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

U.S. Luxury Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies67
  • 7D-4.3%
  • 3M3.6%
  • 1Y-9.1%
  • YTD1.9%

Over the last 7 days, the Luxury industry has dropped 4.3%, driven by a pullback from NIKE of 4.9%. In contrast, FIGS has gained 37%. However, the industry is down 9.1% over the past year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Mar 2026US$279.2bUS$155.1bUS$7.8b20.6x35.6x1.8x
Wed, 28 Jan 2026US$271.1bUS$149.8bUS$9.1b18.7x29.9x1.8x
Fri, 26 Dec 2025US$266.7bUS$149.6bUS$9.1b19.9x29.4x1.8x
Sun, 23 Nov 2025US$253.9bUS$152.6bUS$10.1b19.7x25.2x1.7x
Tue, 21 Oct 2025US$262.9bUS$148.2bUS$9.7b19.6x27.1x1.8x
Thu, 18 Sep 2025US$274.9bUS$148.0bUS$9.9b21.1x27.7x1.9x
Sat, 16 Aug 2025US$285.3bUS$156.9bUS$10.5b19.9x27.1x1.8x
Mon, 14 Jul 2025US$291.3bUS$160.2bUS$10.3b16.4x28.2x1.8x
Wed, 11 Jun 2025US$274.8bUS$161.4bUS$11.6b16.8x23.7x1.7x
Fri, 09 May 2025US$260.6bUS$160.9bUS$11.5b16.7x22.6x1.6x
Sun, 06 Apr 2025US$240.0bUS$161.3bUS$11.2b14.1x21.4x1.5x
Tue, 04 Mar 2025US$320.7bUS$162.1bUS$11.4b17.3x28x2x
Thu, 30 Jan 2025US$346.6bUS$160.6bUS$11.5b18.8x30.3x2.2x
Sat, 28 Dec 2024US$336.7bUS$160.6bUS$11.5b18.6x29.4x2.1x
Mon, 25 Nov 2024US$316.6bUS$161.6bUS$11.7b18.5x27x2x
Wed, 23 Oct 2024US$311.2bUS$161.5bUS$10.7b18.4x29x1.9x
Fri, 20 Sep 2024US$304.7bUS$163.1bUS$11.1b19.4x27.4x1.9x
Sun, 18 Aug 2024US$300.7bUS$162.7bUS$11.0b17x27.4x1.8x
Tue, 16 Jul 2024US$290.9bUS$168.4bUS$11.3b17.5x25.7x1.7x
Thu, 13 Jun 2024US$340.4bUS$168.2bUS$10.8b19.2x31.4x2x
Sat, 11 May 2024US$319.8bUS$163.8bUS$11.6b19.1x27.6x2x
Mon, 08 Apr 2024US$311.0bUS$164.5bUS$11.5b18.3x27x1.9x
Wed, 06 Mar 2024US$348.4bUS$164.4bUS$10.8b18x32.3x2.1x
Fri, 02 Feb 2024US$338.6bUS$159.5bUS$10.9b17.9x31x2.1x
Sun, 31 Dec 2023US$353.7bUS$159.4bUS$11.0b17.7x32.1x2.2x
Tue, 28 Nov 2023US$331.2bUS$158.9bUS$10.4b16.7x31.9x2.1x
Thu, 26 Oct 2023US$310.2bUS$158.5bUS$10.5b14.8x29.5x2x
Sat, 23 Sep 2023US$284.2bUS$156.8bUS$10.6b13.1x26.9x1.8x
Mon, 21 Aug 2023US$313.7bUS$156.3bUS$10.5b15x30x2x
Wed, 19 Jul 2023US$327.9bUS$156.7bUS$10.7b13.4x30.5x2.1x
Fri, 16 Jun 2023US$325.8bUS$155.6bUS$11.2b12.2x29.1x2.1x
Sun, 14 May 2023US$337.5bUS$155.2bUS$11.5b11.6x29.5x2.2x
Tue, 11 Apr 2023US$342.4bUS$160.7bUS$10.9b12.8x31.5x2.1x
Thu, 09 Mar 2023US$334.5bUS$158.0bUS$11.6b11.9x28.7x2.1x
Price to Earnings Ratio

28.7x


Total Market Cap: US$334.5bTotal Earnings: US$11.6bTotal Revenue: US$158.0bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.5x202420252026
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 35.6x which is higher than its 3-year average PE of 28.5x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
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-0.57%
Consumer Discretionary-1.50%
Luxury-4.30%
Apparel, Accessories and Luxury Goods-4.19%
Textiles-4.32%
Footwear-4.41%
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 30.6x.
    • Analysts are expecting annual earnings growth of 18.4%, which is higher than its past year's earnings decline of 13.9% 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
FIGS FIGSUS$15.4537.5%
+US$721.6m		238.1%PE75.1x
BIRK Birkenstock HoldingUS$41.651.9%
+US$139.8m		-15.8%PE17.1x
RCKY Rocky BrandsUS$45.2033.9%
+US$85.8m		122.2%PE15.2x
LANV Lanvin Group HoldingsUS$1.738.1%
+US$15.2m		-12.6%PS0.6x
FMFC Kandal M VentureUS$0.4829.5%
+US$2.0m		n/aPE41.8x

Latest News

FMFC
US$0.48
Kandal M Venture
7D
29.5%
1Y
n/a
CRI
US$33.55
Carter's
7D
-24.4%
1Y
-18.7%
FIGS
US$15.45
FIGS
7D
37.5%
1Y
238.1%
NKE
US$62.18
NIKE
7D
-4.9%
1Y
-21.7%
TPR
US$155.47
Tapestry
7D
-1.0%
1Y
82.0%
FOSL
US$4.68
Fossil Group
7D
0.2%
1Y
207.9%
RCKY
US$45.20
Rocky Brands
7D
33.9%
1Y
122.2%
CROX
US$90.71
Crocs
7D
-9.3%
1Y
-8.9%
AS
US$37.98
Amer Sports
7D
-9.5%
1Y
27.1%

AS: Future Upside Will Rely On 2026 EPS Delivery

Analysts have nudged their price target on Amer Sports higher to about $47.83 from roughly $47.43, citing updated assumptions that pair slightly lower revenue growth expectations with a modestly higher profit margin outlook and a lower future P/E multiple. What's in the News Amer Sports issued earnings guidance for the first quarter ending March 31, 2026, targeting reported revenue growth of 22% to 24%, which includes an estimated 500 basis point benefit from favorable foreign exchange at current rates, and fully diluted EPS of US$0.28 to US$0.30 (company guidance).
RL
US$362.60
Ralph Lauren
7D
-5.8%
1Y
33.7%

RL: Margin And Brand Gains Will Face Volatile Demand And Macro Risks

Analysts have nudged their price targets on Ralph Lauren higher, reflected in a modest fair value move from about $403.58 to $404.76. They are factoring in slightly stronger revenue growth, a higher profit margin profile and a marginally richer future P/E multiple supported by recent target hikes from several firms across the Street.
ONON
US$46.48
On Holding
7D
-5.9%
1Y
-4.1%

ONON: Channel Execution And Margin Discipline Will Support Future Upside

Analysts have trimmed their average price target for On Holding by around $0.57 as they factor in softer revenue growth and margin assumptions, following mixed rating changes and commentary on product segmentation and wholesale order trends. Analyst Commentary Recent research on On Holding reflects a split view, with some analysts focusing on long term growth opportunities while others pay closer attention to potential execution risks in product and wholesale channels.
VNCE
US$3.10
Vince Holding
7D
4.7%
1Y
11.1%

VNCE: Future P/E Rerating Will Drive Upside From Current Levels

Analysts have lifted their price target on Vince Holding to $5.00 from $2.50, reflecting updated assumptions that combine a slightly higher discount rate with changes to revenue growth, profit margin, and future P/E expectations. What's in the News Vince Holding reported that, from August 3, 2025 to November 1, 2025, it repurchased 0 shares for $0 million, completing the buyback program announced on September 16, 2024 (Key Developments).
VFC
US$19.42
V.F
7D
-8.5%
1Y
-22.1%

VFC: Cautious Stance As Higher P E Hinges On Uncertain Execution

Analysts have lifted their blended price target for V.F. to $14.00 from $10.00, citing updated fair value analysis, a slightly lower discount rate, adjusted revenue and margin assumptions, and higher future P/E expectations reflected in a series of recent target increases across major research firms. Analyst Commentary Recent Street research on V.F. points to a mixed backdrop, with several firms lifting price targets while still flagging practical hurdles around execution, demand visibility, and valuation risk.
BIRK
US$41.65
Birkenstock Holding
7D
1.9%
1Y
-15.8%

Birkenstock Holding plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Feb 15
Birkenstock Holding plc Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
LANV
US$1.73
Lanvin Group Holdings
7D
8.1%
1Y
-12.6%

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