Narrative Update • May 25
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U.S. Luxury Industry Analysis
UpdatedMay 27, 2026
DataAggregated Company Financials
Companies68
- 7D10.0%
- 3M-13.5%
- 1Y-12.1%
- YTD-11.1%
Over the last 7 days, the Luxury industry has risen 10%, driven by gains in NIKE and Ralph Lauren of 5.9% and 19%, respectively. In contrast, the industry has lost 12% in the last 12 months. Looking forward, 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | US$239.1b | US$157.6b | US$7.4b | 23.2x | 32.3x | 1.5x |
| Sat, 25 Apr 2026 | US$245.0b | US$155.8b | US$7.1b | 19.6x | 34.7x | 1.6x |
| Mon, 23 Mar 2026 | US$240.3b | US$155.4b | US$7.6b | 18.3x | 31.6x | 1.5x |
| Wed, 18 Feb 2026 | US$279.7b | US$154.3b | US$7.7b | 21.4x | 36.3x | 1.8x |
| Fri, 16 Jan 2026 | US$274.9b | US$149.4b | US$9.0b | 20.6x | 30.4x | 1.8x |
| Sun, 14 Dec 2025 | US$279.2b | US$149.4b | US$9.4b | 22.4x | 29.8x | 1.9x |
| Tue, 11 Nov 2025 | US$243.0b | US$152.4b | US$9.9b | 18.4x | 24.6x | 1.6x |
| Thu, 09 Oct 2025 | US$267.0b | US$148.0b | US$9.6b | 20.9x | 27.8x | 1.8x |
| Sat, 06 Sep 2025 | US$297.1b | US$157.4b | US$10.6b | 20.2x | 28x | 1.9x |
| Mon, 04 Aug 2025 | US$284.4b | US$160.4b | US$10.3b | 16.7x | 27.7x | 1.8x |
| Wed, 02 Jul 2025 | US$286.0b | US$160.2b | US$10.3b | 16x | 27.8x | 1.8x |
| Fri, 30 May 2025 | US$284.5b | US$161.2b | US$11.8b | 16.7x | 24.2x | 1.8x |
| Sun, 27 Apr 2025 | US$248.1b | US$161.4b | US$11.4b | 16x | 21.7x | 1.5x |
| Tue, 25 Mar 2025 | US$281.2b | US$160.9b | US$11.2b | 17x | 25.1x | 1.7x |
| Thu, 20 Feb 2025 | US$322.5b | US$161.6b | US$11.2b | 18.4x | 28.7x | 2x |
| Sat, 18 Jan 2025 | US$326.5b | US$160.6b | US$11.5b | 18.4x | 28.5x | 2x |
| Mon, 16 Dec 2024 | US$336.0b | US$161.7b | US$11.7b | 19.5x | 28.6x | 2.1x |
| Wed, 13 Nov 2024 | US$307.9b | US$161.3b | US$11.7b | 19x | 26.4x | 1.9x |
| Fri, 11 Oct 2024 | US$310.5b | US$161.6b | US$10.7b | 19x | 28.9x | 1.9x |
| Sun, 08 Sep 2024 | US$292.7b | US$163.0b | US$11.2b | 17.4x | 26.1x | 1.8x |
| Tue, 06 Aug 2024 | US$276.8b | US$168.8b | US$11.4b | 15.8x | 24.4x | 1.6x |
| Thu, 04 Jul 2024 | US$293.2b | US$167.9b | US$11.4b | 17.3x | 25.8x | 1.7x |
| Sat, 01 Jun 2024 | US$335.7b | US$168.1b | US$10.8b | 18.4x | 31.2x | 2x |
| Mon, 29 Apr 2024 | US$318.2b | US$164.3b | US$11.6b | 18.8x | 27.5x | 1.9x |
| Wed, 27 Mar 2024 | US$330.4b | US$164.7b | US$11.5b | 17.5x | 28.6x | 2x |
| Fri, 23 Feb 2024 | US$355.6b | US$164.5b | US$10.7b | 19.6x | 33.1x | 2.2x |
| Sun, 21 Jan 2024 | US$335.4b | US$159.4b | US$10.9b | 17.7x | 30.7x | 2.1x |
| Tue, 19 Dec 2023 | US$372.7b | US$159.3b | US$10.8b | 17.5x | 34.6x | 2.3x |
| Thu, 16 Nov 2023 | US$323.5b | US$158.8b | US$10.4b | 16.5x | 31.1x | 2x |
| Sat, 14 Oct 2023 | US$299.0b | US$158.5b | US$10.5b | 14.6x | 28.4x | 1.9x |
| Mon, 11 Sep 2023 | US$300.3b | US$156.7b | US$10.5b | 13.8x | 28.7x | 1.9x |
| Wed, 09 Aug 2023 | US$325.9b | US$156.5b | US$10.8b | 16.2x | 30.1x | 2.1x |
| Fri, 07 Jul 2023 | US$313.5b | US$156.7b | US$10.8b | 13.2x | 29x | 2x |
| Sun, 04 Jun 2023 | US$311.6b | US$155.6b | US$11.2b | 11.2x | 27.8x | 2x |
Price to Earnings Ratio
27.8x
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 32.3x which is higher than its 3-year average PE of 28.7x.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
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 | 2.46% | |
| Consumer Discretionary | 3.90% | |
| Luxury | 10.05% | |
| Apparel, Accessories and Luxury Goods | 10.06% | |
| Footwear | 10.04% | |
| Textiles | 2.57% | |
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 31.7x.
- Analysts are expecting annual earnings growth of 17.1%, which is lower than the prior year's growth of 22.0% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NKE NIKE | US$45.98 | 4.1% +US$2.7b | -25.6% | PE30.3x | |
| RL Ralph Lauren | US$376.23 | 14.3% +US$2.5b | 32.4% | PE23.8x | |
| DECK Deckers Outdoor | US$114.37 | 16.4% +US$1.9b | 9.6% | PE15.5x | |
| BIRK Birkenstock Holding | US$42.79 | 28.8% +US$1.8b | -21.2% | PE19x | |
| AS Amer Sports | US$36.65 | 5.2% +US$1.1b | -2.9% | PE46.6x |