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U.S. Luxury Industry Analysis

UpdatedApr 16, 2026
DataAggregated Company Financials
Companies67
  • 7D3.1%
  • 3M-10.9%
  • 1Y12.5%
  • YTD-9.9%

In the last week, the Luxury industry is up 3.1%, with NIKE up 5.4%. This takes the industry's 12 month performance to a gain of 13%. 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
Thu, 16 Apr 2026US$244.5bUS$155.8bUS$7.0b20.3x34.8x1.6x
Sat, 14 Mar 2026US$245.2bUS$155.1bUS$7.8b19x31.6x1.6x
Mon, 09 Feb 2026US$275.1bUS$154.3bUS$7.9b20.9x34.7x1.8x
Wed, 07 Jan 2026US$274.8bUS$149.5bUS$9.1b20.6x30.4x1.8x
Fri, 05 Dec 2025US$269.8bUS$149.2bUS$9.5b21x28.3x1.8x
Sun, 02 Nov 2025US$250.0bUS$148.2bUS$9.6b19.5x26.1x1.7x
Tue, 30 Sep 2025US$267.5bUS$147.9bUS$9.9b20.9x26.9x1.8x
Thu, 28 Aug 2025US$297.0bUS$157.2bUS$10.6b20.4x28x1.9x
Sat, 26 Jul 2025US$295.9bUS$160.4bUS$10.4b17.6x28.6x1.8x
Mon, 23 Jun 2025US$262.9bUS$161.4bUS$11.6b15.2x22.8x1.6x
Wed, 21 May 2025US$288.1bUS$161.8bUS$11.7b17.7x24.7x1.8x
Fri, 18 Apr 2025US$230.1bUS$161.7bUS$11.4b15.1x20.2x1.4x
Sun, 16 Mar 2025US$283.4bUS$162.1bUS$11.6b16.6x24.5x1.7x
Tue, 11 Feb 2025US$319.7bUS$161.5bUS$11.1b18.1x28.8x2x
Thu, 09 Jan 2025US$329.8bUS$160.6bUS$11.5b18.4x28.8x2.1x
Sat, 07 Dec 2024US$330.7bUS$161.8bUS$11.8b19.5x28.1x2x
Mon, 04 Nov 2024US$301.3bUS$161.8bUS$11.6b18x25.9x1.9x
Wed, 02 Oct 2024US$321.7bUS$163.0bUS$11.1b19.9x28.9x2x
Fri, 30 Aug 2024US$304.4bUS$162.7bUS$11.1b18x27.3x1.9x
Sun, 28 Jul 2024US$282.6bUS$168.6bUS$11.3b17.7x24.9x1.7x
Tue, 25 Jun 2024US$337.6bUS$168.1bUS$10.8b19.1x31.2x2x
Thu, 23 May 2024US$318.8bUS$163.8bUS$11.5b19.5x27.6x1.9x
Sat, 20 Apr 2024US$314.0bUS$164.4bUS$11.5b17.5x27.2x1.9x
Mon, 18 Mar 2024US$348.2bUS$164.4bUS$11.1b17.7x31.5x2.1x
Wed, 14 Feb 2024US$347.8bUS$158.9bUS$10.4b18.7x33.5x2.2x
Fri, 12 Jan 2024US$342.5bUS$159.4bUS$11.0b18x31x2.1x
Sun, 10 Dec 2023US$358.6bUS$159.2bUS$10.8b16.9x33.3x2.3x
Tue, 07 Nov 2023US$321.0bUS$159.0bUS$10.3b15x31x2x
Thu, 05 Oct 2023US$289.6bUS$157.0bUS$10.5b13.5x27.5x1.8x
Sat, 02 Sep 2023US$311.9bUS$156.7bUS$10.5b14.2x29.7x2x
Mon, 31 Jul 2023US$324.2bUS$156.9bUS$10.9b14.2x29.8x2.1x
Wed, 28 Jun 2023US$325.7bUS$155.6bUS$11.2b12.2x29.1x2.1x
Fri, 26 May 2023US$307.9bUS$155.1bUS$11.2b11.4x27.6x2x
Sun, 23 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 34.8x 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 Market3.42%
Consumer Discretionary5.81%
Luxury3.07%
Footwear4.62%
Textiles2.10%
Apparel, Accessories and Luxury Goods1.86%
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 17.6%, 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 18% 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$45.445.4%
+US$3.4b		-15.1%PE29.9x
AS Amer SportsUS$36.413.8%
+US$779.6m		62.5%PE49.6x
VFC V.FUS$19.649.8%
+US$688.6m		90.5%PE34.3x
ONON On HoldingUS$35.434.8%
+US$536.2m		-15.1%PE45x
LULU lululemon athleticaUS$162.742.4%
+US$448.5m		-34.7%PE11.9x

Latest News

VRA
US$3.70
Vera Bradley
7D
-0.5%
1Y
105.6%

Vera Bradley: A Colorful Turnaround

Apr 15
NKE
US$45.44
NIKE
7D
5.4%
1Y
-15.1%

Three Reasons To Keep Staying Away From Nike

Apr 15
VFC
US$19.64
V.F
7D
9.8%
1Y
90.5%

V.F. Corporation: A Decent Job Done, But I'm Not Excited Yet

Apr 15
LEVI
US$22.27
Levi Strauss
7D
2.1%
1Y
57.8%

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.
CROX
US$102.52
Crocs
7D
5.6%
1Y
15.6%

Crocs: Aggressive Deleveraging And A 12% FCF Yield

Apr 13
PVH
US$87.19
PVH
7D
-0.4%
1Y
28.7%

PVH: Missed Targets Lead To Clear Short Opportunity

Apr 13
LULU
US$162.74
lululemon athletica
7D
2.4%
1Y
-34.7%
AS
US$36.41
Amer Sports
7D
3.8%
1Y
62.5%

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$108.87
Deckers Outdoor
7D
2.4%
1Y
5.7%

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$369.36
Ralph Lauren
7D
-1.6%
1Y
82.8%

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.
ONON
US$35.43
On Holding
7D
4.8%
1Y
-15.1%

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

Apr 06
KTB
US$71.97
Kontoor Brands
7D
-0.03%
1Y
34.1%

KTB: Future Returns Will Hinge On Execution Against Persistent Demand Uncertainty

Analysts have nudged the fair value estimate for Kontoor Brands to $51.16 from $50.00, citing higher Street price targets that reflect confidence in margin strength into 2026, an improved capital structure, resilient gross margins, and a higher assumed future P/E multiple, despite more moderate revenue growth and profit margin assumptions in the updated model. Analyst Commentary Street research around Kontoor Brands has become more constructive following the latest Q4 report, with several firms lifting price targets and pointing to resilient gross margins, a cleaner balance sheet, and clearer visibility on profitability into 2026.
DOGZ
US$1.38
Dogness (International)
7D
-0.7%
1Y
-91.9%
LANV
US$1.47
Lanvin Group Holdings
7D
-0.7%
1Y
-33.5%