Narrative Update • Jun 22

Over the last 7 days, the Footwear industry has dropped 5.2%, driven by NIKE declining 4.4%. On the other hand Smartbird is actually up 43%. However, the industry is down 21% over the past year. Looking forward, earnings are forecast to grow by 19% annually.
Has the U.S. Footwear Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 24 Jun 2026 | US$114.8b | US$67.7b | US$4.0b | 21.6x | 28.6x | 1.7x |
| Fri, 22 May 2026 | US$107.8b | US$67.7b | US$4.0b | 16.3x | 26.6x | 1.6x |
| Sun, 19 Apr 2026 | US$113.9b | US$67.5b | US$4.0b | 16.1x | 28.4x | 1.7x |
| Tue, 17 Mar 2026 | US$121.6b | US$67.3b | US$4.3b | 15.2x | 28.6x | 1.8x |
| Thu, 12 Feb 2026 | US$141.1b | US$67.1b | US$4.5b | 17.8x | 31.1x | 2.1x |
| Sat, 10 Jan 2026 | US$147.0b | US$66.8b | US$4.5b | 19.7x | 32.7x | 2.2x |
| Mon, 08 Dec 2025 | US$145.7b | US$66.7b | US$4.8b | 22.7x | 30.2x | 2.2x |
| Wed, 05 Nov 2025 | US$132.4b | US$66.3b | US$4.7b | 21.4x | 27.9x | 2x |
| Fri, 03 Oct 2025 | US$156.2b | US$66.4b | US$4.8b | 23.7x | 32.7x | 2.4x |
| Sun, 31 Aug 2025 | US$175.7b | US$75.6b | US$5.8b | 21.7x | 30.5x | 2.3x |
| Tue, 29 Jul 2025 | US$175.7b | US$74.9b | US$6.5b | 15.9x | 26.9x | 2.3x |
| Thu, 26 Jun 2025 | US$150.6b | US$76.3b | US$7.8b | 15.2x | 19.3x | 2x |
| Sat, 24 May 2025 | US$158.1b | US$76.2b | US$7.8b | 15.2x | 20.3x | 2.1x |
| Mon, 21 Apr 2025 | US$135.8b | US$75.6b | US$7.7b | 14.1x | 17.6x | 1.8x |
| Wed, 19 Mar 2025 | US$168.4b | US$76.5b | US$8.1b | 16x | 20.8x | 2.2x |
| Fri, 14 Feb 2025 | US$177.3b | US$76.0b | US$7.8b | 16.8x | 22.9x | 2.3x |
| Sun, 12 Jan 2025 | US$187.7b | US$75.4b | US$7.6b | 17.3x | 24.8x | 2.5x |
| Tue, 10 Dec 2024 | US$198.8b | US$76.5b | US$7.9b | 18.6x | 25.2x | 2.6x |
| Thu, 07 Nov 2024 | US$185.5b | US$76.4b | US$7.9b | 17.9x | 23.4x | 2.4x |
| Sat, 05 Oct 2024 | US$195.3b | US$75.9b | US$7.8b | 20x | 25.1x | 2.6x |
| Mon, 02 Sep 2024 | US$197.7b | US$77.3b | US$8.2b | 18.2x | 24.1x | 2.6x |
| Wed, 31 Jul 2024 | US$180.2b | US$77.0b | US$8.1b | 19.5x | 22.2x | 2.3x |
| Fri, 28 Jun 2024 | US$214.2b | US$76.9b | US$7.6b | 20.1x | 28.2x | 2.8x |
| Sun, 26 May 2024 | US$211.0b | US$76.8b | US$7.6b | 19.9x | 27.8x | 2.7x |
| Tue, 23 Apr 2024 | US$201.5b | US$76.3b | US$7.5b | 19x | 27x | 2.6x |
| Thu, 21 Mar 2024 | US$215.8b | US$76.4b | US$7.5b | 18.9x | 28.6x | 2.8x |
| Sat, 17 Feb 2024 | US$223.8b | US$76.4b | US$7.3b | 21x | 30.7x | 2.9x |
| Mon, 15 Jan 2024 | US$215.6b | US$76.1b | US$7.1b | 18.9x | 30.2x | 2.8x |
| Wed, 13 Dec 2023 | US$238.3b | US$75.9b | US$6.9b | 22x | 34.5x | 3.1x |
| Fri, 10 Nov 2023 | US$215.9b | US$75.8b | US$6.9b | 15.9x | 31.4x | 2.8x |
| Sun, 08 Oct 2023 | US$185.6b | US$73.9b | US$6.6b | 15.1x | 28.3x | 2.5x |
| Tue, 05 Sep 2023 | US$197.8b | US$73.7b | US$6.6b | 16.4x | 30x | 2.7x |
| Thu, 03 Aug 2023 | US$208.6b | US$73.7b | US$6.7b | 17.2x | 31x | 2.8x |
| Sat, 01 Jul 2023 | US$213.2b | US$73.5b | US$6.6b | 16.9x | 32.2x | 2.9x |
32.2x
How does U.S. Footwear compare with similar industries?
| US Market | -1.82% | |
| Consumer Discretionary | -2.91% | |
| Luxury | -3.80% | |
| Footwear | -5.15% | |
| Textiles | 7.02% | |
| Apparel, Accessories and Luxury Goods | -2.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BIRD Smartbird | US$5.12 | 29.9% +US$10.4m | -46.5% | PS0.3x | |
| RCKY Rocky Brands | US$40.51 | 1.0% +US$3.0m | 87.7% | PE16.4x |