U.S. Luxury Industry Analysis
UpdatedMay 09, 2024
DataAggregated Company Financials
Companies67
- 7D1.5%
- 3M-9.0%
- 1Y-8.3%
- YTD-9.1%
Over the last 7 days, the Luxury industry has risen 1.5%, driven by gains from NIKE of 1.3%. However, the industry is down 8.3% over the past year. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the U.S. Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 May 2024 | US$318.4b | US$164.2b | US$11.6b | 19.6x | 27.4x | 1.9x |
| Sat, 06 Apr 2024 | US$311.8b | US$164.5b | US$11.5b | 18.3x | 27x | 1.9x |
| Mon, 04 Mar 2024 | US$353.4b | US$164.4b | US$10.8b | 18.6x | 32.7x | 2.1x |
| Wed, 31 Jan 2024 | US$345.6b | US$159.4b | US$10.9b | 17.9x | 31.7x | 2.2x |
| Fri, 29 Dec 2023 | US$353.1b | US$159.4b | US$11.0b | 17.8x | 32x | 2.2x |
| Sun, 26 Nov 2023 | US$331.2b | US$158.9b | US$10.4b | 16.4x | 31.9x | 2.1x |
| Tue, 24 Oct 2023 | US$309.9b | US$158.6b | US$10.5b | 15x | 29.4x | 2x |
| Thu, 21 Sep 2023 | US$291.9b | US$156.9b | US$10.6b | 13.4x | 27.6x | 1.9x |
| Sat, 19 Aug 2023 | US$313.3b | US$156.3b | US$10.5b | 15x | 29.9x | 2x |
| Mon, 17 Jul 2023 | US$322.6b | US$156.7b | US$10.7b | 13.4x | 30x | 2.1x |
| Wed, 14 Jun 2023 | US$314.3b | US$155.6b | US$11.2b | 12.1x | 28.1x | 2x |
| Fri, 12 May 2023 | US$340.5b | US$155.2b | US$11.5b | 11.7x | 29.7x | 2.2x |
| Sun, 09 Apr 2023 | US$338.3b | US$160.7b | US$10.9b | 12.3x | 31.1x | 2.1x |
| Tue, 07 Mar 2023 | US$339.3b | US$158.0b | US$11.6b | 11.6x | 29.2x | 2.1x |
| Thu, 02 Feb 2023 | US$364.7b | US$158.1b | US$13.0b | 11.6x | 28.1x | 2.3x |
| Sat, 31 Dec 2022 | US$327.8b | US$158.1b | US$13.0b | 9.7x | 25.3x | 2.1x |
| Mon, 28 Nov 2022 | US$317.1b | US$155.2b | US$13.5b | 10.5x | 23.5x | 2x |
| Wed, 26 Oct 2022 | US$279.6b | US$154.3b | US$15.5b | 9.3x | 18.1x | 1.8x |
| Fri, 23 Sep 2022 | US$288.2b | US$153.9b | US$15.9b | 9.5x | 18.1x | 1.9x |
| Sun, 21 Aug 2022 | US$330.1b | US$153.6b | US$15.7b | 10.7x | 21x | 2.1x |
| Tue, 19 Jul 2022 | US$303.0b | US$152.4b | US$16.1b | 9.9x | 18.8x | 2x |
| Thu, 16 Jun 2022 | US$319.8b | US$152.4b | US$16.2b | 10.3x | 19.7x | 2.1x |
| Sat, 14 May 2022 | US$326.6b | US$150.6b | US$15.7b | 10.9x | 20.8x | 2.2x |
| Mon, 11 Apr 2022 | US$367.3b | US$146.8b | US$15.1b | 11.6x | 24.4x | 2.5x |
| Wed, 09 Mar 2022 | US$348.1b | US$144.8b | US$14.7b | 12.3x | 23.6x | 2.4x |
| Fri, 04 Feb 2022 | US$416.3b | US$145.2b | US$14.5b | 16x | 28.6x | 2.9x |
| Sun, 02 Jan 2022 | US$477.1b | US$144.0b | US$14.0b | 16.4x | 34x | 3.3x |
| Tue, 30 Nov 2021 | US$499.7b | US$141.6b | US$13.6b | 20.1x | 36.8x | 3.5x |
| Thu, 28 Oct 2021 | US$469.5b | US$139.1b | US$13.0b | 19.4x | 36.1x | 3.4x |
| Sat, 25 Sep 2021 | US$461.4b | US$137.8b | US$12.5b | 18.7x | 36.8x | 3.3x |
| Mon, 23 Aug 2021 | US$476.1b | US$136.8b | US$11.8b | 16.3x | 40.2x | 3.5x |
| Sat, 10 Jul 2021 | US$445.1b | US$133.2b | US$10.6b | 17.2x | 42.1x | 3.3x |
Price to Earnings Ratio
45.9x
Current Industry PE
- Investors are relatively neutral on the American Luxury 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 29.2x.
- The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 9.2% per year over the last three years.
- Revenues for these companies have grown 8.5% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | 3.30% | |
| Consumer Discretionary | 3.12% | |
| Luxury | 1.45% | |
| Footwear | 2.15% | |
| Apparel, Accessories and Luxury Goods | 0.21% | |
| Textiles | -3.57% | |
Industry PE
- Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 31.4x.
- Analysts are expecting annual earnings growth of 12.1%, which is higher than its past year's earnings growth of 5.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings growth rate of 6.8% per year.
- In contrast, the Footwear industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NKE NIKE | US$93.59 | 1.3% +US$1.8b | -23.4% | PE27x | |
| DECK Deckers Outdoor | US$853.48 | 4.1% +US$872.7m | 72.2% | PE30.3x | |
| ONON On Holding | US$32.98 | 5.4% +US$538.7m | 1.0% | PE119.9x | |
| CROX Crocs | US$135.42 | 6.9% +US$529.3m | 15.9% | PE10.3x | |
| LEVI Levi Strauss | US$21.98 | 3.9% +US$326.4m | 60.7% | PE70.4x |
