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Industry top-down

Luxury Goods

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

9 companiesMedian revenue YoY: +4.9%EPS beat rate: —

AI industry top-down

The median revenue growth rate across five luxury companies stood at -1.94%, reflecting a broadly stagnant trend. While Capri Holdings suffered a steep revenue contraction of -29.21%, Envela stood in stark contrast, with revenue and EPS rising 21.07% and 42.86%, respectively. Performance diverged sharply across companies, leaving the overall tone mixed.

  • Median sector revenue at -1.94% confirms an overall slowdown in growth
  • A majority of the 5 surveyed companies (3 firms) posted negative revenue growth
  • Performance polarization deepens across companies amid a lack of profitability metrics
Where companies diverge: Revenue growth divergence between Capri (-29.21%) and Envela (+21.07%) · Diverging profitability between Movado (EPS -33.33%) and Envela (EPS +42.86%)

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
TPRTAPESTRY, INC.FY2026 Q3$1.92B+21.2%$1.65+73.7%—
SIGSIGNET JEWELERS LTDFY2027 Q2$1.53B-0.5%$1.33——
CPRICapri Holdings LtdFY2027 Q1$769M-3.5%$0.60+36.4%—
REALTheRealReal, Inc.FY2026 Q2$192.57M+16.6%$-0.23——
MOVMOVADO GROUP INCFY2027 Q2$169.75M+4.9%$0.53——
ELAEnvela CorpFY2026 Q2$56.77M+3.5%$0.16+45.5%—
BRLTBrilliant Earth Group, Inc.FY2026 Q2$115.11M+5.7%$0.01——
026040J.ESTINA Co.,LtdFY2026 Q2₩19.72B+14.8%₩430.00——
MOVAAMOVADO GROUP INCFY2027 Q2$169.75M+4.9%$0.53——

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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