Beyond Europe
The luxury names outside Europe.
Prices to 23 Oct 2026. Updated 25 Oct 2026.
American brands and the Chinese and Asian names now competing for the same spender. Each gets a simple tag from its latest reported sales and how its shares have done against the local market. The European Luxury Health Check is unchanged and does not use these names.
United States
| Company | Latest period | Growth | Shares YTD vs market | Tag |
|---|---|---|---|---|
| Ralph Lauren | Q1 FY27 (Apr to Jun 2026) | +14% (+13% cc) | +6.7% vs S&P 500 −4.6 pts | recovering |
| Tapestry | Q4 FY26 (Apr to Jun 2026) | +9% (+11% pro forma cc) | −13.6% vs S&P 500 −25 pts | stable |
| Capri Holdings | Q1 FY27 (Apr to Jun 2026) | −3.5% (−4.1% cc) | −35% vs S&P 500 −46.3 pts | weakening |
| Estée Lauder | Q4 FY26 (Apr to Jun 2026) | +5% organic (+6% reported) | +3.8% vs S&P 500 −7.6 pts | stable |
China and Asia
| Company | Latest period | Growth | Shares YTD vs market | Tag |
|---|---|---|---|---|
| Chow Tai Fook | Q2 FY27 (Jul to Sep 2026) | −0.5% RSV | −11.9% vs Hang Seng −2 pts | weakening |
| Laopu Gold | H1 2026 (Jan to Jun) | +60.3% | −53.9% vs Hang Seng −44 pts | stable |
| Bosideng | FY2025/26 (Apr 2025 to Mar 2026) | +5.6% | −4.8% vs Hang Seng +5.1 pts | recovering |
| Anta Sports | Q3 2026 (Jul to Sep) | ANTA mid single digit decline | −6.2% vs Hang Seng +3.7 pts | stable |
| Pop Mart | H1 2026 (Jan to Jun) | +23.8% | −30.4% vs Hang Seng −20.5 pts | stable |
| Shiseido | Q2 2026 (Apr to Jun) | +2% LfL | +62.8% vs Nikkei 225 +38.3 pts | recovering |
How the tag works: growth above 3% scores +1, below 0% scores −1; shares more than 5 points ahead of the local index year to date score +1, more than 5 points behind score −1. US names are measured against the S&P 500, Hong Kong names against the Hang Seng and Shiseido against the Nikkei 225. Periods differ because reporting calendars differ: some report quarterly, some half yearly, and Chow Tai Fook and Anta give retail sales rather than revenue. Anta publishes growth bands only, so its sales signal is not scored.
Download: scorecard CSV · all periods CSV. Every number links to the company release on its profile. Anything not yet checked against a primary source is marked not yet verified. See also the European company profiles and the data hub.