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U.S. Luxury Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies66
  • 7D-1.7%
  • 3M-16.9%
  • 1Y0.5%
  • YTD-16.0%

Over the last 7 days, the Luxury industry has dropped 1.7%, driven by a pullback from NIKE of 14%. On the other hand Ralph Lauren is actually up 6.2%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$230.7bUS$155.4bUS$7.0b18.7x33.1x1.5x
Tue, 03 Mar 2026US$279.2bUS$155.1bUS$7.8b20.6x35.6x1.8x
Thu, 29 Jan 2026US$267.1bUS$149.7bUS$9.1b18.2x29.4x1.8x
Sat, 27 Dec 2025US$266.7bUS$149.6bUS$9.1b20x29.4x1.8x
Mon, 24 Nov 2025US$253.9bUS$152.6bUS$10.1b19.7x25.2x1.7x
Wed, 22 Oct 2025US$262.9bUS$148.1bUS$9.7b19.8x27.1x1.8x
Fri, 19 Sep 2025US$274.5bUS$148.0bUS$9.9b21.2x27.6x1.9x
Sun, 17 Aug 2025US$289.1bUS$156.9bUS$10.5b19.9x27.5x1.8x
Tue, 15 Jul 2025US$291.3bUS$160.2bUS$10.3b16.1x28.2x1.8x
Thu, 12 Jun 2025US$277.9bUS$161.4bUS$11.6b16.3x24x1.7x
Sat, 10 May 2025US$266.9bUS$161.0bUS$11.6b16.9x23x1.7x
Mon, 07 Apr 2025US$240.0bUS$161.3bUS$11.2b14.1x21.4x1.5x
Wed, 05 Mar 2025US$313.7bUS$162.1bUS$11.6b16.8x27.2x1.9x
Fri, 31 Jan 2025US$350.9bUS$160.9bUS$11.8b18.9x29.8x2.2x
Sun, 29 Dec 2024US$334.0bUS$160.6bUS$11.5b18.6x29.2x2.1x
Tue, 26 Nov 2024US$316.6bUS$161.7bUS$11.7b19.2x27x2x
Thu, 24 Oct 2024US$308.4bUS$161.5bUS$10.7b18.3x28.7x1.9x
Sat, 21 Sep 2024US$302.6bUS$163.0bUS$11.1b18.3x27.2x1.9x
Mon, 19 Aug 2024US$300.7bUS$162.7bUS$11.0b17x27.4x1.8x
Wed, 17 Jul 2024US$283.8bUS$168.4bUS$11.3b17.9x25.1x1.7x
Fri, 14 Jun 2024US$335.1bUS$168.2bUS$10.8b19x31x2x
Sun, 12 May 2024US$315.0bUS$163.8bUS$11.6b19.1x27.2x1.9x
Tue, 09 Apr 2024US$311.0bUS$164.5bUS$11.5b18.4x27x1.9x
Thu, 07 Mar 2024US$345.0bUS$164.5bUS$10.8b17.9x32x2.1x
Sat, 03 Feb 2024US$338.3bUS$159.6bUS$11.0b18.1x30.7x2.1x
Mon, 01 Jan 2024US$353.5bUS$159.4bUS$11.0b17.7x32x2.2x
Wed, 29 Nov 2023US$333.2bUS$158.9bUS$10.4b16.7x32.1x2.1x
Fri, 27 Oct 2023US$303.9bUS$158.5bUS$10.5b14.8x28.9x1.9x
Sun, 24 Sep 2023US$284.2bUS$156.8bUS$10.6b13.1x26.9x1.8x
Tue, 22 Aug 2023US$313.7bUS$156.3bUS$10.5b14.9x30x2x
Thu, 20 Jul 2023US$329.6bUS$156.7bUS$10.7b13.6x30.7x2.1x
Sat, 17 Jun 2023US$327.5bUS$155.6bUS$11.2b12.2x29.3x2.1x
Mon, 15 May 2023US$337.5bUS$155.2bUS$11.5b11.6x29.5x2.2x
Wed, 12 Apr 2023US$345.6bUS$160.7bUS$10.9b12.6x31.8x2.2x
Price to Earnings Ratio

31.8x


Total Market Cap: US$345.6bTotal Earnings: US$10.9bTotal Revenue: US$160.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Luxury Industry Price to Earnings3Y Average 28.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Luxury industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 33.1x which is higher than its 3-year average PE of 28.6x.
  • The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.5x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have declined 14% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market3.46%
Consumer Discretionary2.68%
Luxury-1.72%
Apparel, Accessories and Luxury Goods4.50%
Textiles-0.64%
Footwear-8.25%
Industry PE
  • Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry which is trading above its 3-year average PE ratio of 31.0x.
    • Analysts are expecting annual earnings growth of 17.4%, which is higher than its past year's earnings decline of 16.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 129% over the next 5 years.
  • In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RL Ralph LaurenUS$348.026.2%
+US$1.2b		76.1%PE22.9x
AS Amer SportsUS$33.406.3%
+US$1.1b		40.8%PE45.4x
LULU lululemon athleticaUS$155.726.8%
+US$1.1b		-40.9%PE11.4x
DECK Deckers OutdoorUS$98.314.5%
+US$604.7m		-7.3%PE13.4x
PVH PVHUS$77.1116.1%
+US$491.2m		13.9%PE139.6x

Latest News

AS
US$33.40
Amer Sports
7D
6.3%
1Y
40.8%
NKE
US$44.19
NIKE
7D
-14.0%
1Y
-22.8%
NCI
US$0.76
Neo-Concept International Group Holdings
7D
-86.9%
1Y
-65.0%
LULU
US$155.72
lululemon athletica
7D
6.8%
1Y
-40.9%

LULU: New Leadership And Product Reset Will Support Bullish Turnaround Outlook

The analyst price target for lululemon athletica has been reduced by several firms in recent research, prompting a cut in the modeled fair value from about $208.35 to $183.80, as analysts factor in softer revenue growth, slightly lower profit margins, and a modestly lower future P/E expectation. Analyst Commentary Recent research on Lululemon reflects a clear reset in expectations, with many firms trimming price targets and a few holding a more balanced stance.
TPR
US$141.20
Tapestry
7D
1.7%
1Y
124.3%

TPR: Higher Handbag Demand And Buybacks Will Support Richer Future P E Multiple

Analyst price targets for Tapestry have moved higher into the $150 to $180 range, with firms pointing to updated views on revenue growth, profit margins and sector positioning as key drivers of their revised valuations. Analyst Commentary Recent Street research on Tapestry has skewed clearly bullish, with a cluster of firms lifting price targets into the mid to high $100s and highlighting updated assumptions on revenue, margins and sector positioning.
PVH
US$77.11
PVH
7D
16.1%
1Y
13.9%

PVH: Self Help And AI Collaboration Will Shape Balanced Risk Reward Outlook

PVH's analyst price target has been trimmed from $79 to $74 as analysts factor in lower Street targets tied to concerns around brand phaseouts and higher SG&A investments, even as they continue to reference company specific self help initiatives in their rationale. Analyst Commentary Recent price target revisions on PVH reflect a more cautious tone from several bearish analysts, even as they continue to reference self help initiatives and long term earnings ambitions.
ZGN
US$10.55
Ermenegildo Zegna
7D
8.1%
1Y
59.8%
LEVI
US$18.90
Levi Strauss
7D
3.5%
1Y
36.1%

LEVI: Future Returns Will Be Driven By Top Pick Endorsements

Analysts have nudged their average price target for Levi Strauss modestly higher to around $33, citing the stock's addition to a major firm’s top pick list and supportive new bullish coverage that highlights confidence in the company’s long term earnings profile and price-to-earnings (P/E) potential. Analyst Commentary Bullish Takeaways Bullish analysts view the stock’s inclusion on a top pick list as a sign that execution on the core business and brand is tracking well enough to stand out within the apparel group.
MOV
US$23.77
Movado Group
7D
-1.2%
1Y
56.8%
PLBY
US$1.47
Playboy
7D
-6.4%
1Y
47.6%
RL
US$348.02
Ralph Lauren
7D
6.2%
1Y
76.1%

RL: Raised Fair Value Will Reflect Durable Margins And Sector Support Through 2026

The analyst price target for Ralph Lauren has increased to $477 from $473, with analysts pointing to recent upgrades and price target raises across firms that cite confidence in the brand's growth durability and sector setup. Analyst Commentary Recent Street research on Ralph Lauren has reflected a cluster of bullish calls, with several firms lifting price targets and issuing positive views on the brand and its position within specialty retail.
DECK
US$98.31
Deckers Outdoor
7D
4.5%
1Y
-7.3%

DECK: Raised Guidance And Core Brand Strength Will Support Future Returns

Analysts have nudged their price targets on Deckers Outdoor higher, citing stronger sales trends at UGG and HOKA, as well as increased confidence in management guidance. Analyst Commentary Recent Street research around Deckers Outdoor shows a cluster of upbeat views, with several bullish analysts lifting price targets and issuing upgrades following stronger trends in UGG and HOKA and management raising guidance.
FIGS
US$14.66
FIGS
7D
-0.3%
1Y
269.3%

FIGS: International Expansion And Margin Recovery Efforts Will Likely Cap Near Term Upside

Narrative Update on FIGS The analyst fair value estimate for FIGS has moved from $9.81 to $16.31 as analysts factor in a series of higher price targets and upgrades that highlight international expansion, margin recovery efforts, and what they describe as sustained recovery and strong momentum following recent Q4 results. Analyst Commentary Recent research on FIGS centers on how the company executes on growth opportunities while working to restore profitability metrics, with price target changes reflecting different views on how quickly that balance can be achieved.
COLM
US$54.45
Columbia Sportswear
7D
-0.3%
1Y
-20.9%

COLM: Tighter Margin Assumptions Will Constrain Upside Despite Recent EPS Guidance

Analysts have lifted their price targets on Columbia Sportswear by $5 to $8, citing updated expectations for modestly higher revenue growth, slightly stronger profit margins, and a small adjustment to the discount rate and future P/E assumptions, which together support a refreshed valuation framework. Analyst Commentary Recent research updates on Columbia Sportswear highlight a more cautious tone beneath the headline price target lifts, with several bearish analysts pointing to a tighter margin for error in the valuation framework.
UAA
US$5.62
Under Armour
7D
-2.1%
1Y
6.8%

UAA: Future Brand Reset And Execution Will Drive Earnings Power Reassessment

Analysts have increased the Under Armour price target by $2 to reflect recent broad-based target increases across Wall Street. They also modestly updated assumptions for discount rate, revenue growth, profit margin and future P/E.
BIRD
US$2.66
Allbirds
7D
-16.4%
1Y
-49.7%