U.S. Luxury Industry Analysis
UpdatedJul 27, 2024
DataAggregated Company Financials
Companies71
- 7D-0.7%
- 3M-12.9%
- 1Y-17.1%
- YTD-20.4%
Over the last 7 days, the Luxury industry has dropped 3.6%, driven by Lululemon Athletica declining 13%. The industry has fallen 18% in the last year. Earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Sat, 27 Jul 2024 | US$275.6b | US$168.6b | US$11.3b | 17.7x | 24.3x | 1.6x |
| Mon, 24 Jun 2024 | US$337.6b | US$168.1b | US$10.8b | 18.7x | 31.2x | 2x |
| Wed, 22 May 2024 | US$319.0b | US$163.9b | US$11.5b | 19.6x | 27.7x | 1.9x |
| Fri, 19 Apr 2024 | US$314.0b | US$164.4b | US$11.5b | 17.5x | 27.2x | 1.9x |
| Sun, 17 Mar 2024 | US$348.2b | US$164.4b | US$11.1b | 17.7x | 31.5x | 2.1x |
| Tue, 13 Feb 2024 | US$355.3b | US$159.0b | US$10.4b | 19.3x | 34.2x | 2.2x |
| Thu, 11 Jan 2024 | US$340.0b | US$159.4b | US$11.0b | 18x | 30.8x | 2.1x |
| Sat, 09 Dec 2023 | US$353.3b | US$159.2b | US$10.8b | 16.9x | 32.8x | 2.2x |
| Mon, 06 Nov 2023 | US$321.0b | US$159.0b | US$10.3b | 14.5x | 31x | 2x |
| Wed, 04 Oct 2023 | US$289.6b | US$157.0b | US$10.5b | 13.4x | 27.5x | 1.8x |
| Fri, 01 Sep 2023 | US$306.8b | US$156.3b | US$10.4b | 14.4x | 29.4x | 2x |
| Sun, 30 Jul 2023 | US$319.1b | US$156.9b | US$10.9b | 14.2x | 29.4x | 2x |
| Tue, 27 Jun 2023 | US$321.0b | US$155.6b | US$11.2b | 11.8x | 28.7x | 2.1x |
| Thu, 25 May 2023 | US$307.9b | US$155.1b | US$11.2b | 11.4x | 27.6x | 2x |
| Sat, 22 Apr 2023 | US$353.8b | US$160.8b | US$10.7b | 12.3x | 33.1x | 2.2x |
| Mon, 20 Mar 2023 | US$328.3b | US$158.0b | US$11.3b | 11.3x | 29.1x | 2.1x |
| Wed, 15 Feb 2023 | US$350.1b | US$157.9b | US$12.1b | 11.5x | 29x | 2.2x |
| Fri, 13 Jan 2023 | US$354.0b | US$158.2b | US$13.0b | 10.5x | 27.3x | 2.2x |
| Sun, 11 Dec 2022 | US$315.0b | US$155.7b | US$13.1b | 10.3x | 24.1x | 2x |
| Tue, 08 Nov 2022 | US$286.2b | US$155.1b | US$14.8b | 9.6x | 19.3x | 1.8x |
| Thu, 06 Oct 2022 | US$277.9b | US$154.3b | US$15.5b | 9.5x | 17.9x | 1.8x |
| Sat, 03 Sep 2022 | US$307.0b | US$153.7b | US$15.9b | 9.7x | 19.3x | 2x |
| Mon, 01 Aug 2022 | US$329.2b | US$152.9b | US$15.8b | 10x | 20.8x | 2.2x |
| Wed, 29 Jun 2022 | US$313.4b | US$152.3b | US$16.1b | 10.3x | 19.4x | 2.1x |
| Fri, 27 May 2022 | US$308.3b | US$151.4b | US$15.8b | 10.9x | 19.5x | 2x |
| Sun, 24 Apr 2022 | US$369.2b | US$146.8b | US$15.1b | 12x | 24.5x | 2.5x |
| Tue, 22 Mar 2022 | US$373.8b | US$145.2b | US$14.6b | 13.6x | 25.6x | 2.6x |
| Thu, 17 Feb 2022 | US$420.2b | US$146.4b | US$15.4b | 14.4x | 27.4x | 2.9x |
| Sat, 15 Jan 2022 | US$428.9b | US$143.9b | US$14.1b | 16.9x | 30.4x | 3x |
| Mon, 13 Dec 2021 | US$488.2b | US$142.5b | US$13.9b | 17.9x | 35.2x | 3.4x |
| Wed, 10 Nov 2021 | US$507.4b | US$140.9b | US$13.6b | 18.8x | 37.4x | 3.6x |
| Fri, 08 Oct 2021 | US$443.9b | US$138.2b | US$12.7b | 18.7x | 34.9x | 3.2x |
| Sun, 05 Sep 2021 | US$462.2b | US$138.1b | US$12.2b | 15x | 37.9x | 3.3x |
| Tue, 03 Aug 2021 | US$481.2b | US$136.8b | US$11.8b | 16.4x | 40.7x | 3.5x |
Price to Earnings Ratio
40.7x
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 24.7x which is lower than its 3-year average PE of 28.3x.
- 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 Market | -0.64% | |
| Consumer Discretionary | -1.66% | |
| Luxury | -0.71% | |
| Textiles | 1.38% | |
| Footwear | 0.60% | |
| Apparel, Accessories and Luxury Goods | -2.85% | |
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 18.3%, 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 99% 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 9.1% 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 | |
|---|---|---|---|---|---|
| DECK Deckers Outdoor | US$894.70 | 2.7% +US$596.1m | 67.5% | PE28x | |
| BIRK Birkenstock Holding | US$57.21 | 5.4% +US$546.6m | n/a | PE99.7x | |
| HBI Hanesbrands | US$6.14 | 13.7% +US$260.2m | 18.5% | PS0.4x | |
| SKX Skechers U.S.A | US$64.72 | 2.0% +US$196.7m | 15.3% | PE17x | |
| RL Ralph Lauren | US$168.10 | 1.7% +US$174.8m | 31.7% | PE16.3x |
