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U.S. Luxury Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies67
  • 7D-1.1%
  • 3M0.7%
  • 1Y-6.0%
  • YTD-12.7%

Over the last 7 days, the Luxury industry has dropped 1.1%, driven by a pullback from NIKE of 5.4%. The industry has fallen 6.0% 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
Thu, 25 Jun 2026US$236.8bUS$156.6bUS$8.7b22.6x27.2x1.5x
Sat, 23 May 2026US$237.0bUS$157.6bUS$7.4b22.1x32x1.5x
Mon, 20 Apr 2026US$255.0bUS$155.8bUS$7.1b20.1x36.1x1.6x
Wed, 18 Mar 2026US$248.2bUS$155.2bUS$7.8b19.1x32x1.6x
Fri, 13 Feb 2026US$277.4bUS$154.3bUS$7.9b22.7x35x1.8x
Sun, 11 Jan 2026US$279.5bUS$149.5bUS$9.0b21.2x30.9x1.9x
Tue, 09 Dec 2025US$271.8bUS$149.2bUS$9.5b20.6x28.5x1.8x
Thu, 06 Nov 2025US$240.4bUS$148.3bUS$9.5b19.6x25.2x1.6x
Sat, 04 Oct 2025US$279.2bUS$148.1bUS$9.6b21.3x29.1x1.9x
Mon, 01 Sep 2025US$296.8bUS$157.3bUS$10.6b20.5x27.9x1.9x
Wed, 30 Jul 2025US$304.0bUS$160.3bUS$10.3b16.8x29.5x1.9x
Fri, 27 Jun 2025US$265.4bUS$161.6bUS$11.6b15.8x23x1.6x
Sun, 25 May 2025US$277.4bUS$161.4bUS$12.0b16.4x23.2x1.7x
Tue, 22 Apr 2025US$235.6bUS$161.4bUS$11.5b14.8x20.6x1.5x
Thu, 20 Mar 2025US$288.6bUS$162.2bUS$11.6b16.9x24.9x1.8x
Sat, 15 Feb 2025US$326.1bUS$161.6bUS$11.2b18.2x29x2x
Mon, 13 Jan 2025US$329.8bUS$160.5bUS$11.5b18x28.8x2.1x
Wed, 11 Dec 2024US$335.9bUS$161.8bUS$11.8b19.5x28.5x2.1x
Fri, 08 Nov 2024US$299.4bUS$161.8bUS$11.6b18.7x25.7x1.9x
Sun, 06 Oct 2024US$313.7bUS$161.6bUS$10.7b19.9x29.2x1.9x
Tue, 03 Sep 2024US$303.9bUS$163.0bUS$11.2b18x27.1x1.9x
Thu, 01 Aug 2024US$290.2bUS$168.7bUS$11.3b17.3x25.6x1.7x
Sat, 29 Jun 2024US$327.1bUS$168.0bUS$11.3b17.8x29x1.9x
Mon, 27 May 2024US$326.6bUS$168.2bUS$11.2b18.7x29.2x1.9x
Wed, 24 Apr 2024US$317.8bUS$164.4bUS$11.5b18.5x27.6x1.9x
Fri, 22 Mar 2024US$351.7bUS$164.3bUS$11.1b17.8x31.8x2.1x
Sun, 18 Feb 2024US$350.9bUS$164.6bUS$10.5b18.9x33.5x2.1x
Tue, 16 Jan 2024US$342.0bUS$159.4bUS$11.0b17.9x31x2.1x
Thu, 14 Dec 2023US$367.0bUS$159.2bUS$10.8b17.4x34.1x2.3x
Sat, 11 Nov 2023US$319.7bUS$158.6bUS$10.4b15.8x30.8x2x
Mon, 09 Oct 2023US$288.5bUS$157.0bUS$10.4b14.2x27.8x1.8x
Wed, 06 Sep 2023US$306.6bUS$156.7bUS$10.5b13.8x29.2x2x
Fri, 04 Aug 2023US$325.1bUS$156.6bUS$10.8b16.3x30x2.1x
Sun, 02 Jul 2023US$323.0bUS$156.2bUS$10.8b12.7x30x2.1x
Price to Earnings Ratio

30x


Total Market Cap: US$323.0bTotal Earnings: US$10.8bTotal Revenue: US$156.2bTotal 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 6.9% 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-2.47%
Consumer Discretionary-2.30%
Luxury-1.14%
Textiles8.48%
Apparel, Accessories and Luxury Goods1.22%
Footwear-3.84%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 31.7x.
    • Analysts are expecting annual earnings growth of 16.7%, which is lower than the prior year's growth of 22.0% 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 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
TPR TapestryUS$149.752.7%
+US$783.9m		75.3%PE45.6x
RL Ralph LaurenUS$414.252.6%
+US$619.0m		50.7%PE26.2x
VFC V.FUS$17.223.1%
+US$203.7m		50.4%PE26.5x
KTB Kontoor BrandsUS$78.003.9%
+US$161.9m		22.9%PE15.5x
UAA Under ArmourUS$6.066.3%
+US$153.5m		-9.6%PS0.5x

Latest News

NKE
US$41.82
NIKE
7D
-5.4%
1Y
-31.3%
WWW
US$17.54
Wolverine World Wide
7D
5.0%
1Y
-1.7%
LULU
US$113.09
lululemon athletica
7D
1.2%
1Y
-51.2%
Seeking Alpha • Jun 24

lululemon: North America Panic, International Conviction

Summary lululemon athletica remains a Strong Buy despite a 50% stock drop and significant underperformance versus the benchmark. LULU trades at a multi-year low 10x forward P/E, a 36% discount to the sector median and well below peers like NKE and DECK. International sales strength and premium margins support the thesis that LULU is undervalued and the recent downtrend is overdone. The company’s low-leverage capital structure and potential for renewed top and bottom line growth could catalyze a market rerating. Read the full article on Seeking Alpha
CROX
US$121.40
Crocs
7D
-2.9%
1Y
21.3%
Narrative Update • Jun 22

CROX: Slower Turnaround And Cost Discipline Risks Will Pressure Future Earnings

Crocs' analyst price targets have moved higher, with several firms lifting their views by $1 to as much as $35, as analysts point to improving North America trends, tighter cost controls, and steadier demand signals across the Crocs and HeyDude brands. Analyst Commentary Recent research on Crocs centers on whether the current setup justifies higher valuation multiples, as analysts weigh improving North America trends against execution risks in the broader portfolio and the timing of any revenue reacceleration.
PVH
US$72.71
PVH
7D
-4.9%
1Y
14.5%
Narrative Update • Jun 22

PVH: Tariff Refunds Will Support Earnings While EMEA Headwinds Ease

Analysts have nudged their PVH price target lower to about $129 from roughly $139, largely reflecting recent cuts to Street targets as softer EMEA trends, tariff related earnings support, and a more balanced risk/reward tone contribute to slightly lower profit margin assumptions, despite stable revenue growth expectations and a modestly higher forward P/E multiple. Analyst Commentary Street research on PVH highlights a mix of caution around Europe and tariffs, alongside pockets of confidence in the company’s ability to execute on its plan and support its current valuation.
COLM
US$64.51
Columbia Sportswear
7D
-2.9%
1Y
4.6%
Narrative Update • Jun 22

COLM: Higher 2026 Earnings Outlook Will Support Improved Risk Reward Profile

Analysts have nudged their average price target for Columbia Sportswear higher by a few dollars into the low $90s, citing updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. Together, these factors support a modestly improved valuation framework.
RL
US$414.25
Ralph Lauren
7D
2.6%
1Y
50.7%
Narrative Update • Jun 22

RL: Elevated P/E And 2027 Margin Reliance Will Pressure Overvalued Shares

Analysts have raised their Ralph Lauren fair value estimate by about $8 to $316.77, citing a higher blend of Street price targets following recent Q4-driven target increases and updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Ralph Lauren has centered on how the stock’s valuation lines up with its latest Q4 results, revenue outlook and margin assumptions.
ONON
US$36.92
On Holding
7D
-2.1%
1Y
-28.3%
Seeking Alpha • Jun 22

On Holding: Relentless Innovation Warrants A Strong Buy

Summary On Holding is transitioning from a pure running brand to a luxury lifestyle brand, expanding its TAM and reinforcing premium pricing power. ONON's moat is driven by innovation—LightSpray and SURREAL Superfoam technologies—enabling margin expansion and brand differentiation, with Q1 2026 gross margin reaching 64%. Q1 2026 results showed 26% YoY revenue growth and operating margin expansion to 14.1%, with management prioritizing premium brand value over volume. I assign a 'Strong Buy' rating, targeting $75.60–$97.20 (95–150% upside), supported by robust growth, innovation, and premium valuation relative to peers. Read the full article on Seeking Alpha
UAA
US$6.06
Under Armour
7D
6.3%
1Y
-9.6%
Analysis Article • Jun 20

Under Armour (UAA) Stock Could Be 21.6% Undervalued After Portland Office Reshuffle

Under Armour (UAA) is reshaping its footprint, closing its current Portland, Oregon, office while shifting some functions to Baltimore, New York, and a new Portland space in a move focused on key business hubs. See our latest analysis for Under Armour. The latest office changes come as Under Armour’s recent share price performance has been mixed, with a 1 month share price return of 13.91% and year to date share price return of 14.56%. Over the same period, the 1 year total shareholder return...
VFC
US$17.22
V.F
7D
3.1%
1Y
50.4%
Analysis Article • Jun 19

V.F (VFC) Stock Could Be 14.2% Undervalued As Lower Oil Costs Aid Margins

Recent oil price declines and the planned reopening of the Strait of Hormuz have created a cheaper freight and input cost backdrop for V.F (VFC) as it locks in key autumn and winter orders. See our latest analysis for V.F. At a share price of $17.33, V.F has seen a 6.45% 90 day share price return, while the year to date share price return is down 4.57% and the 1 year total shareholder return is 50.55%. This suggests recent momentum has improved from a weaker multi year picture, where the 5...
KTB
US$78.00
Kontoor Brands
7D
3.9%
1Y
22.9%
CRI
US$43.33
Carter's
7D
4.9%
1Y
43.4%
Narrative Update • Jun 18

CRI: Earnings Beat And New CEO Will Shape Steady Fair Value

Analysts have raised their price target for Carter's stock by $2.00 to $42.67, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News for Carter's Carter's reported first quarter revenue up 8.1% year over year, beating analyst expectations by 3.2%, and also exceeded EPS estimates, with the stock rising 28.3% after the release, according to recent earnings coverage.
TPR
US$149.75
Tapestry
7D
2.7%
1Y
75.3%
Narrative Update • Jun 16

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

For Tapestry, the analyst price target has been adjusted from $200 to $205, with analysts pointing to slightly higher margin expectations and a modestly higher future P/E assumption as key drivers of the change. Analyst Commentary Recent research highlights a constructive tone around Tapestry, with several bullish analysts adjusting their outlooks and price targets in response to company updates and meetings with management.
BIRK
US$45.09
Birkenstock Holding
7D
-4.0%
1Y
-8.9%
FIGS
US$11.78
FIGS
7D
-4.1%
1Y
108.1%
ZGN
US$13.11
Ermenegildo Zegna
7D
-5.8%
1Y
48.8%
Narrative Update • Jun 06

ZGN: Fair Value Views Will Reflect Vertically Integrated Margins And P/E Expectations

Narrative Update Overview Analysts have lifted their price targets on Ermenegildo Zegna, including one move from $13 to $15, citing improving fundamentals supported by a durable, vertically integrated core business; stabilization at Tom Ford and Thom Browne; and better earnings visibility as wholesale rationalization moderates and direct to consumer momentum continues. Analyst Commentary Recent research points to a more constructive tone around Ermenegildo Zegna, with price targets referenced at around US$15, up from about US$13, tied to views on the business model and earnings visibility.