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U.S. Luxury Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies67
  • 7D3.4%
  • 3M-8.5%
  • 1Y-8.4%
  • YTD-9.7%

Over the last 7 days, the Luxury industry has risen 3.4%, driven by gains from NIKE of 3.5%. In the past year, the industry is down 8.4%. 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
Mon, 01 Jun 2026US$247.1bUS$156.8bUS$8.7b23.3x28.6x1.6x
Wed, 29 Apr 2026US$244.4bUS$155.8bUS$7.1b19.7x34.6x1.6x
Fri, 27 Mar 2026US$245.2bUS$155.3bUS$7.6b18.5x32.3x1.6x
Sun, 22 Feb 2026US$291.7bUS$154.3bUS$7.7b21.5x37.9x1.9x
Tue, 20 Jan 2026US$271.3bUS$149.4bUS$9.0b20.1x30x1.8x
Thu, 18 Dec 2025US$279.6bUS$149.4bUS$9.4b22.6x29.8x1.9x
Sat, 15 Nov 2025US$255.2bUS$152.6bUS$10.0b18.4x25.5x1.7x
Mon, 13 Oct 2025US$252.6bUS$148.1bUS$9.7b19.8x26x1.7x
Wed, 10 Sep 2025US$284.6bUS$157.4bUS$10.6b19.8x26.8x1.8x
Fri, 08 Aug 2025US$290.1bUS$156.0bUS$11.5b17.2x25.3x1.9x
Sun, 06 Jul 2025US$297.4bUS$160.1bUS$10.3b16.9x29x1.9x
Tue, 03 Jun 2025US$279.9bUS$161.3bUS$11.8b16.6x23.8x1.7x
Thu, 01 May 2025US$249.8bUS$161.4bUS$11.4b14.8x21.9x1.5x
Sat, 29 Mar 2025US$280.3bUS$161.3bUS$11.3b15.9x24.7x1.7x
Mon, 24 Feb 2025US$321.2bUS$161.6bUS$11.4b18.3x28.2x2x
Wed, 22 Jan 2025US$327.8bUS$160.6bUS$11.5b18.6x28.6x2x
Fri, 20 Dec 2024US$329.4bUS$161.7bUS$11.8b18.2x27.9x2x
Sun, 17 Nov 2024US$307.3bUS$161.5bUS$11.6b18.3x26.4x1.9x
Tue, 15 Oct 2024US$312.2bUS$161.6bUS$10.7b19.4x29.1x1.9x
Thu, 12 Sep 2024US$291.5bUS$162.9bUS$11.2b17.3x26x1.8x
Sat, 10 Aug 2024US$279.0bUS$162.6bUS$10.9b16.5x25.5x1.7x
Mon, 08 Jul 2024US$292.6bUS$168.3bUS$11.3b17.1x25.9x1.7x
Wed, 05 Jun 2024US$339.2bUS$168.2bUS$10.8b18.2x31.5x2x
Fri, 03 May 2024US$309.5bUS$164.3bUS$11.7b18.9x26.6x1.9x
Sun, 31 Mar 2024US$335.1bUS$164.3bUS$11.5b19.3x29.2x2x
Tue, 27 Feb 2024US$359.2bUS$164.5bUS$10.7b19.5x33.5x2.2x
Thu, 25 Jan 2024US$337.8bUS$159.4bUS$10.9b17.3x30.9x2.1x
Sat, 23 Dec 2023US$353.6bUS$159.4bUS$11.0b17.8x32.1x2.2x
Mon, 20 Nov 2023US$325.6bUS$158.9bUS$10.4b16.3x31.3x2x
Wed, 18 Oct 2023US$313.3bUS$158.5bUS$10.5b15.4x29.8x2x
Fri, 15 Sep 2023US$295.0bUS$156.9bUS$10.6b13.8x27.9x1.9x
Sun, 13 Aug 2023US$322.4bUS$156.2bUS$10.5b15.3x30.8x2.1x
Tue, 11 Jul 2023US$316.2bUS$156.6bUS$10.7b13.1x29.4x2x
Thu, 08 Jun 2023US$310.6bUS$155.5bUS$11.2b12.2x27.8x2x
Price to Earnings Ratio

27.8x


Total Market Cap: US$310.6bTotal Earnings: US$11.2bTotal Revenue: US$155.5bTotal 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 1.6x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 8.2% 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 Market1.58%
Consumer Discretionary1.58%
Luxury3.39%
Footwear4.42%
Apparel, Accessories and Luxury Goods2.48%
Textiles0.52%
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 18.9%, 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 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$46.233.5%
+US$2.3b		-24.9%PE30.4x
TPR TapestryUS$145.465.0%
+US$1.4b		85.2%PE44.3x
DECK Deckers OutdoorUS$113.856.7%
+US$997.2m		8.4%PE15.4x
BIRK Birkenstock HoldingUS$45.078.9%
+US$678.6m		-17.4%PE20x
LULU lululemon athleticaUS$131.183.1%
+US$457.7m		-59.4%PE9.5x

Latest News

RL
US$363.90
Ralph Lauren
7D
-3.7%
1Y
31.9%
NKE
US$46.23
NIKE
7D
3.5%
1Y
-24.9%
TPR
US$145.46
Tapestry
7D
5.0%
1Y
85.2%
VRA
US$3.31
Vera Bradley
7D
-1.8%
1Y
62.3%
CPRI
US$18.51
Capri Holdings
7D
0.2%
1Y
6.4%
LULU
US$131.18
lululemon athletica
7D
3.1%
1Y
-59.4%
BIRK
US$45.07
Birkenstock Holding
7D
8.9%
1Y
-17.4%
LEVI
US$23.20
Levi Strauss
7D
5.4%
1Y
35.8%
FIGS
US$11.76
FIGS
7D
-6.2%
1Y
170.3%
Narrative Update • May 26

FIGS: International Expansion And Margin Recovery Will Support Future Upside Potential

Analysts have inched their FIGS fair value estimate down from $17.75 to $17.63, reflecting a slightly higher discount rate and lower future P/E assumptions, even as they continue to cite international expansion, product initiatives, and scale potential as key support for higher Street price targets in the stock around $17 to $20. Analyst Commentary Recent Street research on FIGS clusters around price targets in the mid-to-high teens, with several firms lifting targets as they reassess the company’s execution and growth opportunities.
CROX
US$118.67
Crocs
7D
7.5%
1Y
17.0%
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.
DECK
US$113.85
Deckers Outdoor
7D
6.7%
1Y
8.4%
PMNT
US$0.22
Perfect Moment
7D
-2.0%
1Y
-68.2%
ZGN
US$14.70
Ermenegildo Zegna
7D
10.5%
1Y
72.7%
Narrative Update • May 14

ZGN: Fair Value Views Will Hinge On Margin Resilience And P/E Expectations

Analysts have lifted the indicative fair value for Ermenegildo Zegna stock by about $1.13 per share, reflecting updated views on revenue growth assumptions, profit margin assumptions, and a higher future P/E multiple in recent research. Analyst Commentary Bullish Takeaways Bullish analysts lifting price targets by about $1.70 to $2 generally see room for the stock to better reflect their updated assumptions on revenue and profitability.
UFI
US$3.97
Unifi
7D
-1.7%
1Y
-19.8%
LANV
US$1.50
Lanvin Group Holdings
7D
-13.8%
1Y
-36.7%
FMFC
US$0.36
Kandal M Venture
7D
-4.4%
1Y
n/a