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U.S. Luxury Industry Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies65
  • 7D-4.9%
  • 3M3.6%
  • 1Y-19.5%
  • YTD-15.8%

Over the last 7 days, the Luxury industry has dropped 4.9%, driven by a pullback from NIKE of 4.6%. However, the industry is down 19% over the past year. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 13 Aug 2026US$234.2bUS$157.1bUS$10.8b19.3x21.7x1.5x
Sat, 11 Jul 2026US$236.4bUS$156.6bUS$9.6b22.1x24.6x1.5x
Mon, 08 Jun 2026US$234.3bUS$156.7bUS$8.7b23.2x26.9x1.5x
Wed, 06 May 2026US$231.4bUS$155.8bUS$7.0b21.2x32.9x1.5x
Fri, 03 Apr 2026US$234.3bUS$155.4bUS$7.0b18.7x33.6x1.5x
Sun, 01 Mar 2026US$279.2bUS$155.1bUS$7.8b20.6x35.6x1.8x
Tue, 27 Jan 2026US$271.8bUS$149.7bUS$9.1b19.6x30x1.8x
Thu, 25 Dec 2025US$266.7bUS$149.6bUS$9.1b19.9x29.4x1.8x
Sat, 22 Nov 2025US$247.1bUS$152.6bUS$10.1b19.7x24.6x1.6x
Mon, 20 Oct 2025US$261.8bUS$148.2bUS$9.7b19.4x27x1.8x
Wed, 17 Sep 2025US$275.4bUS$148.0bUS$9.9b21x27.7x1.9x
Fri, 15 Aug 2025US$294.5bUS$156.9bUS$10.5b19.4x28x1.9x
Sun, 13 Jul 2025US$291.3bUS$160.2bUS$10.3b16.4x28.2x1.8x
Tue, 10 Jun 2025US$276.0bUS$161.4bUS$11.6b16.9x23.8x1.7x
Thu, 08 May 2025US$254.7bUS$160.9bUS$11.5b16.2x22.1x1.6x
Sat, 05 Apr 2025US$235.7bUS$161.3bUS$11.2b14.1x21x1.5x
Mon, 03 Mar 2025US$321.0bUS$162.0bUS$11.4b17.6x28.1x2x
Wed, 29 Jan 2025US$343.4bUS$160.6bUS$11.5b18.6x30x2.1x
Fri, 27 Dec 2024US$335.8bUS$160.7bUS$11.5b18.9x29.3x2.1x
Sun, 24 Nov 2024US$316.6bUS$161.6bUS$11.7b18.5x27x2x
Tue, 22 Oct 2024US$314.9bUS$161.5bUS$10.7b19x29.3x1.9x
Thu, 19 Sep 2024US$303.2bUS$163.0bUS$11.1b19x27.2x1.9x
Sat, 17 Aug 2024US$299.2bUS$162.7bUS$11.0b17x27.3x1.8x
Mon, 15 Jul 2024US$290.9bUS$168.4bUS$11.3b17.9x25.7x1.7x
Wed, 12 Jun 2024US$341.3bUS$168.2bUS$10.8b19x31.5x2x
Fri, 10 May 2024US$317.2bUS$163.8bUS$11.6b19.7x27.4x1.9x
Sun, 07 Apr 2024US$311.0bUS$164.5bUS$11.5b18.3x27x1.9x
Tue, 05 Mar 2024US$348.4bUS$164.4bUS$10.8b18.2x32.3x2.1x
Thu, 01 Feb 2024US$345.4bUS$159.4bUS$10.9b17.6x31.6x2.2x
Sat, 30 Dec 2023US$355.2bUS$159.4bUS$11.0b17.7x32.2x2.2x
Mon, 27 Nov 2023US$331.2bUS$158.9bUS$10.4b16.4x31.9x2.1x
Wed, 25 Oct 2023US$309.9bUS$158.6bUS$10.5b15x29.4x2x
Fri, 22 Sep 2023US$285.1bUS$156.8bUS$10.6b13.1x27x1.8x
Sun, 20 Aug 2023US$313.7bUS$156.3bUS$10.5b15x30x2x
Price to Earnings Ratio

30x


Total Market Cap: US$313.7bTotal Earnings: US$10.5bTotal Revenue: US$156.3bTotal 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 21.7x 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
  • Both revenue and earnings for companies in the Luxury industry have remained mostly flat over the last three years.
  • This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.02%
Consumer Discretionary-1.05%
Luxury-4.94%
Textiles1.56%
Apparel, Accessories and Luxury Goods-3.69%
Footwear-6.48%
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 are expecting annual earnings growth of 14.4%, which is lower than the prior year's growth of 25.8% 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 Footwear industry is expected to see its earnings grow by 9.9% 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
RL Ralph LaurenUS$396.354.1%
+US$952.8m		31.2%PE24x
FIGS FIGSUS$14.4232.1%
+US$571.6m		107.2%PE38.7x
PLBY PlayboyUS$1.246.9%
+US$14.0m		-31.9%PE525x
JRSH Jerash Holdings (US)US$5.4313.1%
+US$8.0m		60.7%PE14.1x
DOGZ Dogness (International)US$1.2834.8%
+US$4.8m		-87.8%PS1.1x

Latest News

TPR
US$153.74
Tapestry
7D
-3.4%
1Y
35.4%
PLBY
US$1.24
Playboy
7D
6.9%
1Y
-31.9%
Analysis Article • 9h

Playboy, Inc. (NASDAQ:PLBY) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for Playboy, Inc. ( NASDAQ:PLBY ) shareholders, because the company has just released its latest...
BIRD
US$2.56
Smartbird
7D
9.9%
1Y
-63.8%
ONON
US$31.01
On Holding
7D
-18.8%
1Y
-35.7%
NKE
US$40.51
NIKE
7D
-4.6%
1Y
-47.5%
Seeking Alpha • Aug 12

Nike: Full Price Recovery Will Take Time (Downgrade)

Summary Nike faces intensifying competition, weak U.S. and China demand, and declining market share, prompting a downgrade to neutral. NKE’s gross margin remains pressured, with normalized Q4 EBIT growth modest and underlying profitability challenged despite one-time tariff benefits. China sales dropped 17% y/y FX neutral, and footwear revenue—70% of NKE’s total—continues to deteriorate, offsetting minor apparel improvements. Valuation premium over stronger peers like On and Deckers is unjustified; I recommend moving to the sidelines until fundamentals improve. Read the full article on Seeking Alpha
UFI
US$6.81
Unifi
7D
3.0%
1Y
50.7%
JRSH
US$5.43
Jerash Holdings (US)
7D
13.1%
1Y
60.7%
Narrative Update • Aug 11

JRSH: Ongoing Double Digit Revenue Momentum Will Support Rising Apparel Manufacturing Demand

Analysts have raised their price target on Jerash Holdings (US) to $6 from $5, citing its recent pattern of double digit revenue growth and ongoing demand for the company's apparel manufacturing expertise from both existing and new customers. What’s in the News for Jerash Holdings (US) Analysts increased their price target on Jerash Holdings (US) to US$6 from US$5 based on recent double digit revenue growth patterns.
CROX
US$130.61
Crocs
7D
-4.9%
1Y
56.6%
UAA
US$5.26
Under Armour
7D
-22.2%
1Y
4.0%
Narrative Update • Aug 10

UAA: 2027 Tariff Refund Support Will Underpin Earnings Stabilization Reset

Under Armour's analyst price target framework reflects a modest upward shift to a fair value estimate of $10.79 from $10.36, supported by updated assumptions that point to slightly higher modeled revenue growth and profit margins, partially offset by a lower future P/E and a reduced discount rate, as analysts reassess the stock following mixed target moves that range from $4.75 to $10 and a recent target increase to $8. Analyst Commentary Recent Street research on Under Armour highlights a mixed but engaged view from the analyst community as they absorb the latest Q4 results and the FY27 outlook.
RL
US$396.35
Ralph Lauren
7D
4.1%
1Y
31.2%
Seeking Alpha • Aug 09

Ralph Lauren Posts Another Earnings Beat, As Bull Case Is Reaffirmed On Durability

Summary Ralph Lauren posted its fourth quarterly EPS beat in a row, as I reiterated my buy rating amid the brand’s resilience and growth strategy. RL’s bullish thesis is anchored in strong top-line growth, earnings quality, brand durability, low leverage risk, and robust dividend safety and growth. Recent results highlight global expansion, strong growth in Asia and North America, and operating margins 170 bps above last year, with a profit margin outperforming key peers. Despite a premium valuation and muted near-term upside, RL’s quality and consensus upward earnings revisions support a continued bullish stance, with recession risk as a key watchpoint. Read the full article on Seeking Alpha
DECK
US$91.20
Deckers Outdoor
7D
-8.2%
1Y
-14.4%
Narrative Update • Aug 08

DECK: Direct To Consumer Strength And Buybacks Will Support Future Upside

The analyst price target for Deckers Outdoor has been revised lower to about $123 from around $127 as analysts factor in slightly higher discount rates, modestly softer profit margin expectations, and a reduced future P/E multiple, despite still supportive views on direct-to-consumer momentum and the brand portfolio. Analyst Commentary Recent research coverage on Deckers Outdoor shows a split view.
FIGS
US$14.42
FIGS
7D
32.1%
1Y
107.2%
Narrative Update • Aug 07

FIGS: Future Returns Will Reflect Balanced Execution Strength And External Risk

For FIGS, the updated analyst fair value estimate has moved from $14.00 to $15.00 per share. This reflects recent Street price target revisions around $16.00 to $22.00 that are based on strong quarterly results but tempered by global macro and supply chain risks.
LEVI
US$22.44
Levi Strauss
7D
-9.3%
1Y
7.0%
Narrative Update • Aug 04

LEVI: Future Returns Will Be Driven By Premium Lifestyle Brand Momentum

The analyst price target for Levi Strauss has moved from $27.13 to $28.20 as analysts factor in updated expectations for revenue growth, profit margins, and a modestly higher future P/E multiple, alongside mixed views on valuation after the recent rally. Analyst Commentary Recent research on Levi Strauss highlights a mix of optimism around growth and brand momentum alongside some caution on margins and valuation after the stock's rally.
AS
US$33.03
Amer Sports
7D
-10.1%
1Y
-15.5%
NCI
US$12.26
Neo-Concept International Group Holdings
7D
4.3%
1Y
-13.9%
DOGZ
US$1.28
Dogness (International)
7D
34.8%
1Y
-87.8%