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U.S. Luxury Industry Analysis

UpdatedMay 26, 2026
DataAggregated Company Financials
Companies68
  • 7D7.6%
  • 3M-15.2%
  • 1Y-9.9%
  • YTD-12.6%

NIKE is up 4.9%, leading the way for the Luxury industry, which has gained 7.6%. In contrast, the industry has lost 9.9% in the last 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 26 May 2026US$239.1bUS$157.6bUS$7.4b22.1x32.3x1.5x
Thu, 23 Apr 2026US$254.9bUS$155.8bUS$7.1b19.8x36.1x1.6x
Sat, 21 Mar 2026US$246.2bUS$155.4bUS$7.6b18.3x32.4x1.6x
Mon, 16 Feb 2026US$279.6bUS$154.3bUS$7.7b21.2x36.3x1.8x
Wed, 14 Jan 2026US$278.0bUS$149.5bUS$9.0b21.1x30.7x1.9x
Fri, 12 Dec 2025US$273.3bUS$149.2bUS$9.4b22.3x29x1.8x
Sun, 09 Nov 2025US$243.0bUS$152.4bUS$9.9b18.4x24.6x1.6x
Tue, 07 Oct 2025US$274.0bUS$148.1bUS$9.6b21.1x28.5x1.9x
Thu, 04 Sep 2025US$292.7bUS$157.2bUS$10.6b20.5x27.6x1.9x
Sat, 02 Aug 2025US$289.1bUS$160.4bUS$10.3b16.7x28.1x1.8x
Mon, 30 Jun 2025US$286.0bUS$160.1bUS$10.3b16x27.9x1.8x
Wed, 28 May 2025US$277.4bUS$161.4bUS$12.0b17.1x23.2x1.7x
Fri, 25 Apr 2025US$244.5bUS$161.3bUS$11.5b16.3x21.3x1.5x
Sun, 23 Mar 2025US$280.9bUS$160.9bUS$11.2b16.6x25.1x1.7x
Tue, 18 Feb 2025US$322.5bUS$161.6bUS$11.2b18.2x28.7x2x
Thu, 16 Jan 2025US$326.8bUS$160.6bUS$11.5b18.2x28.5x2x
Sat, 14 Dec 2024US$335.3bUS$161.7bUS$11.7b19.5x28.6x2.1x
Mon, 11 Nov 2024US$305.4bUS$161.4bUS$11.7b19x26.2x1.9x
Wed, 09 Oct 2024US$306.7bUS$161.6bUS$10.7b19x28.6x1.9x
Fri, 06 Sep 2024US$296.8bUS$163.0bUS$11.2b17.7x26.5x1.8x
Sun, 04 Aug 2024US$276.8bUS$168.8bUS$11.4b16x24.4x1.6x
Tue, 02 Jul 2024US$296.3bUS$168.0bUS$11.3b17.4x26.2x1.8x
Thu, 30 May 2024US$328.9bUS$168.2bUS$11.2b18.5x29.4x2x
Sat, 27 Apr 2024US$318.3bUS$164.5bUS$11.6b18.5x27.5x1.9x
Mon, 25 Mar 2024US$332.9bUS$164.8bUS$11.5b17.5x28.8x2x
Wed, 21 Feb 2024US$349.5bUS$164.6bUS$10.5b19.1x33.4x2.1x
Fri, 19 Jan 2024US$334.5bUS$159.3bUS$11.0b17.8x30.3x2.1x
Sun, 17 Dec 2023US$372.7bUS$159.3bUS$10.8b17.4x34.6x2.3x
Tue, 14 Nov 2023US$315.7bUS$158.6bUS$10.4b15.9x30.5x2x
Thu, 12 Oct 2023US$300.0bUS$158.5bUS$10.5b15x28.4x1.9x
Sat, 09 Sep 2023US$301.3bUS$156.7bUS$10.5b13.8x28.7x1.9x
Mon, 07 Aug 2023US$324.3bUS$156.6bUS$10.8b16.2x30x2.1x
Wed, 05 Jul 2023US$323.8bUS$156.7bUS$10.8b13.6x30x2.1x
Fri, 02 Jun 2023US$296.5bUS$155.2bUS$11.1b11x26.7x1.9x
Price to Earnings Ratio

26.7x


Total Market Cap: US$296.5bTotal Earnings: US$11.1bTotal Revenue: US$155.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.7x202420252026
Current Industry PE
  • Investors are optimistic on the American Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.3x which is higher than its 3-year average PE of 28.7x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 13% 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 Market1.21%
Consumer Discretionary2.13%
Luxury7.56%
Footwear7.75%
Apparel, Accessories and Luxury Goods7.40%
Textiles0.18%
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 31.6x.
    • Analysts are expecting annual earnings growth of 17.1%, which is lower than the prior year's growth of 22.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 113% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 17% 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$44.675.3%
+US$3.3b		-28.9%PE29.4x
RL Ralph LaurenUS$377.7817.8%
+US$3.1b		32.0%PE23.9x
BIRK Birkenstock HoldingUS$41.3827.3%
+US$1.6b		-23.6%PE18.4x
DECK Deckers OutdoorUS$106.6713.2%
+US$1.4b		-2.1%PE14.5x
TPR TapestryUS$138.495.2%
+US$1.4b		71.2%PE42.2x

Latest News

NKE
US$44.67
NIKE
7D
5.3%
1Y
-28.9%
RL
US$377.78
Ralph Lauren
7D
17.8%
1Y
32.0%
Analysis Article • May 24

Analysts Are Updating Their Ralph Lauren Corporation (NYSE:RL) Estimates After Its Full-Year Results

It's been a pretty great week for Ralph Lauren Corporation ( NYSE:RL ) shareholders, with its shares surging 16% to...
DECK
US$106.67
Deckers Outdoor
7D
13.2%
1Y
-2.1%
VFC
US$16.70
V.F
7D
-0.2%
1Y
23.2%
BIRK
US$41.38
Birkenstock Holding
7D
27.3%
1Y
-23.6%
LULU
US$127.18
lululemon athletica
7D
6.7%
1Y
-60.4%
AS
US$35.26
Amer Sports
7D
4.2%
1Y
-8.4%
Narrative Update • May 21

AS: Future Upside Will Depend On 2026 EPS Guidance

Analysts have modestly raised the price target for Amer Sports to $49.60 from $48.88, citing updated assumptions around a slightly lower discount rate, adjusted revenue growth, a somewhat higher profit margin, and a revised future P/E multiple. What's in the News Amer Sports raised earnings guidance for the year ending December 31, 2026, with reported revenue growth guidance of 20% to 22%, an operating margin outlook of 13.4% to 13.7%, and fully diluted EPS guidance of US$1.18 to US$1.23, assuming a 200 to 250 basis point benefit from favorable FX at current rates (Corporate guidance).
ONON
US$39.81
On Holding
7D
6.6%
1Y
-34.4%
TPR
US$138.49
Tapestry
7D
5.2%
1Y
71.2%
Seeking Alpha • May 20

Tapestry: Exceptional Growth, Improved Outlook, But I Cannot Forget About The Macro Headwinds

Summary Tapestry's (TPR) geographic revenue breakdown and capital allocation strategy are key strengths supporting its investment case. Recent P&L performance and management's outlook highlight operational momentum for Tapestry. Valuation concerns persist, as well as macroeconomic headwinds, tempering the otherwise positive thesis. I weigh both the favorable business fundamentals and current valuation in my investment assessment. Read the full article on Seeking Alpha
BIRD
US$3.84
Allbirds
7D
-4.5%
1Y
-41.8%
VRA
US$3.37
Vera Bradley
7D
-2.0%
1Y
66.0%
VNCE
US$4.21
Vince Holding
7D
-2.3%
1Y
173.4%
LAKE
US$10.43
Lakeland Industries
7D
-2.2%
1Y
-45.6%
FMFC
US$0.38
Kandal M Venture
7D
-1.4%
1Y
n/a
DOGZ
US$1.02
Dogness (International)
7D
-3.8%
1Y
-95.7%