Apparel, Accessories & Luxury Goods
Apparel, Accessories & Luxury Goods is losing market weight. Lost weight for 2 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
Apr 2020 – Mar 2025 · 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 | 0.129% | -0.094 pp | -31.2% | 0.0 |
| Lululemon Athletica → LULU | Apparel, Accessories & Luxury Goods | United States | 0.078% | -0.053 pp | -27.5% | 0.0 |
| Tapestry, Inc. → TPR | Apparel, Accessories & Luxury Goods | United States | 0.035% | +0.004 pp | +52.3% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Mar 2025 | 0.241% | -0.046 pp | -0.041 pp | -0.034 pp | -0.143 pp | -28.8% |
| Feb 2025 | 0.287% | -0.005 pp | +0.023 pp | +0.018 pp | -0.161 pp | -25.9% |
| Jan 2025 | 0.291% | +0.009 pp | +0.028 pp | +0.105 pp | -0.157 pp | -26.4% |
| Dec 2024 | 0.282% | +0.019 pp | +0.007 pp | +0.076 pp | -0.204 pp | -33.6% |
| Nov 2024 | 0.264% | +0.001 pp | -0.005 pp | +0.017 pp | -0.222 pp | -38.1% |
| Oct 2024 | 0.263% | -0.012 pp | +0.076 pp | -0.118 pp | -0.219 pp | -39.2% |
| Sep 2024 | 0.276% | +0.007 pp | +0.069 pp | -0.109 pp | -0.019 pp | -31.1% |
| Aug 2024 | 0.269% | +0.082 pp | +0.022 pp | -0.179 pp | -0.033 pp | -35.4% |
| Jul 2024 | 0.187% | -0.020 pp | -0.194 pp | -0.261 pp | -0.041 pp | -42.3% |
| Jun 2024 | 0.206% | -0.040 pp | -0.178 pp | -0.280 pp | -0.035 pp | -40.3% |
| May 2024 | 0.247% | -0.135 pp | -0.201 pp | -0.239 pp | +0.001 pp | -29.2% |
| Apr 2024 | 0.381% | -0.003 pp | -0.067 pp | -0.101 pp | -0.017 pp | -35.6% |
| Mar 2024 | 0.384% | -0.064 pp | -0.103 pp | +0.089 pp | -0.009 pp | -34.1% |
| Feb 2024 | 0.448% | +0.000 pp | -0.038 pp | +0.147 pp | +0.055 pp | -23.5% |
| Jan 2024 | 0.448% | -0.039 pp | -0.035 pp | +0.220 pp | +0.038 pp | -25.5% |
| Dec 2023 | 0.487% | +0.001 pp | +0.192 pp | +0.245 pp | +0.092 pp | -17.4% |
| Nov 2023 | 0.486% | +0.003 pp | +0.184 pp | +0.240 pp | +0.137 pp | -8.0% |
| Oct 2023 | 0.483% | +0.188 pp | +0.255 pp | +0.084 pp | +0.174 pp | -0.2% |
| Sep 2023 | 0.295% | -0.006 pp | +0.054 pp | -0.098 pp | -0.011 pp | -4.4% |
| Aug 2023 | 0.301% | +0.074 pp | +0.056 pp | -0.092 pp | -0.054 pp | -15.2% |
| Jul 2023 | 0.228% | -0.014 pp | -0.171 pp | -0.183 pp | -0.139 pp | -11.3% |
| Jun 2023 | 0.241% | -0.004 pp | -0.151 pp | -0.153 pp | -0.129 pp | -3.8% |
| May 2023 | 0.245% | -0.153 pp | -0.148 pp | -0.104 pp | -0.152 pp | -9.2% |
| Apr 2023 | 0.399% | +0.006 pp | -0.012 pp | +0.090 pp | -0.018 pp | +1.9% |
| Mar 2023 | 0.393% | -0.001 pp | -0.002 pp | +0.086 pp | -0.028 pp | +1.4% |
| Feb 2023 | 0.393% | -0.017 pp | +0.044 pp | +0.037 pp | -0.049 pp | -2.2% |
| Jan 2023 | 0.410% | +0.016 pp | +0.102 pp | +0.043 pp | -0.051 pp | -2.6% |
| Dec 2022 | 0.394% | +0.045 pp | +0.088 pp | +0.024 pp | -0.098 pp | -10.8% |
| Nov 2022 | 0.349% | +0.041 pp | -0.007 pp | -0.048 pp | -0.177 pp | -24.0% |
| Oct 2022 | 0.308% | +0.002 pp | -0.058 pp | -0.109 pp | -0.206 pp | -27.9% |
| Sep 2022 | 0.306% | -0.050 pp | -0.063 pp | -0.114 pp | -0.166 pp | -25.4% |
| Aug 2022 | 0.356% | -0.011 pp | -0.042 pp | -0.087 pp | -0.153 pp | -20.6% |
| Jul 2022 | 0.367% | -0.003 pp | -0.050 pp | -0.094 pp | -0.165 pp | -21.9% |
| 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% |
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.