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U.S. Apparel Retail Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies38
  • 7D-2.4%
  • 3M0.2%
  • 1Y28.8%
  • YTDn/a

Over the last 7 days, the Apparel Retail industry has dropped 2.4%, driven by a pullback from TJX Companies of 1.4%. Meanwhile, ThredUp actually outperformed within the industry, gaining 15% in the last week. This takes the industry's 12 month performance to a gain of 29%. Looking forward, earnings are forecast to grow by 8.3% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 May 2026US$302.3bUS$159.0bUS$11.4b22.7x26.6x1.9x
Tue, 07 Apr 2026US$308.4bUS$158.9bUS$11.4b20.7x27.1x1.9x
Thu, 05 Mar 2026US$305.1bUS$157.9bUS$11.3b18.8x26.9x1.9x
Sat, 31 Jan 2026US$287.4bUS$155.0bUS$10.9b19.7x26.3x1.9x
Mon, 29 Dec 2025US$300.0bUS$158.1bUS$11.0b17.8x27.2x1.9x
Wed, 26 Nov 2025US$285.0bUS$157.3bUS$10.9b16.9x26.2x1.8x
Fri, 24 Oct 2025US$266.3bUS$155.1bUS$10.8b14.2x24.7x1.7x
Sun, 21 Sep 2025US$261.6bUS$154.7bUS$10.1b15.7x26x1.7x
Tue, 19 Aug 2025US$255.3bUS$160.9bUS$9.5b14.8x26.9x1.6x
Thu, 17 Jul 2025US$232.2bUS$160.8bUS$9.5b13.1x24.5x1.4x
Sat, 14 Jun 2025US$235.1bUS$160.8bUS$9.5b10x24.8x1.5x
Mon, 12 May 2025US$238.6bUS$159.7bUS$10.1b11x23.7x1.5x
Wed, 09 Apr 2025US$219.4bUS$159.7bUS$10.1b9.3x21.8x1.4x
Fri, 07 Mar 2025US$234.8bUS$160.4bUS$10.0b10.2x23.6x1.5x
Sun, 02 Feb 2025US$251.8bUS$159.9bUS$9.4b14.4x26.9x1.6x
Tue, 31 Dec 2024US$255.3bUS$161.6bUS$9.5b14.5x26.8x1.6x
Thu, 28 Nov 2024US$257.4bUS$164.0bUS$8.6b13.3x29.8x1.6x
Sat, 26 Oct 2024US$235.3bUS$162.5bUS$8.4b11.7x28.1x1.4x
Mon, 23 Sep 2024US$244.8bUS$162.6bUS$8.4b11.1x29.3x1.5x
Wed, 21 Aug 2024US$239.5bUS$160.6bUS$8.0b14.3x30x1.5x
Fri, 19 Jul 2024US$237.7bUS$160.5bUS$8.0b14x29.9x1.5x
Sun, 16 Jun 2024US$230.6bUS$160.5bUS$8.0b13.4x29x1.4x
Tue, 14 May 2024US$211.3bUS$159.0bUS$7.3b14.5x28.9x1.3x
Thu, 11 Apr 2024US$210.7bUS$160.6bUS$7.3b12.9x29x1.3x
Sat, 09 Mar 2024US$210.3bUS$154.5bUS$7.3b13.4x28.7x1.4x
Mon, 05 Feb 2024US$211.4bUS$159.0bUS$6.6b14.5x31.8x1.3x
Wed, 03 Jan 2024US$204.5bUS$159.0bUS$6.6b13.2x30.8x1.3x
Fri, 01 Dec 2023US$192.0bUS$159.5bUS$6.9b13.8x27.9x1.2x
Sun, 29 Oct 2023US$176.2bUS$157.9bUS$6.7b11.3x26.2x1.1x
Tue, 26 Sep 2023US$175.8bUS$157.9bUS$6.7b10.3x26.1x1.1x
Thu, 24 Aug 2023US$186.1bUS$157.7bUS$6.5b10.4x28.4x1.2x
Sat, 22 Jul 2023US$178.4bUS$156.7bUS$6.8b8.2x26.3x1.1x
Mon, 19 Jun 2023US$169.5bUS$156.7bUS$6.8b8.6x25x1.1x
Wed, 17 May 2023US$164.6bUS$156.8bUS$7.5b10.6x21.8x1x
Price to Earnings Ratio

21.8x


Total Market Cap: US$164.6bTotal Earnings: US$7.5bTotal Revenue: US$156.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel Retail Industry Price to Earnings3Y Average 27.2x202420252026
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 27.2x.
  • The 3-year average PS ratio of 1.5x 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 15% 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 Market2.14%
Consumer Discretionary1.97%
Specialty Stores-1.60%
Apparel Retail-2.39%
Home Furnishing Retail1.58%
Automotive Retail1.38%
Home Improvement Retail-1.91%
Specialty Stores-2.45%
Computer and Electronics Retail-4.88%
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
TDUP ThredUpUS$4.9214.7%
+US$81.5m		-22.8%PS2x
REAL RealRealUS$12.404.3%
+US$61.4m		70.1%PS2.2x
URBN Urban OutfittersUS$70.440.1%
+US$8.6m		36.0%PE13x
LE Lands' EndUS$11.562.4%
+US$8.3m		37.9%PE64.6x
ZUMZ ZumiezUS$25.031.9%
+US$7.9m		103.3%PE32.3x

Latest News

REAL
US$12.40
RealReal
7D
4.3%
1Y
70.1%
Seeking Alpha • 8h

The RealReal: EBITDA Margin Inflection Point, Buy The Dip

Summary The RealReal dropped more than 15% after reporting a Q1 beat-and-raise. GMV in Q1 accelerated yet again, improving two points to 24% y/y growth and defying the tougher macroeconomy. Adjusted EBITDA also more than tripled y/y as the company cut down on corporate overhead. Though near-term multiples look rich, The RealReal is still at an earlier stage in its profit inflection, and I'm reiterating my buy rating on this stock. Read the full article on Seeking Alpha
BOOT
US$163.37
Boot Barn Holdings
7D
-4.7%
1Y
37.5%
TDUP
US$4.92
ThredUp
7D
14.7%
1Y
-22.8%
RVLV
US$20.24
Revolve Group
7D
-20.5%
1Y
16.1%
Analysis Article • May 08

Revolve Group, Inc. Just Recorded A 7.1% EPS Beat: Here's What Analysts Are Forecasting Next

Revolve Group, Inc. ( NYSE:RVLV ) defied analyst predictions to release its quarterly results, which were ahead of...
GAP
US$23.90
Gap
7D
-2.8%
1Y
3.8%
ROST
US$224.48
Ross Stores
7D
-1.5%
1Y
56.6%
VSCO
US$47.55
Victoria's Secret
7D
-8.3%
1Y
140.9%
ANF
US$78.51
Abercrombie & Fitch
7D
-8.0%
1Y
7.1%
Seeking Alpha • May 07

Abercrombie & Fitch: The Comeback Story Is Over

Summary Abercrombie & Fitch delivered a remarkable 16% net sales growth in an industry growing just 1%. Post-pandemic, ANF rebounded sharply by focusing on smarter inventory, digital sales, and targeted promotions. Sales peaked at a record $5.2 billion in 2025, but growth is showing clear signs of plateauing. I recommend selling ANF now, as the growth story appears to have run its course and shares trade at a premium. Read the full article on Seeking Alpha
URBN
US$70.44
Urban Outfitters
7D
0.1%
1Y
36.0%
Narrative Update • May 07

URBN: Brand Momentum And Lifestyle Partnerships Will Face Valuation And Execution Constraints

Urban Outfitters' fair value estimate moves modestly higher to $67.00 from $65.06 as analysts factor in updated P/E comparisons to peers, continued strength at Free People and Anthropologie, the growth potential of Nuuly and improving signals at the core Urban Outfitters brand, even as several firms trim their published price targets to align with sector multiples. Analyst Commentary Recent Street research shows that while many analysts see solid brand momentum across the portfolio, several are also tempering expectations by pulling back price targets to align more closely with sector multiples and perceived execution risks.
TJX
US$154.48
TJX Companies
7D
-1.4%
1Y
20.6%
LITB
US$2.54
LightInTheBox Holding
7D
17.1%
1Y
111.7%
LE
US$11.56
Lands' End
7D
2.4%
1Y
37.9%
ZUMZ
US$25.03
Zumiez
7D
1.9%
1Y
103.3%
BURL
US$306.60
Burlington Stores
7D
-4.2%
1Y
23.1%
Narrative Update • Apr 24

BURL: Off Price Model And Store Expansion Will Drive Bullish 2026 Outlook

Analysts have raised the average Burlington Stores price target by a few dollars into the mid to high $300s, citing the recent Q4 beat, higher outer year EPS estimates, and confidence in the company’s off price model, store expansion plans, and outlook into 2026. Analyst Commentary Recent research reads as broadly constructive on Burlington Stores, with a cluster of higher price targets anchored in a strong Q4 report, updated earnings models, and a more confident outlook into 2026.
DBGI
US$1.63
Digital Brands Group
7D
21.6%
1Y
-79.4%
CAL
US$13.27
Caleres
7D
1.3%
1Y
-15.4%