Ralph Lauren v 1. fiskálním čtvrtletí zvýšil digitální srovnatelné tržby o 8 % a celkové retailové comps o 12 %. Přidal také 1,5 milionu nových zákazníků do přímého prodeje.
Key Takeaways RL's women's apparel, outerwear and handbags each grew more than 20% during the first quarter.RL sees significant long-term growth potential in women's apparel despite its current scale.RL plans to expand its handbag portfolio with the Blaze collection to support future growth. Ralph Lauren Corporation (RL - Free Report) delivered solid first-quarter fiscal 2027 performance in North America Retail, with comparable sales increasing 9%, supported by strength in its full-price channels. Digital comparable sales also rose 8%, aided by healthy traffic trends. Digital performance further benefited from merchandising optimization and investments in full-funnel marketing activations.
The company also reported strong global retail comparable sales growth, with total company retail comps increasing 12%. Growth was balanced between Ralph Lauren's own digital and brick-and-mortar channels, reflecting strength across both retail formats. Meanwhile, total digital ecosystem sales, including the company's own websites and wholesale digital accounts, grew at a mid-teens rate, with contributions from all regions.
Ralph Lauren continues to focus on technology, AI and analytics to support creativity, productivity and customer engagement. During the first quarter, the company improved user experiences across its digital commerce sites and expanded brand discoverability across key large language models. It is also participating in select AI tests to better understand evolving consumer behavior on newer platforms. These efforts are part of the company's broader strategy to leverage technology and analytics to strengthen consumer engagement and business capabilities.
The company added 1.5 million new customers to its direct-to-consumer (DTC) businesses during the first quarter, led by growth at Ralph Lauren stores and digital commerce sites. Looking ahead, Ralph Lauren expects marketing expense to represent approximately 8% of sales in fiscal 2027.
Overall, Ralph Lauren's digital business showed broad strength during the first quarter, supported by growth in digital traffic, merchandising initiatives, marketing investment and expanding customer engagement efforts. The company also continues to invest in technology, AI and analytics across its consumer ecosystem.
The Zacks Rundown for RLRalph Lauren’s shares have lost 2.4% in the past three months against the industry’s 6.9% growth. The company currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
From a valuation standpoint, RL trades at a forward price-to-earnings ratio of 18.49X compared with the industry’s average of 15.05X. Ralph Lauren currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RL’s current and next fiscal-year earnings implies a rise of 13.3% and 10.6%, respectively, from the year-ago figures.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Kontoor Brands, Inc. (KTB - Free Report) , a lifestyle apparel company, designs, manufactures, procures, sells and licenses apparel, footwear and accessories, primarily under the Wrangler, Lee and Helly Hansen brands. At present, KTB carries a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for KTB’s current fiscal-year sales and earnings implies a decline of 14.3% and 6.1%, respectively, from the year-ago figures. KTB delivered a trailing four-quarter earnings surprise of 21.4%, on average.
Savers Value Village, Inc. (SVV - Free Report) , a thrift operator, sells second-hand merchandise in retail stores in the United States, Canada and Australia. SVV currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for SVV’s current financial-year sales and earnings is expected to rise 6.1% and 6.7%, respectively, from the corresponding year-ago reported figures. SVV delivered a trailing four-quarter earnings surprise of 1.6%, on average.
Superior Group of Companies, Inc. (SGC - Free Report) produces, manufactures and sells promotional products and branded uniforms, and healthcare apparel and accessories in the United States and internationally. At present, SGC carries a Zacks Rank of 2.
The Zacks Consensus Estimate for SGC’s current fiscal-year sales and earnings implies growth of 3.1% and 39.1%, respectively, from the year-ago reported figures. SGC delivered a trailing four-quarter negative earnings surprise of 90.2%, on average.
Ralph Lauren v 1. čtvrtletí fiskálního roku 2027 překonal očekávání, když tržby při konstantní měně vzrostly o 13 % a provozní marže se zvedla na 18,5 %. Firma zároveň zvýšila celoroční výhled tržeb i marže.
Palomar’s High-Risk Insurance Strategy Is Paying Off BigRalph Lauren NYSE: RL reported first-quarter fiscal 2027 results that exceeded its expectations, with revenue rising 13% on a constant-currency basis and adjusted operating margin expanding 150 basis points to 18.5%.
President and Chief Executive Officer Patrice Louvet said growth was broad-based across regions, channels and product categories, supported by increased full-price selling, brand activations and continued investment in the company’s “Next Great Chapter: Drive” strategy. Direct-to-consumer comparable sales rose 12%, while wholesale revenue increased 13%.
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Apparel Earnings Winners and Losers: Ralph Lauren Takes Off“Our first quarter performance exceeded our expectations on both the top and bottom line,” Chief Financial Officer Justin Picicci said. The company raised its full-year outlook while retaining what management described as a prudent view of consumer conditions in Europe.
Regional Growth Led by Asia Asia was Ralph Lauren’s fastest-growing region, with revenue up 25% in the quarter and retail comparable sales rising 23%. China sales increased more than 40%, driven by comparable growth and new customer recruitment, while Japan and Korea also delivered double-digit growth.
MarketBeat Week in Review – 04/13 - 04/17 Louvet said Ralph Lauren’s China strategy centers on brand storytelling, expansion in six priority city clusters, core products and higher-potential categories such as women’s apparel and handbags. He cited a Ralph Lauren Polo Cup event in Beijing that drew 74 million livestream viewers.
Management expects China growth of approximately mid-teens for the full fiscal year, noting that the company will face stronger comparisons in the back half. Ralph Lauren raised its fiscal 2027 outlook for Asia to high-single-digit to low-double-digit revenue growth, compared with its previous forecast for high-single-digit growth.
North America revenue increased 13%, including a 9% increase in retail comparable sales and 22% growth in wholesale. The wholesale result benefited from strong spring sellout trends, replenishment orders, resumed shipments to a luxury wholesale account and shipment timing. Picicci said timing shifts and resumed shipments contributed about 15 percentage points of North American wholesale growth in the quarter.
European revenue rose 5%, led by Germany, Italy and Spain. Retail comparable sales in the region increased 1% on top of a double-digit comparison a year earlier, while wholesale revenue rose 8%, including an approximately five-point benefit from earlier shipment timing.
Management said European store traffic has been pressured by the broader macroeconomic environment, including elevated energy costs, weaker consumer sentiment, Middle East-related disruption to partner sales and tourism trends. However, Ralph Lauren said higher conversion rates and basket sizes helped offset softer traffic.
Margins Expanded Despite Tariff and Cost Pressures Adjusted gross margin expanded 130 basis points to 73.6%. Average unit retail, or AUR, increased 15%, supported by full-price selling, lower discounting, selective pricing actions and favorable product, channel and geographic mix.
Picicci said the stronger AUR and favorable mix more than offset incremental tariff costs, higher labor expenses and higher non-cotton material costs. The company expects mid- to high-single-digit AUR growth in the second quarter and for the full year.
Adjusted operating expenses rose 13%, though they declined 10 basis points as a percentage of sales. Non-marketing expenses generated 90 basis points of leverage, while marketing spending increased to 8.2% of sales from 7.5% a year earlier. The company said the higher marketing investment supported global brand campaigns, fashion events and consumer activations.
Louvet said Ralph Lauren remains comfortable with marketing spending of about 8% of sales for fiscal 2027 and may continue to invest when it sees attractive returns. The company added 1.5 million customers to its direct-to-consumer businesses during the quarter and grew its social media following by high single digits to more than 70 million.
Product and Store Expansion Core product sales, which represent more than 70% of the business, rose at a mid-teens rate. Higher-potential categories including women’s apparel, outerwear and handbags increased more than 20%, outpacing companywide growth.
Ralph Lauren opened 22 owned and partner stores globally during the quarter, including locations at The Grove in Los Angeles, Stanford Shopping Center in Palo Alto, Istanbul, Sydney and Perth. The company also renovated its Bicester outlet near London and expanded its RL mobile app to Korea, its first market outside North America for the application.
Management said its direct-to-consumer business accounts for about 70% of sales and is likely to become a somewhat larger share over time, in part because Asia is predominantly direct to consumer. Louvet said wholesale remains important for consumer discovery and recruitment in key-city ecosystems, but the company plans to continue reducing off-price sales and exiting lower-tier full-price doors.
Raised Fiscal 2027 Outlook For fiscal 2027, Ralph Lauren now expects constant-currency revenue growth of 5% to 6%, up from its prior forecast of 4% to 5%. The company expects foreign exchange to reduce reported revenue growth by approximately 50 to 100 basis points. Its fiscal year includes a 53rd week, expected to add roughly one percentage point to revenue growth.
North America revenue is expected to increase at a low-single-digit rate. Europe revenue is expected to rise low- to mid-single digits. Asia revenue is expected to increase high single digits to low double digits. Operating margin is expected to expand 60 to 80 basis points, up from prior guidance of 40 to 60 basis points. Gross margin is expected to expand 50 to 70 basis points, compared with prior expectations for modest expansion. For the second quarter, Ralph Lauren expects constant-currency revenue growth of approximately 5% to 6% and operating-margin expansion of 80 to 100 basis points. Management said revenue and profit growth are expected to be more heavily weighted toward the first half, reflecting wholesale shipment timing, prior-year comparisons and the planned acceleration of off-price and lower-tier distribution reductions in the second half.
The company ended the quarter with $1.9 billion in cash and short-term investments, $1.2 billion in total debt and net inventory down 3% on a constant-currency basis. Ralph Lauren returned more than $300 million to shareholders through dividends and share repurchases during the quarter.
About Ralph Lauren (NYSE:RL)Ralph Lauren Corporation NYSE: RL is a global designer, marketer and distributor of premium lifestyle products under the Ralph Lauren name and a portfolio of related brands. The company, founded by Ralph Lauren in 1967 and headquartered in New York City, has grown from a single line of men's neckties into a global lifestyle business that spans apparel, accessories and home goods.
Ralph Lauren's product assortment includes menswear, womenswear and childrenswear along with footwear, leather goods, eyewear, fragrances and home furnishings.
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Ralph Lauren po lepších než očekávaných výsledcích přidal ve čtvrtek téměř 4 %. Cramer říká, že dlouhodobý růst stojí na silnější značce, expanzi a disciplíně v provozu.
CNBC's Jim Cramer said Thursday Ralph Lauren's years-long stock market outperformance is no accident.
"Retail's really hard ... Louvet makes it look easy," the "Mad Money" host said of the legacy apparel brand's CEO Patrice Louvet.
Louvet joined Ralph Lauren in July 2017 after spending nearly three decades at Procter & Gamble. Shares have soared roughly 444% since he took the helm, compared to a roughly 214% gain in the benchmark S&P 500 during the same period.
The stock added another nearly 4% Thursday after Ralph Lauren reported better-than-expected earnings and revenue. Cramer said the results were the latest example of why the retail giant has consistently outperformed both its retail peers and the broader market.
According to Cramer, Ralph Lauren's success comes down to three priorities: elevating the brand, expanding its core business while introducing new growth opportunities and building deeper relationships with consumers in key cities around the world.
On the branding front, Cramer pointed to Ralph Lauren's association with prestigious sporting events and luxury destinations, as well as its ability to attract younger consumers through what management calls "cinematic storytelling." He noted the company added 1.5 million social media followers during the quarter across Instagram, TikTok, LINE and Douyin.
He also credited Ralph Lauren for continuing to refresh its product assortment with new women's offerings and limited-edition collections, while maintaining the timeless products that define the brand.
The strategy has translated into broad-based growth, Cramer said. Comparable sales rose 9% in North America and 23% in Asia, including 40% growth in China. Importantly, Cramer noted those gains came largely from full-price selling rather than promotions or markdowns.
Just as important, Cramer said, the company has remained disciplined operationally. Inventories declined 3% during the quarter while operating margins expanded, a sign that management continues to balance growth with profitability.
Cramer said this should serve as a blueprint for anyone trying to understand what separates great retailers from average ones.
"For anyone who aspires to own a retail stock, before you take a position in one, I'm begging you to read this Ralph Lauren conference call," Cramer said. "That's the highest praise I can offer."
Ralph Lauren oznámil zisk 4,59 USD na akcii a tržby 1,96 miliardy USD za čtvrtletí končící v červnu 2026, obojí nad odhady. Zisk i tržby meziročně vzrostly.
Ralph Lauren (RL - Free Report) came out with quarterly earnings of $4.59 per share, beating the Zacks Consensus Estimate of $4.3 per share. This compares to earnings of $3.77 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +6.74%. A quarter ago, it was expected that this upscale clothing company would post earnings of $2.52 per share when it actually produced earnings of $2.8, delivering a surprise of +11.11%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Ralph Lauren, which belongs to the Zacks Textile - Apparel industry, posted revenues of $1.96 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 4.42%. This compares to year-ago revenues of $1.72 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Ralph Lauren shares have added about 7.7% since the beginning of the year versus the S&P 500's gain of 12.8%.
What's Next for Ralph Lauren?While Ralph Lauren has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Ralph Lauren was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.05 on $2.12 billion in revenues for the coming quarter and $18.40 on $8.66 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Textile - Apparel is currently in the bottom 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Kontoor Brands (KTB - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 12.
This maker of Wrangler and Lee apparel is expected to post quarterly earnings of $1.05 per share in its upcoming report, which represents a year-over-year change of -13.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Kontoor Brands' revenues are expected to be $588.97 million, down 10.5% from the year-ago quarter.
Ralph Lauren čeká za 1. fiskální čtvrtletí růst tržeb o 8,4 % na 1,86 miliardy USD a zisku na akcii o 13 % na 4,26 USD. Tahounem má být digitální růst a expanze obchodů.
Key Takeaways Ralph Lauren's Q1 revenues are expected to rise 8.4% y/y and earnings are projected to grow 13%.Digital growth, store expansion and the Next Great Chapter strategy are expected to support the results.Higher spending, tariffs, inflation and supply-chain risks could limit near-term margin expansion. Ralph Lauren Corporation (RL - Free Report) is set to report first-quarter fiscal 2027 results on Aug. 6, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.86 billion, which indicates an increase of 8.4% from the year-ago quarter’s reported figure.
The consensus estimate for earnings is pegged at $4.26 per share, which indicates growth of 13% from the year-earlier actual. The consensus mark for earnings has been unchanged in the past 30 days.
In the last reported quarter, the company’s bottom line surpassed the Zacks Consensus Estimate by 11.1%. Ralph Lauren has a trailing four-quarter earnings surprise of 9.1%, on average.
Factors Likely to Have Impacted RL’s Q1 PerformanceRalph Lauren’s quarterly performance is likely to have reflected gains from its strong brand recognition, broad product portfolio and expanding e-commerce operations, all of which have helped strengthen its position. The company’s expanding store network, along with continued investments in innovation and AI integration, highlights its efforts to stay competitive in the rapidly evolving retail landscape and drive growth.
The company’s “Next Great Chapter” initiative has strategically positioned it for success. This initiative aims to bolster the company’s core business and prepare it to seize market opportunities. Ralph Lauren has been experiencing growth in its digital and omnichannel business, significantly increasing customer acquisition and loyalty. Retail and wholesale divisions have been the key pillars, with flagship stores, premium distribution and partnerships expected to have boosted comparable store sales (comps).
For the first quarter of fiscal 2027, management expected revenues to increase in the mid to high-single digits in constant currency. The company anticipated the operating margin to expand 80-120 basis points in constant currency, led by gross margin expansion on gains from AUR growth, and product, geographic and channel mix.
By region, management expects North America revenues to grow in the low-single digits, in line with long-term targets, with momentum in its direct-to-consumer business and healthy wholesale sell-through, partly offset by strategic investments in quality of sales and lower-tier door exits. RL anticipates Europe revenues to grow in the low to mid-single digits on robust underlying growth with a disciplined approach to the consumer backdrop and macro pressures. Ralph Lauren projects Asia revenues to increase in the high-single digits on strong brand momentum and expansion opportunities in major markets. It expects China to grow nearly in the mid-teens this fiscal year.
It has been making significant progress through investments in mobile, omnichannel and fulfillment. The company’s digital strength enables the brand to deepen engagement and expand its reach globally. Digital sales represent a growing share of total revenues, supported by continuous investments in personalization, enhanced mobile capabilities and integrated loyalty programs designed to connect with younger and more diverse consumers. Such positives are expected to reflect in its top and bottom-line results in the quarter under review.
On the flip side, Ralph Lauren’s cost base continues to rise as it invests in brand activations, technology, digital capabilities and store growth. Management plans to keep marketing around 8% of sales in fiscal 2027. If revenue growth moderates, this higher run-rate of spend could limit near-term margin expansion.
On the last reported quarter’s earnings call, management noted volatility in the operating environment, which raises the risks of plan revisions if demand or costs change. Management’s preliminary fiscal 2027 outlook is based on its assessment of tariffs, inflationary pressures, consumer spending-related risks, supply-chain disruptions and foreign currency volatility.
The company’s outlook indicates prudence around consumer demand and modest cost pressure with respect to recent energy price volatility. Supply-chain disruptions and inflationary pressures might remain challenges for Ralph Lauren, potentially affecting cost structures and operational efficiency. Additionally, any delays or constraints in the supply chain may impact product availability, particularly for key seasonal and high-demand items, which could disrupt sales and inventory planning.
What the Zacks Model Unveils for RLOur proven model does not conclusively predict an earnings beat for Ralph Lauren this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Ralph Lauren currently has an Earnings ESP of -0.47% and a Zacks Rank of 3.
Valuation Picture of RL StockThe RL stock is currently trading at a forward 12-month price-to-earnings ratio of 20.03X, higher than 15.49X of the Textile - Apparel industry.
Image Source: Zacks Investment Research
The recent market movements show that RL shares have risen 7.3% in the past year compared with the industry's 10.9% growth.
Image Source: Zacks Investment Research
Stocks With the Favorable CombinationHere are three companies, which according to our model, have the right combination of elements to beat on earnings this reporting cycle.
Cintas Corporation (CTAS - Free Report) currently has an Earnings ESP of +0.09% and a Zacks Rank #2. The Zacks Consensus Estimate for first-quarter fiscal 2027 earnings per share is pegged at $1.35, suggesting 12.5% year-over-year growth. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for quarterly revenues is pegged at $2.97 billion, which indicates an increase of 9.2% from the prior-year quarter’s actual. CTAS delivered a trailing four-quarter earnings surprise of 1.8%, on average.
SharkNinja, Inc. (SN - Free Report) presently has an Earnings ESP of +2.65% and a Zacks Rank #2. The company is likely to register top and bottom-line growth when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for SN’s quarterly earnings per share of $1.10 indicates year-over-year growth of 13.4%.
The consensus estimate for SN’s quarterly revenues is pegged at $1.64 billion, indicating a rise of 13.5% from the prior-year quarter’s reported figure. SharkNinja has a trailing four-quarter earnings surprise of 13.8%, on average.
Corsair Gaming (CRSR - Free Report) currently has an Earnings ESP of +9.09% and a Zacks Rank #3. The company is likely to register a top-line decline when it reports second-quarter 2026 numbers. The Zacks Consensus Estimate for CRSR’s quarterly revenues is pegged at $310.1 million, indicating a decline of 3.1% from the prior-year quarter’s actual.
The consensus estimate for Corsair Gaming’s quarterly earnings per share of 7 cents indicates substantial growth from the 1 cent reported in the prior-year quarter. CRSR has a trailing four-quarter earnings surprise of 22.6%, on average.
Ralph Lauren oznámila, že celoroční tržby poprvé překročily 8 miliard USD. Akcionáři zároveň schválili všechny kandidáty do představenstva i odměňovací program vedení.
Palomar’s High-Risk Insurance Strategy Is Paying Off BigRalph Lauren NYSE: RL said its stockholders elected all board nominees, ratified Ernst & Young LLP as its independent auditor for fiscal 2027 and approved the company’s executive-compensation program on an advisory basis at its 2026 annual meeting.
Executive Chairman Ralph Lauren opened the virtual meeting by highlighting what he described as the company’s strong performance during the year. Chief Legal Officer and Secretary Avery Fischer said stockholders representing more than one-third of outstanding voting shares were present online or by proxy, satisfying the company’s quorum requirement.
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Apparel Earnings Winners and Losers: Ralph Lauren Takes OffStockholders elected Angela Ahrendts, Linda Findley and Darren Walker as Class A directors. Holders of Class B shares elected Frank A. Bennack Jr., Cesar Conde, Debra Cupp, Michael George, Valerie Jarrett, Ralph Lauren, David Lauren, Patrice Louvet and Wei Zhang. Fischer said the Class A nominees received a plurality of votes cast, while all outstanding Class B shares voted in favor of the Class B nominees.
The company said Ernst & Young’s appointment as independent registered public accounting firm for the fiscal year ending April 3, 2027, was ratified by a majority vote. Stockholders also approved, on an advisory basis, the compensation of named executive officers and the company’s compensation philosophy, policies and practices.
Revenue Tops $8 Billion MarketBeat Week in Review – 04/13 - 04/17 President and CEO Patrice Louvet said the company’s first year under its “Next Great Chapter: Drive” strategic plan produced results above expectations. He said full-year reported revenue surpassed $8 billion for the first time, supported by retail and wholesale growth in every region.
Louvet said operating margin also exceeded expectations, as gross-margin expansion more than offset what he called the meaningful impact of tariffs. The company used cost savings to support investments in strategic priorities, including brand activations, artificial-intelligence capabilities and key-city ecosystems, he said.
“Both our top and bottom-line results exceeded expectations, supported by our diversified drivers of growth and our strongest quality of sales to date,” Louvet said.
Looking toward fiscal 2027, Louvet acknowledged a dynamic global operating environment but said the company remains focused on growth opportunities across regions and channels. He cited the company’s brand, core product offerings, high-potential categories, geographic expansion, technology and analytics capabilities, talent and balance sheet as key supports for its strategy.
Strategic Priorities Louvet outlined three areas of focus under the Drive plan:
Elevating and energizing the lifestyle brand through consumer engagement, storytelling, data and analytics. Growing core iconic products, which he said represent about 70% of the business, while expanding higher-potential categories including outerwear, handbags and women’s apparel. Building consumer ecosystems in the company’s top 30 cities globally while preparing for longer-term growth in the next 20 cities. Louvet said Ralph Lauren is making investments in marketing, technology and talent intended to support profitable and sustainable growth. He added that management expects the company’s model of operational discipline and long-term investment to support further margin expansion over the remainder of the strategic plan and beyond.
Stock Split Question In response to a stockholder question about a potential stock split, company representative Justin Picicci said Ralph Lauren regularly reviews its capital structure and allocation priorities, including potential actions such as a split. However, he said the company had no announcement to make at the meeting.
Fischer said final voting results will be reported in a Form 8-K filing within four business days of the annual meeting.
About Ralph Lauren (NYSE:RL)Ralph Lauren Corporation NYSE: RL is a global designer, marketer and distributor of premium lifestyle products under the Ralph Lauren name and a portfolio of related brands. The company, founded by Ralph Lauren in 1967 and headquartered in New York City, has grown from a single line of men's neckties into a global lifestyle business that spans apparel, accessories and home goods.
Ralph Lauren's product assortment includes menswear, womenswear and childrenswear along with footwear, leather goods, eyewear, fragrances and home furnishings.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Ralph Lauren Right Now?Before you consider Ralph Lauren, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Ralph Lauren wasn't on the list.
While Ralph Lauren currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
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Ralph Lauren uvedl, že dámské oblečení, vrchní oděvy a kabelky ve 4. čtvrtletí i za fiskální rok 2026 rostly o více než 20 %. Dámská móda má podle firmy dlouhodobý růstový potenciál.
Key Takeaways Ralph Lauren's women's apparel, outerwear and handbags each grew more than 20% during the quarter.RL sees significant long-term growth potential in women's apparel despite its current scale.RL plans to expand its handbag portfolio with the Blaze collection to support future growth. Ralph Lauren Corporation (RL - Free Report) continues to see strong momentum in its high-potential categories, with women's apparel, outerwear and handbags serving as key growth drivers. Collectively, these categories recorded growth of more than 20% in both the fourth quarter and the fiscal 2026, significantly outpacing the company's overall performance.
Within women's apparel, management highlighted strong results across multiple product categories, including Core Cable-Knit and Jersey sweaters, lightweight outerwear and colorful linen shirts. These performances underscore the importance of the company's category-focused strategy in supporting overall business growth. The company believes its women's apparel business offers substantial long-term growth potential despite its existing scale.
Ralph Lauren also noted that its women's apparel portfolio, including Collection, Polo Women's and Lauren, represents a business of nearly $2 billion while holding only about a 1% market share. This indicates considerable room for further expansion. The company also sees similar opportunities in outerwear, while emphasizing that its handbags business is at an even earlier stage of development, providing additional runway for future growth.
Additionally, the company highlighted an upcoming launch of the Blaze collection within the Women's Polo handbag portfolio, which will complement the established Polo ID and the growing Polo Play lines, creating a third key pillar for the brand. It believes this addition will support continued performance in its handbags business. Management also noted that women's apparel, outerwear and handbags are all accretive to average unit retail (AUR) and expects the strong AUR growth seen in these categories to continue.
Overall, Ralph Lauren's continued expansion in high-potential categories reinforces its premium brand positioning and supports its broader strategy to drive sustainable revenue growth, AUR expansion and long-term value creation.
The Zacks Rundown for RLRalph Lauren’s shares have lost 1.6% in the past three months against the industry’s 1.9% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, RL trades at a forward price-to-earnings ratio of 20.12X compared with the industry’s average of 15.85X. Ralph Lauren currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RL’s current and next fiscal-year earnings implies a rise of 10.5% each.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Duluth Holdings Inc. (DLTH - Free Report) sells casual wear, workwear, outdoor apparel, and accessories for men and women in the United States. It offers shirts, pants, shorts, underwear, outerwear, footwear, accessories, and hard goods. At present, DLTH sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DLTH's current fiscal-year sales implies a decline of 2.8%, and the same for earnings implies growth of 39.5% from the year-ago reported figures. DLTH delivered a trailing four-quarter earnings surprise of 107.5%, on average.
Columbia Sportswear Company (COLM - Free Report) , which is a marketer and distributor of outdoor and active lifestyle apparel, footwear, accessories and equipment, currently carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for COLM’s current financial-year sales and earnings is expected to rise 2.6% and 4.6%, respectively, from the corresponding year-ago reported figures. COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average.
Vince Holding Corp. (VNCE - Free Report) provides luxury apparel and accessories in the United States and internationally. It operates through Vince Wholesale and Vince Direct-to-Consumer segments. At present, the company carries a Zacks Rank of 2.
The Zacks Consensus Estimate for VNCE’s current fiscal-year sales and earnings implies growth of 7.2% and 34.1%, respectively, from the year-ago reported figures. VNCE has delivered a trailing four-quarter earnings surprise of 635.7%, on average.
Ralph Lauren (RL - Free Report) ended the recent trading session at $380.45, demonstrating a -1.97% change from the preceding day's closing price. This change lagged the S&P 500's daily loss of 1.01%. Elsewhere, the Dow saw a downswing of 0.77%, while the tech-heavy Nasdaq depreciated by 1.4%.
The stock of upscale clothing company has fallen by 6.03% in the past month, lagging the Consumer Discretionary sector's gain of 1.27% and the S&P 500's gain of 0.32%.
The upcoming earnings release of Ralph Lauren will be of great interest to investors. The company is expected to report EPS of $4.26, up 13% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $1.86 billion, indicating a 8.25% increase compared to the same quarter of the previous year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $18.33 per share and a revenue of $8.66 billion, signifying shifts of +10.49% and +6.68%, respectively, from the last year.
Any recent changes to analyst estimates for Ralph Lauren should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Ralph Lauren is holding a Zacks Rank of #3 (Hold) right now.
Valuation is also important, so investors should note that Ralph Lauren has a Forward P/E ratio of 21.17 right now. This valuation marks a premium compared to its industry average Forward P/E of 16.56.
One should further note that RL currently holds a PEG ratio of 1.93. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Textile - Apparel industry currently had an average PEG ratio of 2.31 as of yesterday's close.
The Textile - Apparel industry is part of the Consumer Discretionary sector. At present, this industry carries a Zacks Industry Rank of 187, placing it within the bottom 24% of over 250 industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Ralph Lauren v Číně zvýšil tržby o 50 % za poslední čtvrtletí. Roste díky přesunu zákazníků od špičkového luxusu ke značkám s lepším poměrem ceny a hodnoty.
Item 1 of 5 Vintage Polo Ralph Lauren T-shirts are displayed at Neng Vintage, a store specializing in Polo Ralph Lauren vintage clothing in Shanghai, China, June 23, 2026. REUTERS/Go Nakamura
[1/5]Vintage Polo Ralph Lauren T-shirts are displayed at Neng Vintage, a store specializing in Polo Ralph Lauren vintage clothing in Shanghai, China, June 23, 2026. REUTERS/Go Nakamura Purchase Licensing Rights, opens new tab
SummaryCompaniesRalph Lauren reported a 50% sales jump in China last quarterThe company operates around 250 stores in ChinaAnalysts say shoppers shifted from top-tier luxury to brands offering stronger valueExecutives say China momentum reflects a multi-year brand overhaul, not a short-term reboundSHANGHAI, June 30 (Reuters) - Collector Xiao Neng says he has spent at least $1 million on Ralph Lauren (RL.N), opens new tab clothing over the past four to five years, building a wardrobe so large that he now sells pieces of it in two vintage stores that he opened in downtown Shanghai.
The 23-year-old is part of a growing group of Chinese superfans helping fuel a resurgence for the American brand, which reported a 50% sales jump in the country last quarter, even as the broader luxury market remains subdued by weak consumer confidence, a prolonged property downturn and concerns about jobs and income growth. China's luxury sector is "slowly recovering" in 2026 after several years of contraction and flat sales, according to Bain.
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“Ralph Lauren, through clothing, provides people with a way to achieve this American Dream," Neng said. "What he makes is clothing with an American Dream feel to it.” He added that the American Dream is not unique to people from the U.S.; it is an aspirational lifestyle that can be shared by consumers in China.
The company’s recent strength in China, where it has around 250 stores, is the bounty of a multi-year overhaul rather than a short-term rebound, executives and analysts say. Chief Executive Patrice Louvet said in a post-earnings call last month the gains were “not a one-off” but stemmed from years of work to strengthen brand positioning and local relevance.
“We're in China not just to win this year, but we're in China trying to win for the next 10 and 20 years and really make sure we're building the right foundations for the long term,” he added. Ralph Lauren declined to comment further for this story.
'THEY OFFER GREAT VALUE'Ralph Lauren's brand elevation strategy has coincided with a shift in Chinese consumer behaviour away from ultra-high-end luxury toward labels viewed as offering stronger value.
Ralph Lauren’s pricing positions it below European luxury houses, many of which have pushed steep price increases in recent years. According to figures from Bernstein, luxury brands as a whole raised prices 36% between 2020 and 2023, led by top-tier players like Chanel and LVMH Group's (LVMH.PA), opens new tab Dior and Louis Vuitton.
Dresses at Ralph Lauren boutiques in China typically cost a few thousand yuan, with shirts often under 2,000 yuan ($294.24), compared with more than 20,000 yuan for dresses and over 6,000 yuan for shirts at brands like Dior.
“Another advantage is that they offer great value,” Neng said. “The brand's positioning and style are very high-end, meaning you're getting a high-class item for a smaller price.”
According to Jacques Roizen, co-founder of Shanghai-based Foresight Performance Partners, a large group of Chinese luxury shoppers has pulled back from top-tier brands as confidence weakened.
“She looks at Hermès and the like, and she says this is above my needs," he said. "The value proposition doesn't match my current confidence in the economy. And you've seen brands like Coach and Ralph Lauren do very, very well as a result."
Roizen said the brand’s recent performance reflects both this shift and years of strategic changes.
“You don't overperform the market by 50% because you got lucky," he said. "They've done a lot of things right."
Among those changes was a move away from heavy discounting.
“They’ve walked away from being, first and foremost, a brand that generated revenue on discounts during shopping festivals and all that stuff,” Roizen added.
The company has also invested heavily in upgrading stores and marketing, while adopting a city-by-city strategy that focuses resources on key urban markets like Shanghai, Beijing and Chengdu to deepen customer engagement rather than expanding uniformly nationwide, said Yann Bozec, a former APAC president at Coach-owner Tapestry (TPR.N), opens new tab and founder of consultancy YB Stratis.
"When it comes to media spend, stores, events, targeted digital marketing, they will do it in those cities," he said. "It is a sound strategy to be very focused on some cities where they can achieve the reach and the frequency that they need in order to create impressions."
($1 = 6.7971 yuan)
Reporting by Casey Hall in Shanghai, additional reporting by Chenxi Yang; Editing by Lisa Jucca and Thomas Derpinghaus
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Casey is the Shanghai bureau chief and a senior correspondent covering companies in China, reporting on the biggest issues facing local and global businesses operating in the world's second largest economy. The Australian-born journalist has been based in Shanghai since 2007.
Ralph Lauren ve 4. čtvrtletí fiskálního roku 2026 zvýšil globální srovnatelné tržby v přímém prodeji spotřebitelům o 17 %. Digitální tržby vzrostly o 21 % v Severní Americe, 14 % v Evropě a 31 % v Asii.
Key Takeaways RL is executing its Next Great Chapter strategy to drive brand elevation and global expansion.Ralph Lauren is investing in personalization, digital capabilities and omnichannel experiences.RL reported 17% global DTC comps growth in Q4 fiscal 2026, with digital sales gains across regions. Ralph Lauren Corporation (RL - Free Report) continues to strengthen its long-term growth profile through disciplined execution of its Next Great Chapter strategy. The company is advancing its digital transformation through personalization, data-driven insights and seamless omnichannel experiences. RL leverages advanced data analytics to tailor product recommendations, optimize pricing and refine marketing strategies across regions.
Ralph Lauren’s Next Great Chapter initiative serves as the foundation of its growth strategy, emphasizing brand elevation, consumer centricity and operational agility. This strategy is designed to create a more balanced global footprint by expanding into high-growth markets, such as Asia, while strengthening its presence in core regions. The company continues to execute its “Next Great Chapter: Drive Plan,” which focuses on elevating and energizing the lifestyle brand, driving the core and expanding into higher-potential categories, and winning in key cities with its consumer ecosystem.
Digital sales now represent a growing share of total revenues, supported by continuous investments in personalization, enhanced mobile capabilities and integrated loyalty programs designed to connect with younger and more diverse consumers. Ralph Lauren is optimizing distribution, strengthening wholesale partnerships and enhancing its retail network to reinforce its premium positioning. The company has been experiencing significant growth in its digital channels across key regions. Continuous investments in personalization, mobile capabilities and loyalty integration have strengthened digital sales, enabling it to make deeper engagements with younger and more diverse consumer segments.
In fourth-quarter fiscal 2026, global direct-to-consumer comparable store sales (comps) increased 17%, with positive retail comps across regions and channels. Digital commerce improved 21% in North America, 14% in Europe and 31% in Asia. For fiscal 2027, the company expects constant currency revenues to increase approximately mid-single digits on a 52-week comparable basis, centered around 4-5%, and noted the 53rd week should add about one point to revenue growth and benefit operating margin.
RL’s Price Performance, Valuation and EstimatesRalph Lauren’s shares have gained 14.9% in the past six months against the industry’s 8.1% decline.
Image Source: Zacks Investment Research
From a valuation standpoint, RL is trading at a forward price-to-earnings ratio of 21.83X compared with the industry’s average of 14.92X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RL’s fiscal 2027 and fiscal 2028 earnings per share (EPS) indicates year-over-year growth of 10.5% each. The company’s EPS estimate for fiscal 2027 and fiscal 2028 has moved north in the past 30 days.
Image Source: Zacks Investment Research
Ralph Lauren currently carries a Zacks Rank #2 (Buy).
Other Key Picks in the Consumer Discretionary SpaceColumbia Sportswear Company (COLM - Free Report) , which engages in the sourcing, marketing and distribution of outdoor and active lifestyle apparel, footwear, accessories and equipment, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average. The Zacks Consensus Estimate for Columbia Sportswear’s current financial-year sales indicates growth of 2.6% from the year-ago number.
Crocs, Inc. (CROX - Free Report) , which is a leading footwear company, currently carries a Zacks Rank of 2. CROX delivered a trailing four-quarter earnings surprise of 13.6%, on average.
The Zacks Consensus Estimate for Crocs’ current financial-year EPS indicates a rise of 9.3% from the year-ago number.
Gildan Activewear Inc. (GIL - Free Report) , which is a designer and marketer of premium quality branded basic activewear, currently has a Zacks Rank of 2.
GIL delivered a negative trailing four-quarter earnings surprise of 1.1%, on average. The Zacks Consensus Estimate for Gildan Activewear’s current financial-year sales indicates growth of 68.3% from the year-ago number.
