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U.S. Apparel Retail Industry Analysis

UpdatedJun 25, 2026
DataAggregated Company Financials
Companies37
  • 7D0.5%
  • 3M6.3%
  • 1Y42.6%
  • YTDn/a

Over the last 7 days, the Apparel Retail industry has dropped 1.5%, driven by a pullback from TJX Companies of 1.2%. On the other hand Boot Barn Holdings is actually up 6.8%. In the past year, the industry has gained 40%. Earnings are forecast to grow by 8.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 25 Jun 2026US$316.9bUS$162.4bUS$12.5b22.3x25.4x2x
Sat, 23 May 2026US$303.0bUS$161.6bUS$11.8b21.4x25.7x1.9x
Mon, 20 Apr 2026US$317.0bUS$159.0bUS$11.4b22.7x27.9x2x
Wed, 18 Mar 2026US$298.5bUS$158.8bUS$11.4b15.5x26.3x1.9x
Fri, 13 Feb 2026US$294.4bUS$155.6bUS$10.9b19.7x26.9x1.9x
Sun, 11 Jan 2026US$307.8bUS$158.1bUS$11.0b21.8x28x1.9x
Tue, 09 Dec 2025US$292.5bUS$158.1bUS$11.0b13.9x26.5x1.8x
Thu, 06 Nov 2025US$267.4bUS$155.2bUS$10.8b14.6x24.8x1.7x
Sat, 04 Oct 2025US$265.9bUS$155.1bUS$10.8b14.6x24.7x1.7x
Mon, 01 Sep 2025US$260.8bUS$162.7bUS$9.7b13.4x26.9x1.6x
Wed, 30 Jul 2025US$245.6bUS$160.8bUS$9.5b14x25.9x1.5x
Fri, 27 Jun 2025US$229.9bUS$160.8bUS$9.5b12.8x24.2x1.4x
Sun, 25 May 2025US$241.2bUS$160.7bUS$10.1b11.7x24x1.5x
Tue, 22 Apr 2025US$232.9bUS$159.7bUS$10.1b9.9x23.2x1.5x
Thu, 20 Mar 2025US$219.2bUS$160.2bUS$10.1b10.3x21.6x1.4x
Sat, 15 Feb 2025US$245.2bUS$160.3bUS$9.4b13x26.2x1.5x
Mon, 13 Jan 2025US$249.5bUS$159.8bUS$9.3b15x26.7x1.6x
Wed, 11 Dec 2024US$258.9bUS$164.0bUS$8.6b14.1x30x1.6x
Fri, 08 Nov 2024US$235.0bUS$162.5bUS$8.4b11.3x28.1x1.4x
Sun, 06 Oct 2024US$237.8bUS$162.5bUS$8.4b11.3x28.4x1.5x
Tue, 03 Sep 2024US$243.2bUS$162.6bUS$8.4b12.2x29.1x1.5x
Thu, 01 Aug 2024US$237.2bUS$160.5bUS$8.0b13.9x29.8x1.5x
Sat, 29 Jun 2024US$232.3bUS$160.5bUS$8.0b13.3x29.2x1.4x
Mon, 27 May 2024US$218.4bUS$160.1bUS$7.6b14.2x28.6x1.4x
Wed, 24 Apr 2024US$203.1bUS$160.7bUS$7.2b12.9x28x1.3x
Fri, 22 Mar 2024US$218.6bUS$154.5bUS$7.2b16x30.5x1.4x
Sun, 18 Feb 2024US$213.7bUS$156.9bUS$6.5b16.4x32.7x1.4x
Tue, 16 Jan 2024US$204.7bUS$159.0bUS$6.6b13.5x30.8x1.3x
Thu, 14 Dec 2023US$199.2bUS$159.0bUS$6.7b13.3x29.9x1.3x
Sat, 11 Nov 2023US$185.8bUS$157.9bUS$6.6b11.7x28x1.2x
Mon, 09 Oct 2023US$176.9bUS$157.9bUS$6.7b11.2x26.3x1.1x
Wed, 06 Sep 2023US$188.0bUS$158.1bUS$6.7b11.9x28.2x1.2x
Fri, 04 Aug 2023US$181.1bUS$156.7bUS$6.8b8.7x26.8x1.2x
Sun, 02 Jul 2023US$175.6bUS$156.7bUS$6.8b8.1x25.9x1.1x
Price to Earnings Ratio

25.9x


Total Market Cap: US$175.6bTotal Earnings: US$6.8bTotal Revenue: US$156.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel Retail Industry Price to Earnings3Y Average 27.3x202420252026
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 27.3x.
  • The 3-year average PS ratio of 1.5x is lower than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Apparel Retail industry have grown 23% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

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

US Market-2.47%
Consumer Discretionary-2.30%
Specialty Stores3.31%
Apparel Retail0.51%
Home Furnishing Retail6.91%
Automotive Retail5.54%
Home Improvement Retail4.82%
Specialty Stores3.49%
Computer and Electronics Retail3.27%
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$165.170.6%
+US$1.1b		34.9%PE31.5x
BURL Burlington StoresUS$337.792.1%
+US$437.3m		49.4%PE33.7x
BOOT Boot Barn HoldingsUS$177.487.1%
+US$356.9m		17.4%PE23.8x
AEO American Eagle OutfittersUS$18.508.2%
+US$234.6m		90.9%PE11.1x
ANF Abercrombie & FitchUS$88.834.9%
+US$183.1m		11.8%PE8x

Latest News

ANF
US$88.83
Abercrombie & Fitch
7D
4.9%
1Y
11.8%
Seeking Alpha • 3h

Abercrombie & Fitch: Compelling P/E Amid Asia Expansion

Summary Abercrombie & Fitch remains a compelling contrarian buy, trading at depressed valuations despite resilient fundamentals and effective tariff management. ANF expects 3-5% net sales growth for the full year, with improved supply chain strategies reducing expected tariff margin drag to -20bps from -70bps. Full-year EPS guidance is $10.20-$11.00, flat at midpoint, as sales growth offsets tariff and ERP migration costs; buybacks support EPS growth. With $619.2M cash, zero debt, and a 6.3x FY26 ex-cash P/E, ANF offers attractive risk-reward outside chip-heavy sectors. Read the full article on Seeking Alpha
ROST
US$228.59
Ross Stores
7D
-1.8%
1Y
80.5%
Seeking Alpha • 15h

Ross Stores Is Changing The Retail Growth Playbook

Summary Ross Stores delivered a standout Q1 2026, with total sales up 21% and EPS growth of 37%. ROST’s broad-based growth is driven by strong customer acquisition across demographics, including younger shoppers, defying prior concerns. Operating margins improved by 120 basis points YoY to 13.4%, signaling enhanced profitability and effective execution. Management raised guidance for Q2 2026, projecting 6–7% comp sales growth and EPS of $1.85–$1.93, reflecting continued momentum. Read the full article on Seeking Alpha
VSXY
US$80.64
Victoria's Secret
7D
2.7%
1Y
327.1%
Narrative Update • Jun 24

VSXY: New Customer Gains And Brand Reset Will Drive Turnaround Durability

Victoria's Secret has seen its consolidated analyst price target move higher into the $75 to $95 range, as analysts cite stronger recent execution, new customer growth and improved earnings estimates as support for updated valuation assumptions. Analyst Commentary Recent research updates on Victoria's Secret point to a cluster of higher price targets and upgraded views, with several bullish analysts highlighting what they see as improving execution, stronger earnings power and healthier customer trends.
BGI
US$0.55
Birks Group
7D
-9.2%
1Y
-38.1%
REAL
US$12.86
RealReal
7D
12.9%
1Y
164.1%
Narrative Update • Jun 23

REAL: Circular Luxury Resale Scale And Margin Gains Will Drive Future Upside

Analysts reaffirm their $20.00 price target on RealReal, citing updated assumptions that include a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a reduced future P/E estimate. What’s in the News for RealReal The RealReal is featured alongside RH as a leading luxury consumer stock in 2026, with the company positioned as a key player in authenticated luxury resale and a member base cited at more than 40 million, particularly among younger consumers.
GAP
US$20.92
Gap
7D
-0.1%
1Y
-2.5%
Narrative Update • Jun 23

GAP: Margin Discipline And Brand Reinvigoration Will Drive Long Term Recovery

The analyst price target for Gap has been revised lower by about $3 to reflect reduced fair value estimates around $27.26, as analysts factor in softer sales expectations at Old Navy, along with ongoing margin discipline and brand work across the portfolio. Analyst Commentary Recent research on Gap highlights a mix of optimism around margin execution and brand work, alongside clear concern about Old Navy and the durability of consumer demand.
AEO
US$18.50
American Eagle Outfitters
7D
8.2%
1Y
90.9%
Narrative Update • Jun 23

AEO: Aerie Strength Will Support Higher Future Earnings Multiple Despite Brand Headwinds

American Eagle Outfitters' analyst price target has been revised lower in this update, reflecting a series of Street reductions to a range of $16 to $31, as analysts weigh softer momentum at the core brand, continued strength at Aerie, and the impact of higher investments on near term profitability. Analyst Commentary Recent Street research on American Eagle Outfitters points to a more cautious stance on near term performance, but it also highlights areas where analysts see potential upside, especially around Aerie and the prospect of stabilizing the core American Eagle brand.
TJX
US$165.17
TJX Companies
7D
0.6%
1Y
34.9%
Seeking Alpha • Jun 22

The TJX Companies: Still An Attractive Growth Story In The Retail Space, But Still Expensive

Summary The TJX Companies demonstrate robust sales and profit growth across segments as a result of the poor consumer sentiment in the United States. Strong cash flow generation underpins TJX's ability to sustain dividends and buyback shares, although I have to question whether buybacks are actually attractive at the current valuation. Valuation metrics indicate a significant premium compared to the consumer discretionary sector median, as well as to the firm's own 5Y historic metrics. For these reasons, I reiterate my hold. Read the full article on Seeking Alpha
URBN
US$72.32
Urban Outfitters
7D
-0.2%
1Y
4.9%
Narrative Update • Jun 22

URBN: Record Execution And Rental Expansion Will Support Measured Future Upside Potential

Urban Outfitters' updated analyst price target edges higher to $84.00, with analysts pointing to broad-based Q1 strength across banners, consistent portfolio performance, and raised out year EPS estimates as key supports for the revised view. Analyst Commentary Recent research on Urban Outfitters highlights generally constructive sentiment around the Q1 report, with most analysts focusing on portfolio consistency, banner level momentum, and updated earnings frameworks that inform their valuation work.
BOOT
US$177.48
Boot Barn Holdings
7D
7.1%
1Y
17.4%
Analysis Article • Jun 19

Boot Barn Holdings (BOOT) Stock Could Be 23% Below Fair Value After Record FY2026 Results

Boot Barn Holdings (BOOT) drew fresh investor attention after the stock climbed 5% following bullish analyst commentary on its fiscal 2026 results, which featured 25% earnings growth, strong same store sales, and rapid store openings. See our latest analysis for Boot Barn Holdings. That 5.1% one day share price gain sits within a wider pattern where Boot Barn Holdings has delivered a 23.1% 1 month share price return but is still down 6.7% year to date. Its 3 year total shareholder return of...
DLTH
US$4.22
Duluth Holdings
7D
-0.6%
1Y
114.0%
Narrative Update • Jun 17

DLTH: Lower Discount Rate And Higher Future P/E Will Support Upside

Analysts have raised their price target on Duluth Holdings stock to $5.00, up from $5.00, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions in their valuation work. What’s in the News for Duluth Holdings Duluth Holdings affirmed earnings guidance for fiscal 2027, with net sales projected in the range of $540 million to $560 million and an expected net loss between $13,200,000 and $8,900,000.
RVLV
US$22.94
Revolve Group
7D
11.1%
1Y
13.6%
Narrative Update • Jun 16

RVLV: Q1 Execution And 2026 Investments Will Support Renewed Bullish Momentum

Revolve Group's analyst price target has been revised from about $39.00 to $37.00, as analysts reflect slightly lower assumptions for revenue growth, profit margin and future P/E following a series of target cuts across major research firms. Analyst Commentary Recent Street research around Revolve Group reflects a cluster of price target cuts, but the reports also highlight several constructive points that bullish analysts continue to focus on when thinking about the stock's long term potential.
PLCE
US$2.98
Children's Place
7D
-13.4%
1Y
-34.8%
BURL
US$337.79
Burlington Stores
7D
2.1%
1Y
49.4%
TLYS
US$4.30
Tilly's
7D
-5.7%
1Y
280.5%
XELB
US$1.91
Xcel Brands
7D
-7.7%
1Y
7.3%