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U.S. Apparel Retail Industry Analysis

UpdatedDec 25, 2025
DataAggregated Company Financials
Companies40
  • 7D0.8%
  • 3M14.5%
  • 1Y21.6%
  • YTDn/a

Over the last 7 days, the Apparel Retail industry has remained flat. The past year has been better, since the industry has gained 22% in that time. As for the next few years, earnings are expected to grow by 8.2% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Dec 2025US$300.7bUS$158.1bUS$11.0b18x27.3x1.9x
Sat, 22 Nov 2025US$273.7bUS$157.3bUS$10.9b15.9x25.2x1.7x
Mon, 20 Oct 2025US$267.1bUS$155.1bUS$10.8b13.5x24.8x1.7x
Wed, 17 Sep 2025US$265.0bUS$154.7bUS$10.1b16.1x26.4x1.7x
Fri, 15 Aug 2025US$259.8bUS$160.9bUS$9.5b14.9x27.3x1.6x
Sun, 13 Jul 2025US$236.7bUS$160.8bUS$9.5b13.3x24.9x1.5x
Tue, 10 Jun 2025US$245.4bUS$160.9bUS$9.5b11.2x25.8x1.5x
Thu, 08 May 2025US$238.0bUS$159.7bUS$10.1b11.1x23.6x1.5x
Sat, 05 Apr 2025US$227.0bUS$159.7bUS$10.1b10.1x22.6x1.4x
Mon, 03 Mar 2025US$241.2bUS$160.4bUS$9.4b11.9x25.6x1.5x
Wed, 29 Jan 2025US$251.2bUS$159.8bUS$9.3b14.5x26.9x1.6x
Fri, 27 Dec 2024US$253.1bUS$164.0bUS$8.6b14.6x29.3x1.5x
Sun, 24 Nov 2024US$249.1bUS$163.5bUS$8.6b13.1x28.9x1.5x
Tue, 22 Oct 2024US$244.0bUS$162.5bUS$8.4b11.3x29.2x1.5x
Thu, 19 Sep 2024US$242.1bUS$162.6bUS$8.4b11.2x29x1.5x
Sat, 17 Aug 2024US$238.3bUS$160.6bUS$8.0b14.7x29.9x1.5x
Mon, 15 Jul 2024US$240.7bUS$160.5bUS$8.0b14.3x30.2x1.5x
Wed, 12 Jun 2024US$230.3bUS$160.5bUS$8.0b13.6x28.9x1.4x
Fri, 10 May 2024US$209.6bUS$159.0bUS$7.3b13.4x28.6x1.3x
Sun, 07 Apr 2024US$210.8bUS$160.7bUS$7.3b13x29x1.3x
Tue, 05 Mar 2024US$218.0bUS$158.9bUS$6.9b16.3x31.5x1.4x
Thu, 01 Feb 2024US$209.5bUS$159.0bUS$6.6b13.2x31.5x1.3x
Sat, 30 Dec 2023US$205.1bUS$159.1bUS$6.6b13.3x30.9x1.3x
Mon, 27 Nov 2023US$193.2bUS$159.5bUS$7.0b11.2x27.5x1.2x
Wed, 25 Oct 2023US$178.4bUS$157.9bUS$6.7b11.7x26.5x1.1x
Fri, 22 Sep 2023US$178.1bUS$157.9bUS$6.7b10.5x26.5x1.1x
Sun, 20 Aug 2023US$185.7bUS$157.8bUS$6.6b8.4x28x1.2x
Tue, 18 Jul 2023US$177.0bUS$156.7bUS$6.8b8.2x26.1x1.1x
Thu, 15 Jun 2023US$167.1bUS$156.7bUS$6.8b8.7x24.7x1.1x
Sat, 13 May 2023US$166.7bUS$156.8bUS$7.5b10.6x22.1x1.1x
Mon, 10 Apr 2023US$170.4bUS$156.8bUS$7.6b11.8x22.3x1.1x
Wed, 08 Mar 2023US$167.4bUS$140.2bUS$7.6b9.5x22.1x1.2x
Fri, 03 Feb 2023US$182.1bUS$145.7bUS$7.8b10.4x23.4x1.3x
Sun, 01 Jan 2023US$172.8bUS$145.6bUS$7.8b8.9x22.2x1.2x
Price to Earnings Ratio

22.2x


Total Market Cap: US$172.8bTotal Earnings: US$7.8bTotal Revenue: US$145.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel Retail Industry Price to Earnings3Y Average 26.6x202320242025
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 26.6x.
  • 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 2.8% 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 Market3.10%
Consumer Discretionary2.84%
Specialty Stores-0.83%
Apparel Retail0.79%
Home Furnishing Retail1.58%
Specialty Stores0.35%
Automotive Retail-0.67%
Home Improvement Retail-2.53%
Computer and Electronics Retail-3.81%
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$157.291.0%
+US$1.8b		27.4%PE34.1x
BURL Burlington StoresUS$288.247.5%
+US$1.2b		-0.3%PE32x
ANF Abercrombie & FitchUS$126.748.2%
+US$439.3m		-16.7%PE11.1x
REAL RealRealUS$16.2410.4%
+US$177.9m		74.0%PS2.9x
RVLV Revolve GroupUS$29.848.8%
+US$172.6m		-11.7%PE38.4x

Latest News

ANF
US$126.74
Abercrombie & Fitch
7D
8.2%
1Y
-16.7%
AEO
US$26.65
American Eagle Outfitters
7D
-1.0%
1Y
61.4%

AEO: Q3 Earnings Are Expected To Expose Overstretched Holiday Optimism

Analysts have raised their fair value estimate for American Eagle Outfitters from $10.00 to $18.00 per share. This reflects increased confidence in faster revenue growth, improved profit margins, and a more constructive outlook on the company’s future earnings multiple following recent positive price target revisions and expectations for a Q3 earnings catalyst.
LITB
US$2.35
LightInTheBox Holding
7D
32.4%
1Y
33.5%

LightInTheBox Holding Co., Ltd. (NYSE:LITB) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Dec 23
LightInTheBox Holding Co., Ltd. (NYSE:LITB) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
BURL
US$288.24
Burlington Stores
7D
7.5%
1Y
-0.3%

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

Analysts have trimmed their average price target on Burlington Stores by roughly $20 to the low $300s, citing tougher near term comparisons, incrementally higher operating and interest costs, and more conservative margin expectations, even as they point to ongoing benefits from unit growth and improving near term trends. Analyst Commentary Analyst reactions to the latest results reflect a mix of confidence in Burlington Stores long term growth algorithm and caution around near term execution risks and margin trajectory.
VSCO
US$54.27
Victoria's Secret
7D
2.2%
1Y
30.3%
REAL
US$16.24
RealReal
7D
10.4%
1Y
74.0%
GAP
US$26.55
Gap
7D
-2.4%
1Y
10.5%

GAP: Turnaround Momentum And Q3 Execution Will Support Durable Margin Recovery

Analysts nudged their average price target on Gap modestly higher, with fair value estimates rising by about $1 to reflect stronger than expected Q3 momentum across brands, improving revenue growth expectations, and growing confidence in the company’s turnaround strategy despite only incremental changes to long term profitability assumptions. Analyst Commentary Street research following Gap's latest results points to a more constructive stance on the stock, with multiple firms lifting price targets into the mid to high 20 dollar range and several upgrades into positive rating territory.
RVLV
US$29.84
Revolve Group
7D
8.8%
1Y
-11.7%

RVLV: Revenue Momentum Will Mask 2025 Execution Risks And Downside Potential

Analysts have raised their fair value estimate for Revolve Group from $17.00 to $20.00 per share, citing solid recent revenue trends and confidence in the company’s ability to sustain its long term guidance. Analyst Commentary Recent research updates highlight that while the near term revenue backdrop appears constructive, sentiment on the stock remains balanced, with limited conviction that current momentum will translate into sustained outperformance versus expectations.
ROST
US$181.68
Ross Stores
7D
-0.6%
1Y
20.7%

ROST: Off Price Momentum And Margin Discipline Will Support Balanced Returns Ahead

Analysts have modestly raised their fair value estimate for Ross Stores to about $183 from roughly $178, citing solid Q3 beat and raise performance, improving revenue growth and margins, and a richer anticipated future P/E multiple within an increasingly favored off price retail backdrop. Analyst Commentary Street research following the Q3 print reflects a largely constructive stance on Ross Stores, with several firms lifting price targets into the high $170s to low $180s range and at least one major bank moving above $200, supporting the modest increase in fair value.
LUXE
US$8.60
LuxExperience B.V
7D
1.1%
1Y
22.3%

LUXE: Future Share Returns Will Depend On Flawless Execution

Analysts have trimmed their price target on LuxExperience B.V., citing updated earnings models that factor in a lower fair value estimate near $8, despite stronger projected revenue growth and profit margins. This has led to a modest reset in upside expectations from the low to mid teens in dollar terms.
BOOT
US$189.28
Boot Barn Holdings
7D
-3.1%
1Y
27.6%

BOOT: Future Performance Expected To Reflect Strong Comps And Elevated Execution Risks

Narrative Update on Analyst Price Target The analyst price target for Boot Barn Holdings has been lifted modestly to approximately $227 per share from about $227 previously, as analysts factor in stronger near term revenue growth supported by robust recent same store sales and upside to quarterly results, even as they make a slight upward adjustment to the discount rate and expect only marginally lower profit margins. Analyst Commentary Bullish analysts highlight that the latest quarterly performance and early third quarter trends support a higher valuation framework for Boot Barn, with upward revisions to price targets reflecting greater confidence in the durability of same store sales growth and earnings power.
TJX
US$157.29
TJX Companies
7D
1.0%
1Y
27.4%

TJX Strong Q3 Execution Will Drive Market Share Gains Ahead

TJX Companies fair value estimate has been raised from $164 to $181, as analysts point to strong Q3 results, raised long term guidance, resilient value positioning across categories, and continued market share and EPS growth potential supported by the off price sector backdrop. Analyst Commentary Bullish analysts broadly highlight TJX's strong Q3 performance, improved long term guidance, and durable value proposition as key drivers behind a wave of upward price target revisions.
LE
US$14.15
Lands' End
7D
-6.8%
1Y
4.3%
BKE
US$54.59
Buckle
7D
-3.0%
1Y
6.5%
URBN
US$78.19
Urban Outfitters
7D
-3.4%
1Y
43.3%

URBN: Q3 Topline Momentum Will Shape Mixed Margin And Multiple Expectations

Analysts have nudged their blended price target for Urban Outfitters modestly higher, toward the mid 80 dollar range, citing stronger than expected Q3 topline momentum, broad based portfolio strength, and better sales and margin performance that support only minor tweaks to growth, profitability, and valuation assumptions. Analyst Commentary Street research has turned incrementally more constructive on Urban Outfitters, with multiple firms lifting price targets on the back of a Q3 beat, stronger than anticipated portfolio momentum, and broad based category strength.
TDUP
US$6.32
ThredUp
7D
-17.1%
1Y
354.7%