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U.S. Luxury Industry Analysis

UpdatedAug 25, 2025
DataAggregated Company Financials
Companies66
  • 7D2.4%
  • 3M3.6%
  • 1Y-0.6%
  • YTD-7.3%

Over the last 7 days, the Luxury industry has risen 2.7%, driven by gains in Amer Sports and NIKE of 7.2% and 1.2%, respectively. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 Aug 2025US$296.8bUS$157.2bUS$10.6b20x28.1x1.9x
Wed, 23 Jul 2025US$294.0bUS$160.3bUS$10.3b16.3x28.4x1.8x
Fri, 20 Jun 2025US$262.2bUS$161.4bUS$11.5b15.4x22.7x1.6x
Sun, 18 May 2025US$290.0bUS$161.4bUS$11.5b17.6x25.1x1.8x
Tue, 15 Apr 2025US$236.2bUS$161.7bUS$11.4b13.4x20.7x1.5x
Thu, 13 Mar 2025US$288.7bUS$162.1bUS$11.5b16.8x25x1.8x
Sat, 08 Feb 2025US$331.8bUS$161.5bUS$11.1b17.8x29.9x2.1x
Mon, 06 Jan 2025US$329.1bUS$160.6bUS$11.5b18.8x28.7x2x
Wed, 04 Dec 2024US$332.5bUS$162.9bUS$11.5b20.1x28.9x2x
Fri, 01 Nov 2024US$298.0bUS$161.9bUS$11.6b18x25.6x1.8x
Sun, 29 Sep 2024US$324.9bUS$163.1bUS$11.1b19.1x29.2x2x
Tue, 27 Aug 2024US$310.1bUS$162.9bUS$11.1b18.3x28x1.9x
Thu, 25 Jul 2024US$287.4bUS$168.4bUS$11.3b17.1x25.4x1.7x
Sat, 22 Jun 2024US$335.5bUS$168.1bUS$10.8b18.7x31x2x
Mon, 20 May 2024US$319.0bUS$163.9bUS$11.5b20x27.7x1.9x
Wed, 17 Apr 2024US$307.9bUS$164.3bUS$11.5b17.7x26.7x1.9x
Fri, 15 Mar 2024US$353.0bUS$164.4bUS$11.1b17.6x31.9x2.1x
Sun, 11 Feb 2024US$348.7bUS$159.0bUS$10.4b19x33.6x2.2x
Tue, 09 Jan 2024US$335.7bUS$159.4bUS$11.0b17.8x30.4x2.1x
Thu, 07 Dec 2023US$353.9bUS$158.9bUS$10.8b17x32.7x2.2x
Sat, 04 Nov 2023US$321.3bUS$159.0bUS$10.3b14.5x31.1x2x
Mon, 02 Oct 2023US$292.8bUS$157.1bUS$10.5b13.2x27.8x1.9x
Wed, 30 Aug 2023US$305.7bUS$156.2bUS$10.4b14.5x29.3x2x
Fri, 28 Jul 2023US$326.4bUS$156.7bUS$10.7b13.8x30.4x2.1x
Sun, 25 Jun 2023US$317.1bUS$155.6bUS$11.2b11.6x28.3x2x
Tue, 23 May 2023US$315.6bUS$155.2bUS$11.5b11.3x27.5x2x
Thu, 20 Apr 2023US$352.6bUS$160.7bUS$10.9b12.4x32.5x2.2x
Sat, 18 Mar 2023US$323.6bUS$149.0bUS$10.8b11.4x29.9x2.2x
Mon, 13 Feb 2023US$339.4bUS$157.9bUS$12.1b11.3x28.1x2.1x
Wed, 11 Jan 2023US$347.0bUS$158.2bUS$13.0b10.4x26.8x2.2x
Fri, 09 Dec 2022US$326.5bUS$155.3bUS$13.0b10.5x25.2x2.1x
Sun, 06 Nov 2022US$286.9bUS$155.1bUS$14.8b9.6x19.3x1.8x
Tue, 04 Oct 2022US$261.2bUS$154.3bUS$15.5b8.9x16.9x1.7x
Thu, 01 Sep 2022US$307.8bUS$153.3bUS$15.9b10x19.4x2x
Price to Earnings Ratio

19.4x


Total Market Cap: US$307.8bTotal Earnings: US$15.9bTotal Revenue: US$153.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27.4x202320242025
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 27.4x.
  • 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 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 Market0.47%
Consumer Discretionary1.42%
Luxury2.41%
Apparel, Accessories and Luxury Goods3.04%
Footwear1.99%
Textiles1.98%
Industry PE
  • Investors are most optimistic about the Footwear industry which is trading above its 3-year average PE ratio of 26.9x.
    • Analysts expect its future annual earnings growth (15.1%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 143% over the next 5 years.
  • In contrast, the Footwear industry is expected to see its earnings grow by 15% 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
AS Amer SportsUS$41.487.2%
+US$1.5b		193.8%PE102.7x
NKE NIKEUS$78.381.2%
+US$1.4b		-7.0%PE36x
LULU lululemon athleticaUS$207.594.6%
+US$1.1b		-22.7%PE13.7x
DECK Deckers OutdoorUS$109.106.0%
+US$910.8m		-32.8%PE16.4x
BIRK Birkenstock HoldingUS$53.407.2%
+US$662.1m		-16.0%PE27.3x

Latest News

KTB
US$77.41
Kontoor Brands
7D
8.1%
1Y
5.1%
AS
US$41.48
Amer Sports
7D
7.2%
1Y
193.8%
LANV
US$2.11
Lanvin Group Holdings
7D
-6.3%
1Y
29.4%

Lanvin Group Holdings Limited (NYSE:LANV) Doing What It Can To Lift Shares

Aug 22
Lanvin Group Holdings Limited (NYSE:LANV) Doing What It Can To Lift Shares
RL
US$285.80
Ralph Lauren
7D
-1.7%
1Y
63.7%
LULU
US$207.59
lululemon athletica
7D
4.6%
1Y
-22.7%
UAA
US$5.14
Under Armour
7D
-0.6%
1Y
-40.1%
DECK
US$109.10
Deckers Outdoor
7D
6.0%
1Y
-32.8%
BIRK
US$53.40
Birkenstock Holding
7D
7.2%
1Y
-16.0%

Results: Birkenstock Holding plc Beat Earnings Expectations And Analysts Now Have New Forecasts

Aug 18
Results: Birkenstock Holding plc Beat Earnings Expectations And Analysts Now Have New Forecasts
FOSL
US$2.92
Fossil Group
7D
-5.8%
1Y
137.4%

Fossil Group, Inc. (NASDAQ:FOSL) Stock Rockets 48% As Investors Are Less Pessimistic Than Expected

Aug 15
Fossil Group, Inc. (NASDAQ:FOSL) Stock Rockets 48% As Investors Are Less Pessimistic Than Expected
DOGZ
US$15.60
Dogness (International)
7D
-2.4%
1Y
-21.1%

Dogness (International) Corporation's (NASDAQ:DOGZ) Shares Climb 53% But Its Business Is Yet to Catch Up

Aug 15
Dogness (International) Corporation's (NASDAQ:DOGZ) Shares Climb 53% But Its Business Is Yet to Catch Up
ONON
US$46.56
On Holding
7D
2.7%
1Y
4.5%

On Holding AG Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts

Aug 14
On Holding AG Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts
NKE
US$78.38
NIKE
7D
1.2%
1Y
-7.0%
HBI
US$6.36
Hanesbrands
7D
-1.1%
1Y
0.8%

Urbanization And E-commerce Will Unlock Australia And Japan Markets

The analyst price target for Hanesbrands has been raised primarily due to improved forecasts for both revenue growth and net profit margin, resulting in a new fair value of $7.80 per share. What's in the News Hanesbrands provided Q3 and full-year 2025 guidance, expecting Q3 net sales of approximately $900 million and GAAP EPS of $0.14; full-year net sales are anticipated at approximately $3.53 billion with GAAP EPS of $0.59.
TPR
US$99.66
Tapestry
7D
-1.1%
1Y
139.2%

Brand Investments Will Fortify Customer Engagement In Europe And Greater China

With both the analyst price target and revenue growth forecasts for Tapestry remaining unchanged, consensus fair value remains steady at $106.39. What's in the News Tapestry, Inc.
MAMK
US$2.11
MaxsMaking
7D
-9.8%
1Y
n/a
VFC
US$13.70
V.F
7D
4.3%
1Y
-22.6%