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U.S. Luxury Industry Analysis

UpdatedJul 15, 2026
DataAggregated Company Financials
Companies66
  • 7D-1.8%
  • 3M-4.4%
  • 1Y-14.9%
  • YTD-14.0%

Over the last 7 days, the Luxury industry has dropped 1.8%, driven by Tapestry declining 7.5%. Overall the industry is down 15% in 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026US$238.2bUS$156.6bUS$9.6b21.5x24.8x1.5x
Fri, 12 Jun 2026US$238.7bUS$156.7bUS$8.7b24.5x27.4x1.5x
Sun, 10 May 2026US$237.6bUS$156.6bUS$7.3b21.1x32.6x1.5x
Tue, 07 Apr 2026US$230.7bUS$155.4bUS$7.0b19.1x33.1x1.5x
Thu, 05 Mar 2026US$270.2bUS$155.5bUS$7.8b20.7x34.6x1.7x
Sat, 31 Jan 2026US$263.1bUS$149.5bUS$9.2b18.2x28.6x1.8x
Mon, 29 Dec 2025US$268.8bUS$149.6bUS$9.1b20x29.7x1.8x
Wed, 26 Nov 2025US$255.2bUS$152.7bUS$10.1b20.4x25.4x1.7x
Fri, 24 Oct 2025US$267.1bUS$148.1bUS$9.7b19.9x27.5x1.8x
Sun, 21 Sep 2025US$274.5bUS$147.9bUS$9.9b20.4x27.6x1.9x
Tue, 19 Aug 2025US$289.0bUS$156.9bUS$10.5b19.9x27.5x1.8x
Thu, 17 Jul 2025US$287.9bUS$160.2bUS$10.3b15.6x27.9x1.8x
Sat, 14 Jun 2025US$272.9bUS$161.5bUS$11.6b15.4x23.6x1.7x
Mon, 12 May 2025US$264.2bUS$161.0bUS$11.6b16.9x22.8x1.6x
Wed, 09 Apr 2025US$235.5bUS$161.4bUS$11.4b12.9x20.7x1.5x
Fri, 07 Mar 2025US$312.3bUS$162.1bUS$11.6b17.1x27x1.9x
Sun, 02 Feb 2025US$342.6bUS$161.1bUS$11.8b18.2x28.9x2.1x
Tue, 31 Dec 2024US$334.0bUS$160.6bUS$11.5b18.5x29.2x2.1x
Thu, 28 Nov 2024US$321.2bUS$161.7bUS$11.7b19x27.4x2x
Sat, 26 Oct 2024US$302.1bUS$162.0bUS$10.8b18.3x27.9x1.9x
Mon, 23 Sep 2024US$309.9bUS$163.0bUS$11.1b18.3x27.8x1.9x
Wed, 21 Aug 2024US$302.6bUS$162.8bUS$11.0b17.3x27.6x1.9x
Fri, 19 Jul 2024US$290.1bUS$168.4bUS$11.3b17.5x25.7x1.7x
Sun, 16 Jun 2024US$331.8bUS$168.1bUS$10.8b18.6x30.7x2x
Tue, 14 May 2024US$317.9bUS$163.8bUS$11.6b19.8x27.4x1.9x
Thu, 11 Apr 2024US$314.7bUS$164.4bUS$11.5b18x27.3x1.9x
Sat, 09 Mar 2024US$347.9bUS$164.5bUS$10.8b18.3x32.2x2.1x
Mon, 05 Feb 2024US$338.3bUS$159.6bUS$11.0b18.1x30.7x2.1x
Wed, 03 Jan 2024US$349.6bUS$159.4bUS$11.0b17.9x31.7x2.2x
Fri, 01 Dec 2023US$341.3bUS$158.9bUS$10.7b16.8x31.8x2.1x
Sun, 29 Oct 2023US$300.2bUS$158.9bUS$10.7b13.5x28.2x1.9x
Tue, 26 Sep 2023US$283.2bUS$156.8bUS$10.6b13.1x26.8x1.8x
Thu, 24 Aug 2023US$302.4bUS$156.3bUS$10.5b14.6x28.9x1.9x
Sat, 22 Jul 2023US$324.1bUS$156.7bUS$10.7b13.5x30.2x2.1x
Price to Earnings Ratio

30.2x


Total Market Cap: US$324.1bTotal Earnings: US$10.7bTotal Revenue: US$156.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.6x202420252026
Current Industry PE
  • Investors are pessimistic on the American Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 24.8x which is lower 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 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 3.6% 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 Market0.22%
Consumer Discretionary0.65%
Luxury-1.78%
Textiles20.47%
Footwear0.22%
Apparel, Accessories and Luxury Goods-3.52%
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 15.9%, 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 Footwear industry is expected to see its earnings grow by 14% 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
ONON On HoldingUS$37.743.1%
+US$370.7m		-29.4%PE40.4x
CROX CrocsUS$131.175.3%
+US$328.9m		31.5%PS1.6x
LULU lululemon athleticaUS$117.322.0%
+US$255.5m		-47.2%PE9.1x
SHOO Steven MaddenUS$42.456.4%
+US$186.7m		76.9%PE40.8x
AS Amer SportsUS$34.310.8%
+US$162.9m		-13.0%PE43.6x

Latest News

CPRI
US$16.68
Capri Holdings
7D
-14.1%
1Y
-10.8%
BIRK
US$44.36
Birkenstock Holding
7D
-2.6%
1Y
-4.6%
DECK
US$106.60
Deckers Outdoor
7D
0.5%
1Y
11.8%
AS
US$34.31
Amer Sports
7D
0.8%
1Y
-13.0%
Seeking Alpha • 14h

Amer Sports: Picking Up Substantial Momentum Ahead Of Rivals

Summary Amer Sports is delivering hyper-growth, with Q1 revenue up 32% and a raised full-year guidance to 20-22% revenue growth. Salomon and technical apparel segments are driving outperformance, with DTC sales up 45% and gross margins reaching a best-in-class 60%. Despite >30% revenue growth and expanding margins, AS trades at a modest 13.6x EV/FY26 adjusted EBITDA, below Nike despite stronger fundamentals. I reiterate my buy rating, citing strong brand momentum, robust financials, and a valuation discount relative to sector peers. Read the full article on Seeking Alpha
WWW
US$17.67
Wolverine World Wide
7D
3.0%
1Y
-6.7%
TPR
US$135.36
Tapestry
7D
-7.5%
1Y
33.2%
Narrative Update • Jul 14

TPR: AI And Gen Z Demand Will Shape Long Term Upside

The analyst price target for Tapestry has been reset closer to the higher end of recent Street views, rising from $160.21 to $166.60. Analysts attribute the change to a slightly lower discount rate, modestly higher margin expectations, and supportive sector commentary around Specialty Retail into the second half of 2026.
NKE
US$42.86
NIKE
7D
-0.8%
1Y
-40.5%
Seeking Alpha • Jul 13

Nike: Iconic Brand But Wouldn't Touch It With A 10-Foot Pole Right Now

Summary Nike remains a hold as persistent margin pressure and tepid revenue growth offset its iconic brand and near-4% dividend yield. NKE's recent double-beat earnings were inflated by a $986M one-time tariff refund; underlying EPS and margins declined, raising concerns about sustainable profitability. North America showed resilience, but declines in EMEA, APLA, and Greater China, plus flat FY'27 revenue guidance, limit near-term upside potential. Dividend safety is questionable as free cash flow likely fell short of payouts, and meaningful capital appreciation appears at least a year away. Read the full article on Seeking Alpha
LEVI
US$23.79
Levi Strauss
7D
-3.5%
1Y
11.7%
CROX
US$131.17
Crocs
7D
5.3%
1Y
31.5%
VFC
US$16.67
V.F
7D
1.3%
1Y
42.1%
RL
US$368.97
Ralph Lauren
7D
-6.7%
1Y
29.0%
KTB
US$83.85
Kontoor Brands
7D
-4.9%
1Y
29.1%
LULU
US$117.32
lululemon athletica
7D
2.0%
1Y
-47.2%
Seeking Alpha • Jul 06

lululemon: Don't Mistake Macro Weakness For Permanent Decline (Rating Upgrade)

Summary lululemon athletica is upgraded to Strong Buy as valuation now reflects a compelling discount to its turnaround potential. Despite ongoing North American weakness and cautious guidance, LULU's debt-free balance sheet and robust buybacks (potential ~8.76% yield expected) provide strong downside protection. International growth pillars remain very solid, with China and global markets growing 23% and 9% YoY, offsetting US softness. Intrinsic value is estimated well above current levels even when using conservative assumptions, highlighting a significant upside from current levels despite near-term macro headwinds. Read the full article on Seeking Alpha
ONON
US$37.74
On Holding
7D
3.1%
1Y
-29.4%
Narrative Update • Jul 02

ONON: Recalibrated Growth Outlook Will Test Premium Brand Momentum

Analysts have reduced their fair value estimate for On Holding to $27.06 from $42.09. They are recalibrating revenue growth, margin expectations and valuation multiples in light of recent price target revisions that cluster in the $42 to $60 range.
SHOO
US$42.45
Steven Madden
7D
6.4%
1Y
76.9%
ZGN
US$13.02
Ermenegildo Zegna
7D
-4.4%
1Y
50.3%