS$84.8bUS$2.9b17.1x36.9x1.3x
Wed, 24 Jul 2024US$108.9bUS$90.7bUS$3.3b16.7x33.1x1.2x
Fri, 21 Jun 2024US$116.3bUS$90.3bUS$3.3b17.9x35.6x1.3x
Sun, 19 May 2024US$112.1bUS$86.3bUS$4.1b20x27.7x1.3x
Tue, 16 Apr 2024US$108.1bUS$87.1bUS$4.1b17.5x26.2x1.2x
Thu, 14 Mar 2024US$133.9bUS$87.2bUS$3.3b17.7x40.3x1.5x
Sat, 10 Feb 2024US$130.2bUS$81.7bUS$3.3b19x39.8x1.6x
Mon, 08 Jan 2024US$128.3bUS$82.4bUS$3.9b16.1x32.5x1.6x
Wed, 06 Dec 2023US$122.9bUS$82.1bUS$4.0b15x31x1.5x
Fri, 03 Nov 2023US$104.6bUS$82.2bUS$3.5b13.3x29.6x1.3x
Sun, 01 Oct 2023US$107.5bUS$82.2bUS$4.0b13.2x26.6x1.3x
Tue, 29 Aug 2023US$106.9bUS$81.5bUS$3.9b13.4x27.3x1.3x
Thu, 27 Jul 2023US$113.1bUS$82.1bUS$4.2b14.7x27.1x1.4x
Sat, 24 Jun 2023US$107.5bUS$81.6bUS$4.2b11.6x25.5x1.3x
Mon, 22 May 2023US$107.0bUS$81.5bUS$4.5b11.1x23.6x1.3x
Wed, 19 Apr 2023US$115.4bUS$87.2bUS$4.0b12.4x28.9x1.3x
Fri, 17 Mar 2023US$104.4bUS$86.1bUS$4.7b11.4x22.1x1.2x
Sun, 12 Feb 2023US$112.3bUS$86.3bUS$4.8b11.4x23.4x1.3x
Price to Earnings Ratio

23.4x


Total Market Cap: US$112.3bTotal Earnings: US$4.8bTotal Revenue: US$86.3bTotal 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 26.8x which is lower than its 3-year average PE of 30.3x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.6x.
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-1.46%
Consumer Discretionary-2.88%
Luxury2.80%
Apparel, Accessories and Luxury Goods2.06%
Footwear3.48%
Textiles2.70%
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
VFC V.FUS$21.1810.8%
+US$809.9m		-14.8%PE37x
TPR TapestryUS$129.923.1%
+US$802.2m		77.1%PE98x
COLM Columbia SportswearUS$65.6921.9%
+US$636.4m		-18.9%PE20x
KTB Kontoor BrandsUS$65.5314.0%
+US$447.5m		-25.7%PE16.7x
UAA Under ArmourUS$6.618.9%
+US$228.9m		-19.8%PS0.6x

Latest News

CPRI
US$20.75
Capri Holdings
7D
-9.9%
1Y
-4.0%
CRI
US$38.46
Carter's
7D
16.4%
1Y
-24.1%
COLM
US$65.69
Columbia Sportswear
7D
21.9%
1Y
-18.9%
TPR
US$129.92
Tapestry
7D
3.1%
1Y
77.1%

TPR: Higher Handbag Sales Trends Will Support Richer Future P E Multiple

Analysts have raised their fair value estimate for Tapestry to $155 from $139, citing higher assumed revenue growth, a slightly stronger profit margin profile, and a richer future P/E multiple that is in line with recent Street price target increases across several firms. Analyst Commentary Recent research updates on Tapestry have leaned positive, with several bullish analysts lifting their price targets and pointing to specific drivers that they believe support a higher valuation.
LULU
US$178.00
lululemon athletica
7D
-1.3%
1Y
-56.9%

LULU: Proxy Fight And Leadership Turnover Will Shape Turnaround Outlook

Analysts have lifted their price targets for lululemon athletica, reflected in our fair value estimate moving from about US$190 to about US$208, as they factor in Street research that highlights higher long term revenue growth assumptions, a slightly richer future P/E multiple, and mixed views on leadership changes and demand trends. Analyst Commentary Street research on lululemon athletica currently reflects a split view, with several bullish analysts raising price targets while more cautious voices focus on leadership turnover and North American demand trends.
PVH
US$65.65
PVH
7D
7.2%
1Y
-17.3%

PVH: Margin Resilience And Buy Rating Will Support Stronger Future Returns

Analysts have adjusted their fair value estimate for PVH to about US$139 from roughly US$137, citing updated assumptions around the discount rate, modest revenue growth, profit margins and future P/E expectations following recent Street research attention. Analyst Commentary Bullish analysts are treating the recent fair value adjustment for PVH as part of a broader positive reassessment, centered on how the company might balance modest revenue growth, profit margins and its future P/E profile.
LEVI
US$20.29
Levi Strauss
7D
-0.9%
1Y
5.7%

LEVI: Higher UBS Price Objective Will Support Richer Future Earnings Multiple

Analysts have raised their fair value estimate for Levi Strauss from US$14.00 to US$23.00, citing updated assumptions for revenue growth, margins and future P/E, along with recent Street research that includes a higher US$33 price target from UBS. Analyst Commentary The move in the fair value estimate to US$23 sits below the recent US$33 price target cited in Street research, which highlights a gap between more optimistic expectations and a more tempered view on execution and valuation risk.
VFC
US$21.18
V.F
7D
10.8%
1Y
-14.8%
AS
US$36.34
Amer Sports
7D
-2.3%
1Y
14.1%
PLBY
US$1.53
Playboy
7D
-3.2%
1Y
-20.7%

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FIGS
US$10.91
FIGS
7D
-3.4%
1Y
97.3%

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$65.53
Kontoor Brands
7D
14.0%
1Y
-25.7%

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.
ZGN
US$9.71
Ermenegildo Zegna
7D
9.6%
1Y
8.5%

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.
UAA
US$6.61
Under Armour
7D
8.9%
1Y
-19.8%
LANV
US$1.50
Lanvin Group Holdings
7D
-3.2%
1Y
-18.0%
FOSL
US$3.39
Fossil Group
7D
-11.0%
1Y
84.2%