Ermenegildo Zegna (NYSE:ZGN) Is Paying Out A Larger Dividend Than Last Year
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U.S. Luxury Industry Analysis
UpdatedJun 03, 2024
DataAggregated Company Financials
Companies68
- 7D4.4%
- 3M-4.0%
- 1Y4.2%
- YTD-4.1%
In the last week, the Luxury industry is up 4.4%, with NIKE up 3.6%. In the last 12 months, the industry was up 4.2%. Earnings are forecast to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Mon, 03 Jun 2024 | US$340.8b | US$168.1b | US$10.8b | 18.4x | 31.7x | 2x |
| Wed, 01 May 2024 | US$313.7b | US$164.3b | US$11.6b | 18.3x | 27.1x | 1.9x |
| Fri, 29 Mar 2024 | US$333.6b | US$164.6b | US$11.6b | 18.8x | 28.8x | 2x |
| Sun, 25 Feb 2024 | US$360.5b | US$164.5b | US$10.7b | 19.8x | 33.6x | 2.2x |
| Tue, 23 Jan 2024 | US$337.4b | US$159.4b | US$10.9b | 17.7x | 30.8x | 2.1x |
| Thu, 21 Dec 2023 | US$378.3b | US$159.3b | US$10.8b | 17.7x | 35.1x | 2.4x |
| Sat, 18 Nov 2023 | US$326.5b | US$158.9b | US$10.4b | 16.3x | 31.4x | 2.1x |
| Mon, 16 Oct 2023 | US$299.0b | US$158.5b | US$10.5b | 14.6x | 28.4x | 1.9x |
| Wed, 13 Sep 2023 | US$298.5b | US$156.7b | US$10.5b | 13.2x | 28.4x | 1.9x |
| Fri, 11 Aug 2023 | US$325.2b | US$156.3b | US$10.6b | 15.5x | 30.6x | 2.1x |
| Sun, 09 Jul 2023 | US$311.2b | US$156.6b | US$10.7b | 13x | 29x | 2x |
| Tue, 06 Jun 2023 | US$310.8b | US$155.6b | US$11.2b | 11.1x | 27.7x | 2x |
| Thu, 04 May 2023 | US$349.4b | US$154.9b | US$10.9b | 12.1x | 32.2x | 2.3x |
| Sat, 01 Apr 2023 | US$349.9b | US$160.5b | US$10.7b | 12.7x | 32.6x | 2.2x |
| Mon, 27 Feb 2023 | US$331.0b | US$157.9b | US$11.6b | 11.9x | 28.4x | 2.1x |
| Wed, 25 Jan 2023 | US$354.0b | US$158.2b | US$13.0b | 11x | 27.3x | 2.2x |
| Fri, 23 Dec 2022 | US$322.1b | US$157.7b | US$13.0b | 9.8x | 24.7x | 2x |
| Sun, 20 Nov 2022 | US$312.1b | US$155.7b | US$14.2b | 10.5x | 22x | 2x |
| Tue, 18 Oct 2022 | US$264.5b | US$154.3b | US$15.5b | 8.8x | 17.1x | 1.7x |
| Thu, 15 Sep 2022 | US$312.4b | US$153.9b | US$15.9b | 10.1x | 19.7x | 2x |
| Sat, 13 Aug 2022 | US$337.7b | US$153.5b | US$15.7b | 10.8x | 21.5x | 2.2x |
| Mon, 11 Jul 2022 | US$310.0b | US$152.4b | US$16.1b | 10.2x | 19.2x | 2x |
| Wed, 08 Jun 2022 | US$345.7b | US$152.2b | US$16.2b | 11.6x | 21.4x | 2.3x |
| Fri, 06 May 2022 | US$341.2b | US$147.6b | US$15.1b | 11.2x | 22.5x | 2.3x |
| Sun, 03 Apr 2022 | US$381.7b | US$146.6b | US$15.1b | 12.5x | 25.2x | 2.6x |
| Tue, 01 Mar 2022 | US$393.5b | US$144.7b | US$14.8b | 14.9x | 26.6x | 2.7x |
| Thu, 27 Jan 2022 | US$406.4b | US$143.9b | US$14.1b | 16.3x | 28.8x | 2.8x |
| Sat, 25 Dec 2021 | US$472.2b | US$142.6b | US$14.0b | 16.2x | 33.8x | 3.3x |
| Mon, 22 Nov 2021 | US$517.6b | US$141.5b | US$13.6b | 20.6x | 38.2x | 3.7x |
| Wed, 20 Oct 2021 | US$457.6b | US$138.2b | US$12.7b | 19.4x | 36x | 3.3x |
| Fri, 17 Sep 2021 | US$453.0b | US$135.5b | US$12.2b | 17.6x | 37.2x | 3.3x |
| Sun, 15 Aug 2021 | US$486.2b | US$136.8b | US$11.8b | 15.7x | 41.1x | 3.6x |
| Thu, 10 Jun 2021 | US$409.9b | US$128.7b | US$8.9b | 17.7x | 45.9x | 3.2x |
Price to Earnings Ratio
45.9x
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 2.4x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 6.4% per year over the last three years.
- Revenues for these companies have grown 9.3% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -0.62% | |
| Consumer Discretionary | -0.44% | |
| Luxury | 4.41% | |
| Footwear | 4.73% | |
| Apparel, Accessories and Luxury Goods | 3.84% | |
| Textiles | -0.61% | |
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 25.8x.
- Analysts are expecting annual earnings growth of 18.6%, which is higher than its past year's earnings growth of 2.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 107% over the next 5 years.
- This is better than its past earnings decline of 35% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 12% 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$95.05 | 3.6% +US$5.0b | -9.6% | PE27.4x | |
| BIRK Birkenstock Holding | US$57.00 | 18.5% +US$1.7b | n/a | PE128.1x | |
| DECK Deckers Outdoor | US$1.09k | 5.9% +US$1.3b | 125.2% | PE36.6x | |
| LULU Lululemon Athletica | US$311.99 | 3.0% +US$1.1b | -12.5% | PE25.3x | |
| RL Ralph Lauren | US$186.88 | 7.7% +US$839.5m | 65.1% | PE18.1x |
