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U.S. Luxury Industry Analysis

UpdatedOct 07, 2025
DataAggregated Company Financials
Companies65
  • 7D1.3%
  • 3M-3.0%
  • 1Y-5.3%
  • YTD-12.3%

The Luxury industry is up 1.3% in the last week, with NIKE up 2.3%. In the past year, the industry is down 5.3%. 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
Tue, 07 Oct 2025US$274.0bUS$148.1bUS$9.6b21.1x28.5x1.9x
Thu, 04 Sep 2025US$292.7bUS$157.2bUS$10.6b20.5x27.6x1.9x
Sat, 02 Aug 2025US$289.1bUS$160.4bUS$10.3b16.7x28.1x1.8x
Mon, 30 Jun 2025US$286.0bUS$160.1bUS$10.3b16x27.9x1.8x
Wed, 28 May 2025US$277.4bUS$161.4bUS$12.0b17.1x23.2x1.7x
Fri, 25 Apr 2025US$244.5bUS$161.3bUS$11.5b16.3x21.3x1.5x
Sun, 23 Mar 2025US$280.9bUS$160.9bUS$11.2b16.6x25.1x1.7x
Tue, 18 Feb 2025US$322.5bUS$161.6bUS$11.2b18.2x28.7x2x
Thu, 16 Jan 2025US$326.8bUS$160.6bUS$11.5b18.2x28.5x2x
Sat, 14 Dec 2024US$335.3bUS$161.7bUS$11.7b19.5x28.6x2.1x
Mon, 11 Nov 2024US$305.4bUS$161.4bUS$11.7b19x26.2x1.9x
Wed, 09 Oct 2024US$306.7bUS$161.6bUS$10.7b19x28.6x1.9x
Fri, 06 Sep 2024US$296.8bUS$163.0bUS$11.2b17.7x26.5x1.8x
Sun, 04 Aug 2024US$276.8bUS$168.8bUS$11.4b16x24.4x1.6x
Tue, 02 Jul 2024US$296.3bUS$168.0bUS$11.3b17.4x26.2x1.8x
Thu, 30 May 2024US$328.9bUS$168.2bUS$11.2b18.5x29.4x2x
Sat, 27 Apr 2024US$318.3bUS$164.5bUS$11.6b18.5x27.5x1.9x
Mon, 25 Mar 2024US$332.9bUS$164.8bUS$11.5b17.5x28.8x2x
Wed, 21 Feb 2024US$349.5bUS$164.6bUS$10.5b19.1x33.4x2.1x
Fri, 19 Jan 2024US$334.5bUS$159.3bUS$11.0b17.8x30.3x2.1x
Sun, 17 Dec 2023US$372.7bUS$159.3bUS$10.8b17.4x34.6x2.3x
Tue, 14 Nov 2023US$315.7bUS$158.6bUS$10.4b15.9x30.5x2x
Thu, 12 Oct 2023US$300.0bUS$158.5bUS$10.5b15x28.4x1.9x
Sat, 09 Sep 2023US$301.3bUS$156.7bUS$10.5b13.8x28.7x1.9x
Mon, 07 Aug 2023US$324.3bUS$156.6bUS$10.8b16.2x30x2.1x
Wed, 05 Jul 2023US$323.8bUS$156.7bUS$10.8b13.6x30x2.1x
Fri, 02 Jun 2023US$296.5bUS$155.2bUS$11.1b11x26.7x1.9x
Sun, 30 Apr 2023US$353.4bUS$161.1bUS$10.7b12.3x32.9x2.2x
Tue, 28 Mar 2023US$330.5bUS$159.8bUS$11.3b11.5x29.2x2.1x
Thu, 23 Feb 2023US$335.6bUS$158.2bUS$11.7b11.5x28.7x2.1x
Sat, 21 Jan 2023US$351.6bUS$158.2bUS$13.0b10.8x27.1x2.2x
Mon, 19 Dec 2022US$307.0bUS$155.8bUS$13.1b9.8x23.5x2x
Wed, 16 Nov 2022US$316.6bUS$155.3bUS$14.4b10.7x22x2x
Fri, 14 Oct 2022US$269.8bUS$154.3bUS$15.5b9.1x17.4x1.7x
Price to Earnings Ratio

17.4x


Total Market Cap: US$269.8bTotal Earnings: US$15.5bTotal Revenue: US$154.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27.8x202320242025
Current Industry PE
  • Investors are relatively neutral on the American Luxury industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 27.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 15% 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 Market1.06%
Consumer Discretionary-0.13%
Luxury1.29%
Apparel, Accessories and Luxury Goods1.54%
Footwear1.10%
Textiles-0.86%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 27.1x.
    • Analysts are expecting annual earnings growth of 19.1%, which is higher than its past year's earnings growth of 5.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 139% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 17% 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
NKE NIKEUS$71.172.3%
+US$2.5b		-12.0%PE36.3x
TPR TapestryUS$115.493.6%
+US$834.2m		152.8%PE130.5x
RL Ralph LaurenUS$321.104.0%
+US$754.8m		64.2%PE24.5x
LEVI Levi StraussUS$24.304.3%
+US$399.6m		23.6%PE22.7x
ZGN Ermenegildo ZegnaUS$10.2111.6%
+US$269.3m		14.7%PE23.3x

Latest News

BIRK
US$45.47
Birkenstock Holding
7D
1.7%
1Y
-3.8%
AS
US$34.12
Amer Sports
7D
-1.4%
1Y
98.7%

Global Outdoor Expansion And Digital Channels Will Unlock Future Potential

Analysts have raised their fair value estimate for Amer Sports from $45.34 to $46.35. They cite improved revenue growth outlook, despite a slight dip in projected profit margins and a marginal increase in the discount rate.
TPR
US$115.49
Tapestry
7D
3.6%
1Y
152.8%

Global Markets And Digital Capabilities Will Shape Future Upside

Tapestry's analyst price target has increased from $116.44 to $118.00. This change reflects analysts' ongoing confidence in brand momentum, resilient earnings prospects, and upwardly revised long-term estimates, despite tariff-related headwinds.
LEVI
US$24.30
Levi Strauss
7D
4.3%
1Y
23.6%
NKE
US$71.17
NIKE
7D
2.3%
1Y
-12.0%

Product Portfolio Transition And Digital Cleanup Will Create New Opportunities

Nike's fair value estimate has been raised by analysts from $79.76 to $82.25 per share. This change reflects increased confidence in the company's turnaround progress, stronger revenue growth, and improving profit margins.
ZGN
US$10.21
Ermenegildo Zegna
7D
11.6%
1Y
14.7%

TOM FORD And Zegna DTC Expansion Will Deliver Future Success

Analysts have increased their price target for Ermenegildo Zegna to approximately $10.10, up from $9.80. They cite an improved financial outlook, sustained execution, and ongoing growth opportunities in a challenging market environment.
WWW
US$25.08
Wolverine World Wide
7D
-8.0%
1Y
45.5%
LULU
US$174.12
lululemon athletica
7D
-2.8%
1Y
-36.1%

Product Refresh And Global Expansion Will Empower Future Market Leadership

Analysts have trimmed Lululemon's price target from $202.60 to $198.36, citing intensifying U.S. competition, weaker domestic sales momentum, tariff-related headwinds, and concerns over product freshness and growth outlook despite otherwise reasonable valuations. Analyst Commentary Bearish analysts see intensifying competition in the athleticwear space, particularly in the U.S., with Lululemon's domestic business showing declining sales growth, lack of positive catalysts, and brand momentum concerns.
ONON
US$42.57
On Holding
7D
-2.3%
1Y
-15.5%
KTB
US$81.96
Kontoor Brands
7D
4.2%
1Y
3.0%

Is It Time To Consider Buying Kontoor Brands, Inc. (NYSE:KTB)?

Sep 26
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SHOO
US$33.70
Steven Madden
7D
-0.6%
1Y
-28.5%
RL
US$321.10
Ralph Lauren
7D
4.0%
1Y
64.2%

Asia And Greater China Expansion Will Create Future Market Opportunities

Analysts raised their price target for Ralph Lauren to $345.74, citing strong operating momentum, impressive execution of brand-elevation strategies, continued topline growth, and robust management performance, while acknowledging that conservative guidance may offer further upside potential. Analyst Commentary Bullish analysts cite continued operating momentum and strong visibility into topline growth potential, supported by recent upside in EPS, revenue, and gross margin performance.
CROX
US$80.64
Crocs
7D
-3.7%
1Y
-40.9%

Asia And Europe Expansion Will Secure Lasting Market Strength

Analysts lowered their price target for Crocs from $91.83 to $87.83 amid concerns about softening sales growth, U.S. consumer demand shifts, macro headwinds, and ongoing pressure from the HEYDUDE brand, despite some optimism over management's reaffirmed guidance and leadership changes. Analyst Commentary Ongoing concerns about muted sales growth, limited visibility into revenue recovery through 2026, and challenging U.S. market trends are prompting downward price target revisions and rating downgrades by bearish analysts.
OXM
US$39.29
Oxford Industries
7D
-3.2%
1Y
-47.7%
DECK
US$102.04
Deckers Outdoor
7D
-1.2%
1Y
-35.8%
CPRI
US$21.18
Capri Holdings
7D
7.6%
1Y
-50.3%

Data-Driven Marketing And Renovations Will Boost Brand Appeal

Capri Holdings saw marginal, essentially unchanged movements in both its future P/E ratio and discount rate, resulting in a negligible increase in the analyst price target from $24.33 to $24.58. What's in the News Capri Holdings provided FY2026 guidance with expected revenue of $3.375–$3.45 billion, operating income around $100 million, and diluted EPS of $1.20–$1.40.