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U.S. Luxury Industry Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies65
  • 7D4.4%
  • 3M0.8%
  • 1Y-14.0%
  • YTD-12.6%

In the last week, the Luxury industry is up 4.4%, with Tapestry up 9.7%. Meanwhile, Crocs actually underperformed within the industry, shrinking 8.2% in the last week. However, the industry is down 14% over the past year. Earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Jul 2026US$241.5bUS$157.2bUS$9.6b21.5x25.1x1.5x
Sun, 28 Jun 2026US$237.3bUS$156.6bUS$8.7b22.1x27.2x1.5x
Tue, 26 May 2026US$239.1bUS$157.6bUS$7.4b22.1x32.3x1.5x
Thu, 23 Apr 2026US$254.9bUS$155.8bUS$7.1b19.8x36.1x1.6x
Sat, 21 Mar 2026US$246.2bUS$155.4bUS$7.6b18.3x32.4x1.6x
Mon, 16 Feb 2026US$279.6bUS$154.3bUS$7.7b21.2x36.3x1.8x
Wed, 14 Jan 2026US$278.0bUS$149.5bUS$9.0b21.1x30.7x1.9x
Fri, 12 Dec 2025US$273.3bUS$149.2bUS$9.4b22.3x29x1.8x
Sun, 09 Nov 2025US$243.0bUS$152.4bUS$9.9b18.4x24.6x1.6x
Tue, 07 Oct 2025US$274.0bUS$148.1bUS$9.6b21.1x28.5x1.9x
Thu, 04 Sep 2025US$292.7bUS$157.2bUS$10.6b20.5x27.6x1.9x
Sat, 02 Aug 2025US$289.1bUS$160.4bUS$10.3b16.7x28.1x1.8x
Mon, 30 Jun 2025US$286.0bUS$160.1bUS$10.3b16x27.9x1.8x
Wed, 28 May 2025US$277.4bUS$161.4bUS$12.0b17.1x23.2x1.7x
Fri, 25 Apr 2025US$244.5bUS$161.3bUS$11.5b16.3x21.3x1.5x
Sun, 23 Mar 2025US$280.9bUS$160.9bUS$11.2b16.6x25.1x1.7x
Tue, 18 Feb 2025US$322.5bUS$161.6bUS$11.2b18.2x28.7x2x
Thu, 16 Jan 2025US$326.8bUS$160.6bUS$11.5b18.2x28.5x2x
Sat, 14 Dec 2024US$335.3bUS$161.7bUS$11.7b19.5x28.6x2.1x
Mon, 11 Nov 2024US$305.4bUS$161.4bUS$11.7b19x26.2x1.9x
Wed, 09 Oct 2024US$306.7bUS$161.6bUS$10.7b19x28.6x1.9x
Fri, 06 Sep 2024US$296.8bUS$163.0bUS$11.2b17.7x26.5x1.8x
Sun, 04 Aug 2024US$276.8bUS$168.8bUS$11.4b16x24.4x1.6x
Tue, 02 Jul 2024US$296.3bUS$168.0bUS$11.3b17.4x26.2x1.8x
Thu, 30 May 2024US$328.9bUS$168.2bUS$11.2b18.5x29.4x2x
Sat, 27 Apr 2024US$318.3bUS$164.5bUS$11.6b18.5x27.5x1.9x
Mon, 25 Mar 2024US$332.9bUS$164.8bUS$11.5b17.5x28.8x2x
Wed, 21 Feb 2024US$349.5bUS$164.6bUS$10.5b19.1x33.4x2.1x
Fri, 19 Jan 2024US$334.5bUS$159.3bUS$11.0b17.8x30.3x2.1x
Sun, 17 Dec 2023US$372.7bUS$159.3bUS$10.8b17.4x34.6x2.3x
Tue, 14 Nov 2023US$315.7bUS$158.6bUS$10.4b15.9x30.5x2x
Thu, 12 Oct 2023US$300.0bUS$158.5bUS$10.5b15x28.4x1.9x
Sat, 09 Sep 2023US$301.3bUS$156.7bUS$10.5b13.8x28.7x1.9x
Mon, 07 Aug 2023US$324.3bUS$156.6bUS$10.8b16.2x30x2.1x
Price to Earnings Ratio

30x


Total Market Cap: US$324.3bTotal Earnings: US$10.8bTotal Revenue: US$156.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.5x202420252026
Current Industry PE
  • Investors are pessimistic on the American Luxury industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 25.1x which is lower than its 3-year average PE of 28.5x.
  • The 3-year average PS ratio of 1.8x 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 3.8% 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 Market0.50%
Consumer Discretionary2.18%
Luxury4.40%
Apparel, Accessories and Luxury Goods5.59%
Footwear3.02%
Textiles-0.11%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 31.7x.
    • Analysts expect its future annual earnings growth (16.1%) 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 Footwear industry is expected to see its earnings grow by 11% 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
TPR TapestryUS$152.589.7%
+US$2.7b		41.2%PE46.5x
NKE NIKEUS$42.293.2%
+US$1.9b		-43.4%PE20.2x
AS Amer SportsUS$36.108.4%
+US$1.6b		-3.8%PE45.9x
LULU lululemon athleticaUS$119.488.0%
+US$1.0b		-40.4%PE9.3x
RL Ralph LaurenUS$385.913.8%
+US$846.3m		29.2%PE24.4x

Latest News

NKE
US$42.29
NIKE
7D
3.2%
1Y
-43.4%
VRA
US$3.49
Vera Bradley
7D
-5.4%
1Y
79.9%
SHOO
US$47.83
Steven Madden
7D
11.9%
1Y
103.4%
CROX
US$123.66
Crocs
7D
-8.2%
1Y
27.3%
VFC
US$14.96
V.F
7D
-9.5%
1Y
27.6%
Narrative Update • Jul 30

VFC: Future Upside Will Depend On Emerging Vans And Timberland Momentum

Analysts have trimmed their fair value estimate for V.F. to about $19.45 from roughly $20.19, reflecting slightly lower assumed future P/E and price targets across the Street, even as updated models factor in modestly better revenue growth and profit margin assumptions. Analyst Commentary Recent Street commentary on V.F. shows a split view, with some bullish analysts focusing on brand momentum and others more cautious about execution risks and earnings visibility.
LULU
US$119.48
lululemon athletica
7D
8.0%
1Y
-40.4%
Narrative Update • Jul 29

LULU: New CEO Reset And Brand Repair Efforts Will Take Years

The analyst price target for Lululemon Athletica has been reduced from $132.16 to $127.73, as analysts factor in softer sales trends, lower revenue growth assumptions, slightly slimmer profit margins, and a modestly lower future P/E multiple following a series of cautious research updates across the sector. Analyst Commentary Recent research on Lululemon Athletica presents a mixed picture, with most analysts trimming price targets and reassessing earnings power after the latest results and guidance.
ONON
US$37.10
On Holding
7D
6.5%
1Y
-23.6%
AS
US$36.10
Amer Sports
7D
8.4%
1Y
-3.8%
PLBY
US$1.15
Playboy
7D
-6.5%
1Y
-38.2%
SGC
US$12.25
Superior Group of Companies
7D
-0.6%
1Y
28.3%
TPR
US$152.58
Tapestry
7D
9.7%
1Y
41.2%
RL
US$385.91
Ralph Lauren
7D
3.8%
1Y
29.2%
Narrative Update • Jul 20

RL: Solid Q4 Execution And Brand Elevation Will Support Premium Multiple Potential

Ralph Lauren's analyst price target is updated from $413.33 to $429.56 as analysts point to recent price target increases across the Street, a positive tone from company meetings, and support from a solid Q4 report and revenue performance. Analyst Commentary Recent research updates on Ralph Lauren show a clear tilt toward higher valuation targets, with several bullish analysts lifting their price targets after reviewing the latest results and meeting with management.
BIRK
US$40.49
Birkenstock Holding
7D
-0.3%
1Y
-19.2%
PVH
US$87.01
PVH
7D
11.8%
1Y
18.5%
BIRD
US$2.30
Smartbird
7D
-10.2%
1Y
-77.2%
DOGZ
US$0.88
Dogness (International)
7D
-7.6%
1Y
-88.8%