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U.S. Luxury Industry Analysis

UpdatedMay 09, 2025
DataAggregated Company Financials
Companies65
  • 7D7.7%
  • 3M-16.2%
  • 1Y-16.1%
  • YTD-17.7%

Over the last 7 days, the Luxury industry has risen 5.2%, driven by gains from NIKE of 3.9%. Meanwhile, Rocky Brands actually underperformed within the industry, shrinking 10% in the last week. In contrast, the industry has lost 17% in the last 12 months. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 May 2025US$260.6bUS$160.9bUS$11.5b16.7x22.6x1.6x
Sun, 06 Apr 2025US$240.0bUS$161.3bUS$11.2b14.1x21.4x1.5x
Tue, 04 Mar 2025US$320.7bUS$162.1bUS$11.4b17.3x28x2x
Thu, 30 Jan 2025US$346.6bUS$160.6bUS$11.5b18.8x30.3x2.2x
Sat, 28 Dec 2024US$336.7bUS$160.6bUS$11.5b18.6x29.4x2.1x
Mon, 25 Nov 2024US$316.6bUS$161.6bUS$11.7b18.5x27x2x
Wed, 23 Oct 2024US$311.2bUS$161.5bUS$10.7b18.4x29x1.9x
Fri, 20 Sep 2024US$304.7bUS$163.1bUS$11.1b19.4x27.4x1.9x
Sun, 18 Aug 2024US$300.7bUS$162.7bUS$11.0b17x27.4x1.8x
Tue, 16 Jul 2024US$290.9bUS$168.4bUS$11.3b17.5x25.7x1.7x
Thu, 13 Jun 2024US$340.4bUS$168.2bUS$10.8b19.2x31.4x2x
Sat, 11 May 2024US$319.8bUS$163.8bUS$11.6b19.1x27.6x2x
Mon, 08 Apr 2024US$311.0bUS$164.5bUS$11.5b18.3x27x1.9x
Wed, 06 Mar 2024US$348.4bUS$164.4bUS$10.8b18x32.3x2.1x
Fri, 02 Feb 2024US$338.6bUS$159.5bUS$10.9b17.9x31x2.1x
Sun, 31 Dec 2023US$353.7bUS$159.4bUS$11.0b17.7x32.1x2.2x
Tue, 28 Nov 2023US$331.2bUS$158.9bUS$10.4b16.7x31.9x2.1x
Thu, 26 Oct 2023US$310.2bUS$158.5bUS$10.5b14.8x29.5x2x
Sat, 23 Sep 2023US$284.2bUS$156.8bUS$10.6b13.1x26.9x1.8x
Mon, 21 Aug 2023US$313.7bUS$156.3bUS$10.5b15x30x2x
Wed, 19 Jul 2023US$327.9bUS$156.7bUS$10.7b13.4x30.5x2.1x
Fri, 16 Jun 2023US$325.8bUS$155.6bUS$11.2b12.2x29.1x2.1x
Sun, 14 May 2023US$337.5bUS$155.2bUS$11.5b11.6x29.5x2.2x
Tue, 11 Apr 2023US$342.4bUS$160.7bUS$10.9b12.8x31.5x2.1x
Thu, 09 Mar 2023US$334.5bUS$158.0bUS$11.6b11.9x28.7x2.1x
Sat, 04 Feb 2023US$359.2bUS$157.7bUS$12.5b11.8x28.8x2.3x
Mon, 02 Jan 2023US$328.2bUS$158.1bUS$13.0b9.7x25.3x2.1x
Wed, 30 Nov 2022US$317.7bUS$155.2bUS$13.5b10.5x23.5x2x
Fri, 28 Oct 2022US$275.7bUS$154.6bUS$14.9b9.3x18.6x1.8x
Sun, 25 Sep 2022US$281.8bUS$153.9bUS$15.9b9.5x17.7x1.8x
Tue, 23 Aug 2022US$321.4bUS$153.6bUS$15.7b10.7x20.4x2.1x
Thu, 21 Jul 2022US$323.1bUS$152.4bUS$16.1b10.3x20x2.1x
Sat, 18 Jun 2022US$301.4bUS$152.4bUS$16.2b9.7x18.6x2x
Mon, 16 May 2022US$326.6bUS$150.6bUS$15.7b10.9x20.8x2.2x
Price to Earnings Ratio

20.8x


Total Market Cap: US$326.6bTotal Earnings: US$15.7bTotal Revenue: US$150.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 26.9x202320242025
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 22.1x which is lower than its 3-year average PE of 26.9x.
  • 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 9.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 2.2% 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 Market1.33%
Consumer Discretionary2.40%
Luxury7.74%
Apparel, Accessories and Luxury Goods8.86%
Footwear6.92%
Textiles-0.80%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average PE ratio of 27.5x.
    • Analysts are expecting annual earnings growth of 16.1%, which is higher than its past year's earnings decline of 3.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 107% 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 6.1% 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$58.913.8%
+US$3.2b
-36.9%PE19.3x
DECK Deckers OutdoorUS$125.6213.0%
+US$2.2b
-13.8%PE20.2x
SKX Skechers U.S.AUS$61.4628.8%
+US$2.0b
-9.7%PE14.5x
AS Amer SportsUS$27.4013.0%
+US$1.7b
92.3%PE209.3x
RL Ralph LaurenUS$251.4712.0%
+US$1.7b
49.6%PE22x
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SKX

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Skechers U.S.A

7D

28.8%

1Y

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TPR

US$77.54

Tapestry

7D

10.0%

1Y

92.1%

CROX

US$110.65

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1Y

-20.8%

UFI

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7D

-6.3%

1Y

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VNCE

US$1.61

Vince Holding

7D

-17.9%

1Y

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NKE

US$58.91

NIKE

7D

3.8%

1Y

-36.9%

RL

US$251.47

Ralph Lauren

7D

12.0%

1Y

49.6%

AS

US$27.40

Amer Sports

7D

13.0%

1Y

92.3%

PMNT

US$0.81

Perfect Moment

7D

-1.7%

1Y

-71.8%