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U.S. Luxury Industry Analysis

UpdatedJul 01, 2026
DataAggregated Company Financials
Companies68
  • 7D-1.2%
  • 3M0.3%
  • 1Y-15.9%
  • YTD-14.5%

Over the last 7 days, the Luxury industry has dropped 2.3%, driven by a pullback from NIKE of 3.1%. The industry has fallen 14% 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
Wed, 01 Jul 2026US$234.5bUS$156.6bUS$8.7b22.1x26.9x1.5x
Fri, 29 May 2026US$246.3bUS$156.7bUS$8.7b23.9x28.5x1.6x
Sun, 26 Apr 2026US$244.2bUS$155.8bUS$7.1b19.6x34.6x1.6x
Tue, 24 Mar 2026US$240.3bUS$155.4bUS$7.6b18.5x31.6x1.5x
Thu, 19 Feb 2026US$284.2bUS$154.3bUS$7.7b21.4x36.9x1.8x
Sat, 17 Jan 2026US$275.0bUS$149.4bUS$9.0b20.1x30.4x1.8x
Mon, 15 Dec 2025US$279.2bUS$149.4bUS$9.4b22.4x29.8x1.9x
Wed, 12 Nov 2025US$243.5bUS$152.4bUS$9.9b18.2x24.6x1.6x
Fri, 10 Oct 2025US$269.8bUS$148.0bUS$9.6b20.3x28.1x1.8x
Sun, 07 Sep 2025US$297.1bUS$157.4bUS$10.6b20.2x28x1.9x
Tue, 05 Aug 2025US$284.5bUS$160.3bUS$10.3b17.2x27.7x1.8x
Thu, 03 Jul 2025US$289.4bUS$160.2bUS$10.3b16.9x28.2x1.8x
Sat, 31 May 2025US$282.3bUS$161.2bUS$11.8b16.5x24x1.8x
Mon, 28 Apr 2025US$248.1bUS$161.4bUS$11.4b16x21.7x1.5x
Wed, 26 Mar 2025US$287.2bUS$160.9bUS$11.2b16.6x25.6x1.8x
Fri, 21 Feb 2025US$329.0bUS$161.6bUS$11.4b18.6x28.9x2x
Sun, 19 Jan 2025US$327.8bUS$160.6bUS$11.5b18.4x28.6x2x
Tue, 17 Dec 2024US$336.0bUS$161.7bUS$11.7b18.8x28.6x2.1x
Thu, 14 Nov 2024US$307.1bUS$161.5bUS$11.6b18.7x26.4x1.9x
Sat, 12 Oct 2024US$309.7bUS$161.6bUS$10.7b19.4x28.8x1.9x
Mon, 09 Sep 2024US$292.6bUS$163.0bUS$11.2b17.4x26.1x1.8x
Wed, 07 Aug 2024US$269.9bUS$168.8bUS$11.4b16x23.7x1.6x
Fri, 05 Jul 2024US$293.2bUS$168.0bUS$11.4b17.3x25.8x1.7x
Sun, 02 Jun 2024US$340.8bUS$168.1bUS$10.8b18.4x31.7x2x
Tue, 30 Apr 2024US$318.2bUS$164.3bUS$11.6b19x27.5x1.9x
Thu, 28 Mar 2024US$333.6bUS$164.7bUS$11.5b17.9x28.9x2x
Sat, 24 Feb 2024US$360.5bUS$164.5bUS$10.7b19.8x33.6x2.2x
Mon, 22 Jan 2024US$337.8bUS$159.4bUS$10.9b17.7x30.9x2.1x
Wed, 20 Dec 2023US$378.3bUS$159.3bUS$10.8b17.8x35.1x2.4x
Fri, 17 Nov 2023US$325.6bUS$158.8bUS$10.4b16.2x31.3x2x
Sun, 15 Oct 2023US$299.0bUS$158.5bUS$10.5b14.6x28.4x1.9x
Tue, 12 Sep 2023US$298.5bUS$156.7bUS$10.5b13.8x28.5x1.9x
Thu, 10 Aug 2023US$325.5bUS$156.5bUS$10.8b16x30x2.1x
Sat, 08 Jul 2023US$311.2bUS$156.6bUS$10.7b13x29x2x
Price to Earnings Ratio

29x


Total Market Cap: US$311.2bTotal Earnings: US$10.7bTotal Revenue: US$156.6bTotal 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 6.7% 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 Market1.92%
Consumer Discretionary3.17%
Luxury-1.23%
Textiles3.46%
Apparel, Accessories and Luxury Goods-0.36%
Footwear-2.25%
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
LULU lululemon athleticaUS$114.184.8%
+US$597.3m		-53.4%PE8.9x
LEVI Levi StraussUS$24.836.2%
+US$561.5m		31.6%PE17.7x
KTB Kontoor BrandsUS$83.348.5%
+US$359.3m		18.4%PE16.6x
UAA Under ArmourUS$6.3910.6%
+US$260.1m		-9.9%PS0.5x
BIRK Birkenstock HoldingUS$43.031.6%
+US$125.1m		-12.2%PE19.5x

Latest News

TPR
US$146.38
Tapestry
7D
-2.8%
1Y
68.4%
LULU
US$114.18
lululemon athletica
7D
4.8%
1Y
-53.4%
UAA
US$6.39
Under Armour
7D
10.6%
1Y
-9.9%
KTB
US$83.34
Kontoor Brands
7D
8.5%
1Y
18.4%
BIRK
US$43.03
Birkenstock Holding
7D
1.6%
1Y
-12.2%
MOV
US$39.31
Movado Group
7D
1.6%
1Y
147.1%
NKE
US$41.05
NIKE
7D
-3.1%
1Y
-44.1%
Seeking Alpha • Jun 27

Nike: A Better Business Than A Better Stock

Summary Nike is attempting a turnaround by refocusing on athletes, product innovation, and wholesale relationships after losing market share to performance-driven competitors. Management's renewed priorities are sensible, but financial evidence is mixed: gross margins have stabilized, yet inventory levels remain elevated and market share recovery is unproven. NKE trades at approximately 18x forward EV/EBITDA, higher than peers, suggesting the market already prices in a successful turnaround despite ongoing execution risks. I rate NKE shares Hold, as the turnaround is in early stages and valuation leaves little room for disappointment if recovery falters. Read the full article on Seeking Alpha
VFC
US$16.68
V.F
7D
-1.4%
1Y
36.3%
Seeking Alpha • Jun 26

V.F. Corporation: Vans Is Improving, But The Turnaround Still Needs More Time

Summary V.F. Corporation remains a hold as Vans' recovery is incomplete, despite early signs of improvement in Americas DTC. The North Face and Timberland continue to grow, reducing portfolio reliance on Vans and providing stability to VFC’s revenue base. Valuation remains at ~15x forward P/E, reflecting improved fundamentals but persistent execution risk tied to Vans and H2-weighted FY27 guidance. I would upgrade to buy if Vans’ recovery broadens globally and FY27 growth becomes less dependent on H2 performance. Read the full article on Seeking Alpha
LEVI
US$24.83
Levi Strauss
7D
6.2%
1Y
31.6%
FIGS
US$10.23
FIGS
7D
-7.3%
1Y
81.1%
Narrative Update • Jun 24

FIGS: Execution And 2026 Outlook Are Expected To Sustain Upside Potential

Analysts raised their price target on FIGS by a few dollars into the low to mid $20s, citing steadier growth and profitability assumptions. These revisions leave the stock trading on a slightly lower implied future P/E multiple, even though fair value estimates remain essentially unchanged.
AS
US$33.84
Amer Sports
7D
-2.6%
1Y
-10.2%
Narrative Update • Jun 24

AS: Future Upside Will Hinge On 2026 Store Expansion Execution

Analysts have slightly raised their price target for Amer Sports to $50.11 from $49.72. The change reflects updated assumptions around the discount rate, long term revenue growth, profit margin and future P/E.
PVH
US$74.26
PVH
7D
1.2%
1Y
3.7%
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$61.82
Columbia Sportswear
7D
-3.3%
1Y
-2.4%
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$401.41
Ralph Lauren
7D
-1.4%
1Y
47.5%
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$35.42
On Holding
7D
0.8%
1Y
-32.2%
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
DECK
US$99.29
Deckers Outdoor
7D
-4.2%
1Y
-5.8%
Analysis Article • Jun 19

Deckers Outdoor (DECK) Stock Could Be 14% Undervalued After Ugg Patent Verdict

A recent federal jury decision that invalidated Deckers Outdoor (DECK) design patent on the Ugg Ultra Mini Boot, while still finding a competitor’s product infringing, has sharpened investor focus on the stock’s legal and earnings outlook. See our latest analysis for Deckers Outdoor. Deckers Outdoor shares have been volatile around the legal headlines and upcoming earnings, with a 1-month share price return of 15.74% and a 1-year total shareholder return of 8.03% indicating that momentum has...