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U.S. Luxury Industry Analysis

UpdatedApr 15, 2026
DataAggregated Company Financials
Companies67
  • 7D6.9%
  • 3M-11.8%
  • 1Y9.0%
  • YTD-10.8%

In the last week, the Luxury industry is up 6.9%, with NIKE leading the way with a 3.5% gain. This means that the industry has gained 9.0% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Apr 2026US$241.8bUS$155.8bUS$7.0b20.1x34.4x1.6x
Fri, 13 Mar 2026US$251.2bUS$155.2bUS$7.8b19x32.4x1.6x
Sun, 08 Feb 2026US$275.1bUS$154.3bUS$7.9b20.9x34.7x1.8x
Tue, 06 Jan 2026US$274.8bUS$149.5bUS$9.1b19.9x30.3x1.8x
Thu, 04 Dec 2025US$266.3bUS$149.2bUS$9.7b21.3x27.6x1.8x
Sat, 01 Nov 2025US$251.5bUS$148.2bUS$9.6b19.5x26.3x1.7x
Mon, 29 Sep 2025US$267.5bUS$147.9bUS$9.9b20.8x26.9x1.8x
Wed, 27 Aug 2025US$296.8bUS$157.1bUS$10.6b20.1x28.1x1.9x
Fri, 25 Jul 2025US$301.2bUS$160.3bUS$10.3b16.2x29.2x1.9x
Sun, 22 Jun 2025US$262.2bUS$161.4bUS$11.6b15.2x22.7x1.6x
Tue, 20 May 2025US$290.0bUS$161.5bUS$11.5b17.8x25.1x1.8x
Thu, 17 Apr 2025US$234.7bUS$161.7bUS$11.4b14.8x20.6x1.5x
Sat, 15 Mar 2025US$283.0bUS$162.1bUS$11.6b16.6x24.4x1.7x
Mon, 10 Feb 2025US$319.7bUS$161.5bUS$11.1b17.8x28.8x2x
Wed, 08 Jan 2025US$330.9bUS$160.6bUS$11.5b18.4x28.9x2.1x
Fri, 06 Dec 2024US$332.6bUS$161.6bUS$11.7b19.6x28.5x2.1x
Sun, 03 Nov 2024US$301.3bUS$161.8bUS$11.6b18x25.9x1.9x
Tue, 01 Oct 2024US$324.9bUS$163.0bUS$11.1b19x29.2x2x
Thu, 29 Aug 2024US$311.9bUS$162.7bUS$11.1b17.8x28x1.9x
Sat, 27 Jul 2024US$275.6bUS$168.6bUS$11.3b17.7x24.3x1.6x
Mon, 24 Jun 2024US$337.6bUS$168.1bUS$10.8b18.7x31.2x2x
Wed, 22 May 2024US$319.0bUS$163.9bUS$11.5b19.6x27.7x1.9x
Fri, 19 Apr 2024US$314.0bUS$164.4bUS$11.5b17.5x27.2x1.9x
Sun, 17 Mar 2024US$348.2bUS$164.4bUS$11.1b17.7x31.5x2.1x
Tue, 13 Feb 2024US$355.3bUS$159.0bUS$10.4b19.3x34.2x2.2x
Thu, 11 Jan 2024US$340.0bUS$159.4bUS$11.0b18x30.8x2.1x
Sat, 09 Dec 2023US$353.3bUS$159.2bUS$10.8b16.9x32.8x2.2x
Mon, 06 Nov 2023US$321.0bUS$159.0bUS$10.3b14.5x31x2x
Wed, 04 Oct 2023US$289.6bUS$157.0bUS$10.5b13.4x27.5x1.8x
Fri, 01 Sep 2023US$306.8bUS$156.3bUS$10.4b14.4x29.4x2x
Sun, 30 Jul 2023US$319.1bUS$156.9bUS$10.9b14.2x29.4x2x
Tue, 27 Jun 2023US$321.0bUS$155.6bUS$11.2b11.8x28.7x2.1x
Thu, 25 May 2023US$307.9bUS$155.1bUS$11.2b11.4x27.6x2x
Sat, 22 Apr 2023US$353.8bUS$160.8bUS$10.7b12.3x33.1x2.2x
Price to Earnings Ratio

33.1x


Total Market Cap: US$353.8bTotal Earnings: US$10.7bTotal Revenue: US$160.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.6x202420252026
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 34.4x which is higher than its 3-year average PE of 28.6x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 13% 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 Market4.44%
Consumer Discretionary8.20%
Luxury6.91%
Apparel, Accessories and Luxury Goods7.92%
Footwear5.66%
Textiles3.14%
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 31.2x.
    • Analysts are expecting annual earnings growth of 17.5%, which is higher than its past year's earnings decline of 16.8% 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 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$44.203.5%
+US$2.2b		-19.4%PE29.1x
TPR TapestryUS$150.877.6%
+US$2.2b		136.0%PE58.5x
AS Amer SportsUS$36.3011.1%
+US$2.1b		60.3%PE49.4x
RL Ralph LaurenUS$373.006.7%
+US$1.4b		83.5%PE24.6x
ONON On HoldingUS$35.5810.5%
+US$1.1b		-16.6%PE45.2x

Latest News

VRA
US$3.75
Vera Bradley
7D
-1.1%
1Y
106.0%

Vera Bradley: A Colorful Turnaround

Apr 15
NKE
US$44.20
NIKE
7D
3.5%
1Y
-19.4%

Three Reasons To Keep Staying Away From Nike

Apr 15
LEVI
US$22.39
Levi Strauss
7D
13.6%
1Y
56.0%

LEVI: Top Pick Status And Margin Stability Will Support Future Upside

Analysts have nudged their price target for Levi Strauss higher to about $32.66 from roughly $32.11, citing fresh bullish research that points to steadier profit margins and a lower expected future P/E multiple following recent positive coverage and a Top Pick designation. Analyst Commentary Recent research has reinforced a constructive view on Levi Strauss, with bullish analysts pointing to steadier profit margins and a valuation that they see as more attractive after the latest price target revisions.
LULU
US$160.60
lululemon athletica
7D
4.5%
1Y
-37.2%
CRI
US$34.80
Carter's
7D
-1.2%
1Y
-3.1%

CRI: New Collaborations And Cautious Sales Outlook Will Support Fairly Valued Shares

Analysts have maintained their $37.00 price target for Carter's, noting only minor adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially change their overall view on the stock. What's in the News Carter’s and Umbro announced a limited edition Carter’s x Umbro collection inspired by global soccer, featuring country themed kits for nations including Argentina, Brazil, Canada, England, France, Germany, Spain, and the United States.
AS
US$36.30
Amer Sports
7D
11.1%
1Y
60.3%

AS: Future Upside Will Depend On 2026 EPS Guidance And Equity Offering

Analysts kept their fair value estimate for Amer Sports broadly steady at about $49 per share, as small adjustments to discount rate assumptions and future P/E inputs did not materially shift their overall price target framework. What's in the News Amer Sports filed a follow-on equity offering of ordinary shares in the amount of $750 million, with the security structured as common stock.
DECK
US$107.81
Deckers Outdoor
7D
7.5%
1Y
3.5%

DECK: Elevated Expectations For Key Brands Will Pressure Future Execution Risk

Analysts have slightly increased their Deckers Outdoor price targets by low double digit dollar amounts, citing stronger confidence in UGG and HOKA sales trends and what they view as more reliable management guidance. Analyst Commentary Across recent research, most published actions cluster around higher price targets and rating upgrades, with multiple firms citing confidence in UGG and HOKA as key drivers.
RL
US$373.00
Ralph Lauren
7D
6.7%
1Y
83.5%

RL: 2026 Margin Reliance Will Expose Earnings To Volatile Demand

Analysts have raised the Ralph Lauren price target by about $5 to roughly $302, citing recent upgrades and target increases across several firms that highlight confidence in the brand and its growth outlook. Analyst Commentary Recent research has centered on higher price targets and supportive ratings, reflecting confidence in Ralph Lauren's brand position and growth plans.
BIRD
US$2.49
Allbirds
7D
-1.2%
1Y
-46.0%
TPR
US$150.87
Tapestry
7D
7.6%
1Y
136.0%
ONON
US$35.58
On Holding
7D
10.5%
1Y
-16.6%

Nike's Loss Is On's Gain, Valuation Now Excessively Low (Rating Upgrade)

Apr 06
DOGZ
US$1.28
Dogness (International)
7D
-7.2%
1Y
-93.4%
NCI
US$0.51
Neo-Concept International Group Holdings
7D
-9.0%
1Y
-76.1%
LANV
US$1.50
Lanvin Group Holdings
7D
-0.7%
1Y
-32.4%