Apparel, Accessories & Luxury Goods
Apparel, Accessories & Luxury Goods is losing market weight. Lost weight for 7 consecutive months.
Most of this industry's losses came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross losses. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Jan 2018 – Jun 2022 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Nike, Inc. → NKE | Apparel, Accessories & Luxury Goods | United States | 0.340% | -0.127 pp | -33.3% | 0.0 |
| Tapestry, Inc. → TPR | Apparel, Accessories & Luxury Goods | United States | 0.030% | -0.013 pp | -28.0% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Jun 2022 | 0.370% | -0.028 pp | -0.051 pp | -0.123 pp | -0.139 pp | -20.6% |
| May 2022 | 0.397% | -0.020 pp | -0.045 pp | -0.129 pp | -0.066 pp | -7.0% |
| Apr 2022 | 0.417% | -0.003 pp | -0.044 pp | -0.097 pp | -0.042 pp | -2.0% |
| Mar 2022 | 0.420% | -0.022 pp | -0.072 pp | -0.052 pp | +0.176 pp | -5.3% |
| Feb 2022 | 0.443% | -0.018 pp | -0.084 pp | -0.066 pp | +0.189 pp | -5.7% |
| Jan 2022 | 0.461% | -0.031 pp | -0.053 pp | -0.071 pp | +0.166 pp | -1.1% |
| Dec 2021 | 0.492% | -0.034 pp | +0.020 pp | -0.017 pp | -0.032 pp | +0.8% |
| Nov 2021 | 0.526% | +0.012 pp | +0.017 pp | +0.063 pp | +0.004 pp | +6.7% |
| Oct 2021 | 0.514% | +0.042 pp | -0.017 pp | +0.055 pp | -0.001 pp | +4.1% |
| Sep 2021 | 0.472% | -0.036 pp | -0.037 pp | +0.228 pp | +0.472 pp | -4.4% |
| Aug 2021 | 0.509% | -0.023 pp | +0.046 pp | +0.255 pp | +0.508 pp | +19.3% |
| Jul 2021 | 0.532% | +0.022 pp | +0.072 pp | +0.237 pp | +0.531 pp | +34.2% |
| Jun 2021 | 0.509% | +0.046 pp | +0.265 pp | -0.015 pp | +0.509 pp | +19.1% |
| May 2021 | 0.463% | +0.004 pp | +0.209 pp | -0.060 pp | +0.462 pp | +4.3% |
| Apr 2021 | 0.459% | +0.215 pp | +0.165 pp | -0.056 pp | +0.019 pp | +10.7% |
| Mar 2021 | 0.245% | -0.009 pp | -0.280 pp | +0.244 pp | +0.244 pp | +9.7% |
| Feb 2021 | 0.254% | -0.041 pp | -0.269 pp | +0.253 pp | +0.253 pp | +18.7% |
| Jan 2021 | 0.295% | -0.230 pp | -0.221 pp | +0.294 pp | -0.147 pp | +17.9% |
| Dec 2020 | 0.525% | +0.002 pp | +0.524 pp | +0.524 pp | +0.063 pp | +19.5% |
| Nov 2020 | 0.523% | +0.007 pp | +0.522 pp | +0.522 pp | +0.082 pp | +23.6% |
| Oct 2020 | 0.515% | +0.515 pp | +0.515 pp | +0.075 pp | +0.077 pp | +24.9% |
| Sep 2020 | 0.001% | +0.000 pp | +0.000 pp | +0.000 pp | -0.466 pp | +16.7% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.425 pp | +11.2% |
| Jul 2020 | 0.000% | -0.000 pp | -0.440 pp | -0.441 pp | -0.439 pp | -0.1% |
| Jun 2020 | 0.000% | -0.000 pp | +0.000 pp | -0.461 pp | -0.436 pp | +7.7% |
| May 2020 | 0.000% | -0.440 pp | +0.000 pp | -0.440 pp | -0.432 pp | +14.4% |
| Apr 2020 | 0.440% | +0.440 pp | -0.001 pp | +0.002 pp | -0.030 pp | +0.5% |
| Mar 2020 | 0.000% | +0.000 pp | -0.461 pp | -0.466 pp | -0.468 pp | +4.6% |
| Feb 2020 | 0.000% | -0.441 pp | -0.440 pp | -0.425 pp | -0.483 pp | -2.7% |
| Jan 2020 | 0.441% | -0.020 pp | +0.004 pp | +0.002 pp | +0.173 pp | -2.9% |
| Dec 2019 | 0.462% | +0.021 pp | -0.005 pp | +0.025 pp | +0.200 pp | +3.4% |
| Nov 2019 | 0.440% | +0.002 pp | +0.015 pp | +0.008 pp | +0.189 pp | +3.8% |
| Oct 2019 | 0.438% | -0.028 pp | -0.001 pp | -0.033 pp | +0.179 pp | -1.0% |
| Sep 2019 | 0.466% | +0.041 pp | +0.030 pp | -0.002 pp | +0.189 pp | +0.9% |
| Aug 2019 | 0.425% | -0.014 pp | -0.007 pp | -0.058 pp | +0.151 pp | -6.5% |
| Jul 2019 | 0.439% | +0.003 pp | -0.031 pp | +0.171 pp | -0.023 pp | +2.4% |
| Jun 2019 | 0.437% | +0.004 pp | -0.031 pp | +0.175 pp | -0.058 pp | -5.1% |
| May 2019 | 0.433% | -0.038 pp | -0.051 pp | +0.182 pp | -0.016 pp | +3.0% |
| Apr 2019 | 0.471% | +0.003 pp | +0.203 pp | +0.212 pp | +0.017 pp | +9.3% |
| Mar 2019 | 0.468% | -0.016 pp | +0.206 pp | +0.191 pp | +0.027 pp | +11.6% |
| Feb 2019 | 0.484% | +0.216 pp | +0.233 pp | +0.210 pp | +0.053 pp | +17.9% |
| Jan 2019 | 0.268% | +0.006 pp | +0.009 pp | -0.195 pp | -0.141 pp | +23.3% |
| Dec 2018 | 0.262% | +0.011 pp | -0.015 pp | -0.233 pp | -0.147 pp | +20.0% |
| Nov 2018 | 0.251% | -0.008 pp | -0.023 pp | -0.198 pp | -0.158 pp | +14.8% |
| Oct 2018 | 0.259% | -0.018 pp | -0.204 pp | -0.195 pp | -0.150 pp | +17.7% |
| Sep 2018 | 0.277% | +0.003 pp | -0.218 pp | -0.164 pp | -0.132 pp | +24.0% |
| Aug 2018 | 0.274% | -0.189 pp | -0.175 pp | -0.156 pp | -0.135 pp | +21.7% |
| Jul 2018 | 0.463% | -0.032 pp | +0.009 pp | +0.054 pp | +0.054 pp | +14.3% |
| Jun 2018 | 0.495% | +0.046 pp | +0.054 pp | +0.086 pp | +0.086 pp | +21.2% |
| May 2018 | 0.449% | -0.005 pp | +0.018 pp | +0.040 pp | +0.040 pp | +8.9% |
| Apr 2018 | 0.454% | +0.013 pp | +0.044 pp | +0.044 pp | +0.044 pp | +9.3% |
| Mar 2018 | 0.441% | +0.010 pp | +0.031 pp | +0.031 pp | +0.031 pp | +6.8% |
| Feb 2018 | 0.431% | +0.021 pp | +0.021 pp | +0.021 pp | +0.021 pp | +4.8% |
| Jan 2018 | 0.409% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.0% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.