Ralph Lauren (NYSE:RL) Seems To Use Debt Rather Sparingly
Mar 29
Have your own idea? Try our Stock Screener
U.S. Luxury Industry Analysis
UpdatedMar 30, 2025
DataAggregated Company Financials
Companies72
- 7D-5.2%
- 3M-18.9%
- 1Y-20.1%
- YTD-18.2%
Over the last 7 days, the Luxury industry has dropped 5.2%, driven by a pullback from NIKE of 6.8%. The industry has fallen 20% in the last year. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the U.S. Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 30 Mar 2025 | US$266.1b | US$161.3b | US$11.3b | 15.9x | 23.5x | 1.6x |
| Tue, 25 Feb 2025 | US$321.2b | US$161.6b | US$11.4b | 18.3x | 28.2x | 2x |
| Thu, 23 Jan 2025 | US$336.6b | US$160.6b | US$11.5b | 18.4x | 29.4x | 2.1x |
| Sat, 21 Dec 2024 | US$330.3b | US$160.8b | US$11.4b | 18.5x | 29x | 2.1x |
| Mon, 18 Nov 2024 | US$307.3b | US$161.5b | US$11.6b | 18.3x | 26.4x | 1.9x |
| Wed, 16 Oct 2024 | US$312.1b | US$161.6b | US$10.7b | 19x | 29.1x | 1.9x |
| Fri, 13 Sep 2024 | US$291.5b | US$162.9b | US$11.2b | 17.4x | 26.1x | 1.8x |
| Sun, 11 Aug 2024 | US$279.2b | US$162.6b | US$10.9b | 16.5x | 25.5x | 1.7x |
| Tue, 09 Jul 2024 | US$292.6b | US$168.3b | US$11.3b | 17.6x | 25.9x | 1.7x |
| Thu, 06 Jun 2024 | US$336.8b | US$168.2b | US$10.8b | 18.4x | 31.2x | 2x |
| Sat, 04 May 2024 | US$314.4b | US$164.4b | US$11.7b | 19.5x | 27x | 1.9x |
| Mon, 01 Apr 2024 | US$335.1b | US$164.3b | US$11.5b | 19.3x | 29.2x | 2x |
| Wed, 28 Feb 2024 | US$359.1b | US$164.4b | US$10.8b | 19.4x | 33.4x | 2.2x |
| Fri, 26 Jan 2024 | US$334.2b | US$159.4b | US$10.9b | 17.4x | 30.6x | 2.1x |
| Sun, 24 Dec 2023 | US$353.6b | US$159.4b | US$11.0b | 17.8x | 32.1x | 2.2x |
| Tue, 21 Nov 2023 | US$325.6b | US$158.9b | US$10.4b | 16.3x | 31.3x | 2x |
| Thu, 19 Oct 2023 | US$313.8b | US$158.5b | US$10.5b | 15.3x | 29.8x | 2x |
| Sat, 16 Sep 2023 | US$295.0b | US$156.9b | US$10.6b | 13.8x | 27.9x | 1.9x |
| Mon, 14 Aug 2023 | US$322.4b | US$156.2b | US$10.5b | 15.3x | 30.8x | 2.1x |
| Wed, 12 Jul 2023 | US$322.3b | US$156.6b | US$10.7b | 13.4x | 30x | 2.1x |
| Fri, 09 Jun 2023 | US$311.7b | US$155.6b | US$11.2b | 12x | 27.8x | 2x |
| Sun, 07 May 2023 | US$349.6b | US$154.8b | US$10.8b | 12.1x | 32.3x | 2.3x |
| Tue, 04 Apr 2023 | US$349.1b | US$160.5b | US$10.7b | 12.6x | 32.5x | 2.2x |
| Thu, 02 Mar 2023 | US$334.4b | US$158.0b | US$11.6b | 11.6x | 28.7x | 2.1x |
| Sat, 28 Jan 2023 | US$356.3b | US$158.1b | US$13.0b | 11.3x | 27.5x | 2.3x |
| Mon, 26 Dec 2022 | US$322.7b | US$157.7b | US$13.0b | 9.8x | 24.7x | 2x |
| Wed, 23 Nov 2022 | US$315.3b | US$155.7b | US$14.2b | 10.7x | 22.2x | 2x |
| Fri, 21 Oct 2022 | US$262.7b | US$154.3b | US$15.5b | 8.7x | 17x | 1.7x |
| Sun, 18 Sep 2022 | US$305.0b | US$153.9b | US$15.9b | 9.9x | 19.2x | 2x |
| Tue, 16 Aug 2022 | US$338.9b | US$153.5b | US$15.7b | 10.8x | 21.6x | 2.2x |
| Thu, 14 Jul 2022 | US$302.9b | US$152.4b | US$16.1b | 9.8x | 18.8x | 2x |
| Sat, 11 Jun 2022 | US$326.0b | US$152.4b | US$16.2b | 11x | 20.1x | 2.1x |
| Mon, 09 May 2022 | US$330.9b | US$150.3b | US$15.7b | 10.7x | 21.1x | 2.2x |
| Wed, 06 Apr 2022 | US$379.1b | US$146.5b | US$15.2b | 12.2x | 24.9x | 2.6x |
Price to Earnings Ratio
24.9x
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 23.5x which is lower than its 3-year average PE of 27.0x.
- The 3-year average PS ratio of 2.0x 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 9.3% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.3% per year.
- This means that although more sales are being generated, 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 Market | -1.74% | |
| Consumer Discretionary | -0.80% | |
| Luxury | -5.17% | |
| Textiles | -4.65% | |
| Footwear | -5.08% | |
| Apparel, Accessories and Luxury Goods | -5.31% | |
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 27.2x.
- Analysts are expecting annual earnings growth of 18.7%, which is higher than its past year's earnings decline of 12.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 114% over the next 5 years.
- This is better than its past earnings decline of 48% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 7.4% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SKX Skechers U.S.A | US$57.01 | 1.7% +US$138.9m | -6.9% | PE13.3x | |
| SHOO Steven Madden | US$26.65 | 6.5% +US$117.3m | -37.0% | PE11.4x | |
| ZGN Ermenegildo Zegna | US$7.68 | 6.2% +US$114.8m | -47.6% | PE23.2x | |
| BIRK Birkenstock Holding | US$45.74 | 1.0% +US$88.3m | -3.2% | PE36.3x | |
| CROX Crocs | US$105.99 | 1.3% +US$78.5m | -26.3% | PE6.3x |
