Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Luxury Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies66
  • 7D-6.9%
  • 3M-5.2%
  • 1Y-8.1%
  • YTD-6.6%

Over the last 7 days, the Luxury industry has dropped 6.9%, driven by NIKE declining 7.3%. On the other hand Kontoor Brands is actually up 13%. The industry has fallen 8.1% in the last year. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

Has the U.S. Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Mar 2026US$257.4bUS$155.5bUS$7.8b19.7x33x1.7x
Fri, 06 Feb 2026US$271.8bUS$153.8bUS$8.0b20.7x33.8x1.8x
Sun, 04 Jan 2026US$272.1bUS$149.5bUS$9.1b20x30x1.8x
Tue, 02 Dec 2025US$264.7bUS$149.2bUS$9.7b21.4x27.4x1.8x
Thu, 30 Oct 2025US$262.5bUS$148.3bUS$9.7b19.5x27.1x1.8x
Sat, 27 Sep 2025US$265.7bUS$147.9bUS$9.9b20.8x26.8x1.8x
Mon, 25 Aug 2025US$296.8bUS$157.2bUS$10.6b20x28.1x1.9x
Wed, 23 Jul 2025US$294.0bUS$160.3bUS$10.3b16.3x28.4x1.8x
Fri, 20 Jun 2025US$262.2bUS$161.4bUS$11.5b15.4x22.7x1.6x
Sun, 18 May 2025US$290.0bUS$161.4bUS$11.5b17.6x25.1x1.8x
Tue, 15 Apr 2025US$236.2bUS$161.7bUS$11.4b13.4x20.7x1.5x
Thu, 13 Mar 2025US$288.7bUS$162.1bUS$11.5b16.8x25x1.8x
Sat, 08 Feb 2025US$331.8bUS$161.5bUS$11.1b17.8x29.9x2.1x
Mon, 06 Jan 2025US$329.1bUS$160.6bUS$11.5b18.8x28.7x2x
Wed, 04 Dec 2024US$332.5bUS$162.9bUS$11.5b20.1x28.9x2x
Fri, 01 Nov 2024US$298.0bUS$161.9bUS$11.6b18x25.6x1.8x
Sun, 29 Sep 2024US$324.9bUS$163.1bUS$11.1b19.1x29.2x2x
Tue, 27 Aug 2024US$310.1bUS$162.9bUS$11.1b18.3x28x1.9x
Thu, 25 Jul 2024US$287.4bUS$168.4bUS$11.3b17.1x25.4x1.7x
Sat, 22 Jun 2024US$335.5bUS$168.1bUS$10.8b18.7x31x2x
Mon, 20 May 2024US$319.0bUS$163.9bUS$11.5b20x27.7x1.9x
Wed, 17 Apr 2024US$307.9bUS$164.3bUS$11.5b17.7x26.7x1.9x
Fri, 15 Mar 2024US$353.0bUS$164.4bUS$11.1b17.6x31.9x2.1x
Sun, 11 Feb 2024US$348.7bUS$159.0bUS$10.4b19x33.6x2.2x
Tue, 09 Jan 2024US$335.7bUS$159.4bUS$11.0b17.8x30.4x2.1x
Thu, 07 Dec 2023US$353.9bUS$158.9bUS$10.8b17x32.7x2.2x
Sat, 04 Nov 2023US$321.3bUS$159.0bUS$10.3b14.5x31.1x2x
Mon, 02 Oct 2023US$292.8bUS$157.1bUS$10.5b13.2x27.8x1.9x
Wed, 30 Aug 2023US$305.7bUS$156.2bUS$10.4b14.5x29.3x2x
Fri, 28 Jul 2023US$326.4bUS$156.7bUS$10.7b13.8x30.4x2.1x
Sun, 25 Jun 2023US$317.1bUS$155.6bUS$11.2b11.6x28.3x2x
Tue, 23 May 2023US$315.6bUS$155.2bUS$11.5b11.3x27.5x2x
Thu, 20 Apr 2023US$352.6bUS$160.7bUS$10.9b12.4x32.5x2.2x
Sat, 18 Mar 2023US$323.6bUS$149.0bUS$10.8b11.4x29.9x2.2x
Price to Earnings Ratio

29.9x


Total Market Cap: US$323.6bTotal Earnings: US$10.8bTotal Revenue: US$149.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.5x202420252026
Current Industry PE
  • Investors are optimistic on the American Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.0x which is higher than its 3-year average PE of 28.5x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 12% 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 Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-1.50%
Consumer Discretionary-1.14%
Luxury-6.94%
Textiles0.21%
Apparel, Accessories and Luxury Goods-5.91%
Footwear-7.95%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio of 30.7x.
    • Analysts are expecting annual earnings growth of 17.8%, which is higher than its past year's earnings decline of 10.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 129% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 18% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
NCI Neo-Concept International Group HoldingsUS$12.0070.7%
+US$94.0m		492.7%PE204.4x
BIRD AllbirdsUS$3.6331.5%
+US$7.1m		-41.1%PS0.2x
LANV Lanvin Group HoldingsUS$1.713.0%
+US$5.8m		-11.9%PS0.6x
VRA Vera BradleyUS$2.645.6%
+US$3.9m		-2.8%PS0.2x
DOGZ Dogness (International)US$1.587.5%
+US$1.6m		-94.1%PS1.1x

Latest News

BIRD
US$3.63
Allbirds
7D
31.5%
1Y
-41.1%
RL
US$346.17
Ralph Lauren
7D
-4.1%
1Y
55.1%

RL: 2026 Margin Reliance Will Magnify Risk If Demand Weakens

Ralph Lauren's analyst price target has increased by $25.52, supported by higher assumed fair value, slightly higher discount rates, and modestly stronger expectations for revenue growth, profit margins, and future P/E as analysts grow more confident following recent research updates and management meetings. Analyst Commentary Recent research has generally pointed to higher assumed fair value for Ralph Lauren, with several firms lifting price targets and reaffirming positive views after meeting with management and updating their models.
PMNT
US$0.23
Perfect Moment
7D
6.9%
1Y
-77.0%
ONON
US$41.02
On Holding
7D
-6.6%
1Y
-9.2%

ONON: Brand Momentum And Margin Expansion Will Support Future Upside

Our updated analyst price target for On Holding ticks lower to $58.65 from $61.90, reflecting slightly softer modeled revenue growth and P/E assumptions, even as analysts highlight brand strength, solid Q4 execution, and improving margin outlooks. Analyst Commentary Research houses are trimming price targets on On Holding, but most still point to a solid brand, supportive margins, and execution that they see as broadly on track, even as they recalibrate their models after Q4 and updated guidance.
NKE
US$56.08
NIKE
7D
-5.6%
1Y
-24.4%
LULU
US$166.43
lululemon athletica
7D
-4.5%
1Y
-47.9%
VFC
US$16.97
V.F
7D
-9.7%
1Y
-2.1%

VFC: Inventory Discipline And Brand Repair In 2026 Will Reframe Risk Reward

The analyst price target for V.F. has been reset from $31.44 to $25.00, reflecting a lower assumed future P/E of 17.42 and analyst concerns around a longer recovery timeline for key brands such as Vans, despite modest adjustments to revenue growth and margin assumptions. Analyst Commentary Recent Street research on V.F. shows a mixed picture, with one fresh downgrade but a cluster of earlier positive price target revisions that point to differing views on the recovery path and earnings power of the portfolio.
SGC
US$10.09
Superior Group of Companies
7D
0.2%
1Y
-26.0%
TPR
US$148.27
Tapestry
7D
-4.0%
1Y
106.0%

TPR: Higher Street Views And Buybacks Will Shape Balanced Long Term Outlook

Tapestry's analyst price target has been raised from $131.50 to $160.21 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside a broad series of recent target hikes across the Street. Analyst Commentary Recent research updates on Tapestry have clustered around higher price targets and supportive ratings, pointing to a constructive stance from many firms.
AS
US$34.69
Amer Sports
7D
-6.0%
1Y
29.7%
LEVI
US$18.79
Levi Strauss
7D
-9.5%
1Y
15.8%

LEVI: Bullish Coverage And Brand Strength Will Support Future Margin Resilience

Analysts have trimmed their fair value estimate for Levi Strauss by about $0.87 to $32.11. This reflects updated assumptions around a slightly higher discount rate, stronger revenue growth, modestly improved profit margins, and a lower future P/E, alongside recent bullish coverage and a $1 increase in a key Street price target to $33.
VRA
US$2.64
Vera Bradley
7D
5.6%
1Y
-2.8%
JXG
US$4.07
JX Luxventure Group
7D
10.3%
1Y
-88.3%
DOGZ
US$1.58
Dogness (International)
7D
7.5%
1Y
-94.1%
NCI
US$12.00
Neo-Concept International Group Holdings
7D
70.7%
1Y
492.7%
LANV
US$1.71
Lanvin Group Holdings
7D
3.0%
1Y
-11.9%

Lanvin Group Holdings Limited (NYSE:LANV) May Have Run Too Fast Too Soon With Recent 41% Price Plummet

Feb 10
Lanvin Group Holdings Limited (NYSE:LANV) May Have Run Too Fast Too Soon With Recent 41% Price Plummet