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U.S. Luxury Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies66
  • 7D2.7%
  • 3M11.1%
  • 1Y-10.4%
  • YTD2.7%

The Luxury industry is up 2.7% in the last week, with NIKE up 4.2%. However, the industry is down 10% over the past year. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 10 Jan 2026US$281.2bUS$149.5bUS$9.0b21.2x31.1x1.9x
Mon, 08 Dec 2025US$272.6bUS$149.2bUS$9.5b21.5x28.6x1.8x
Wed, 05 Nov 2025US$244.5bUS$148.3bUS$9.5b20.6x25.6x1.6x
Fri, 03 Oct 2025US$276.6bUS$148.1bUS$9.6b21.5x28.8x1.9x
Sun, 31 Aug 2025US$296.8bUS$157.3bUS$10.6b20.5x27.9x1.9x
Tue, 29 Jul 2025US$299.8bUS$160.3bUS$10.3b16.8x29x1.9x
Thu, 26 Jun 2025US$268.3bUS$161.6bUS$11.6b15.5x23.2x1.7x
Sat, 24 May 2025US$286.5bUS$161.4bUS$12.0b16.4x24x1.8x
Mon, 21 Apr 2025US$235.6bUS$161.7bUS$11.4b15.1x20.7x1.5x
Wed, 19 Mar 2025US$290.3bUS$162.2bUS$11.6b16.6x25x1.8x
Fri, 14 Feb 2025US$321.1bUS$161.6bUS$11.2b18.3x28.6x2x
Sun, 12 Jan 2025US$329.8bUS$160.5bUS$11.5b18x28.8x2.1x
Tue, 10 Dec 2024US$337.1bUS$161.8bUS$11.8b19.3x28.6x2.1x
Thu, 07 Nov 2024US$304.3bUS$161.8bUS$11.6b18.4x26.2x1.9x
Sat, 05 Oct 2024US$306.9bUS$161.6bUS$10.7b19.9x28.6x1.9x
Mon, 02 Sep 2024US$303.9bUS$163.0bUS$11.2b18x27.1x1.9x
Wed, 31 Jul 2024US$286.5bUS$168.6bUS$11.3b17.8x25.3x1.7x
Fri, 28 Jun 2024US$329.0bUS$168.1bUS$10.8b18x30.4x2x
Sun, 26 May 2024US$326.6bUS$168.2bUS$11.2b19.3x29.2x1.9x
Tue, 23 Apr 2024US$312.6bUS$164.4bUS$11.5b17.7x27.1x1.9x
Thu, 21 Mar 2024US$349.0bUS$164.4bUS$11.1b17.5x31.5x2.1x
Sat, 17 Feb 2024US$356.7bUS$164.6bUS$10.5b18.9x34.1x2.2x
Mon, 15 Jan 2024US$342.0bUS$159.4bUS$11.0b17.9x31x2.1x
Wed, 13 Dec 2023US$367.0bUS$159.2bUS$10.8b16.8x34.1x2.3x
Fri, 10 Nov 2023US$325.7bUS$158.9bUS$10.3b15x31.6x2x
Sun, 08 Oct 2023US$289.2bUS$157.0bUS$10.4b14.2x27.9x1.8x
Tue, 05 Sep 2023US$311.9bUS$156.7bUS$10.5b14.2x29.7x2x
Thu, 03 Aug 2023US$320.7bUS$156.6bUS$10.8b15.8x29.6x2x
Sat, 01 Jul 2023US$323.0bUS$156.2bUS$10.8b12.7x30x2.1x
Mon, 29 May 2023US$308.3bUS$155.3bUS$11.2b11.1x27.5x2x
Wed, 26 Apr 2023US$348.7bUS$160.8bUS$10.7b12.2x32.7x2.2x
Fri, 24 Mar 2023US$334.3bUS$159.7bUS$11.3b11.5x29.6x2.1x
Sun, 19 Feb 2023US$347.4bUS$158.2bUS$12.0b11.7x28.9x2.2x
Tue, 17 Jan 2023US$356.6bUS$158.2bUS$13.0b10.7x27.5x2.3x
Price to Earnings Ratio

27.5x


Total Market Cap: US$356.6bTotal Earnings: US$13.0bTotal Revenue: US$158.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.3x202420252026
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 28.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 11% 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 Market1.82%
Consumer Discretionary5.09%
Luxury2.71%
Footwear3.32%
Apparel, Accessories and Luxury Goods2.06%
Textiles1.53%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 27.5x.
    • Analysts are expecting annual earnings growth of 21.4%, which is higher than its past year's earnings decline of 10.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 111% 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$65.924.2%
+US$3.9b		-7.4%PE38.7x
TPR TapestryUS$134.354.1%
+US$1.1b		100.1%PE101.3x
ONON On HoldingUS$49.124.6%
+US$723.7m		-13.3%PE58.5x
VFC V.FUS$19.869.4%
+US$664.2m		-12.9%PE84.2x
AS Amer SportsUS$38.532.7%
+US$571.2m		24.7%PE68.6x

Latest News

JXG
US$5.25
JX Luxventure Group
7D
-11.3%
1Y
-89.7%

Investors Don't See Light At End Of JX Luxventure Group Inc.'s (NASDAQ:JXG) Tunnel And Push Stock Down 38%

Jan 09
Investors Don't See Light At End Of JX Luxventure Group Inc.'s (NASDAQ:JXG) Tunnel And Push Stock Down 38%
RL
US$369.81
Ralph Lauren
7D
2.0%
1Y
55.8%

RL: 2026 Margin Hopes Will Heighten Risk If Demand Softens

Narrative Update Analysts have nudged their fair value estimate for Ralph Lauren higher from US$264.39 to US$271.77, citing refreshed price targets that reflect updated views on revenue, margins and sector conditions through 2026. Analyst Commentary Recent research coverage on Ralph Lauren has centered on refreshed price targets through 2026, with several firms updating their models following quarterly results and sector outlook resets.
AS
US$38.53
Amer Sports
7D
2.7%
1Y
24.7%
VNCE
US$3.42
Vince Holding
7D
-18.4%
1Y
-15.8%

VNCE: Index Inclusion And Higher P/E Assumptions Will Support Future Upside

Analysts have raised their fair value estimate for Vince Holding from US$5.00 to US$5.50, citing updated assumptions around more moderate revenue growth, a slightly different profit margin profile, and a higher future P/E multiple. What's in the News Vince Holding issued earnings guidance for the fourth quarter of fiscal 2025, with net sales expected to move in a range of approximately 3% to 7% compared to the prior year period (company guidance).
VFC
US$19.86
V.F
7D
9.4%
1Y
-12.9%
ONON
US$49.12
On Holding
7D
4.6%
1Y
-13.3%

ONON: Beat And Raise Momentum Will Support Stronger Margin Upside Ahead

Our updated fair value estimate for On Holding edges up to US$62.34 from US$62.08, as analysts factor in the Q3 beat and raised results, stronger margin assumptions, slightly higher long term revenue growth and profit margins, and a modestly lower forward P/E multiple reflected in recent Street price target revisions across US$52 to US$75. Analyst Commentary Street research around the Q3 update shows a mix of enthusiasm and valuation caution, with price targets clustered in a wide US$52 to US$75 range and ratings skewed toward positive stances.
TPR
US$134.35
Tapestry
7D
4.1%
1Y
100.1%

TPR: Elevated Expectations Will Face Demand Uncertainty And Execution Risk

Analysts have lifted their Tapestry price targets into a roughly $135 to $154 range, citing expectations for improving consumer sentiment, inventory discipline, and sector tailwinds from lower rates and gas prices, along with constructive views from recent luxury and retail conferences. Analyst Commentary Recent research has clustered Tapestry price targets in the mid $130s to mid $150s, with several firms pointing to consumer resilience in discretionary categories, inventory discipline, and potential benefits from lower interest rates and gas prices.
LULU
US$203.90
lululemon athletica
7D
-3.3%
1Y
-48.4%

LULU: Proxy Fight And CEO Transition Will Reset Boardroom Direction

Analysts have trimmed their implied fair value for Lululemon athletica to about $270 from roughly $410, citing softer projected revenue growth, lower profit margin expectations, a slightly higher discount rate, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Lululemon reflects a split view, with several firms flagging execution risks in North America and leadership turnover, while some bullish analysts are still pointing to pockets of opportunity tied to sector trends and brand initiatives.
PVH
US$66.24
PVH
7D
-2.3%
1Y
-33.7%

PVH: Higher Earnings Confidence Will Support Re Rating Despite Margin Concerns

Analysts have lifted their fair value estimate for PVH from US$70.00 to US$80.00, reflecting updated assumptions around revenue growth, profit margins and a slightly higher future P/E multiple following recent price target revisions in Street research. Analyst Commentary Recent Street research has generally framed PVH as a stock with upside potential, but also one where execution on revenue growth and profitability assumptions will be closely watched.
LEVI
US$21.75
Levi Strauss
7D
4.5%
1Y
23.4%

LEVI: Brand Strength And Casualization Trends Will Support Future Margin Resilience

Analysts have made a small adjustment to their fair value estimate for Levi Strauss to about $32.98. This reflects a blend of recent buy initiation and positive brand commentary, alongside ongoing questions about spending and margins that are influencing updated price targets.
NKE
US$65.92
NIKE
7D
4.2%
1Y
-7.4%

NKE: Turnaround Progress And Margin Improvements Will Support Multi Year Recovery

Analysts have trimmed their fair value estimate for Nike to about $110 from roughly $114, reflecting lower Street price targets in the mid-$80s range and updated models that factor in stable top-line expectations, modestly higher profit margins, and a slightly lower future P/E multiple. Analyst Commentary Recent Street commentary around Nike has centered on recalibrated price targets and updated earnings models, but the tone from bullish analysts still leans constructive on the company’s longer term setup.
LANV
US$1.87
Lanvin Group Holdings
7D
-15.0%
1Y
1.6%
CROX
US$86.07
Crocs
7D
-1.0%
1Y
-21.8%

CROX Initiatives Will Pressure Near-Term Results And Limit Upside Potential

Analysts have nudged their fair value estimate for Crocs higher from $67 to $71 per share, reflecting greater confidence in the company’s improving profitability and long-term earnings power despite near-term pressures from strategic initiatives and more cautious sentiment in recent checks. Analyst Commentary Bearish analysts acknowledge that Crocs is pursuing strategic initiatives aimed at strengthening the brand and improving long term profitability, but they see these efforts as a headwind to near term execution and financial visibility.
COLM
US$55.99
Columbia Sportswear
7D
-0.07%
1Y
-32.2%

COLM: Persistent Topline Weakness Will Pressure Shares Despite Recent Brand Initiatives

Analysts have modestly reduced their fair value estimate for Columbia Sportswear to $38 from $40, citing weaker near term revenue growth expectations, while acknowledging that shares already reflect many of the brand's ongoing topline challenges. Analyst Commentary Recent Street research underscores a widening divide between bearish analysts, who remain focused on structural topline pressures, and more constructive voices that see valuation support after a prolonged share price decline.
DECK
US$103.76
Deckers Outdoor
7D
-2.8%
1Y
-50.0%

DECK: Brand Strength And Buybacks Will Support Future Upside Potential

Analysts have trimmed their price target on Deckers Outdoor by about $0.60 per share, reflecting slightly lower fair value and profit margin assumptions, even as they acknowledge resilient Hoka and Ugg growth prospects and an overall still-attractive valuation. Analyst Commentary Recent Street research reflects a divided but generally constructive view on Deckers Outdoor, with shifts in ratings and price targets driven by updated assessments of growth durability, margin trajectory, and valuation support.
BIRK
US$43.46
Birkenstock Holding
7D
4.0%
1Y
-23.2%