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U.S. Luxury Industry Analysis

UpdatedJun 05, 2026
DataAggregated Company Financials
Companies67
  • 7D-5.2%
  • 3M-7.5%
  • 1Y-12.9%
  • YTD-13.3%

Over the last 7 days, the Luxury industry has dropped 5.2%, driven by a pullback from NIKE of 7.9%. The industry has fallen 13% in the last year. 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
Fri, 05 Jun 2026US$237.3bUS$156.7bUS$8.8b23.2x27x1.5x
Sun, 03 May 2026US$238.4bUS$155.8bUS$7.0b19.8x33.9x1.5x
Tue, 31 Mar 2026US$234.6bUS$155.3bUS$7.6b18.5x31x1.5x
Thu, 26 Feb 2026US$282.2bUS$154.9bUS$7.8b20.8x36.2x1.8x
Sat, 24 Jan 2026US$273.1bUS$149.6bUS$9.1b19.7x30.1x1.8x
Mon, 22 Dec 2025US$265.0bUS$149.5bUS$9.1b20.2x29.3x1.8x
Wed, 19 Nov 2025US$247.0bUS$152.3bUS$10.0b19.2x24.7x1.6x
Fri, 17 Oct 2025US$263.2bUS$148.2bUS$9.7b19.4x27.1x1.8x
Sun, 14 Sep 2025US$273.4bUS$147.9bUS$9.9b20.5x27.5x1.8x
Tue, 12 Aug 2025US$281.4bUS$156.5bUS$11.2b18.9x25.2x1.8x
Thu, 10 Jul 2025US$292.1bUS$160.2bUS$10.3b16.8x28.4x1.8x
Sat, 07 Jun 2025US$283.5bUS$161.4bUS$11.6b16.8x24.5x1.8x
Mon, 05 May 2025US$256.1bUS$160.9bUS$11.5b14.6x22.2x1.6x
Wed, 02 Apr 2025US$265.4bUS$161.2bUS$11.2b15.6x23.6x1.6x
Fri, 28 Feb 2025US$327.8bUS$162.1bUS$11.4b18.2x28.6x2x
Sun, 26 Jan 2025US$342.3bUS$160.7bUS$11.5b18.6x29.9x2.1x
Tue, 24 Dec 2024US$335.7bUS$160.6bUS$11.5b18.4x29.3x2.1x
Thu, 21 Nov 2024US$300.7bUS$161.7bUS$11.7b17.6x25.6x1.9x
Sat, 19 Oct 2024US$313.2bUS$161.5bUS$10.7b19.5x29.2x1.9x
Mon, 16 Sep 2024US$298.3bUS$163.0bUS$11.2b17.7x26.7x1.8x
Wed, 14 Aug 2024US$279.0bUS$162.6bUS$11.0b16.7x25.4x1.7x
Fri, 12 Jul 2024US$285.8bUS$168.3bUS$11.3b18x25.3x1.7x
Sun, 09 Jun 2024US$340.7bUS$168.2bUS$10.8b18.8x31.5x2x
Tue, 07 May 2024US$317.5bUS$164.4bUS$11.7b18.9x27.2x1.9x
Thu, 04 Apr 2024US$317.8bUS$164.3bUS$11.6b18.5x27.4x1.9x
Sat, 02 Mar 2024US$357.9bUS$164.4bUS$10.8b18.6x33.2x2.2x
Mon, 29 Jan 2024US$340.9bUS$159.4bUS$10.9b17.6x31.2x2.1x
Wed, 27 Dec 2023US$353.1bUS$159.4bUS$11.0b17.9x32x2.2x
Fri, 24 Nov 2023US$326.8bUS$158.9bUS$10.4b16.3x31.4x2.1x
Sun, 22 Oct 2023US$309.2bUS$158.6bUS$10.5b15x29.4x2x
Tue, 19 Sep 2023US$292.9bUS$156.9bUS$10.6b13.8x27.7x1.9x
Thu, 17 Aug 2023US$316.7bUS$156.3bUS$10.4b14.5x30.4x2x
Sat, 15 Jul 2023US$322.6bUS$156.7bUS$10.7b13.4x30x2.1x
Mon, 12 Jun 2023US$311.5bUS$155.6bUS$11.2b11.8x27.8x2x
Price to Earnings Ratio

27.8x


Total Market Cap: US$311.5bTotal Earnings: US$11.2bTotal Revenue: US$155.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.7x202420252026
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 28.7x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 7.8% 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-0.11%
Consumer Discretionary-4.28%
Luxury-5.22%
Textiles1.30%
Apparel, Accessories and Luxury Goods-4.44%
Footwear-6.11%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 27.2x.
    • Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings growth of 13.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 113% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 16% 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
CROX CrocsUS$121.522.4%
+US$144.1m		21.3%PS1.5x
SHOO Steven MaddenUS$44.442.4%
+US$76.0m		80.1%PE42.7x
MOV Movado GroupUS$37.515.4%
+US$42.7m		142.6%PE26x
JXG JX Luxventure GroupUS$8.4911.3%
+US$8.0m		-77.2%PS0.9x
VNCE Vince HoldingUS$4.494.4%
+US$2.4m		205.4%PE9x

Latest News

LULU
US$124.92
lululemon athletica
7D
-4.9%
1Y
-62.2%
PVH
US$78.16
PVH
7D
-19.2%
1Y
17.9%
SHOO
US$44.44
Steven Madden
7D
2.4%
1Y
80.1%
NKE
US$43.62
NIKE
7D
-7.9%
1Y
-30.4%
MOV
US$37.51
Movado Group
7D
5.4%
1Y
142.6%
ONON
US$37.47
On Holding
7D
-5.7%
1Y
-34.2%
Narrative Update • Jun 03

ONON: Founder Leadership And Insider Buying Will Support Future Margin Strength

Analysts trimmed their blended price target for On Holding stock to $53.56 from $56.41. This reflects recent reductions in several firm targets, partly offset by select increases and ongoing debate around slightly softer revenue assumptions and stronger margin expectations.
DECK
US$108.96
Deckers Outdoor
7D
-4.7%
1Y
0.6%
Narrative Update • Jun 03

DECK: Brand Strength And Buybacks Will Drive Future Upside Potential

Analysts have trimmed the blended price target on Deckers Outdoor by about $1. This reflects mixed revisions that weigh lower valuation multiples and macro uncertainty against expectations for steady fiscal 2027 performance, ongoing HOKA brand strength, and recent earnings beats.
VNCE
US$4.49
Vince Holding
7D
4.4%
1Y
205.4%
Narrative Update • Jun 02

VNCE: Updated Guidance And Higher Future P E Support Bullish Outlook

Analysts have raised their price target on Vince Holding by $1 to $6.75 per share, citing updated assumptions for the discount rate and future P/E that support a steady fair value view. What's in the News Vince Holding issued earnings guidance for the first quarter of fiscal 2026, indicating an expected net sales change in a range of approximately 8.5% to 10.5% compared to the prior year period.
TPR
US$140.47
Tapestry
7D
-3.4%
1Y
77.3%
Narrative Update • Jun 02

TPR: International Expansion And AI Adoption Will Support Richer Future P/E Multiple

Analysts have raised Tapestry's average price target by a few dollars, supported by recent upgrades and target increases from several firms. These changes reflect modestly higher assumptions for revenue growth, profit margins, and future P/E expectations.
UFI
US$4.17
Unifi
7D
2.7%
1Y
-15.8%
Seeking Alpha • Jun 02

Unifi: Commodity Tailwinds Meet UFI's Revamped Costs Structure

Summary Unifi, Inc. is emerging from a multi-year restructuring, achieving margin expansion and near-breakeven results despite lower revenues. Cost reductions, plant consolidation, and a lowered break-even revenue target position UFI to benefit from even modest demand recovery. REPREVE and Fortisyn brands are directly aligned with accelerating regulatory, sustainability, and defense procurement tailwinds, boosting UFI's strategic value. UFI trades at a deep value discount (0.34x book), with technical and macro signals suggesting significant upside potential toward $20–$50 per share. Read the full article on Seeking Alpha
VFC
US$16.51
V.F
7D
-7.9%
1Y
31.1%
Narrative Update • May 29

VFC: Future Upside Will Hinge On Vans Turnaround Momentum

V.F.'s analyst price target has been reduced by $0.51 to approximately $20.19, as analysts factor in lower revenue growth and profit margin assumptions, along with a higher future P/E and mixed views on Vans momentum and brand strength across the portfolio. Analyst Commentary Recent research on V.F. shows a split between cautious and more constructive views, with several firms trimming price targets while others are upgrading the stock as they reassess brand momentum, margins, and execution risk.
AS
US$34.49
Amer Sports
7D
-4.3%
1Y
-7.7%
CROX
US$121.52
Crocs
7D
2.4%
1Y
21.3%
Narrative Update • May 25

CROX: Slower North America Turnaround Will Pressure Margins Despite Recent Optimism

Crocs' internal fair value estimate has moved from $71 to $86 as analysts factor in updated assumptions on revenue trends, margins and future P/E, supported by a series of recent price target raises and rating upgrades citing improving demand and inventory reset efforts. Analyst Commentary Recent research on Crocs includes several higher price targets and rating upgrades, alongside a cluster of more cautious views that focus on execution risk and the timing of any growth inflection.
JRSH
US$3.47
Jerash Holdings (US)
7D
2.4%
1Y
10.2%
CULP
US$3.19
Culp
7D
5.6%
1Y
-24.8%
Analysis Article • May 02

Is It Too Late To Consider Buying Culp, Inc. (NASDAQ:CULP)?

While Culp, Inc. ( NASDAQ:CULP ) might not have the largest market cap around , it received a lot of attention from a...
JXG
US$8.49
JX Luxventure Group
7D
11.3%
1Y
-77.2%