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U.S. Luxury Industry Analysis

UpdatedJul 01, 2025
DataAggregated Company Financials
Companies66
  • 7D7.0%
  • 3M6.2%
  • 1Y-1.2%
  • YTD-12.0%

Over the last 7 days, the Luxury industry has risen 8.8%, driven by gains from NIKE of 20%. Meanwhile, Birkenstock Holding actually underperformed within the industry, shrinking 5.2% in the last week. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 01 Jul 2025US$286.0bUS$160.2bUS$10.3b16x27.8x1.8x
Thu, 29 May 2025US$289.1bUS$161.4bUS$12.0b16.5x24.2x1.8x
Sat, 26 Apr 2025US$250.4bUS$161.5bUS$11.5b16x21.9x1.6x
Mon, 24 Mar 2025US$280.9bUS$160.9bUS$11.2b16.6x25.1x1.7x
Wed, 19 Feb 2025US$322.5bUS$161.6bUS$11.2b18.4x28.7x2x
Fri, 17 Jan 2025US$325.5bUS$160.6bUS$11.5b18.1x28.4x2x
Sun, 15 Dec 2024US$336.0bUS$161.7bUS$11.7b19.5x28.6x2.1x
Tue, 12 Nov 2024US$305.4bUS$161.4bUS$11.7b19x26.2x1.9x
Thu, 10 Oct 2024US$308.4bUS$161.6bUS$10.7b19x28.7x1.9x
Sat, 07 Sep 2024US$292.7bUS$163.0bUS$11.2b17.4x26.1x1.8x
Mon, 05 Aug 2024US$276.8bUS$168.8bUS$11.4b16x24.4x1.6x
Wed, 03 Jul 2024US$297.1bUS$167.7bUS$11.4b17.3x26.2x1.8x
Fri, 31 May 2024US$334.5bUS$168.1bUS$10.8b18.1x31.1x2x
Sun, 28 Apr 2024US$318.2bUS$164.3bUS$11.6b18.8x27.5x1.9x
Tue, 26 Mar 2024US$332.9bUS$164.8bUS$11.5b17.5x28.8x2x
Thu, 22 Feb 2024US$351.6bUS$164.6bUS$10.5b19.2x33.6x2.1x
Sat, 20 Jan 2024US$335.4bUS$159.4bUS$10.9b17.7x30.7x2.1x
Mon, 18 Dec 2023US$372.7bUS$159.3bUS$10.8b17.4x34.6x2.3x
Wed, 15 Nov 2023US$315.7bUS$158.7bUS$10.4b16.5x30.5x2x
Fri, 13 Oct 2023US$300.0bUS$158.5bUS$10.5b14.6x28.5x1.9x
Sun, 10 Sep 2023US$300.3bUS$156.7bUS$10.5b13.8x28.7x1.9x
Tue, 08 Aug 2023US$327.4bUS$156.6bUS$10.8b16.1x30.3x2.1x
Thu, 06 Jul 2023US$318.9bUS$156.7bUS$10.8b13.2x29.5x2x
Sat, 03 Jun 2023US$311.6bUS$155.6bUS$11.2b11.2x27.8x2x
Mon, 01 May 2023US$353.4bUS$161.1bUS$10.7b12.3x32.9x2.2x
Wed, 29 Mar 2023US$333.6bUS$159.8bUS$11.1b12.2x30.2x2.1x
Fri, 24 Feb 2023US$336.3bUS$158.1bUS$11.7b11.5x28.8x2.1x
Sun, 22 Jan 2023US$351.6bUS$158.2bUS$13.0b10.8x27.1x2.2x
Tue, 20 Dec 2022US$300.3bUS$155.8bUS$13.0b9.8x23x1.9x
Thu, 17 Nov 2022US$311.0bUS$155.5bUS$14.4b10.4x21.6x2x
Sat, 15 Oct 2022US$264.5bUS$154.3bUS$15.5b8.8x17.1x1.7x
Mon, 12 Sep 2022US$324.2bUS$153.9bUS$15.9b10.6x20.4x2.1x
Wed, 10 Aug 2022US$321.3bUS$153.4bUS$15.8b10x20.4x2.1x
Fri, 08 Jul 2022US$310.1bUS$152.2bUS$16.1b10.3x19.2x2x
Price to Earnings Ratio

19.2x


Total Market Cap: US$310.1bTotal Earnings: US$16.1bTotal Revenue: US$152.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27x202320242025
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 27.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 14% 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 Market2.87%
Consumer Discretionary1.73%
Luxury7.02%
Footwear10.05%
Textiles5.16%
Apparel, Accessories and Luxury Goods3.04%
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 28.3x.
    • Analysts are expecting annual earnings growth of 15.5%, which is higher than its past year's earnings decline of 0.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 116% over the next 5 years.
  • In contrast, the Footwear industry is expected to see its earnings grow by 12% 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$71.0416.9%
+US$15.1b		-7.5%PE32.6x
LULU lululemon athleticaUS$237.585.3%
+US$1.4b		-21.4%PE15.8x
AS Amer SportsUS$38.764.4%
+US$909.5m		212.3%PE106.4x
TPR TapestryUS$87.812.4%
+US$427.8m		109.1%PE21.2x
DECK Deckers OutdoorUS$103.072.6%
+US$393.0m		-34.6%PE15.9x

Latest News

NKE
US$71.04
NIKE
7D
16.9%
1Y
-7.5%

Here's What Analysts Are Forecasting For NIKE, Inc. (NYSE:NKE) After Its Full-Year Results

Jun 30
Here's What Analysts Are Forecasting For NIKE, Inc. (NYSE:NKE) After Its Full-Year Results
ZGN
US$8.55
Ermenegildo Zegna
7D
-2.2%
1Y
-26.7%
CROX
US$101.28
Crocs
7D
4.0%
1Y
-31.5%
LULU
US$237.58
lululemon athletica
7D
5.3%
1Y
-21.4%
CRI
US$30.13
Carter's
7D
-0.8%
1Y
-50.7%
LAKE
US$13.61
Lakeland Industries
7D
-3.0%
1Y
-35.4%
DECK
US$103.07
Deckers Outdoor
7D
2.6%
1Y
-34.6%
TPR
US$87.81
Tapestry
7D
2.4%
1Y
109.1%

At US$87.11, Is Tapestry, Inc. (NYSE:TPR) Worth Looking At Closely?

Jun 29
At US$87.11, Is Tapestry, Inc. (NYSE:TPR) Worth Looking At Closely?
UAA
US$6.83
Under Armour
7D
-0.6%
1Y
4.9%
PMNT
US$0.27
Perfect Moment
7D
-40.0%
1Y
-87.4%
RL
US$274.28
Ralph Lauren
7D
1.4%
1Y
59.4%

Ralph Lauren (NYSE:RL) Is Increasing Its Dividend To $0.9125

Jun 24
Ralph Lauren (NYSE:RL) Is Increasing Its Dividend To $0.9125
ONON
US$52.05
On Holding
7D
-1.9%
1Y
36.9%

ON Holding: Growth Story Sprints Ahead, But Valuation Is A Slippery Shoe To Fill

Jun 17
PVH
US$68.60
PVH
7D
8.4%
1Y
-34.8%

There May Be Reason For Hope In PVH's (NYSE:PVH) Disappointing Earnings

Jun 16
There May Be Reason For Hope In PVH's (NYSE:PVH) Disappointing Earnings
BIRK
US$49.18
Birkenstock Holding
7D
-5.7%
1Y
-11.2%
AS
US$38.76
Amer Sports
7D
4.4%
1Y
212.3%
DOGZ
US$16.40
Dogness (International)
7D
-43.9%
1Y
-2.0%