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U.S. Luxury Industry Analysis

UpdatedJun 03, 2025
DataAggregated Company Financials
Companies66
  • 7D1.6%
  • 3M-8.3%
  • 1Y-14.4%
  • YTD-12.9%

In the last week, the Luxury industry is up 1.6%, with NIKE up 2.6%. In the same time, Crocs was down 6.3%. In contrast, the industry has lost 14% in the last 12 months. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Jun 2025US$279.9bUS$161.3bUS$11.8b16.6x23.8x1.7x
Thu, 01 May 2025US$249.8bUS$161.4bUS$11.4b14.8x21.9x1.5x
Sat, 29 Mar 2025US$280.3bUS$161.3bUS$11.3b15.9x24.7x1.7x
Mon, 24 Feb 2025US$321.2bUS$161.6bUS$11.4b18.3x28.2x2x
Wed, 22 Jan 2025US$327.8bUS$160.6bUS$11.5b18.6x28.6x2x
Fri, 20 Dec 2024US$329.4bUS$161.7bUS$11.8b18.2x27.9x2x
Sun, 17 Nov 2024US$307.3bUS$161.5bUS$11.6b18.3x26.4x1.9x
Tue, 15 Oct 2024US$312.2bUS$161.6bUS$10.7b19.4x29.1x1.9x
Thu, 12 Sep 2024US$291.5bUS$162.9bUS$11.2b17.3x26x1.8x
Sat, 10 Aug 2024US$279.0bUS$162.6bUS$10.9b16.5x25.5x1.7x
Mon, 08 Jul 2024US$292.6bUS$168.3bUS$11.3b17.1x25.9x1.7x
Wed, 05 Jun 2024US$339.2bUS$168.2bUS$10.8b18.2x31.5x2x
Fri, 03 May 2024US$309.5bUS$164.3bUS$11.7b18.9x26.6x1.9x
Sun, 31 Mar 2024US$335.1bUS$164.3bUS$11.5b19.3x29.2x2x
Tue, 27 Feb 2024US$359.2bUS$164.5bUS$10.7b19.5x33.5x2.2x
Thu, 25 Jan 2024US$337.8bUS$159.4bUS$10.9b17.3x30.9x2.1x
Sat, 23 Dec 2023US$353.6bUS$159.4bUS$11.0b17.8x32.1x2.2x
Mon, 20 Nov 2023US$325.6bUS$158.9bUS$10.4b16.3x31.3x2x
Wed, 18 Oct 2023US$313.3bUS$158.5bUS$10.5b15.4x29.8x2x
Fri, 15 Sep 2023US$295.0bUS$156.9bUS$10.6b13.8x27.9x1.9x
Sun, 13 Aug 2023US$322.4bUS$156.2bUS$10.5b15.3x30.8x2.1x
Tue, 11 Jul 2023US$316.2bUS$156.6bUS$10.7b13.1x29.4x2x
Thu, 08 Jun 2023US$310.6bUS$155.5bUS$11.2b12.2x27.8x2x
Sat, 06 May 2023US$349.6bUS$154.8bUS$10.8b12.1x32.3x2.3x
Mon, 03 Apr 2023US$349.9bUS$160.5bUS$10.7b12.7x32.6x2.2x
Wed, 01 Mar 2023US$334.4bUS$158.0bUS$11.6b11.8x28.7x2.1x
Fri, 27 Jan 2023US$355.2bUS$158.1bUS$13.0b11.2x27.4x2.2x
Sun, 25 Dec 2022US$322.7bUS$157.7bUS$13.0b9.8x24.7x2x
Tue, 22 Nov 2022US$307.7bUS$155.6bUS$14.2b10.4x21.7x2x
Thu, 20 Oct 2022US$267.8bUS$154.3bUS$15.5b9x17.3x1.7x
Sat, 17 Sep 2022US$305.0bUS$153.9bUS$15.9b9.9x19.2x2x
Mon, 15 Aug 2022US$337.7bUS$153.5bUS$15.7b11x21.5x2.2x
Wed, 13 Jul 2022US$300.2bUS$152.4bUS$16.1b9.8x18.6x2x
Fri, 10 Jun 2022US$337.4bUS$152.3bUS$16.2b11.9x20.8x2.2x
Price to Earnings Ratio

20.8x


Total Market Cap: US$337.4bTotal Earnings: US$16.2bTotal Revenue: US$152.3bTotal 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 23.8x 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 1.7x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 10% 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 Market2.04%
Consumer Discretionary0.96%
Luxury1.64%
Footwear1.98%
Apparel, Accessories and Luxury Goods1.23%
Textiles0.00%
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 27.9x.
    • Analysts are expecting annual earnings growth of 15.2%, which is higher than its past year's earnings decline of 2.5% 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 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?

CompanyLast Price7D1YValuation
NKE NIKEUS$61.572.6%
+US$2.3b		-34.8%PE20.2x
LULU lululemon athleticaUS$322.953.9%
+US$1.5b		5.3%PE21.4x
DECK Deckers OutdoorUS$105.013.9%
+US$591.8m		-42.0%PE16.2x
TPR TapestryUS$78.562.2%
+US$351.0m		77.4%PE19x
ONON On HoldingUS$59.141.2%
+US$226.7m		43.4%PE75.3x
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Latest News

NKE

US$61.57

NIKE

7D

2.6%

1Y

-34.8%

SHOO

US$24.25

Steven Madden

7D

-1.2%

1Y

-45.7%

LEVI

US$17.09

Levi Strauss

7D

-3.7%

1Y

-29.3%

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May 31

CPRI

US$17.40

Capri Holdings

7D

3.6%

1Y

-49.4%

RL

US$275.93

Ralph Lauren

7D

0.7%

1Y

48.9%

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May 30
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TPR

US$78.56

Tapestry

7D

2.2%

1Y

77.4%

VFC

US$12.23

V.F

7D

1.9%

1Y

-11.4%

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May 29
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AS

US$36.81

Amer Sports

7D

-0.6%

1Y

140.3%

COLM

US$61.27

Columbia Sportswear

7D

-4.0%

1Y

-29.6%

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May 29

CRI

US$30.13

Carter's

7D

-4.0%

1Y

-56.6%

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May 28
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HBI

US$4.82

Hanesbrands

7D

-1.4%

1Y

-6.6%

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Athleisure And Direct Channels Will Forge Long-Term Success

Strategic focus on comfort-driven basics and activewear, alongside direct-to-consumer and e-commerce expansion, strengthens brand positioning and supports revenue growth.

CROX

US$101.42

Crocs

7D

-6.3%

1Y

-34.1%

Crocs: For Now, Stability And Capital Allocation Are More Important Than Growth

May 27

ONON

US$59.14

On Holding

7D

1.2%

1Y

43.4%

DECK

US$105.01

Deckers Outdoor

7D

3.9%

1Y

-42.0%

LULU

US$322.95

lululemon athletica

7D

3.9%

1Y

5.3%

UAA

US$6.51

Under Armour

7D

-2.7%

1Y

-6.3%

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