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U.S. Luxury Industry Analysis

UpdatedJul 04, 2024
DataAggregated Company Financials
Companies71
  • 7D-10.9%
  • 3M-8.0%
  • 1Y-12.3%
  • YTD-17.4%

Over the last 7 days, the Luxury industry has dropped 11%, driven by a pullback from NIKE of 20%. The industry has fallen 12% in the last year. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 04 Jul 2024US$293.2bUS$167.9bUS$11.4b17.3x25.8x1.7x
Sat, 01 Jun 2024US$335.7bUS$168.1bUS$10.8b18.4x31.2x2x
Mon, 29 Apr 2024US$318.2bUS$164.3bUS$11.6b18.8x27.5x1.9x
Wed, 27 Mar 2024US$330.4bUS$164.7bUS$11.5b17.5x28.6x2x
Fri, 23 Feb 2024US$355.6bUS$164.5bUS$10.7b19.6x33.1x2.2x
Sun, 21 Jan 2024US$335.4bUS$159.4bUS$10.9b17.7x30.7x2.1x
Tue, 19 Dec 2023US$372.7bUS$159.3bUS$10.8b17.5x34.6x2.3x
Thu, 16 Nov 2023US$323.5bUS$158.8bUS$10.4b16.5x31.1x2x
Sat, 14 Oct 2023US$299.0bUS$158.5bUS$10.5b14.6x28.4x1.9x
Mon, 11 Sep 2023US$300.3bUS$156.7bUS$10.5b13.8x28.7x1.9x
Wed, 09 Aug 2023US$325.9bUS$156.5bUS$10.8b16.2x30.1x2.1x
Fri, 07 Jul 2023US$313.5bUS$156.7bUS$10.8b13.2x29x2x
Sun, 04 Jun 2023US$311.6bUS$155.6bUS$11.2b11.2x27.8x2x
Tue, 02 May 2023US$355.1bUS$161.1bUS$10.7b12.1x33.1x2.2x
Thu, 30 Mar 2023US$343.6bUS$159.8bUS$11.1b12.4x31.1x2.1x
Sat, 25 Feb 2023US$331.0bUS$158.1bUS$11.7b11.9x28.4x2.1x
Mon, 23 Jan 2023US$351.6bUS$158.2bUS$13.0b10.8x27.1x2.2x
Wed, 21 Dec 2022US$298.3bUS$155.8bUS$13.0b9.6x22.9x1.9x
Fri, 18 Nov 2022US$311.4bUS$155.5bUS$14.4b10.3x21.6x2x
Sun, 16 Oct 2022US$264.5bUS$154.3bUS$15.5b8.8x17.1x1.7x
Tue, 13 Sep 2022US$329.6bUS$153.9bUS$15.9b10.8x20.7x2.1x
Thu, 11 Aug 2022US$330.6bUS$153.7bUS$15.7b10.4x21x2.2x
Sat, 09 Jul 2022US$310.0bUS$152.4bUS$16.1b10.2x19.2x2x
Mon, 06 Jun 2022US$343.6bUS$152.2bUS$16.2b11.7x21.2x2.3x
Wed, 04 May 2022US$355.3bUS$147.5bUS$15.1b11.5x23.5x2.4x
Fri, 01 Apr 2022US$393.4bUS$146.6bUS$15.1b12.3x26x2.7x
Sun, 27 Feb 2022US$397.7bUS$144.7bUS$14.8b14.9x26.9x2.7x
Tue, 25 Jan 2022US$409.1bUS$143.9bUS$14.1b16.4x29x2.8x
Thu, 23 Dec 2021US$471.0bUS$142.6bUS$14.0b16.6x33.7x3.3x
Sat, 20 Nov 2021US$514.1bUS$141.5bUS$13.6b21x37.9x3.6x
Mon, 18 Oct 2021US$456.0bUS$138.2bUS$12.7b19.7x35.9x3.3x
Wed, 15 Sep 2021US$452.2bUS$138.4bUS$12.1b15.8x37.5x3.3x
Fri, 13 Aug 2021US$486.2bUS$136.8bUS$11.8b15.7x41.1x3.6x
Price to Earnings Ratio

40.1x


Total Market Cap: US$474.3bTotal Earnings: US$11.8bTotal Revenue: US$136.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.4x202220232024
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 28.4x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 7.1% 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 and as a result, profits have held steady.

Industry Trends

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

US Market1.09%
Consumer Discretionary1.77%
Luxury-10.94%
Textiles-1.19%
Apparel, Accessories and Luxury Goods-4.63%
Footwear-14.33%
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 25.4x.
    • Analysts are expecting annual earnings growth of 18.2%, which is higher than its past year's earnings growth of 6.8% 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 14% per year.
  • In contrast, the Footwear industry is expected to see its earnings grow by 8.7% 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
BIRK Birkenstock HoldingUS$56.503.5%
+US$355.2m		n/aPE99x
FIGS FIGSUS$5.6016.2%
+US$132.8m		-26.7%PE43x
CPRI Capri HoldingsUS$33.333.2%
+US$119.0m		-6.6%PS0.8x
SGC Superior Group of CompaniesUS$19.331.9%
+US$6.0m		105.4%PE27.4x
CULP CulpUS$4.696.1%
+US$3.4m		-5.3%PS0.3x
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CULP

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7D

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1Y

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BIRK

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7D

3.5%

1Y

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LEVI

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7D

-17.6%

1Y

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RL

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LULU

US$300.32

Lululemon Athletica

7D

-1.5%

1Y

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JXJT

US$1.50

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7D

33.9%

1Y

-32.1%