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

U.S. Apparel Retail Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies39
  • 7D3.7%
  • 3M4.0%
  • 1Y40.3%
  • YTDn/a

Over the last 7 days, the Apparel Retail industry has risen 3.7%, driven by gains from TJX Companies of 4.0%. During this same period, the Boot Barn Holdings underperformed, falling 9.4%. In the last 12 months, the industry was up 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
Sun, 05 Apr 2026US$308.4bUS$158.9bUS$11.4b18.8x27.1x1.9x
Tue, 03 Mar 2026US$311.5bUS$157.2bUS$11.3b19.9x27.6x2x
Thu, 29 Jan 2026US$288.1bUS$155.0bUS$10.9b19.7x26.3x1.9x
Sat, 27 Dec 2025US$300.7bUS$158.1bUS$11.0b17.8x27.3x1.9x
Mon, 24 Nov 2025US$284.8bUS$157.3bUS$10.9b15.9x26.2x1.8x
Wed, 22 Oct 2025US$267.2bUS$155.1bUS$10.8b13.7x24.8x1.7x
Fri, 19 Sep 2025US$262.3bUS$154.7bUS$10.1b16.1x26.1x1.7x
Sun, 17 Aug 2025US$255.3bUS$160.9bUS$9.5b14.9x26.9x1.6x
Tue, 15 Jul 2025US$236.7bUS$160.8bUS$9.5b13.4x24.9x1.5x
Thu, 12 Jun 2025US$240.9bUS$160.9bUS$9.5b10.7x25.3x1.5x
Sat, 10 May 2025US$239.5bUS$159.7bUS$10.1b11x23.8x1.5x
Mon, 07 Apr 2025US$224.2bUS$159.7bUS$10.1b10.1x22.3x1.4x
Wed, 05 Mar 2025US$236.1bUS$160.3bUS$9.5b10.8x25x1.5x
Fri, 31 Jan 2025US$252.1bUS$159.8bUS$9.3b14.6x27x1.6x
Sun, 29 Dec 2024US$255.3bUS$164.0bUS$8.6b14.4x29.6x1.6x
Tue, 26 Nov 2024US$249.1bUS$163.5bUS$8.6b12.9x28.9x1.5x
Thu, 24 Oct 2024US$238.2bUS$162.5bUS$8.4b11.4x28.5x1.5x
Sat, 21 Sep 2024US$245.6bUS$162.6bUS$8.4b11.1x29.4x1.5x
Mon, 19 Aug 2024US$238.5bUS$160.6bUS$8.0b14.7x29.9x1.5x
Wed, 17 Jul 2024US$237.5bUS$160.5bUS$8.0b14.5x29.8x1.5x
Fri, 14 Jun 2024US$231.6bUS$160.5bUS$8.0b13.7x29.1x1.4x
Sun, 12 May 2024US$210.9bUS$159.0bUS$7.3b13.7x28.8x1.3x
Tue, 09 Apr 2024US$210.8bUS$160.7bUS$7.3b13.5x29x1.3x
Thu, 07 Mar 2024US$217.4bUS$159.7bUS$7.1b16.5x30.6x1.4x
Sat, 03 Feb 2024US$211.4bUS$159.0bUS$6.6b14.5x31.8x1.3x
Mon, 01 Jan 2024US$205.1bUS$159.1bUS$6.6b13.3x30.9x1.3x
Wed, 29 Nov 2023US$192.7bUS$159.5bUS$7.0b11.4x27.4x1.2x
Fri, 27 Oct 2023US$178.7bUS$157.9bUS$6.7b11.3x26.6x1.1x
Sun, 24 Sep 2023US$177.4bUS$157.9bUS$6.7b10.3x26.3x1.1x
Tue, 22 Aug 2023US$185.7bUS$157.8bUS$6.6b8.1x28x1.2x
Thu, 20 Jul 2023US$179.6bUS$156.7bUS$6.8b8.4x26.5x1.1x
Sat, 17 Jun 2023US$169.5bUS$156.7bUS$6.8b8.6x25x1.1x
Mon, 15 May 2023US$166.7bUS$156.8bUS$7.5b10.6x22.1x1.1x
Wed, 12 Apr 2023US$171.9bUS$156.8bUS$7.6b12.1x22.5x1.1x
Price to Earnings Ratio

22.5x


Total Market Cap: US$171.9bTotal Earnings: US$7.6bTotal Revenue: US$156.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Apparel Retail Industry Price to Earnings3Y Average 27x202420252026
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 27.0x.
  • 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 14% 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 Market3.46%
Consumer Discretionary2.68%
Specialty Stores1.89%
Apparel Retail3.66%
Computer and Electronics Retail2.95%
Home Furnishing Retail2.85%
Automotive Retail2.31%
Specialty Stores2.06%
Home Improvement Retail-0.099%
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$161.294.0%
+US$6.3b		32.0%PE32.5x
ROST Ross StoresUS$219.983.9%
+US$2.4b		68.8%PE33.1x
BURL Burlington StoresUS$328.735.1%
+US$990.1m		42.0%PE33.4x
VSCO Victoria's SecretUS$46.008.3%
+US$284.0m		171.4%PE23x
ANF Abercrombie & FitchUS$92.253.5%
+US$140.2m		25.8%PE8.2x

Latest News

AEO
US$16.84
American Eagle Outfitters
7D
4.4%
1Y
53.9%
BURL
US$328.73
Burlington Stores
7D
5.1%
1Y
42.0%
LUXE
US$7.79
LuxExperience B.V
7D
-0.5%
1Y
19.7%

LUXE: Corrected Share Count And Guidance Tightening Will Shape Future P/E

Analysts now place LuxExperience B.V.'s fair value at $10.58 per share, up from $10.46. This reflects updated assumptions on discount rate, revenue growth and future P/E after recent research, including a revised $10 price target from JPMorgan following the correction of the fully diluted share count for Q2 2026 to 140.1M shares.
GAP
US$24.61
Gap
7D
-0.5%
1Y
28.6%

GAP: Cultural Relevance And Athleta Turnaround Will Support Long Term Recovery

Narrative Update on Gap The analyst price target for Gap has been adjusted slightly, with a modest reset reflecting updated assumptions for revenue growth, profit margins, and future P/E after recent research in which analysts cited constructive commentary around Athleta, incremental price target moves in the $27 to $34 range, and more cautious modeling following the latest Q4 update. Analyst Commentary Recent research on Gap reflects a mix of optimism and caution, with several firms adjusting price targets in a relatively tight range and updating models following the latest Q4 report and investor meetings.
TJX
US$161.29
TJX Companies
7D
4.0%
1Y
32.0%
REAL
US$9.12
RealReal
7D
6.4%
1Y
72.4%

REAL: Reopened Flagship And Steady Assumptions Will Support Future Upside

Analysts kept their price target for The RealReal steady at $18.19, pointing to largely unchanged assumptions around revenue growth, profit margin and a future P/E near 86.8, with only a slight adjustment to the discount rate. What's in the News The RealReal issued earnings guidance for Q1 2026, with expected total revenue in a range of $185 million to $189 million, based on market conditions as of February 26, 2026 (company guidance).
JILL
US$11.17
J.Jill
7D
-24.3%
1Y
-33.6%

JILL: Dividend Increases And Buybacks Will Drive Future Upside Potential

Analysts have reduced their J.Jill price targets by $3 to $4, bringing the updated fair value estimate to $18. This change reflects a higher assumed discount rate, slightly revised revenue growth expectations, a lower projected profit margin, and a modestly higher future P/E multiple.
XELB
US$1.35
Xcel Brands
7D
-12.9%
1Y
-51.5%
ANF
US$92.25
Abercrombie & Fitch
7D
3.5%
1Y
25.8%
LE
US$11.54
Lands' End
7D
-15.1%
1Y
21.3%
LVLU
US$11.33
Lulu's Fashion Lounge Holdings
7D
-10.6%
1Y
85.1%
SCVL
US$16.00
Shoe Carnival
7D
-0.1%
1Y
-19.7%
BKE
US$50.14
Buckle
7D
1.7%
1Y
39.4%
ROST
US$219.98
Ross Stores
7D
3.9%
1Y
68.8%

ROST: Holiday Beat And Execution Momentum May Support Future Balanced Returns

Analysts have nudged the Ross Stores price target higher by a few dollars to reflect a cluster of target increases into the $234 to $248 range, citing broad-based strength following a "healthy" Q4 beat, solid comp performance, and improving merchandising, marketing, and store productivity. Analyst Commentary Recent research points to a broadly positive reassessment of Ross Stores, with multiple firms lifting price targets into the low to mid US$200s after the Q4 update.
BOOT
US$135.16
Boot Barn Holdings
7D
-9.4%
1Y
38.2%

BOOT: Future Returns Will Reflect Stronger Margins And Execution Risks

Analyst price targets for Boot Barn Holdings have been lifted by $10 to $237.14, as analysts factor in recent target increases across firms. They emphasize expectations for sustained demand, improving profitability, and a lower assumed future P/E multiple of about 25x in their updated models.
VSCO
US$46.00
Victoria's Secret
7D
8.3%
1Y
171.4%

VSCO: Brand Repositioning And Q1 Momentum Will Support Margin Expansion

The updated analyst price target for Victoria's Secret edges down by $5 to $50, as analysts weigh improving sales momentum, brand repositioning progress, and EPS estimate revisions against expectations that continued investment could pressure margins in the near term. Analyst Commentary Recent Street research on Victoria's Secret reflects a mix of optimism around brand repositioning and sales trends alongside a more measured stance on valuation, margin risks, and execution.