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U.S. Luxury Industry Analysis

UpdatedMar 16, 2026
DataAggregated Company Financials
Companies67
  • 7D-4.7%
  • 3M-13.5%
  • 1Y-11.9%
  • YTD-10.9%

Over the last 7 days, the Luxury industry has dropped 4.7%, driven by a pullback from NIKE of 3.1%. On the other hand Carter's is actually up 5.3%. However, the industry is down 12% over the past year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Mar 2026US$244.6bUS$155.1bUS$7.8b19x31.6x1.6x
Thu, 12 Feb 2026US$278.6bUS$154.3bUS$7.9b18.9x35.1x1.8x
Sat, 10 Jan 2026US$281.2bUS$149.5bUS$9.0b21.2x31.1x1.9x
Mon, 08 Dec 2025US$272.6bUS$149.2bUS$9.5b21.5x28.6x1.8x
Wed, 05 Nov 2025US$244.5bUS$148.3bUS$9.5b20.6x25.6x1.6x
Fri, 03 Oct 2025US$276.6bUS$148.1bUS$9.6b21.5x28.8x1.9x
Sun, 31 Aug 2025US$296.8bUS$157.3bUS$10.6b20.5x27.9x1.9x
Tue, 29 Jul 2025US$299.8bUS$160.3bUS$10.3b16.8x29x1.9x
Thu, 26 Jun 2025US$268.3bUS$161.6bUS$11.6b15.5x23.2x1.7x
Sat, 24 May 2025US$286.5bUS$161.4bUS$12.0b16.4x24x1.8x
Mon, 21 Apr 2025US$235.6bUS$161.7bUS$11.4b15.1x20.7x1.5x
Wed, 19 Mar 2025US$290.3bUS$162.2bUS$11.6b16.6x25x1.8x
Fri, 14 Feb 2025US$321.1bUS$161.6bUS$11.2b18.3x28.6x2x
Sun, 12 Jan 2025US$329.8bUS$160.5bUS$11.5b18x28.8x2.1x
Tue, 10 Dec 2024US$337.1bUS$161.8bUS$11.8b19.3x28.6x2.1x
Thu, 07 Nov 2024US$304.3bUS$161.8bUS$11.6b18.4x26.2x1.9x
Sat, 05 Oct 2024US$306.9bUS$161.6bUS$10.7b19.9x28.6x1.9x
Mon, 02 Sep 2024US$303.9bUS$163.0bUS$11.2b18x27.1x1.9x
Wed, 31 Jul 2024US$286.5bUS$168.6bUS$11.3b17.8x25.3x1.7x
Fri, 28 Jun 2024US$329.0bUS$168.1bUS$10.8b18x30.4x2x
Sun, 26 May 2024US$326.6bUS$168.2bUS$11.2b19.3x29.2x1.9x
Tue, 23 Apr 2024US$312.6bUS$164.4bUS$11.5b17.7x27.1x1.9x
Thu, 21 Mar 2024US$349.0bUS$164.4bUS$11.1b17.5x31.5x2.1x
Sat, 17 Feb 2024US$356.7bUS$164.6bUS$10.5b18.9x34.1x2.2x
Mon, 15 Jan 2024US$342.0bUS$159.4bUS$11.0b17.9x31x2.1x
Wed, 13 Dec 2023US$367.0bUS$159.2bUS$10.8b16.8x34.1x2.3x
Fri, 10 Nov 2023US$325.7bUS$158.9bUS$10.3b15x31.6x2x
Sun, 08 Oct 2023US$289.2bUS$157.0bUS$10.4b14.2x27.9x1.8x
Tue, 05 Sep 2023US$311.9bUS$156.7bUS$10.5b14.2x29.7x2x
Thu, 03 Aug 2023US$320.7bUS$156.6bUS$10.8b15.8x29.6x2x
Sat, 01 Jul 2023US$323.0bUS$156.2bUS$10.8b12.7x30x2.1x
Mon, 29 May 2023US$308.3bUS$155.3bUS$11.2b11.1x27.5x2x
Wed, 26 Apr 2023US$348.7bUS$160.8bUS$10.7b12.2x32.7x2.2x
Fri, 24 Mar 2023US$334.3bUS$159.7bUS$11.3b11.5x29.6x2.1x
Price to Earnings Ratio

29.6x


Total Market Cap: US$334.3bTotal Earnings: US$11.3bTotal Revenue: US$159.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.6x202420252026
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 28.6x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.6x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 12% 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 Market-2.40%
Consumer Discretionary-2.62%
Luxury-4.70%
Apparel, Accessories and Luxury Goods-4.61%
Footwear-4.78%
Textiles-6.93%
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 30.8x.
    • Analysts are expecting annual earnings growth of 18.1%, which is higher than its past year's earnings decline of 13.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 129% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 18% 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
CRI Carter'sUS$35.075.3%
+US$64.4m		-14.7%PE14.3x
FOSL Fossil GroupUS$4.4712.0%
+US$42.8m		212.6%PS0.3x
LANV Lanvin Group HoldingsUS$1.9715.2%
+US$30.4m		-14.7%PS0.7x
VRA Vera BradleyUS$3.2927.0%
+US$19.6m		20.1%PS0.3x
MOV Movado GroupUS$23.661.2%
+US$6.0m		30.8%PE23.8x

Latest News

LULU
US$159.91
lululemon athletica
7D
-5.8%
1Y
-51.1%

China Is Growing 46%, The Stock Is Down 47%. Growth and Value Outside the US Market.

The Value Perspective Lululemon is currently trading at 6.8x EV/EBITDA, a 69% discount to its own 10-year median of 22x. To put that in perspective, this multiple is approaching the all-time low of 6.63x the stock has ever seen across its entire public history.
LAKE
US$8.69
Lakeland Industries
7D
1.9%
1Y
-56.4%

LAKE: Global Safety Contracts And Stable Margins Will Support Future Upside

Analysts have held their $16.50 price target for Lakeland Industries, citing largely unchanged assumptions for discount rate, revenue growth, profit margin, and future P/E as support for this steady view. What's in the News A class action lawsuit has been filed against Lakeland Industries and certain officers in the U.S. District Court for the Southern District of New York, alleging materially false and misleading statements regarding acquisitions, tariff headwinds, and financial guidance for the period from December 1, 2023 to December 9, 2025 (Pomerantz LLP announcement).
VRA
US$3.29
Vera Bradley
7D
27.0%
1Y
20.1%
KTB
US$67.28
Kontoor Brands
7D
-7.8%
1Y
6.3%
FOSL
US$4.47
Fossil Group
7D
12.0%
1Y
212.6%
DECK
US$101.71
Deckers Outdoor
7D
-2.5%
1Y
-13.4%
MOV
US$23.66
Movado Group
7D
1.2%
1Y
30.8%
CRI
US$35.07
Carter's
7D
5.3%
1Y
-14.7%

CRI: Higher Risk Profile Will Temper Benefits Of New Capsule Collection And Guidance

Analysts have adjusted their price target on Carter's to $37.00 from $34.80, reflecting updated views on revenue growth, profit margins, and the P/E multiple they consider appropriate for the stock. What's in the News Carter's issued earnings guidance for the first quarter of fiscal 2026, projecting mid single digit growth in net sales and citing an expected US$630 million in net sales for the first quarter of fiscal 2025 as a reference point for that period (Company guidance).
CROX
US$78.98
Crocs
7D
-9.4%
1Y
-24.0%

CROX: Mixed Rating Shifts And Buybacks Will Support Future Upside

Crocs' updated analyst price target edges higher to $102.91, as analysts weigh a series of recent target hikes in the $9 to $23 range alongside new downgrades that highlight more mixed sentiment around the stock. Analyst Commentary Analyst views on Crocs are split, with several firms lifting price targets while others move to more cautious ratings.
ONON
US$39.25
On Holding
7D
-4.7%
1Y
-18.3%

ONON: Brand Momentum And Margin Expansion Will Support Future Upside

Our updated analyst price target for On Holding ticks lower to $58.65 from $61.90, reflecting slightly softer modeled revenue growth and P/E assumptions, even as analysts highlight brand strength, solid Q4 execution, and improving margin outlooks. Analyst Commentary Research houses are trimming price targets on On Holding, but most still point to a solid brand, supportive margins, and execution that they see as broadly on track, even as they recalibrate their models after Q4 and updated guidance.
NKE
US$54.79
NIKE
7D
-3.1%
1Y
-25.7%
CPRI
US$18.36
Capri Holdings
7D
0.2%
1Y
-13.9%

CPRI: Brand Momentum And New CFO Appointment Will Shape Bullish Outlook

Analysts have trimmed their average price targets on Capri Holdings by a few dollars per share, reflecting slightly softer revenue growth assumptions. This is offset in part by steadier profit margin expectations and updated P/E and discount rate inputs.
PLBY
US$1.77
Playboy
7D
1.1%
1Y
51.3%
VFC
US$16.03
V.F
7D
-7.2%
1Y
-2.5%

VFC: Inventory Discipline And Brand Repair In 2026 Will Reframe Risk Reward

The analyst price target for V.F. has been reset from $31.44 to $25.00, reflecting a lower assumed future P/E of 17.42 and analyst concerns around a longer recovery timeline for key brands such as Vans, despite modest adjustments to revenue growth and margin assumptions. Analyst Commentary Recent Street research on V.F. shows a mixed picture, with one fresh downgrade but a cluster of earlier positive price target revisions that point to differing views on the recovery path and earnings power of the portfolio.
TPR
US$141.78
Tapestry
7D
-2.6%
1Y
99.1%

TPR: Higher Street Views And Buybacks Will Shape Balanced Long Term Outlook

Tapestry's analyst price target has been raised from $131.50 to $160.21 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside a broad series of recent target hikes across the Street. Analyst Commentary Recent research updates on Tapestry have clustered around higher price targets and supportive ratings, pointing to a constructive stance from many firms.
LANV
US$1.97
Lanvin Group Holdings
7D
15.2%
1Y
-14.7%

Lanvin Group Holdings Limited (NYSE:LANV) May Have Run Too Fast Too Soon With Recent 41% Price Plummet

Feb 10
Lanvin Group Holdings Limited (NYSE:LANV) May Have Run Too Fast Too Soon With Recent 41% Price Plummet