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U.S. Luxury Industry Analysis

UpdatedMay 21, 2026
DataAggregated Company Financials
Companies68
  • 7D3.1%
  • 3M-20.3%
  • 1Y-15.1%
  • YTD-16.2%

Over the last 7 days, the Luxury industry has risen 3.1%, driven by gains from NIKE of 4.4%. In the same time, V.F was down 5.4%. In contrast, the industry has lost 15% in the last 12 months. 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
Thu, 21 May 2026US$222.5bUS$157.2bUS$7.4b21.3x30.2x1.4x
Sat, 18 Apr 2026US$247.6bUS$155.8bUS$7.1b20.1x35.1x1.6x
Mon, 16 Mar 2026US$244.6bUS$155.1bUS$7.8b19x31.6x1.6x
Wed, 11 Feb 2026US$276.0bUS$154.4bUS$7.9b21.2x34.8x1.8x
Fri, 09 Jan 2026US$273.7bUS$149.5bUS$9.1b21.2x30.2x1.8x
Sun, 07 Dec 2025US$272.6bUS$149.2bUS$9.5b21.5x28.6x1.8x
Tue, 04 Nov 2025US$249.9bUS$148.3bUS$9.5b19.3x26.2x1.7x
Thu, 02 Oct 2025US$268.6bUS$148.1bUS$9.6b21.2x28x1.8x
Sat, 30 Aug 2025US$298.5bUS$157.3bUS$10.6b20.5x28.1x1.9x
Mon, 28 Jul 2025US$299.8bUS$160.4bUS$10.3b17.5x29x1.9x
Wed, 25 Jun 2025US$268.2bUS$161.6bUS$11.6b15.7x23.2x1.7x
Fri, 23 May 2025US$283.7bUS$161.2bUS$11.9b18.1x23.9x1.8x
Sun, 20 Apr 2025US$235.6bUS$161.7bUS$11.4b15.1x20.7x1.5x
Tue, 18 Mar 2025US$283.4bUS$162.2bUS$11.6b16.9x24.5x1.7x
Thu, 13 Feb 2025US$319.9bUS$161.5bUS$11.1b18x28.8x2x
Sat, 11 Jan 2025US$329.6bUS$160.5bUS$11.5b18x28.8x2.1x
Mon, 09 Dec 2024US$337.1bUS$161.8bUS$11.8b19.5x28.6x2.1x
Wed, 06 Nov 2024US$301.4bUS$161.9bUS$11.6b18.4x25.9x1.9x
Fri, 04 Oct 2024US$309.7bUS$161.6bUS$10.7b19.4x28.8x1.9x
Sun, 01 Sep 2024US$303.9bUS$163.0bUS$11.2b18x27.1x1.9x
Tue, 30 Jul 2024US$282.6bUS$168.6bUS$11.3b17.8x24.9x1.7x
Thu, 27 Jun 2024US$331.8bUS$168.1bUS$10.8b18.5x30.7x2x
Sat, 25 May 2024US$319.8bUS$168.2bUS$11.2b19.3x28.6x1.9x
Mon, 22 Apr 2024US$312.6bUS$164.4bUS$11.5b17.7x27.1x1.9x
Wed, 20 Mar 2024US$349.0bUS$164.3bUS$11.1b17.6x31.5x2.1x
Fri, 16 Feb 2024US$353.5bUS$158.9bUS$10.4b19.3x34.1x2.2x
Sun, 14 Jan 2024US$342.0bUS$159.4bUS$11.0b17.9x31x2.1x
Tue, 12 Dec 2023US$365.4bUS$159.2bUS$10.8b16.9x33.9x2.3x
Thu, 09 Nov 2023US$326.4bUS$159.0bUS$10.4b15.5x31.5x2.1x
Sat, 07 Oct 2023US$289.2bUS$157.0bUS$10.4b14.2x27.9x1.8x
Mon, 04 Sep 2023US$311.9bUS$156.7bUS$10.5b14.2x29.7x2x
Wed, 02 Aug 2023US$326.1bUS$156.9bUS$10.9b13.9x30x2.1x
Fri, 30 Jun 2023US$325.0bUS$155.6bUS$11.2b12.4x29x2.1x
Sun, 28 May 2023US$308.3bUS$155.3bUS$11.2b11.1x27.5x2x
Price to Earnings Ratio

27.5x


Total Market Cap: US$308.3bTotal Earnings: US$11.2bTotal Revenue: US$155.3bTotal 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 1.4x.
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 Market-0.32%
Consumer Discretionary-1.98%
Luxury3.15%
Footwear4.49%
Apparel, Accessories and Luxury Goods2.01%
Textiles-3.20%
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 31.6x.
    • Analysts expect its future annual earnings growth (17.2%) 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 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$44.194.4%
+US$2.7b		-26.3%PE29.1x
AS Amer SportsUS$34.846.3%
+US$1.2b		-5.8%PE44.3x
ONON On HoldingUS$37.857.0%
+US$814.3m		-36.0%PE39.4x
TPR TapestryUS$135.792.3%
+US$624.3m		70.3%PE41.4x
DECK Deckers OutdoorUS$98.244.6%
+US$611.8m		-20.4%PE13.4x

Latest News

LULU
US$125.19
lululemon athletica
7D
3.3%
1Y
-60.6%
RL
US$329.24
Ralph Lauren
7D
-0.7%
1Y
20.2%
Seeking Alpha • 4h

Ralph Lauren: A Clear Outlier In Retail

Summary Ralph Lauren Corporation stands out in an oversold retail sector, delivering robust growth and margin performance amid a challenging macro environment. RL reported Q4 revenue up 17% y/y to $1.98B, sharply beating expectations, with comp sales surging 16% in North America and 25% in Asia. Gross margin expanded to ~70%, and pro forma EPS of $2.80 exceeded consensus by 10%, highlighting RL’s operational strength and brand momentum. Trading at 20x forward P/E with 35% FY26 EPS growth, RL offers a compelling 'growth at a reasonable price' opportunity despite macro and promotional risks. Read the full article on Seeking Alpha
VFC
US$16.21
V.F
7D
-5.4%
1Y
33.4%
PVH
US$84.66
PVH
7D
5.4%
1Y
1.8%
ONON
US$37.85
On Holding
7D
7.0%
1Y
-36.0%
CROX
US$102.91
Crocs
7D
6.2%
1Y
-8.8%
PLBY
US$1.27
Playboy
7D
-9.3%
1Y
-13.6%
FOSL
US$3.95
Fossil Group
7D
-3.7%
1Y
163.3%
AS
US$34.84
Amer Sports
7D
6.3%
1Y
-5.8%
TPR
US$135.79
Tapestry
7D
2.3%
1Y
70.3%
Seeking Alpha • May 20

Tapestry: Exceptional Growth, Improved Outlook, But I Cannot Forget About The Macro Headwinds

Summary Tapestry's (TPR) geographic revenue breakdown and capital allocation strategy are key strengths supporting its investment case. Recent P&L performance and management's outlook highlight operational momentum for Tapestry. Valuation concerns persist, as well as macroeconomic headwinds, tempering the otherwise positive thesis. I weigh both the favorable business fundamentals and current valuation in my investment assessment. Read the full article on Seeking Alpha
NKE
US$44.19
NIKE
7D
4.4%
1Y
-26.3%
Seeking Alpha • May 20

Nike: Not Cheap Enough Yet

Summary Nike faces persistent macro headwinds, competitive pressures, and a fading brand image, driving a 76% stock decline since 2021 highs. NKE's FY25 and YTD26 results revealed declining revenues, EBIT, and EPS, with management guiding for further revenue contraction and a protracted turnaround. Despite a 3.85% dividend yield and notable insider buying, NKE trades at a 23.4x FY27E EPS multiple, which appears rich given stagnant top-line growth. An analysis around Nike, Inc. follows in the paragraphs below. Read the full article on Seeking Alpha
WWW
US$15.28
Wolverine World Wide
7D
-1.6%
1Y
-8.1%
FIGS
US$12.17
FIGS
7D
-0.3%
1Y
173.5%
LEVI
US$21.34
Levi Strauss
7D
-0.1%
1Y
23.2%
OXM
US$37.96
Oxford Industries
7D
-4.8%
1Y
-28.8%
DECK
US$98.24
Deckers Outdoor
7D
4.6%
1Y
-20.4%
Narrative Update • May 11

DECK: Brand Execution And Key Franchises Will Support Future Upside Potential

Deckers Outdoor's analyst price target has moved from about $111 to $128 as analysts weigh recent upgrades and downgrades along with updated views on discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research has been mixed, with some bullish analysts highlighting execution around key brands and guidance, while bearish analysts focus more on the valuation assumptions and potential pressure on future P/E multiples.