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U.S. Luxury Industry Analysis

UpdatedAug 16, 2026
DataAggregated Company Financials
Companies65
  • 7D-6.4%
  • 3M2.1%
  • 1Y-19.2%
  • YTD-17.1%

Over the last 7 days, the Luxury industry has dropped 6.4%, driven by a pullback from Tapestry of 21%. On the other hand Kontoor Brands is actually up 10%. However, the industry is down 19% over the past year. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 16 Aug 2026US$225.9bUS$157.5bUS$11.6b18.7x19.4x1.4x
Tue, 14 Jul 2026US$242.0bUS$156.6bUS$9.6b21.8x25.2x1.5x
Thu, 11 Jun 2026US$244.2bUS$156.7bUS$8.7b23.8x28x1.6x
Sat, 09 May 2026US$237.6bUS$156.6bUS$7.3b21.1x32.6x1.5x
Mon, 06 Apr 2026US$230.7bUS$155.4bUS$7.0b18.7x33.1x1.5x
Wed, 04 Mar 2026US$275.1bUS$155.0bUS$7.8b21.2x35.2x1.8x
Fri, 30 Jan 2026US$261.9bUS$149.5bUS$9.2b18.3x28.5x1.8x
Sun, 28 Dec 2025US$268.8bUS$149.6bUS$9.1b20x29.7x1.8x
Tue, 25 Nov 2025US$254.0bUS$152.6bUS$10.1b19.6x25.2x1.7x
Thu, 23 Oct 2025US$267.7bUS$148.1bUS$9.7b19.6x27.6x1.8x
Sat, 20 Sep 2025US$277.2bUS$147.9bUS$9.9b20.4x27.9x1.9x
Mon, 18 Aug 2025US$289.1bUS$156.9bUS$10.5b19.9x27.5x1.8x
Wed, 16 Jul 2025US$290.3bUS$160.2bUS$10.3b15.7x28.1x1.8x
Fri, 13 Jun 2025US$275.1bUS$161.5bUS$11.6b16x23.8x1.7x
Sun, 11 May 2025US$264.2bUS$161.0bUS$11.6b16.9x22.8x1.6x
Tue, 08 Apr 2025US$240.0bUS$161.3bUS$11.2b13.3x21.4x1.5x
Thu, 06 Mar 2025US$308.8bUS$162.1bUS$11.6b17.2x26.7x1.9x
Sat, 01 Feb 2025US$358.7bUS$161.1bUS$11.8b18.2x30.3x2.2x
Mon, 30 Dec 2024US$334.0bUS$160.6bUS$11.5b18.6x29.2x2.1x
Wed, 27 Nov 2024US$325.8bUS$161.7bUS$11.7b18.7x27.8x2x
Fri, 25 Oct 2024US$302.7bUS$161.5bUS$10.7b18x28.2x1.9x
Sun, 22 Sep 2024US$309.9bUS$163.0bUS$11.1b18.3x27.8x1.9x
Tue, 20 Aug 2024US$300.7bUS$162.7bUS$11.0b17.6x27.4x1.8x
Thu, 18 Jul 2024US$289.8bUS$168.4bUS$11.3b17.7x25.6x1.7x
Sat, 15 Jun 2024US$335.1bUS$168.1bUS$10.8b18.6x31x2x
Mon, 13 May 2024US$315.0bUS$163.8bUS$11.6b19.6x27.2x1.9x
Wed, 10 Apr 2024US$313.9bUS$164.5bUS$11.5b18.4x27.2x1.9x
Fri, 08 Mar 2024US$346.2bUS$164.5bUS$10.8b18.2x32.1x2.1x
Sun, 04 Feb 2024US$338.3bUS$159.6bUS$11.0b18.1x30.7x2.1x
Tue, 02 Jan 2024US$353.5bUS$159.4bUS$11.0b17.7x32x2.2x
Thu, 30 Nov 2023US$334.7bUS$158.9bUS$10.4b16.9x32.2x2.1x
Sat, 28 Oct 2023US$300.2bUS$158.9bUS$10.7b13.5x28.2x1.9x
Mon, 25 Sep 2023US$284.2bUS$156.8bUS$10.6b13.1x26.9x1.8x
Wed, 23 Aug 2023US$306.1bUS$156.3bUS$10.5b14.6x29.2x2x
Price to Earnings Ratio

29.2x


Total Market Cap: US$306.1bTotal Earnings: US$10.5bTotal Revenue: US$156.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.4x202420252026
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 19.5x which is lower than its 3-year average PE of 28.4x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 3.6% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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

US Market0.63%
Consumer Discretionary-1.86%
Luxury-6.43%
Footwear-3.60%
Textiles-8.26%
Apparel, Accessories and Luxury Goods-8.68%
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 12.4%, which is lower than the prior year's growth of 29.6% 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 10% 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
KTB Kontoor BrandsUS$84.9010.2%
+US$381.4m		19.7%PE16.8x
WWW Wolverine World WideUS$21.0311.1%
+US$173.8m		-26.8%PE16.3x
FIGS FIGSUS$14.693.0%
+US$71.4m		112.0%PE39.4x
PLBY PlayboyUS$1.263.3%
+US$9.5m		-26.3%PE533.4x
JRSH Jerash Holdings (US)US$5.306.0%
+US$3.8m		55.7%PE13.7x

Latest News

RL
US$388.92
Ralph Lauren
7D
-1.7%
1Y
33.8%
KTB
US$84.90
Kontoor Brands
7D
10.2%
1Y
19.7%
TPR
US$128.98
Tapestry
7D
-20.6%
1Y
28.0%
WWW
US$21.03
Wolverine World Wide
7D
11.1%
1Y
-26.8%
Narrative Update • Aug 14

WWW: Strong Active Brand Momentum Will Support Earnings Mix Improvement

Analysts increased the Wolverine World Wide fair value estimate from $29.00 to $31.00, reflecting higher price targets across the Street following solid Q2 results, stronger expectations for Merrell and Saucony, and an improved earnings mix toward faster growing, higher margin brands. Analyst Commentary Recent research on Wolverine World Wide points to a more constructive tone from bullish analysts following the company’s Q2 report.
FIGS
US$14.69
FIGS
7D
3.0%
1Y
112.0%
JRSH
US$5.30
Jerash Holdings (US)
7D
6.0%
1Y
55.7%
PLBY
US$1.26
Playboy
7D
3.3%
1Y
-26.3%
Analysis Article • Aug 13

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...
CPRI
US$15.34
Capri Holdings
7D
0.2%
1Y
-26.7%
Narrative Update • Aug 13

CPRI: Margin Execution And Brand Repair Efforts Will Support Future Rerating

Capri Holdings' updated fair value estimate has been reduced from about $25.22 to $22.53 as analysts trim price targets across the sector. They cite slower than expected progress on turnaround efforts, moderated revenue and operating income guidance, and ongoing operational and demand headwinds.
ONON
US$32.22
On Holding
7D
-14.2%
1Y
-28.9%
NKE
US$40.73
NIKE
7D
-2.3%
1Y
-47.1%
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
LULU
US$119.55
lululemon athletica
7D
-7.0%
1Y
-39.8%
Seeking Alpha • Aug 10

lululemon: International Growth, Execution Improvements And Low Valuation

Summary lululemon is rated a Buy, with valuation reflecting overly pessimistic assumptions about permanent earnings impairment. International growth, especially in China, is robust and high-margin, offsetting weak U.S. performance and supporting the investment thesis. Operational improvements—inventory management, SKU reduction, and merchandising—are not fully reflected in FY2026 guidance, creating upside potential. Margin headwinds from tariffs and markdowns are expected to moderate, positioning LULU for earnings recovery and favorable risk-reward. Read the full article on Seeking Alpha
DECK
US$93.09
Deckers Outdoor
7D
-4.5%
1Y
-9.6%
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.
COLM
US$57.42
Columbia Sportswear
7D
0.1%
1Y
7.4%
LEVI
US$22.55
Levi Strauss
7D
-7.6%
1Y
6.7%
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$32.87
Amer Sports
7D
-10.8%
1Y
-15.1%
DOGZ
US$1.16
Dogness (International)
7D
25.3%
1Y
-92.7%