Header cover image

U.S. Luxury Industry Analysis

UpdatedJul 06, 2024
DataAggregated Company Financials
Companies72
  • 7D-1.3%
  • 3M-8.0%
  • 1Y-10.2%
  • YTD-17.5%

The Luxury industry is down 1.3% over the last week with Deckers Outdoor the worst performer, down 3.0%. The industry has fallen 10% 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
Sun, 07 Jul 2024US$292.9bUS$168.3bUS$11.3b17.1x25.9x1.7x
Tue, 04 Jun 2024US$340.8bUS$168.1bUS$10.8b18.3x31.7x2x
Thu, 02 May 2024US$313.7bUS$164.3bUS$11.7b18.4x26.9x1.9x
Sat, 30 Mar 2024US$335.1bUS$164.6bUS$11.6b18.8x29x2x
Mon, 26 Feb 2024US$360.5bUS$164.5bUS$10.7b19.8x33.6x2.2x
Wed, 24 Jan 2024US$337.4bUS$159.4bUS$10.9b17.5x30.8x2.1x
Fri, 22 Dec 2023US$373.5bUS$159.3bUS$10.8b18.1x34.6x2.3x
Sun, 19 Nov 2023US$326.5bUS$158.9bUS$10.4b16.3x31.4x2.1x
Tue, 17 Oct 2023US$306.6bUS$158.5bUS$10.5b14.9x29.1x1.9x
Thu, 14 Sep 2023US$295.0bUS$156.9bUS$10.6b13.1x27.9x1.9x
Sat, 12 Aug 2023US$322.4bUS$156.2bUS$10.5b15.3x30.8x2.1x
Mon, 10 Jul 2023US$311.2bUS$156.6bUS$10.7b13x29x2x
Wed, 07 Jun 2023US$310.6bUS$155.5bUS$11.2b11.7x27.8x2x
Fri, 05 May 2023US$341.5bUS$154.8bUS$10.8b11.5x31.5x2.2x
Sun, 02 Apr 2023US$349.9bUS$160.5bUS$10.7b12.7x32.6x2.2x
Tue, 28 Feb 2023US$332.6bUS$157.9bUS$11.6b11.9x28.6x2.1x
Thu, 26 Jan 2023US$353.3bUS$158.2bUS$13.0b11x27.2x2.2x
Sat, 24 Dec 2022US$322.7bUS$157.7bUS$13.0b9.8x24.7x2x
Mon, 21 Nov 2022US$312.1bUS$155.7bUS$14.2b10.5x22x2x
Wed, 19 Oct 2022US$272.1bUS$154.3bUS$15.4b9.1x17.6x1.8x
Fri, 16 Sep 2022US$308.9bUS$153.9bUS$15.9b10x19.4x2x
Sun, 14 Aug 2022US$337.7bUS$153.5bUS$15.7b10.8x21.5x2.2x
Tue, 12 Jul 2022US$302.0bUS$152.4bUS$16.1b9.8x18.7x2x
Thu, 09 Jun 2022US$345.7bUS$152.2bUS$16.2b11.6x21.4x2.3x
Sat, 07 May 2022US$339.6bUS$150.3bUS$15.7b10.7x21.6x2.3x
Mon, 04 Apr 2022US$381.7bUS$146.6bUS$15.1b12.5x25.2x2.6x
Wed, 02 Mar 2022US$379.2bUS$144.7bUS$14.8b14.9x25.6x2.6x
Fri, 28 Jan 2022US$408.9bUS$144.2bUS$14.2b16x28.8x2.8x
Sun, 26 Dec 2021US$472.2bUS$142.6bUS$14.0b16.2x33.8x3.3x
Tue, 23 Nov 2021US$514.2bUS$141.5bUS$13.6b21x37.9x3.6x
Thu, 21 Oct 2021US$459.1bUS$138.2bUS$12.7b19.2x36.1x3.3x
Sat, 18 Sep 2021US$450.5bUS$135.5bUS$12.2b17.6x37x3.3x
Mon, 16 Aug 2021US$485.3bUS$136.8bUS$11.8b15.6x41x3.5x
Price to Earnings Ratio

41.2x


Total Market Cap: US$486.9bTotal 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 7.2% 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 Market1.82%
Consumer Discretionary4.25%
Luxury-1.28%
Footwear-0.76%
Apparel, Accessories and Luxury Goods-2.13%
Textiles-3.45%
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 18.0%, 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$56.624.1%
+US$415.1m		n/aPE98.8x
NKE NIKEUS$75.430.08%
+US$90.6m		-27.8%PE20x
CPRI Capri HoldingsUS$33.390.9%
+US$36.2m		-4.8%PS0.8x
LANV Lanvin Group HoldingsUS$2.0313.4%
+US$27.8m		-54.6%PS0.5x
FIGS FIGSUS$5.442.1%
+US$18.7m		-27.6%PE41.8x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy Policy
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

SKX

US$66.24

Skechers U.S.A

7D

-4.2%

1Y

28.6%

ONON

US$37.19

On Holding

7D

-4.1%

1Y

18.3%

PLBY

US$0.80

PLBY Group

7D

2.9%

1Y

-52.9%

TPR

US$40.14

Tapestry

7D

-6.2%

1Y

-5.8%

NKE

US$75.43

NIKE

7D

0.08%

1Y

-27.8%

Nike Suffers Its Worst One-Day Plunge After Guidance Cut, But Shares Are Not A Buy Yet

Jul 03

VFC

US$12.95

V.F

7D

-4.1%

1Y

-30.6%

V.F. Corp: From Millionaire-Maker To Bargain Bin? A Turnaround Story In The Making

Jul 01

FIGS

US$5.44

FIGS

7D

2.1%

1Y

-27.6%

FIGS, Inc.'s (NYSE:FIGS) Price Is Out Of Tune With Earnings

Jul 01
FIGS, Inc.'s (NYSE:FIGS) Price Is Out Of Tune With Earnings

CPRI

US$33.39

Capri Holdings

7D

0.9%

1Y

-4.8%

DECK

US$939.32

Deckers Outdoor

7D

-3.0%

1Y

78.2%

Should You Be Adding Deckers Outdoor (NYSE:DECK) To Your Watchlist Today?

Jun 29
Should You Be Adding Deckers Outdoor (NYSE:DECK) To Your Watchlist Today?

CULP

US$4.55

Culp

7D

1.6%

1Y

-11.8%

COLM

US$76.16

Columbia Sportswear

7D

-3.7%

1Y

1.4%

Columbia Sportswear (NASDAQ:COLM) Could Be Struggling To Allocate Capital

Jun 28
Columbia Sportswear (NASDAQ:COLM) Could Be Struggling To Allocate Capital

BIRK

US$56.62

Birkenstock Holding

7D

4.1%

1Y

n/a

RL

US$168.67

Ralph Lauren

7D

-3.7%

1Y

37.6%

Ralph Lauren (NYSE:RL) Will Pay A Larger Dividend Than Last Year At $0.825

Jun 25
Ralph Lauren (NYSE:RL) Will Pay A Larger Dividend Than Last Year At $0.825

LANV

US$2.03

Lanvin Group Holdings

7D

13.4%

1Y

-54.6%

Lanvin Group Holdings Limited's (NYSE:LANV) P/S Is Still On The Mark Following 39% Share Price Bounce

Jun 22
Lanvin Group Holdings Limited's (NYSE:LANV) P/S Is Still On The Mark Following 39% Share Price Bounce

AS

US$11.99

Amer Sports

7D

-4.6%

1Y

n/a

Amer Sports: Buy The Apparel, Not The Stock

May 27

JXJT

US$1.57

JX Luxventure

7D

41.4%

1Y

-32.6%