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U.S. Apparel Retail Industry Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies39
  • 7D3.7%
  • 3M10.7%
  • 1Y26.0%
  • YTDn/a

Over the last 7 days, the Apparel Retail industry has risen 3.7%, driven by gains from TJX Companies of 4.0%. In the same time, RealReal was down 11%. This means that the industry has gained 26% over the past year. Earnings are forecast to grow by 8.8% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026US$301.7bUS$155.1bUS$10.9b20.5x27.6x1.9x
Tue, 06 Jan 2026US$298.9bUS$158.1bUS$11.0b20.7x27.1x1.9x
Thu, 04 Dec 2025US$286.4bUS$157.9bUS$11.0b14.5x26.1x1.8x
Sat, 01 Nov 2025US$267.3bUS$155.1bUS$10.8b14.4x24.8x1.7x
Mon, 29 Sep 2025US$265.8bUS$155.1bUS$10.8b14.9x24.7x1.7x
Wed, 27 Aug 2025US$260.2bUS$162.1bUS$9.7b14.5x26.9x1.6x
Fri, 25 Jul 2025US$244.8bUS$160.8bUS$9.5b13.6x25.8x1.5x
Sun, 22 Jun 2025US$230.4bUS$160.8bUS$9.5b12.6x24.3x1.4x
Tue, 20 May 2025US$257.1bUS$159.8bUS$10.1b11.7x25.5x1.6x
Thu, 17 Apr 2025US$234.4bUS$159.7bUS$10.1b9.9x23.3x1.5x
Sat, 15 Mar 2025US$214.4bUS$160.2bUS$10.2b9.2x21.1x1.3x
Mon, 10 Feb 2025US$245.2bUS$160.2bUS$9.4b13.9x26.2x1.5x
Wed, 08 Jan 2025US$252.3bUS$159.8bUS$9.3b14.7x27x1.6x
Fri, 06 Dec 2024US$260.2bUS$164.0bUS$8.7b14.2x29.9x1.6x
Sun, 03 Nov 2024US$229.3bUS$162.5bUS$8.4b11.1x27.4x1.4x
Tue, 01 Oct 2024US$243.7bUS$162.5bUS$8.4b11.4x29.1x1.5x
Thu, 29 Aug 2024US$250.8bUS$161.7bUS$8.1b13.6x30.8x1.6x
Sat, 27 Jul 2024US$231.5bUS$160.5bUS$8.0b14.3x29.1x1.4x
Mon, 24 Jun 2024US$235.0bUS$160.5bUS$8.0b13.8x29.5x1.5x
Wed, 22 May 2024US$209.5bUS$159.0bUS$7.3b14.1x28.6x1.3x
Fri, 19 Apr 2024US$198.7bUS$160.6bUS$7.3b12.1x27.3x1.2x
Sun, 17 Mar 2024US$213.4bUS$154.4bUS$7.2b13.8x29.5x1.4x
Tue, 13 Feb 2024US$214.2bUS$156.9bUS$6.5b16.1x32.8x1.4x
Thu, 11 Jan 2024US$203.2bUS$159.0bUS$6.6b13.6x30.6x1.3x
Sat, 09 Dec 2023US$194.9bUS$159.0bUS$6.7b13.1x29.3x1.2x
Mon, 06 Nov 2023US$187.1bUS$157.9bUS$6.7b12.4x27.8x1.2x
Wed, 04 Oct 2023US$179.6bUS$157.9bUS$6.7b10.8x26.7x1.1x
Fri, 01 Sep 2023US$189.9bUS$158.1bUS$6.7b12.4x28.4x1.2x
Sun, 30 Jul 2023US$181.1bUS$156.7bUS$6.8b8.7x26.7x1.2x
Tue, 27 Jun 2023US$169.6bUS$156.7bUS$6.8b8.3x25x1.1x
Thu, 25 May 2023US$161.6bUS$157.2bUS$6.9b9.9x23.6x1x
Sat, 22 Apr 2023US$170.6bUS$156.9bUS$7.6b12x22.5x1.1x
Mon, 20 Mar 2023US$166.6bUS$155.0bUS$7.4b11x22.5x1.1x
Wed, 15 Feb 2023US$180.7bUS$145.7bUS$7.8b9.9x23.2x1.2x
Price to Earnings Ratio

23.2x


Total Market Cap: US$180.7bTotal Earnings: US$7.8bTotal Revenue: US$145.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel Retail Industry Price to Earnings3Y Average 26.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Apparel Retail 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 26.8x.
  • The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Apparel Retail industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 2.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Apparel Retail compare with similar industries?

US Market-0.071%
Consumer Discretionary-4.15%
Specialty Stores3.42%
Apparel Retail3.67%
Home Furnishing Retail7.62%
Computer and Electronics Retail6.17%
Specialty Stores5.13%
Home Improvement Retail2.86%
Automotive Retail1.83%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TJX TJX CompaniesUS$155.864.0%
+US$6.7b		25.0%PE33.8x
BURL Burlington StoresUS$311.635.3%
+US$980.6m		19.8%PE34.6x
BOOT Boot Barn HoldingsUS$203.3814.0%
+US$746.2m		45.3%PE28.3x
ROST Ross StoresUS$190.741.1%
+US$676.0m		33.8%PE29.6x
VSCO Victoria's SecretUS$62.4414.5%
+US$636.5m		94.3%PE29.5x

Latest News

DXLG
US$0.63
Destination XL Group
7D
-8.2%
1Y
-76.2%
TJX
US$155.86
TJX Companies
7D
4.0%
1Y
25.0%

TJX: Elevated Off Price Optimism May Constrain Future Share Return Potential

Analysts have nudged their price expectations for TJX higher, reflected in our fair value estimate rising from US$124.91 to US$129.14. They cite recent price target increases across the Street that point to confidence in the company's off price positioning, ongoing top line trends, Q3 performance and updated guidance.
VSCO
US$62.44
Victoria's Secret
7D
14.5%
1Y
94.3%

VSCO: Inventory Discipline And Macro Tailwinds Will Drive Future Repricing

Analysts have lifted their price targets for Victoria's Secret, with our fair value estimate nudging up from US$73.00 to US$75.00 as they factor in updated assumptions for revenue growth, profit margins and future P/E. This is supported by recent target increases from multiple firms citing inventory discipline and potential macro tailwinds.
URBN
US$72.47
Urban Outfitters
7D
2.3%
1Y
28.0%

URBN: Q3 Portfolio Momentum Will Support Future Earnings Power Expansion

Narrative Update on Urban Outfitters Our analyst price target for Urban Outfitters has been raised by $4 to $102, as analysts factor in recent Q3 outperformance across sales and margins, continued topline momentum, and an updated view on valuation multiples, despite some mixed near term guidance and differing firm level target revisions. Analyst Commentary Recent research highlights a generally constructive stance on Urban Outfitters, with several bullish analysts lifting price targets after Q3 results and updated guidance.
BOOT
US$203.38
Boot Barn Holdings
7D
14.0%
1Y
45.3%
TDUP
US$4.92
ThredUp
7D
-3.1%
1Y
99.2%

ThredUp Inc.'s (NASDAQ:TDUP) Share Price Is Still Matching Investor Opinion Despite 26% Slump

Feb 05
ThredUp Inc.'s (NASDAQ:TDUP) Share Price Is Still Matching Investor Opinion Despite 26% Slump
GAP
US$29.13
Gap
7D
4.1%
1Y
29.5%

GAP: Fashiontainment And Brand Reinvigoration Will Drive Earnings Momentum

Analysts have lifted their price target for Gap, increasing the fair value estimate from about US$30.73 to US$38.52. This reflects higher assumed revenue growth and a richer future P/E multiple, supported by recent upgrades and target hikes that highlight improving earnings momentum and brand progress across Gap's portfolio.
REAL
US$13.09
RealReal
7D
-10.8%
1Y
56.4%

REAL: Future Earnings Multiple Will Likely Remain High But Appear Reasonable

Analysts have raised their price target on RealReal from US$14.00 to US$15.00, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that slightly adjust their valuation framework. What's in the News The RealReal issued earnings guidance for the fourth quarter of 2025, calling for total revenue of US$188 million to US$191 million (company guidance).
RVLV
US$26.92
Revolve Group
7D
-2.6%
1Y
-8.2%

RVLV: GenAI Focus And New Grove Store Will Shape Balanced Outlook

Analysts have lifted their fair value estimate for Revolve Group by about US$4.50 to roughly US$29.07, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples in light of recent price target increases from the Street. Analyst Commentary Recent Street research around Revolve Group has focused on how the company fits into a broader internet sector picture that is increasingly influenced by GenAI and GPU related themes, as well as how much uncertainty exists around certain e commerce and digital categories.
SFIX
US$4.28
Stitch Fix
7D
-10.8%
1Y
-13.0%

SFIX: Earnings Outlook And Sector Sentiment Will Shape Cautious Fair Value Stance

Analysts have kept their fair value estimate for Stitch Fix steady at $5.25 while making only small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, reflecting a broadly unchanged outlook that incorporates recent shifts in peer price targets and ratings across the sector. Analyst Commentary Recent sector research around Stitch Fix peers has focused on how quickly earnings power can stabilize and what kind of valuation multiple the market is willing to assign to companies with evolving business models.
AKA
US$10.59
a.k.a. Brands Holding
7D
-3.4%
1Y
-41.9%

AKA: Completed Buybacks And Softer Sales Guidance Will Support A Fair Outlook

Analysts have modestly adjusted their price target on a.k.a. Brands Holding to $11.00. This reflects slightly updated assumptions for revenue growth, profit margins and future P/E that keep their overall valuation view essentially unchanged.
LUXE
US$7.43
LuxExperience B.V
7D
-5.4%
1Y
-25.7%

LUXE: Refreshed Earnings Models Will Support Upside As Future P/E Stays Elevated

Analysts have trimmed their price target on LuxExperience B.V. from about $10.40 to roughly $10.18, citing updated assumptions around discount rates, fair value, and a very high future P/E multiple informed by recent Street research that includes a new bullish initiation, a Hold assumption, and a lower $11 target from $14. Analyst Commentary Recent Street research around LuxExperience B.V. is mixed, with analysts weighing updated earnings models and valuation inputs against a still supportive rating backdrop.
ROST
US$190.74
Ross Stores
7D
1.1%
1Y
33.8%
BURL
US$311.63
Burlington Stores
7D
5.3%
1Y
19.8%

BURL: Margin Expansion And New Store Growth Will Drive Future Upside

Narrative Update: Burlington Stores (BURL) Analysts have made modest shifts to their Burlington Stores outlook, with recent price targets ranging from about $315 to $350. These targets reflect mixed views on near term headwinds, margin and unit growth investment, and expectations for continued consumer resilience in off price retail into 2026.
BKE
US$52.09
Buckle
7D
10.1%
1Y
18.4%
DBGI
US$6.56
Digital Brands Group
7D
-9.9%
1Y
302.5%