Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Apparel Retail Industry Analysis

UpdatedSep 26, 2025
DataAggregated Company Financials
Companies40
  • 7D0.2%
  • 3M14.8%
  • 1Y10.4%
  • YTDn/a

The Apparel Retail industry has been flat over the last week, but American Eagle Outfitters has lost 9.7%. The past year has been better, since the industry has gained 10% in that time. As for the next few years, earnings are expected to grow by 7.4% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Sep 2025US$263.9bUS$155.1bUS$10.8b14.9x24.5x1.7x
Mon, 25 Aug 2025US$261.4bUS$162.1bUS$9.6b14.7x27.1x1.6x
Wed, 23 Jul 2025US$240.7bUS$160.8bUS$9.5b13.8x25.4x1.5x
Fri, 20 Jun 2025US$230.4bUS$160.8bUS$9.5b12.6x24.3x1.4x
Sun, 18 May 2025US$257.1bUS$159.8bUS$10.1b11.8x25.5x1.6x
Tue, 15 Apr 2025US$234.9bUS$159.7bUS$10.1b10.1x23.4x1.5x
Thu, 13 Mar 2025US$222.0bUS$160.3bUS$10.0b9.5x22.1x1.4x
Sat, 08 Feb 2025US$249.1bUS$160.2bUS$9.4b13.9x26.6x1.6x
Mon, 06 Jan 2025US$252.4bUS$159.8bUS$9.3b15.1x27x1.6x
Wed, 04 Dec 2024US$261.7bUS$164.0bUS$8.6b14x30.3x1.6x
Fri, 01 Nov 2024US$230.2bUS$162.5bUS$8.4b11.5x27.5x1.4x
Sun, 29 Sep 2024US$243.7bUS$162.5bUS$8.4b11.4x29.1x1.5x
Tue, 27 Aug 2024US$251.4bUS$161.7bUS$8.2b14.4x30.8x1.6x
Thu, 25 Jul 2024US$236.4bUS$160.5bUS$8.0b13.8x29.7x1.5x
Sat, 22 Jun 2024US$233.6bUS$160.5bUS$8.0b13.8x29.3x1.5x
Mon, 20 May 2024US$212.6bUS$159.0bUS$7.3b14.6x29.1x1.3x
Wed, 17 Apr 2024US$200.8bUS$160.6bUS$7.3b12.2x27.6x1.3x
Fri, 15 Mar 2024US$214.7bUS$154.5bUS$7.3b13.7x29.4x1.4x
Sun, 11 Feb 2024US$214.0bUS$156.9bUS$6.5b16.2x32.7x1.4x
Tue, 09 Jan 2024US$199.8bUS$159.0bUS$6.6b13.3x30.1x1.3x
Thu, 07 Dec 2023US$194.6bUS$159.0bUS$6.7b13x29.2x1.2x
Sat, 04 Nov 2023US$187.1bUS$157.9bUS$6.7b12.4x27.8x1.2x
Mon, 02 Oct 2023US$179.2bUS$157.9bUS$6.7b10.8x26.6x1.1x
Wed, 30 Aug 2023US$186.5bUS$157.7bUS$6.8b10.6x27.5x1.2x
Fri, 28 Jul 2023US$182.6bUS$156.7bUS$6.8b8.6x26.9x1.2x
Sun, 25 Jun 2023US$170.2bUS$156.7bUS$6.8b8.2x25.1x1.1x
Tue, 23 May 2023US$164.5bUS$157.2bUS$6.9b10.4x23.9x1x
Thu, 20 Apr 2023US$169.5bUS$156.9bUS$7.6b12x22.4x1.1x
Sat, 18 Mar 2023US$159.1bUS$139.8bUS$7.2b9.3x22x1.1x
Mon, 13 Feb 2023US$178.4bUS$145.7bUS$7.8b9.8x22.9x1.2x
Wed, 11 Jan 2023US$180.6bUS$145.6bUS$7.8b9.7x23.1x1.2x
Fri, 09 Dec 2022US$175.6bUS$145.6bUS$7.8b9.3x22.5x1.2x
Sun, 06 Nov 2022US$151.1bUS$146.3bUS$7.8b7.1x19.3x1x
Tue, 04 Oct 2022US$134.2bUS$146.3bUS$7.8b6x17.2x0.9x
Price to Earnings Ratio

17.2x


Total Market Cap: US$134.2bTotal Earnings: US$7.8bTotal Revenue: US$146.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel Retail Industry Price to Earnings3Y Average 26.2x202320242025
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 26.2x.
  • The 3-year average PS ratio of 1.3x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
  • The earnings for companies in the Apparel Retail industry have grown 11% 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-0.84%
Consumer Discretionary-2.04%
Specialty Stores-2.25%
Apparel Retail0.19%
Home Furnishing Retail0.071%
Computer and Electronics Retail-0.49%
Specialty Stores-2.09%
Home Improvement Retail-2.61%
Automotive Retail-5.97%
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$143.092.4%
+US$3.7b		21.8%PE32x
ROST Ross StoresUS$151.523.7%
+US$1.7b		-0.03%PE23.9x
URBN Urban OutfittersUS$73.002.2%
+US$142.6m		90.5%PE13.8x
BURL Burlington StoresUS$263.680.2%
+US$35.5m		-0.6%PE30.1x
PLCE Children's PlaceUS$6.806.9%
+US$9.8m		-60.0%PS0.1x

Latest News

SFIX
US$4.69
Stitch Fix
7D
-17.3%
1Y
65.1%
TJX
US$143.09
TJX Companies
7D
2.4%
1Y
21.8%
XELB
US$1.76
Xcel Brands
7D
26.6%
1Y
-76.2%
AEO
US$17.95
American Eagle Outfitters
7D
-4.9%
1Y
-18.3%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

American Eagle Outfitters’ price target was raised to $15.94 as analysts cited a strong Q2 EPS beat, operational recovery, and outperformance at Aerie, while noting ongoing cost headwinds may temper future upside. Analyst Commentary Strong Q2 EPS beat driven by lower promotional activity, disciplined spending, improved sell-through, and better gross margins.
GAP
US$21.99
Gap
7D
-1.2%
1Y
2.7%
TLYS
US$2.08
Tilly's
7D
13.7%
1Y
-58.2%

What Tilly's, Inc.'s (NYSE:TLYS) 31% Share Price Gain Is Not Telling You

Sep 16
What Tilly's, Inc.'s (NYSE:TLYS) 31% Share Price Gain Is Not Telling You
REAL
US$10.37
RealReal
7D
-4.8%
1Y
219.1%

Sustainable Luxury Demand And AI Will Drive Operational Efficiency

With a higher future P/E ratio signaling increased growth optimism and a lower discount rate reflecting reduced perceived risk, RealReal’s consensus analyst price target has been revised upward from $10.00 to $10.83. What's in the News Raised full-year 2025 revenue guidance to $667 million–$674 million.
PLCE
US$6.80
Children's Place
7D
6.9%
1Y
-60.0%

Is The Children's Place Turning A New Leaf?

Sep 12
ANF
US$85.89
Abercrombie & Fitch
7D
-5.5%
1Y
-40.6%
TDUP
US$9.21
ThredUp
7D
-12.5%
1Y
967.6%

Tariffs And Sustainability Trends Will Empower Secondhand Fashion Markets

Analysts remain bullish on ThredUp’s long-term growth potential, citing strong fundamentals, favorable industry trends, and recent share momentum, while the consensus analyst price target is unchanged at $13.00. Analyst Commentary Bullish analysts cite ThredUp's strong positioning to capitalize on secular tailwinds within the resale market.
RVLV
US$21.99
Revolve Group
7D
-6.7%
1Y
-12.0%

Revolve Group (NYSE:RVLV) Will Want To Turn Around Its Return Trends

Sep 03
Revolve Group (NYSE:RVLV) Will Want To Turn Around Its Return Trends
BURL
US$263.68
Burlington Stores
7D
0.2%
1Y
-0.6%
URBN
US$73.00
Urban Outfitters
7D
2.2%
1Y
90.5%
BOOT
US$169.18
Boot Barn Holdings
7D
-3.9%
1Y
2.5%
ROST
US$151.52
Ross Stores
7D
3.7%
1Y
-0.03%

Dd's DISCOUNTS Expansion And Supply Chain Investments Will Boost Future Success

Ross Stores’ analyst price target was raised to $158.88, reflecting increased confidence from strong Q2 results, easing tariff pressures, improved earnings visibility, and expectations for margin expansion, particularly as consumer demand strengthens. Analyst Commentary Solid Q2 results, with comps accelerating and demand ramping up, leading to increased confidence in near-term performance.
LVLU
US$4.81
Lulu's Fashion Lounge Holdings
7D
2.6%
1Y
-80.0%