Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Luxury Industry Analysis

UpdatedSep 12, 2026
DataAggregated Company Financials
Companies66
  • 7D-4.0%
  • 3M-19.4%
  • 1Y-27.2%
  • YTD-27.0%

Over the last 7 days, the Luxury industry has dropped 6.1%, driven by NIKE declining 4.2%. However, the industry is down 30% over the past year. 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, 12 Sep 2026US$196.0bUS$158.0bUS$11.4b15.5x17.2x1.2x
Mon, 10 Aug 2026US$241.9bUS$157.0bUS$10.6b19.4x22.8x1.5x
Wed, 08 Jul 2026US$240.0bUS$156.5bUS$9.6b21.6x25x1.5x
Fri, 05 Jun 2026US$237.3bUS$156.7bUS$8.8b23.2x27x1.5x
Sun, 03 May 2026US$238.4bUS$155.8bUS$7.0b19.8x33.9x1.5x
Tue, 31 Mar 2026US$234.6bUS$155.3bUS$7.6b18.5x31x1.5x
Thu, 26 Feb 2026US$282.2bUS$154.9bUS$7.8b20.8x36.2x1.8x
Sat, 24 Jan 2026US$273.1bUS$149.6bUS$9.1b19.7x30.1x1.8x
Mon, 22 Dec 2025US$265.0bUS$149.5bUS$9.1b20.2x29.3x1.8x
Wed, 19 Nov 2025US$247.0bUS$152.3bUS$10.0b19.2x24.7x1.6x
Fri, 17 Oct 2025US$263.2bUS$148.2bUS$9.7b19.4x27.1x1.8x
Sun, 14 Sep 2025US$273.4bUS$147.9bUS$9.9b20.5x27.5x1.8x
Tue, 12 Aug 2025US$281.4bUS$156.5bUS$11.2b18.9x25.2x1.8x
Thu, 10 Jul 2025US$292.1bUS$160.2bUS$10.3b16.8x28.4x1.8x
Sat, 07 Jun 2025US$283.5bUS$161.4bUS$11.6b16.8x24.5x1.8x
Mon, 05 May 2025US$256.1bUS$160.9bUS$11.5b14.6x22.2x1.6x
Wed, 02 Apr 2025US$265.4bUS$161.2bUS$11.2b15.6x23.6x1.6x
Fri, 28 Feb 2025US$327.8bUS$162.1bUS$11.4b18.2x28.6x2x
Sun, 26 Jan 2025US$342.3bUS$160.7bUS$11.5b18.6x29.9x2.1x
Tue, 24 Dec 2024US$335.7bUS$160.6bUS$11.5b18.4x29.3x2.1x
Thu, 21 Nov 2024US$300.7bUS$161.7bUS$11.7b17.6x25.6x1.9x
Sat, 19 Oct 2024US$313.2bUS$161.5bUS$10.7b19.5x29.2x1.9x
Mon, 16 Sep 2024US$298.3bUS$163.0bUS$11.2b17.7x26.7x1.8x
Wed, 14 Aug 2024US$279.0bUS$162.6bUS$11.0b16.7x25.4x1.7x
Fri, 12 Jul 2024US$285.8bUS$168.3bUS$11.3b18x25.3x1.7x
Sun, 09 Jun 2024US$340.7bUS$168.2bUS$10.8b18.8x31.5x2x
Tue, 07 May 2024US$317.5bUS$164.4bUS$11.7b18.9x27.2x1.9x
Thu, 04 Apr 2024US$317.8bUS$164.3bUS$11.6b18.5x27.4x1.9x
Sat, 02 Mar 2024US$357.9bUS$164.4bUS$10.8b18.6x33.2x2.2x
Mon, 29 Jan 2024US$340.9bUS$159.4bUS$10.9b17.6x31.2x2.1x
Wed, 27 Dec 2023US$353.1bUS$159.4bUS$11.0b17.9x32x2.2x
Fri, 24 Nov 2023US$326.8bUS$158.9bUS$10.4b16.3x31.4x2.1x
Sun, 22 Oct 2023US$309.2bUS$158.6bUS$10.5b15x29.4x2x
Tue, 19 Sep 2023US$292.9bUS$156.9bUS$10.6b13.8x27.7x1.9x
Price to Earnings Ratio

27.7x


Total Market Cap: US$292.9bTotal Earnings: US$10.6bTotal Revenue: US$156.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.2x202420252026
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 17.4x which is lower than its 3-year average PE of 28.2x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 2.5% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.97%
Consumer Discretionary-1.26%
Luxury-3.99%
Textiles-1.58%
Apparel, Accessories and Luxury Goods-3.76%
Footwear-4.27%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 31.5x.
    • Analysts are expecting annual earnings growth of 12.5%, which is lower than the prior year's growth of 31.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 149% over the next 5 years.
  • In contrast, the Footwear industry is expected to see its earnings grow by 10% 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
CPRI Capri HoldingsUS$13.892.4%
+US$37.5m		-32.1%PE17.2x
GIII G-III Apparel GroupUS$27.890.5%
+US$25.5m		5.0%PE8.8x
OXM Oxford IndustriesUS$31.532.1%
+US$9.9m		-33.1%PS0.3x
LANV Lanvin Group HoldingsUS$1.107.8%
+US$9.4m		-47.1%PS0.5x
CULP CulpUS$3.759.3%
+US$4.1m		-20.6%PS0.2x

Latest News

RL
US$339.09
Ralph Lauren
7D
-3.4%
1Y
7.6%
OXM
US$31.53
Oxford Industries
7D
2.1%
1Y
-33.1%
CULP
US$3.75
Culp
7D
9.3%
1Y
-20.6%
TPR
US$118.49
Tapestry
7D
-3.0%
1Y
11.3%
DECK
US$81.27
Deckers Outdoor
7D
-5.3%
1Y
-31.4%
Narrative Update • Sep 09

DECK: Weaker Athletic Demand And Promotions Will Challenge Future Earnings Delivery

Analysts have lowered their fair value estimate for Deckers Outdoor to $70 from $85, citing weaker athletic demand, a more promotional retail backdrop, trimmed revenue expectations, and a lower future P/E multiple, despite ongoing support from direct-to-consumer momentum and brand strength in UGG and HOKA. Analyst Commentary Recent research on Deckers Outdoor points to a mixed setup, with several bearish analysts emphasizing valuation pressure, softer demand signals, and execution risk around future growth targets.
NKE
US$36.80
NIKE
7D
-4.2%
1Y
-49.6%
Narrative Update • Sep 09

NKE: China Online Exit And Prolonged Turnaround Will Keep Shares Under Pressure

Nike's updated narrative reflects a lower implied fair value, from $25.28 to $23.68, as analysts trim price targets due to concerns about slower margin progress, extended turnaround timing, and execution risks in China and key wholesale channels. Analyst Commentary Recent Street research on Nike shows a clear tilt toward more cautious views.
GIII
US$27.89
G-III Apparel Group
7D
0.5%
1Y
5.0%
RCKY
US$44.19
Rocky Brands
7D
0.1%
1Y
53.2%
KTB
US$66.62
Kontoor Brands
7D
-9.5%
1Y
-17.7%
BIRK
US$31.13
Birkenstock Holding
7D
-8.4%
1Y
-32.7%
Narrative Update • Sep 03

BIRK: Brand Momentum And Share Buybacks Will Shape Future Upside Potential

Analysts have trimmed their fair value estimate for Birkenstock Holding from about $43.11 to $38.68 as they factor in a lower future P/E assumption near $12.69, along with modest adjustments to growth, profitability, and discount rates that reflect a mix of cautious target cuts and ongoing confidence in the brand's momentum. Analyst Commentary Recent research on Birkenstock Holding shows a mix of confidence in the brand and caution around execution, growth durability, and valuation.
AS
US$28.07
Amer Sports
7D
-4.9%
1Y
-22.8%
New Narrative • Sep 02

Heavy Retail Buildout And Asia Exposure Will Test Outdoor Demand Yet Could Reward Patience

Catalysts About Amer Sports Amer Sports owns a portfolio of premium sports and outdoor brands across technical apparel, footwear and ball and racquet categories. What are the underlying business or industry changes driving this perspective?
LANV
US$1.10
Lanvin Group Holdings
7D
7.8%
1Y
-47.1%
CPRI
US$13.89
Capri Holdings
7D
2.4%
1Y
-32.1%
Seeking Alpha • Aug 28

Capri Holdings: A Revenue Decline Is Hiding A Better Business

Summary Capri Holdings Limited (CPRI) is classified as a speculative buy, with a base-case price target of $21.50, reflecting significant asymmetric value at current depressed valuations. CPRI's turnaround hinges on Michael Kors stabilizing revenue and margins, while Jimmy Choo demonstrates strategic growth and operating leverage. Balance sheet repair, including reduced net debt and inventory, plus accretive share repurchases, position CPRI for potential EPS growth exceeding sales growth. Key risks include persistent Michael Kors declines, margin compression, or loss of Jimmy Choo momentum; monitoring full-price sales, gross margin, and inventory is critical. Read the full article on Seeking Alpha
LEVI
US$20.16
Levi Strauss
7D
-4.3%
1Y
-8.0%