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U.S. Luxury Industry Analysis

UpdatedOct 19, 2024
DataAggregated Company Financials
Companies66
  • 7D0.9%
  • 3M12.2%
  • 1Y0.8%
  • YTD-9.9%

Last week, the Luxury industry hasn't moved much but Lululemon Athletica is up 4.8% in that time. In line with that, the industry has also been flat over the past 12 months. Looking forward, 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
Sat, 19 Oct 2024US$313.2bUS$161.5bUS$10.7b19.5x29.2x1.9x
Mon, 16 Sep 2024US$298.3bUS$163.0bUS$11.2b17.7x26.7x1.8x
Wed, 14 Aug 2024US$279.0bUS$162.6bUS$11.0b16.7x25.4x1.7x
Fri, 12 Jul 2024US$285.8bUS$168.3bUS$11.3b18x25.3x1.7x
Sun, 09 Jun 2024US$340.7bUS$168.2bUS$10.8b18.8x31.5x2x
Tue, 07 May 2024US$317.5bUS$164.4bUS$11.7b18.9x27.2x1.9x
Thu, 04 Apr 2024US$317.8bUS$164.3bUS$11.6b18.5x27.4x1.9x
Sat, 02 Mar 2024US$357.9bUS$164.4bUS$10.8b18.6x33.2x2.2x
Mon, 29 Jan 2024US$340.9bUS$159.4bUS$10.9b17.6x31.2x2.1x
Wed, 27 Dec 2023US$353.1bUS$159.4bUS$11.0b17.9x32x2.2x
Fri, 24 Nov 2023US$326.8bUS$158.9bUS$10.4b16.3x31.4x2.1x
Sun, 22 Oct 2023US$309.2bUS$158.6bUS$10.5b15x29.4x2x
Tue, 19 Sep 2023US$292.9bUS$156.9bUS$10.6b13.8x27.7x1.9x
Thu, 17 Aug 2023US$316.7bUS$156.3bUS$10.4b14.5x30.4x2x
Sat, 15 Jul 2023US$322.6bUS$156.7bUS$10.7b13.4x30x2.1x
Mon, 12 Jun 2023US$311.5bUS$155.6bUS$11.2b11.8x27.8x2x
Wed, 10 May 2023US$345.8bUS$155.3bUS$11.5b11.8x30.2x2.2x
Fri, 07 Apr 2023US$339.9bUS$160.5bUS$10.7b11.3x31.7x2.1x
Sun, 05 Mar 2023US$341.4bUS$158.0bUS$11.6b12x29.3x2.2x
Tue, 31 Jan 2023US$352.8bUS$158.1bUS$13.0b11.1x27.2x2.2x
Thu, 29 Dec 2022US$320.2bUS$157.7bUS$13.0b9.6x24.6x2x
Sat, 26 Nov 2022US$317.1bUS$155.2bUS$13.5b10.7x23.5x2x
Mon, 24 Oct 2022US$268.3bUS$154.3bUS$15.5b9x17.4x1.7x
Wed, 21 Sep 2022US$301.7bUS$153.9bUS$15.9b9.6x19x2x
Fri, 19 Aug 2022US$339.5bUS$153.6bUS$15.7b11x21.6x2.2x
Sun, 17 Jul 2022US$303.0bUS$152.4bUS$16.1b9.9x18.8x2x
Tue, 14 Jun 2022US$312.2bUS$152.4bUS$16.2b10.4x19.2x2x
Thu, 12 May 2022US$308.3bUS$150.3bUS$15.7b10.1x19.6x2.1x
Sat, 09 Apr 2022US$367.3bUS$146.8bUS$15.1b11.6x24.4x2.5x
Mon, 07 Mar 2022US$371.3bUS$144.8bUS$14.7b14.1x25.2x2.6x
Wed, 02 Feb 2022US$426.2bUS$144.9bUS$14.4b16.5x29.6x2.9x
Fri, 31 Dec 2021US$479.7bUS$142.6bUS$14.0b16.6x34.3x3.4x
Sun, 28 Nov 2021US$496.3bUS$141.6bUS$13.6b19.8x36.6x3.5x
Tue, 26 Oct 2021US$474.1bUS$139.1bUS$13.0b19.9x36.4x3.4x
Price to Earnings Ratio

36.4x


Total Market Cap: US$474.1bTotal Earnings: US$13.0bTotal Revenue: US$139.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 27.5x202220232024
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 27.5x.
  • The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 6.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.1% per year.
  • This means that although more sales are being generated, 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 Market0.81%
Consumer Discretionary-0.14%
Luxury0.88%
Apparel, Accessories and Luxury Goods1.98%
Textiles1.26%
Footwear0.23%
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 25.6x.
    • Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings growth of 15.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 129% over the next 5 years.
  • This is better than its past earnings decline of 8.7% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 9.8% 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
LULU Lululemon AthleticaUS$291.634.8%
+US$1.6b		-26.3%PE21.9x
NKE NIKEUS$82.920.9%
+US$1.1b		-19.2%PE23.3x
UAA Under ArmourUS$9.3612.6%
+US$453.7m		28.6%PS0.7x
BIRK Birkenstock HoldingUS$51.783.5%
+US$330.6m		33.8%PE80.8x
RL Ralph LaurenUS$206.242.2%
+US$269.4m		78.1%PE18.7x
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