Apparel Industry Insights: Q4 2024

Despite uneven demand and rising competition, attractive opportunities still remain.

While the combination of stimulus spending and economic recovery in 2021 brought soaring shares for apparel firms, a series of challenges followed—including general inflation, supply chain disruptions, and new competition. But recently, modest improvement in conditions has lifted valuations. By the end of last year, the median apparel firm was trading at our median fair value estimate—a big reversal from two years prior.

Our Q4 2024 Apparel Industry Pulse analyzes industry drivers, competitive challenges, apparel manufacturer and retailer valuations, and more.

Download the report now to explore top apparel industry trends and possible investment opportunities for your clients.