Narrative Update • Sep 21

Over the last 7 days, the Footwear industry has dropped 2.5%, driven by a pullback from NIKE of 2.6%. On the other hand Crocs is actually up 11%. The industry has fallen 42% in the last year. Looking forward, earnings are forecast to grow by 9.7% annually.
Has the U.S. Footwear Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 22 Sep 2026 | US$88.9b | US$68.0b | US$5.8b | 15.1x | 15.4x | 1.3x |
| Thu, 20 Aug 2026 | US$100.3b | US$68.1b | US$5.8b | 16.4x | 17.3x | 1.5x |
| Sat, 18 Jul 2026 | US$114.1b | US$67.6b | US$4.9b | 20.5x | 23.4x | 1.7x |
| Mon, 15 Jun 2026 | US$115.6b | US$67.8b | US$4.0b | 19x | 28.7x | 1.7x |
| Wed, 13 May 2026 | US$104.5b | US$67.6b | US$4.0b | 15.3x | 26.1x | 1.5x |
| Fri, 10 Apr 2026 | US$106.6b | US$67.4b | US$4.0b | 15.6x | 26.7x | 1.6x |
| Sun, 08 Mar 2026 | US$128.5b | US$67.5b | US$4.3b | 15.3x | 30.1x | 1.9x |
| Tue, 03 Feb 2026 | US$140.3b | US$67.1b | US$4.5b | 17.1x | 31x | 2.1x |
| Thu, 01 Jan 2026 | US$138.7b | US$66.9b | US$4.5b | 18.4x | 30.8x | 2.1x |
| Sat, 29 Nov 2025 | US$139.4b | US$66.6b | US$4.8b | 22.4x | 29x | 2.1x |
| Mon, 27 Oct 2025 | US$146.0b | US$66.5b | US$4.8b | 21.6x | 30.4x | 2.2x |
| Wed, 24 Sep 2025 | US$154.9b | US$66.3b | US$5.1b | 23.4x | 30.4x | 2.3x |
| Fri, 22 Aug 2025 | US$170.7b | US$75.6b | US$5.8b | 20.5x | 29.7x | 2.3x |
| Sun, 20 Jul 2025 | US$167.8b | US$74.8b | US$6.5b | 15.3x | 25.8x | 2.2x |
| Tue, 17 Jun 2025 | US$149.1b | US$76.2b | US$7.8b | 15.4x | 19.1x | 2x |
| Thu, 15 May 2025 | US$160.1b | US$75.9b | US$7.7b | 16.6x | 20.8x | 2.1x |
| Sat, 12 Apr 2025 | US$135.2b | US$75.6b | US$7.7b | 14.6x | 17.5x | 1.8x |
| Mon, 10 Mar 2025 | US$177.1b | US$76.4b | US$8.0b | 17.1x | 22x | 2.3x |
| Wed, 05 Feb 2025 | US$189.9b | US$75.7b | US$7.6b | 17.8x | 24.9x | 2.5x |
| Fri, 03 Jan 2025 | US$193.4b | US$75.4b | US$7.6b | 17.8x | 25.6x | 2.6x |
| Sun, 01 Dec 2024 | US$196.7b | US$76.5b | US$7.9b | 19.3x | 24.9x | 2.6x |
| Tue, 29 Oct 2024 | US$190.4b | US$76.4b | US$7.9b | 18.6x | 24.1x | 2.5x |
| Thu, 26 Sep 2024 | US$204.1b | US$77.3b | US$8.2b | 19.3x | 24.9x | 2.6x |
| Sat, 24 Aug 2024 | US$198.2b | US$77.3b | US$8.2b | 18.3x | 24.2x | 2.6x |
| Mon, 22 Jul 2024 | US$177.4b | US$76.7b | US$8.1b | 19.2x | 22x | 2.3x |
| Wed, 19 Jun 2024 | US$219.4b | US$76.9b | US$7.6b | 20.6x | 28.8x | 2.9x |
| Fri, 17 May 2024 | US$206.1b | US$76.7b | US$7.5b | 20.9x | 27.3x | 2.7x |
| Sun, 14 Apr 2024 | US$199.4b | US$76.3b | US$7.5b | 18.8x | 26.7x | 2.6x |
| Tue, 12 Mar 2024 | US$217.1b | US$76.3b | US$7.6b | 18.4x | 28.7x | 2.8x |
| Thu, 08 Feb 2024 | US$213.4b | US$76.4b | US$7.2b | 19.4x | 29.7x | 2.8x |
| Sat, 06 Jan 2024 | US$208.9b | US$76.1b | US$7.1b | 19.2x | 29.2x | 2.7x |
| Mon, 04 Dec 2023 | US$228.8b | US$76.0b | US$6.9b | 20.8x | 33.2x | 3x |
| Wed, 01 Nov 2023 | US$204.0b | US$75.8b | US$6.9b | 15x | 29.7x | 2.7x |
| Fri, 29 Sep 2023 | US$174.8b | US$73.7b | US$6.6b | 15x | 26.6x | 2.4x |
26.6x
How does U.S. Footwear compare with similar industries?
| US Market | 1.77% | |
| Consumer Discretionary | 0.85% | |
| Luxury | -1.05% | |
| Footwear | -0.84% | |
| Apparel, Accessories and Luxury Goods | -1.22% | |
| Textiles | -1.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CROX Crocs | US$123.69 | 10.9% +US$584.9m | 60.3% | PE10x | |
| BIRK Birkenstock Holding | US$31.34 | 2.2% +US$121.0m | -32.8% | PE14.5x | |
| SHOO Steven Madden | US$42.83 | 1.2% +US$35.9m | 29.2% | PE21.9x | |
| RCKY Rocky Brands | US$43.75 | 0.9% +US$2.9m | 48.7% | PE11.4x |