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U.S. Apparel Retail Industry Analysis

UpdatedAug 08, 2026
DataAggregated Company Financials
Companies39
  • 7D2.5%
  • 3M9.1%
  • 1Y33.2%
  • YTDn/a

The Apparel Retail industry is up 2.5% in the last week, with TJX Companies up 2.6%. In the same time, ThredUp was down 44%. This takes the industry's 12 month performance to a gain of 33%. Earnings are forecast to grow by 7.9% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Aug 2026US$329.0bUS$163.1bUS$12.5b22.5x26.3x2x
Tue, 07 Jul 2026US$298.8bUS$162.4bUS$12.5b20.7x23.9x1.8x
Thu, 04 Jun 2026US$302.5bUS$162.4bUS$12.1b21.5x25x1.9x
Sat, 02 May 2026US$308.5bUS$159.0bUS$11.4b23.8x27.2x1.9x
Mon, 30 Mar 2026US$298.8bUS$158.9bUS$11.3b20.7x26.3x1.9x
Wed, 25 Feb 2026US$305.2bUS$155.6bUS$10.9b19.8x27.9x2x
Fri, 23 Jan 2026US$303.6bUS$158.1bUS$11.0b20.4x27.6x1.9x
Sun, 21 Dec 2025US$298.7bUS$158.1bUS$11.0b18.5x27.1x1.9x
Tue, 18 Nov 2025US$272.4bUS$155.2bUS$10.8b15.2x25.2x1.8x
Thu, 16 Oct 2025US$267.1bUS$155.1bUS$10.8b13.3x24.8x1.7x
Sat, 13 Sep 2025US$267.2bUS$154.7bUS$10.1b15.3x26.6x1.7x
Mon, 11 Aug 2025US$252.1bUS$160.9bUS$9.5b14.4x26.5x1.6x
Wed, 09 Jul 2025US$237.6bUS$160.8bUS$9.5b13.1x25x1.5x
Fri, 06 Jun 2025US$243.0bUS$160.8bUS$9.6b9.6x25.4x1.5x
Sun, 04 May 2025US$238.8bUS$159.7bUS$10.1b11.4x23.7x1.5x
Tue, 01 Apr 2025US$222.0bUS$159.6bUS$10.1b10.9x22x1.4x
Thu, 27 Feb 2025US$236.7bUS$160.2bUS$9.4b11.2x25.3x1.5x
Sat, 25 Jan 2025US$251.2bUS$159.8bUS$9.3b14.9x26.9x1.6x
Mon, 23 Dec 2024US$251.2bUS$164.0bUS$8.6b13.9x29.1x1.5x
Wed, 20 Nov 2024US$242.0bUS$162.5bUS$8.4b11.8x28.7x1.5x
Fri, 18 Oct 2024US$243.5bUS$162.5bUS$8.4b11.3x29.1x1.5x
Sun, 15 Sep 2024US$246.8bUS$162.6bUS$8.4b10.7x29.5x1.5x
Tue, 13 Aug 2024US$231.2bUS$160.6bUS$8.0b13.4x29x1.4x
Thu, 11 Jul 2024US$234.5bUS$160.5bUS$8.0b13.7x29.5x1.5x
Sat, 08 Jun 2024US$229.6bUS$160.5bUS$7.9b13.7x28.9x1.4x
Mon, 06 May 2024US$204.3bUS$160.7bUS$7.2b12.9x28.2x1.3x
Wed, 03 Apr 2024US$222.2bUS$160.7bUS$7.3b13.6x30.6x1.4x
Fri, 01 Mar 2024US$220.6bUS$158.9bUS$6.9b16.8x31.9x1.4x
Sun, 28 Jan 2024US$208.7bUS$159.0bUS$6.6b13.6x31.4x1.3x
Tue, 26 Dec 2023US$202.7bUS$159.0bUS$6.6b13.5x30.5x1.3x
Thu, 23 Nov 2023US$190.6bUS$159.0bUS$6.8b12.3x28x1.2x
Sat, 21 Oct 2023US$180.4bUS$157.9bUS$6.7b12x26.8x1.1x
Mon, 18 Sep 2023US$185.7bUS$158.0bUS$6.7b12.1x27.9x1.2x
Wed, 16 Aug 2023US$180.7bUS$156.6bUS$6.7b8.4x26.8x1.2x
Price to Earnings Ratio

26.8x


Total Market Cap: US$180.7bTotal Earnings: US$6.7bTotal Revenue: US$156.6bTotal 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 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 Market4.05%
Consumer Discretionary2.75%
Specialty Stores4.88%
Apparel Retail2.49%
Home Furnishing Retail10.32%
Specialty Stores7.98%
Home Improvement Retail7.14%
Automotive Retail4.11%
Computer and Electronics Retail-6.54%
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$161.362.6%
+US$4.4b		22.8%PE30.8x
ROST Ross StoresUS$255.231.7%
+US$1.3b		75.8%PE35.4x
VSXY Victoria's SecretUS$98.5411.1%
+US$783.8m		366.6%PE37.1x
ANF Abercrombie & FitchUS$112.6213.1%
+US$581.2m		9.2%PE10.1x
BOOT Boot Barn HoldingsUS$163.609.8%
+US$442.5m		-1.5%PE20.4x

Latest News

BGI
US$0.35
Birks Group
7D
-28.1%
1Y
-45.4%
TDUP
US$3.21
ThredUp
7D
-44.5%
1Y
-67.9%
RVLV
US$24.27
Revolve Group
7D
-3.3%
1Y
23.6%
Analysis Article • Aug 07

Revolve Group, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders might have noticed that Revolve Group, Inc. ( NYSE:RVLV ) filed its quarterly result this time last week...
AKA
US$10.99
a.k.a. Brands Holding
7D
-3.8%
1Y
-9.3%
Seeking Alpha • Aug 07

a.k.a. Brands Holding Corp: Customer Growth Supports The Bull Case

Summary a.k.a. Brands Holding Corp remains a 'buy' due to how cheap shares are, the fact that profits are growing, and the fact that management is focused on growth prospects. Recent results show Q2 revenue down slightly, but profits and active customers both rose. Management maintained 2026 EBITDA guidance of $30–32 million on expected revenue of $625–635 million, driven by store expansion and AI investments. Read the full article on Seeking Alpha
GCO
US$37.98
Genesco
7D
-0.6%
1Y
58.8%
VSXY
US$98.54
Victoria's Secret
7D
11.1%
1Y
366.6%
Seeking Alpha • Aug 06

Victoria's Secret Has Reclaimed Its Identity - Buy

Summary Victoria's Secret is better characterized as a retail turnaround story with unique challenges and opportunities. VSXY's investment thesis hinges on its evolving brand strategy and efforts to regain market relevance. Key topics include operational restructuring, competitive positioning, and the company's ability to adapt to shifting consumer preferences. The article emphasizes the importance of monitoring VSXY's execution on transformation initiatives for future performance. Read the full article on Seeking Alpha
TJX
US$161.36
TJX Companies
7D
2.6%
1Y
22.8%
URBN
US$76.92
Urban Outfitters
7D
3.7%
1Y
0.7%
LUXE
US$8.10
LuxExperience B.V
7D
-0.6%
1Y
0.7%
Seeking Alpha • Aug 05

LuxExperience: The Turnaround Is Working, But I'm Not Buying Yet

Summary LuxExperience appears optically cheap, but trailing earnings are distorted by a one-off acquisition gain and not reflective of true profitability. Mytheresa remains a profitable core, while Net-a-Porter and Mr Porter are near breakeven, and Yoox’s losses are shrinking, supporting gradual group improvement. Consensus expects continued losses through fiscal 2027, with cash burn likely for two more years and a current valuation of ~16.6x fiscal 2028 earnings. I rate LUXE a hold with upside bias, pending visible sustainable profits and cash flow, as execution and turnaround risks remain material. Read the full article on Seeking Alpha
GAP
US$20.47
Gap
7D
1.9%
1Y
3.4%
ANF
US$112.62
Abercrombie & Fitch
7D
13.1%
1Y
9.2%
REF
US$15.76
Reformation
7D
-2.8%
1Y
n/a
BOOT
US$163.60
Boot Barn Holdings
7D
9.8%
1Y
-1.5%
AEO
US$17.97
American Eagle Outfitters
7D
4.6%
1Y
44.5%
Seeking Alpha • Jul 28

American Eagle: Wall Street Has Missed Aerie's 25% Growth Story - Strong Buy

Summary American Eagle represents a compelling turnaround story in specialty retail, often underestimated by Wall Street. Aerie's comparable sales surged 25% YoY in Q1 2026, following a 23% YoY increase in the previous quarter. Aerie generated over $2 billion in trailing-12-month sales and now contributes about 40% of AEO's consolidated quarterly revenue. I see AEO as a strong buy, driven by Aerie's momentum and its growing significance within the company's overall performance. Read the full article on Seeking Alpha
ROST
US$255.23
Ross Stores
7D
1.7%
1Y
75.8%
New Narrative • Jul 20

ROST offers strong downside protection with cash-rich balance sheet, dependable but modest compounding despite losing relative scale to TJX

2,282-store US off-price retailer that converts other people's inventory mistakes into an 18% return on invested capital, and it does so most reliably when the economy is worst — recessions simultaneously push shoppers toward value and flood the closeout market with distressed branded goods, which is why the business generated record free cash flow in the COVID year on collapsed earnings. The investment case is not growth; it is protected compounding at a modest rate.
LITB
US$3.10
LightInTheBox Holding
7D
-4.0%
1Y
125.5%