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U.S. Luxury Industry Analysis

UpdatedAug 18, 2026
DataAggregated Company Financials
Companies64
  • 7D-9.3%
  • 3M-0.2%
  • 1Y-21.7%
  • YTD-19.4%

Over the last 7 days, the Luxury industry has dropped 6.4%, driven by Tapestry declining 22%. In contrast, Kontoor Brands has gained 6.0%. The industry has fallen 19% in the last year. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Aug 2026US$225.9bUS$157.5bUS$11.6b18.1x19.4x1.4x
Thu, 16 Jul 2026US$235.2bUS$156.6bUS$9.6b21.7x24.5x1.5x
Sat, 13 Jun 2026US$248.3bUS$156.7bUS$8.7b24.4x28.5x1.6x
Mon, 11 May 2026US$236.3bUS$156.6bUS$7.3b21.1x32.5x1.5x
Wed, 08 Apr 2026US$233.9bUS$155.5bUS$7.0b19x33.5x1.5x
Fri, 06 Mar 2026US$269.7bUS$155.5bUS$7.8b20.4x34.6x1.7x
Sun, 01 Feb 2026US$264.3bUS$149.5bUS$9.2b18.2x28.7x1.8x
Tue, 30 Dec 2025US$269.0bUS$149.6bUS$9.1b19.8x29.7x1.8x
Thu, 27 Nov 2025US$262.1bUS$152.7bUS$10.1b20.2x26x1.7x
Sat, 25 Oct 2025US$270.1bUS$148.3bUS$9.7b19.7x27.8x1.8x
Mon, 22 Sep 2025US$274.5bUS$147.9bUS$9.9b20.4x27.6x1.9x
Wed, 20 Aug 2025US$289.9bUS$157.1bUS$10.5b19.9x27.5x1.8x
Fri, 18 Jul 2025US$288.3bUS$160.2bUS$10.3b15.7x27.9x1.8x
Sun, 15 Jun 2025US$262.5bUS$161.5bUS$11.6b15.4x22.7x1.6x
Tue, 13 May 2025US$264.2bUS$160.9bUS$11.6b18.2x22.8x1.6x
Thu, 10 Apr 2025US$222.7bUS$161.4bUS$11.4b13.9x19.5x1.4x
Sat, 08 Mar 2025US$306.8bUS$162.2bUS$11.6b17.2x26.5x1.9x
Mon, 03 Feb 2025US$342.6bUS$161.1bUS$11.8b18.2x28.9x2.1x
Wed, 01 Jan 2025US$329.9bUS$160.6bUS$11.5b18.6x28.8x2.1x
Fri, 29 Nov 2024US$322.6bUS$161.7bUS$11.7b19x27.5x2x
Sun, 27 Oct 2024US$304.5bUS$162.0bUS$10.8b18.3x28.1x1.9x
Tue, 24 Sep 2024US$309.9bUS$163.0bUS$11.1b18.3x27.8x1.9x
Thu, 22 Aug 2024US$302.4bUS$162.9bUS$11.1b17.8x27.3x1.9x
Sat, 20 Jul 2024US$286.1bUS$168.4bUS$11.3b17.5x25.3x1.7x
Mon, 17 Jun 2024US$331.8bUS$168.1bUS$10.8b18.6x30.7x2x
Wed, 15 May 2024US$317.9bUS$163.8bUS$11.6b20.2x27.4x1.9x
Fri, 12 Apr 2024US$306.6bUS$164.4bUS$11.5b17.9x26.6x1.9x
Sun, 10 Mar 2024US$347.9bUS$164.5bUS$10.8b18.3x32.2x2.1x
Tue, 06 Feb 2024US$335.5bUS$159.6bUS$11.0b18.1x30.5x2.1x
Thu, 04 Jan 2024US$341.4bUS$159.4bUS$11.0b17.6x31x2.1x
Sat, 02 Dec 2023US$341.4bUS$158.9bUS$10.7b17x31.8x2.1x
Mon, 30 Oct 2023US$300.2bUS$158.9bUS$10.7b13.5x28.1x1.9x
Wed, 27 Sep 2023US$280.6bUS$156.8bUS$10.6b13.1x26.6x1.8x
Fri, 25 Aug 2023US$295.7bUS$156.2bUS$10.4b14.3x28.3x1.9x
Price to Earnings Ratio

28.3x


Total Market Cap: US$295.7bTotal Earnings: US$10.4bTotal Revenue: US$156.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.4x202420252026
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 19.4x which is lower than its 3-year average PE of 28.4x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 3.7% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market0.11%
Consumer Discretionary-3.25%
Luxury-9.28%
Textiles9.06%
Footwear-8.14%
Apparel, Accessories and Luxury Goods-10.24%
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 12.4%, which is lower than the prior year's growth of 29.6% 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 10% 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
KTB Kontoor BrandsUS$81.776.0%
+US$203.7m		14.2%PE16.2x
WWW Wolverine World WideUS$19.834.8%
+US$76.1m		-29.6%PE15.4x
UFI UnifiUS$8.0316.0%
+US$20.6m		85.0%PS0.3x
FOSL Fossil GroupUS$5.747.1%
+US$8.3m		85.8%PS0.3x
JRSH Jerash Holdings (US)US$5.649.1%
+US$6.0m		67.4%PE14.6x

Latest News

UFI
US$8.03
Unifi
7D
16.0%
1Y
85.0%
NKE
US$39.09
NIKE
7D
-7.2%
1Y
-49.5%
FOSL
US$5.74
Fossil Group
7D
7.1%
1Y
85.8%
Analysis Article • Aug 16

US$7.50 - That's What Analysts Think Fossil Group, Inc. (NASDAQ:FOSL) Is Worth After These Results

Fossil Group, Inc. ( NASDAQ:FOSL ) just released its latest quarterly results and things are looking bullish. Revenues...
RL
US$379.31
Ralph Lauren
7D
-6.8%
1Y
31.0%
KTB
US$81.77
Kontoor Brands
7D
6.0%
1Y
14.2%
TPR
US$129.02
Tapestry
7D
-21.7%
1Y
29.1%
COLM
US$57.09
Columbia Sportswear
7D
0.1%
1Y
6.1%
Narrative Update • Aug 15

COLM: Tariff Recovery Will Support Future Margin Execution And Earnings Upside

Analysts have nudged their price targets on Columbia Sportswear higher, with the fair value estimate moving from about $64.97 to $69.83. This change is supported by updated assumptions around discount rates, margin expectations and a recent Street target increase to $68.
BIRK
US$37.86
Birkenstock Holding
7D
-4.7%
1Y
-25.0%
Narrative Update • Aug 15

BIRK: Future Brand Momentum And $250M Buyback Will Test Fair Value

Birkenstock Holding's updated analyst price target edges higher, with fair value moving from about $40.18 to $43.11 as analysts point to continued brand momentum, expanding shelf space with partners, and confidence reflected in recent target raises and an accelerated share repurchase. Analyst Commentary Recent research on Birkenstock Holding shows a mix of optimism and caution, with several firms lifting price targets and a few turning more guarded on the stock.
WWW
US$19.83
Wolverine World Wide
7D
4.8%
1Y
-29.6%
Narrative Update • Aug 14

WWW: Strong Active Brand Momentum Will Support Earnings Mix Improvement

Analysts increased the Wolverine World Wide fair value estimate from $29.00 to $31.00, reflecting higher price targets across the Street following solid Q2 results, stronger expectations for Merrell and Saucony, and an improved earnings mix toward faster growing, higher margin brands. Analyst Commentary Recent research on Wolverine World Wide points to a more constructive tone from bullish analysts following the company’s Q2 report.
JRSH
US$5.64
Jerash Holdings (US)
7D
9.1%
1Y
67.4%
ONON
US$31.31
On Holding
7D
-19.3%
1Y
-30.8%
LULU
US$115.74
lululemon athletica
7D
-9.4%
1Y
-43.2%
Seeking Alpha • Aug 10

lululemon: International Growth, Execution Improvements And Low Valuation

Summary lululemon is rated a Buy, with valuation reflecting overly pessimistic assumptions about permanent earnings impairment. International growth, especially in China, is robust and high-margin, offsetting weak U.S. performance and supporting the investment thesis. Operational improvements—inventory management, SKU reduction, and merchandising—are not fully reflected in FY2026 guidance, creating upside potential. Margin headwinds from tariffs and markdowns are expected to moderate, positioning LULU for earnings recovery and favorable risk-reward. Read the full article on Seeking Alpha
DECK
US$90.11
Deckers Outdoor
7D
-7.5%
1Y
-14.7%
Narrative Update • Aug 08

DECK: Direct To Consumer Strength And Buybacks Will Support Future Upside

The analyst price target for Deckers Outdoor has been revised lower to about $123 from around $127 as analysts factor in slightly higher discount rates, modestly softer profit margin expectations, and a reduced future P/E multiple, despite still supportive views on direct-to-consumer momentum and the brand portfolio. Analyst Commentary Recent research coverage on Deckers Outdoor shows a split view.
AS
US$32.57
Amer Sports
7D
-10.0%
1Y
-13.1%
NCI
US$12.18
Neo-Concept International Group Holdings
7D
5.3%
1Y
-16.3%
DOGZ
US$1.23
Dogness (International)
7D
32.3%
1Y
-91.3%