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U.S. Luxury Industry Analysis

UpdatedJun 16, 2026
DataAggregated Company Financials
Companies68
  • 7D5.3%
  • 3M-0.09%
  • 1Y-3.8%
  • YTD-9.0%

Over the last 7 days, the Luxury industry has risen 5.0%, driven by gains from NIKE of 4.6%. In the past year, the industry is down 3.7%. 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, 16 Jun 2026US$247.7bUS$156.8bUS$8.7b24.7x28.4x1.6x
Thu, 14 May 2026US$224.7bUS$156.6bUS$7.4b21.9x30.5x1.4x
Sat, 11 Apr 2026US$246.0bUS$155.8bUS$7.0b20.2x35x1.6x
Mon, 09 Mar 2026US$257.4bUS$155.5bUS$7.8b20x33x1.7x
Wed, 04 Feb 2026US$267.4bUS$149.5bUS$9.2b18.9x29.1x1.8x
Fri, 02 Jan 2026US$270.1bUS$149.5bUS$9.1b19.5x29.8x1.8x
Sun, 30 Nov 2025US$266.9bUS$152.7bUS$10.1b20x26.5x1.7x
Tue, 28 Oct 2025US$265.8bUS$148.3bUS$9.7b20.2x27.3x1.8x
Thu, 25 Sep 2025US$274.0bUS$147.9bUS$9.9b21.4x27.6x1.9x
Sat, 23 Aug 2025US$286.2bUS$157.2bUS$10.6b20x27.1x1.8x
Mon, 21 Jul 2025US$291.5bUS$160.2bUS$10.3b15.8x28.2x1.8x
Wed, 18 Jun 2025US$269.7bUS$161.4bUS$11.5b15.5x23.4x1.7x
Fri, 16 May 2025US$285.6bUS$161.5bUS$11.5b17.8x24.8x1.8x
Sun, 13 Apr 2025US$236.2bUS$161.7bUS$11.4b13.6x20.7x1.5x
Tue, 11 Mar 2025US$303.6bUS$162.2bUS$11.6b17.2x26.3x1.9x
Thu, 06 Feb 2025US$337.8bUS$161.0bUS$11.2b18.2x30.2x2.1x
Sat, 04 Jan 2025US$326.9bUS$160.6bUS$11.5b18.8x28.5x2x
Mon, 02 Dec 2024US$327.0bUS$163.1bUS$11.4b19.3x28.7x2x
Wed, 30 Oct 2024US$306.3bUS$161.9bUS$11.6b18.3x26.3x1.9x
Fri, 27 Sep 2024US$314.5bUS$163.1bUS$11.1b19x28.2x1.9x
Sun, 25 Aug 2024US$310.0bUS$162.9bUS$11.1b18.3x28x1.9x
Tue, 23 Jul 2024US$285.3bUS$168.4bUS$11.3b17.8x25.2x1.7x
Thu, 20 Jun 2024US$335.5bUS$168.2bUS$10.8b18.8x31x2x
Sat, 18 May 2024US$318.3bUS$163.9bUS$11.7b20x27.2x1.9x
Mon, 15 Apr 2024US$307.0bUS$164.3bUS$11.5b17.6x26.6x1.9x
Wed, 13 Mar 2024US$350.0bUS$164.5bUS$10.8b17.6x32.4x2.1x
Fri, 09 Feb 2024US$340.3bUS$159.1bUS$10.5b18.2x32.4x2.1x
Sun, 07 Jan 2024US$335.7bUS$159.4bUS$11.0b17.5x30.4x2.1x
Tue, 05 Dec 2023US$352.1bUS$158.9bUS$10.7b17.2x32.8x2.2x
Thu, 02 Nov 2023US$309.9bUS$158.8bUS$10.3b13.6x30x2x
Sat, 30 Sep 2023US$280.7bUS$157.1bUS$10.5b13.2x26.6x1.8x
Mon, 28 Aug 2023US$298.2bUS$156.2bUS$10.4b14.3x28.6x1.9x
Wed, 26 Jul 2023US$323.5bUS$156.7bUS$10.7b13.7x30.1x2.1x
Fri, 23 Jun 2023US$320.1bUS$155.6bUS$11.2b11.7x28.6x2.1x
Price to Earnings Ratio

28.6x


Total Market Cap: US$320.1bTotal Earnings: US$11.2bTotal Revenue: US$155.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.7x202420252026
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 28.7x.
  • 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 8.0% 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 Market2.20%
Consumer Discretionary1.88%
Luxury5.29%
Apparel, Accessories and Luxury Goods5.98%
Footwear4.51%
Textiles-1.48%
Industry PE
  • Investors are most optimistic about the Footwear industry, which is trading close to its 3-year average PE ratio of 27.1x.
    • Analysts are expecting annual earnings growth of 19.1%, which is higher than its past year's earnings growth of 13.3% 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$45.204.6%
+US$2.9b		-27.0%PE29.7x
RL Ralph LaurenUS$412.3610.6%
+US$2.4b		52.5%PE26.1x
TPR TapestryUS$150.997.2%
+US$2.0b		79.2%PE46x
AS Amer SportsUS$35.895.9%
+US$1.2b		-3.3%PE45.7x
BIRK Birkenstock HoldingUS$47.939.8%
+US$785.3m		-9.3%PE21.4x

Latest News

LEVI
US$24.05
Levi Strauss
7D
4.4%
1Y
37.0%
GIII
US$34.63
G-III Apparel Group
7D
-0.8%
1Y
61.4%
ONON
US$38.69
On Holding
7D
4.3%
1Y
-27.0%
Seeking Alpha • Jun 14

On Holdings: Sprinting For Growth

Summary ON is capturing a clear athleisure opportunity by offering premium, comfortable sneakers that work across performance, leisure and smart-casual settings. The brand has strong momentum, with rapid revenue growth and high gross margins. The valuation looks reasonable at around 22x forward earnings, which appears undemanding for a company still growing sales above 20% and improving profitability. The main risks are fashion cyclicality and management transition, but founder involvement and the company’s distinctive brand identity provide some reassurance. Read the full article on Seeking Alpha
OXM
US$36.83
Oxford Industries
7D
-17.3%
1Y
-12.1%
PMNT
US$0.17
Perfect Moment
7D
-19.4%
1Y
-65.5%
LULU
US$116.21
lululemon athletica
7D
-1.1%
1Y
-51.8%
RL
US$412.36
Ralph Lauren
7D
10.6%
1Y
52.5%
BIRK
US$47.93
Birkenstock Holding
7D
9.8%
1Y
-9.3%
VFC
US$17.97
V.F
7D
8.1%
1Y
44.8%
Narrative Update • Jun 12

VFC: Prolonged Vans Weakness Will Continue To Pressure Future P/E Expectations

Analysts have trimmed their average price targets on V.F. to a tighter band around $18 to $19, reflecting a mixed view that balances recent target cuts tied to Vans softness and cautious near term guidance, along with some upgraded calls citing signs of improving brand momentum. Analyst Commentary Recent Street research on V.F. shows a cluster of price targets concentrated in the mid to high teens, with several cautious resets as analysts weigh brand momentum against execution risks, especially around Vans and the near term outlook.
NKE
US$45.20
NIKE
7D
4.6%
1Y
-27.0%
Seeking Alpha • Jun 11

Nike: 29 Times Earnings And Negative Guidance

Summary Nike trades at a historically normal multiple despite management guiding for declining revenue, margin pressure, and a 20% drop in Greater China. Current valuation assumes a rapid earnings recovery, yet management forecasts further declines over the next two quarters, challenging the Buy consensus and $60 price target. Sell-side analysts maintain a Buy rating and 34% upside target, but this appears disconnected from Nike's own guidance and recent earnings trajectory. While a relief rally is possible if Q4 beats low expectations, the competitive landscape and structural challenges suggest the era of premium multiples may be over. Read the full article on Seeking Alpha
MOV
US$37.14
Movado Group
7D
-1.6%
1Y
141.5%
TPR
US$150.99
Tapestry
7D
7.2%
1Y
79.2%
AS
US$35.89
Amer Sports
7D
5.9%
1Y
-3.3%
Narrative Update • Jun 07

AS: Future Upside Will Depend On 2026 Guidance And China Expansion

Analysts have nudged their price target for Amer Sports slightly higher to about $49.72 from roughly $49.60. The change reflects updated assumptions around revenue growth, profit margins and a modestly lower discount rate that together point to a small adjustment in the stock's fair value and future P/E profile.
ZGN
US$14.77
Ermenegildo Zegna
7D
-0.3%
1Y
63.4%
Narrative Update • Jun 06

ZGN: Fair Value Views Will Reflect Vertically Integrated Margins And P/E Expectations

Narrative Update Overview Analysts have lifted their price targets on Ermenegildo Zegna, including one move from $13 to $15, citing improving fundamentals supported by a durable, vertically integrated core business; stabilization at Tom Ford and Thom Browne; and better earnings visibility as wholesale rationalization moderates and direct to consumer momentum continues. Analyst Commentary Recent research points to a more constructive tone around Ermenegildo Zegna, with price targets referenced at around US$15, up from about US$13, tied to views on the business model and earnings visibility.
UFI
US$4.00
Unifi
7D
-2.9%
1Y
-18.5%
Seeking Alpha • Jun 02

Unifi: Commodity Tailwinds Meet UFI's Revamped Costs Structure

Summary Unifi, Inc. is emerging from a multi-year restructuring, achieving margin expansion and near-breakeven results despite lower revenues. Cost reductions, plant consolidation, and a lowered break-even revenue target position UFI to benefit from even modest demand recovery. REPREVE and Fortisyn brands are directly aligned with accelerating regulatory, sustainability, and defense procurement tailwinds, boosting UFI's strategic value. UFI trades at a deep value discount (0.34x book), with technical and macro signals suggesting significant upside potential toward $20–$50 per share. Read the full article on Seeking Alpha
JXG
US$8.30
JX Luxventure Group
7D
-13.3%
1Y
-77.7%