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U.S. Luxury Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies67
  • 7D-1.0%
  • 3M2.8%
  • 1Y-1.9%
  • YTD-10.0%

Over the last 7 days, the Luxury industry has dropped 1.0%, driven by declines in lululemon athletica and NIKE of 8.3% and 1.7%, respectively. On the other hand Ralph Lauren is actually up 5.0%. As for the longer term, the industry's performance has been flat for the past 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
Fri, 19 Jun 2026US$241.4bUS$156.6bUS$8.7b23.5x27.7x1.5x
Sun, 17 May 2026US$220.2bUS$156.7bUS$7.4b21.5x29.9x1.4x
Tue, 14 Apr 2026US$241.2bUS$155.8bUS$7.0b20.1x34.3x1.5x
Thu, 12 Mar 2026US$256.3bUS$155.4bUS$7.8b19x32.9x1.6x
Sat, 07 Feb 2026US$267.4bUS$154.3bUS$7.9b20.9x33.7x1.7x
Mon, 05 Jan 2026US$272.1bUS$149.5bUS$9.1b20x30x1.8x
Wed, 03 Dec 2025US$265.5bUS$149.2bUS$9.7b21x27.5x1.8x
Fri, 31 Oct 2025US$254.9bUS$148.2bUS$9.7b19.1x26.4x1.7x
Sun, 28 Sep 2025US$267.5bUS$147.9bUS$9.9b20.8x26.9x1.8x
Tue, 26 Aug 2025US$297.8bUS$157.1bUS$10.6b20x28.2x1.9x
Thu, 24 Jul 2025US$296.1bUS$160.3bUS$10.3b16.7x28.7x1.8x
Sat, 21 Jun 2025US$262.2bUS$161.4bUS$11.6b15.2x22.7x1.6x
Mon, 19 May 2025US$290.0bUS$161.4bUS$11.5b17.6x25.1x1.8x
Wed, 16 Apr 2025US$237.9bUS$161.6bUS$11.4b13.4x20.9x1.5x
Fri, 14 Mar 2025US$288.4bUS$162.1bUS$11.6b16.6x24.9x1.8x
Sun, 09 Feb 2025US$319.7bUS$161.5bUS$11.1b17.8x28.8x2x
Tue, 07 Jan 2025US$329.1bUS$160.6bUS$11.5b18.8x28.7x2x
Thu, 05 Dec 2024US$333.8bUS$162.9bUS$11.5b19.6x29x2x
Sat, 02 Nov 2024US$298.0bUS$161.8bUS$11.6b18x25.6x1.8x
Mon, 30 Sep 2024US$324.9bUS$163.1bUS$11.1b19.1x29.2x2x
Wed, 28 Aug 2024US$309.4bUS$162.9bUS$11.1b18x27.9x1.9x
Fri, 26 Jul 2024US$279.1bUS$168.4bUS$11.3b17.1x24.7x1.7x
Sun, 23 Jun 2024US$337.6bUS$168.1bUS$10.8b18.7x31.2x2x
Tue, 21 May 2024US$319.0bUS$163.9bUS$11.5b19.9x27.7x1.9x
Thu, 18 Apr 2024US$312.3bUS$164.4bUS$11.5b17.6x27.1x1.9x
Sat, 16 Mar 2024US$350.0bUS$164.4bUS$11.1b17.7x31.6x2.1x
Mon, 12 Feb 2024US$348.7bUS$159.0bUS$10.4b19x33.6x2.2x
Wed, 10 Jan 2024US$340.0bUS$159.4bUS$11.0b17.8x30.8x2.1x
Fri, 08 Dec 2023US$353.9bUS$158.9bUS$10.8b17x32.8x2.2x
Sun, 05 Nov 2023US$321.0bUS$159.0bUS$10.3b14.5x31x2x
Tue, 03 Oct 2023US$292.8bUS$157.0bUS$10.5b13.2x27.8x1.9x
Thu, 31 Aug 2023US$306.4bUS$156.3bUS$10.4b14.4x29.3x2x
Sat, 29 Jul 2023US$319.1bUS$156.9bUS$10.9b14.2x29.4x2x
Mon, 26 Jun 2023US$317.1bUS$155.6bUS$11.2b11.6x28.3x2x
Price to Earnings Ratio

28.3x


Total Market Cap: US$317.1bTotal Earnings: US$11.2bTotal Revenue: US$155.6bTotal 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 8.0% 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 Market1.65%
Consumer Discretionary0.085%
Luxury-1.04%
Textiles1.31%
Apparel, Accessories and Luxury Goods-0.31%
Footwear-1.86%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 27.1x.
    • Analysts are expecting annual earnings growth of 19.2%, 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
RL Ralph LaurenUS$413.015.0%
+US$1.2b		54.2%PE26.1x
AS Amer SportsUS$36.833.5%
+US$715.6m		1.8%PE46.8x
FIGS FIGSUS$12.319.1%
+US$172.1m		134.5%PE50.6x
CRI Carter'sUS$42.542.3%
+US$35.4m		42.6%PE17.8x
VNCE Vince HoldingUS$7.1047.3%
+US$29.3m		400.0%PE14.3x

Latest News

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7D
47.3%
1Y
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NKE
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7D
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1Y
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CRI
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7D
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1Y
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AS
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7D
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1Y
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LULU
US$111.77
lululemon athletica
7D
-8.3%
1Y
-51.1%
Narrative Update • Jun 17

LULU: Brand And Product Reset Under New CEO Will Pressure Stock

Analysts reduced the updated fair value estimate for lululemon athletica stock to $88 from $130, reflecting a broad reset in price targets. They point to weaker U.S. trends, softer product reception, ongoing margin pressure, and uncertainty around the company's near term earnings path despite an eventual leadership transition.
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1Y
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RL
US$413.01
Ralph Lauren
7D
5.0%
1Y
54.2%
Analysis Article • Jun 16

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FIGS
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FIGS
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ZGN
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7D
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1Y
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