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U.S. Luxury Industry Analysis

UpdatedMay 16, 2025
DataAggregated Company Financials
Companies67
  • 7D7.9%
  • 3M-10.4%
  • 1Y-9.1%
  • YTD-11.1%

Over the last 7 days, the Luxury industry has risen 7.9%, driven by gains in NIKE and lululemon athletica of 5.9% and 13%, respectively. Meanwhile, FIGS actually underperformed within the industry, shrinking 8.1% in the last week. In the past year, the industry is down 9.1%. Looking forward, 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
Sat, 17 May 2025US$285.6bUS$161.5bUS$11.5b17.8x24.8x1.8x
Mon, 14 Apr 2025US$236.2bUS$161.7bUS$11.4b13.6x20.7x1.5x
Wed, 12 Mar 2025US$292.7bUS$162.2bUS$11.6b16.7x25.3x1.8x
Fri, 07 Feb 2025US$334.4bUS$161.3bUS$11.1b18.2x30.1x2.1x
Sun, 05 Jan 2025US$329.1bUS$160.6bUS$11.5b18.8x28.7x2x
Tue, 03 Dec 2024US$327.0bUS$163.0bUS$11.1b19.6x29.4x2x
Thu, 31 Oct 2024US$304.6bUS$161.9bUS$11.6b18x26.2x1.9x
Sat, 28 Sep 2024US$322.3bUS$163.1bUS$11.1b19.1x28.9x2x
Mon, 26 Aug 2024US$310.0bUS$162.9bUS$11.1b18.3x28x1.9x
Wed, 24 Jul 2024US$290.7bUS$168.3bUS$11.3b17.8x25.7x1.7x
Fri, 21 Jun 2024US$335.5bUS$168.1bUS$10.8b18.8x31x2x
Sun, 19 May 2024US$319.0bUS$163.9bUS$11.5b20x27.7x1.9x
Tue, 16 Apr 2024US$307.0bUS$164.3bUS$11.5b17.5x26.6x1.9x
Thu, 14 Mar 2024US$349.3bUS$164.6bUS$10.8b18.2x32.4x2.1x
Sat, 10 Feb 2024US$348.7bUS$159.0bUS$10.4b19x33.6x2.2x
Mon, 08 Jan 2024US$335.7bUS$159.4bUS$11.0b17.5x30.4x2.1x
Wed, 06 Dec 2023US$354.7bUS$158.9bUS$10.8b17x32.8x2.2x
Fri, 03 Nov 2023US$305.6bUS$158.9bUS$10.3b13.7x29.5x1.9x
Sun, 01 Oct 2023US$292.8bUS$157.1bUS$10.5b13.2x27.8x1.9x
Tue, 29 Aug 2023US$298.2bUS$156.2bUS$10.4b14.3x28.6x1.9x
Thu, 27 Jul 2023US$326.5bUS$156.7bUS$10.7b13.8x30.4x2.1x
Sat, 24 Jun 2023US$317.1bUS$155.6bUS$11.2b11.6x28.3x2x
Mon, 22 May 2023US$322.9bUS$155.4bUS$11.5b11.4x28.1x2.1x
Wed, 19 Apr 2023US$353.6bUS$160.7bUS$10.9b12.5x32.6x2.2x
Fri, 17 Mar 2023US$329.7bUS$157.9bUS$11.6b11.5x28.5x2.1x
Sun, 12 Feb 2023US$339.3bUS$157.9bUS$12.1b11.3x28.1x2.1x
Tue, 10 Jan 2023US$342.8bUS$158.2bUS$13.0b10.2x26.4x2.2x
Thu, 08 Dec 2022US$320.6bUS$155.2bUS$13.0b10.4x24.7x2.1x
Sat, 05 Nov 2022US$286.9bUS$155.1bUS$14.8b9.6x19.3x1.8x
Mon, 03 Oct 2022US$252.7bUS$154.3bUS$15.5b8.6x16.3x1.6x
Wed, 31 Aug 2022US$313.5bUS$153.5bUS$15.9b10.6x19.7x2x
Fri, 29 Jul 2022US$306.4bUS$152.6bUS$16.1b10x19x2x
Sun, 26 Jun 2022US$321.7bUS$152.4bUS$16.2b10.6x19.8x2.1x
Tue, 24 May 2022US$310.3bUS$151.2bUS$15.7b10.9x19.7x2.1x
Price to Earnings Ratio

19.7x


Total Market Cap: US$310.3bTotal Earnings: US$15.7bTotal Revenue: US$151.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 26.9x202320242025
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 26.9x.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.8x.
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 Market4.47%
Consumer Discretionary7.51%
Luxury7.91%
Apparel, Accessories and Luxury Goods9.30%
Footwear6.84%
Textiles3.02%
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 27.6x.
    • Analysts are expecting annual earnings growth of 15.9%, 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 6.4% 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$63.118.3%
+US$7.1b		-31.5%PE20.7x
LULU lululemon athleticaUS$321.4414.9%
+US$5.0b		-4.0%PE21.3x
ONON On HoldingUS$59.9021.2%
+US$3.4b		57.1%PE78.4x
AS Amer SportsUS$31.1415.4%
+US$2.3b		92.8%PE237.8x
RL Ralph LaurenUS$274.5310.4%
+US$1.6b		63.5%PE24.1x
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Latest News

NKE

US$63.11

NIKE

7D

8.3%

1Y

-31.5%

AS

US$31.14

Amer Sports

7D

15.4%

1Y

92.8%

Estimating The Fair Value Of Amer Sports, Inc. (NYSE:AS)

May 16
Estimating The Fair Value Of Amer Sports, Inc. (NYSE:AS)

ONON

US$59.90

On Holding

7D

21.2%

1Y

57.1%

On Holding AG (NYSE:ONON) Stocks Shoot Up 41% But Its P/E Still Looks Reasonable

May 16
On Holding AG (NYSE:ONON) Stocks Shoot Up 41% But Its P/E Still Looks Reasonable

RL

US$274.53

Ralph Lauren

7D

10.4%

1Y

63.5%

A Look At The Intrinsic Value Of Ralph Lauren Corporation (NYSE:RL)

May 16
A Look At The Intrinsic Value Of Ralph Lauren Corporation (NYSE:RL)

FIGS

US$4.68

FIGS

7D

-4.9%

1Y

-18.8%

BIRK

US$56.69

Birkenstock Holding

7D

7.8%

1Y

20.1%

DECK

US$127.91

Deckers Outdoor

7D

5.6%

1Y

-13.6%

TPR

US$82.82

Tapestry

7D

6.2%

1Y

95.7%

SGC

US$10.25

Superior Group of Companies

7D

-1.2%

1Y

-47.5%

Superior Group of Companies (NASDAQ:SGC) Is Paying Out A Dividend Of $0.14

May 13
Superior Group of Companies (NASDAQ:SGC) Is Paying Out A Dividend Of $0.14

UFI

US$4.66

Unifi

7D

-0.4%

1Y

-28.1%

LULU

US$321.44

lululemon athletica

7D

14.9%

1Y

-4.0%

Lululemon: The Bear Case Is Growing Increasingly Obvious

May 06

LANV

US$2.16

Lanvin Group Holdings

7D

-12.6%

1Y

33.3%

author-image

Operational Hurdles And Brand Shifts Will Reshape Luxury Market Appeal

May 04 Revenue decline due to saturated luxury markets and creative transitions may hinder revenue growth and market positioning.

NCI

US$0.34

Neo-Concept International Group Holdings

7D

-5.6%

1Y

-67.3%

PMNT

US$0.77

Perfect Moment

7D

-9.8%

1Y

-73.6%