Ralph Lauren Corporation
- Open
- 344.59
- Day high
- 344.59
- Day low
- 335.25
- Prev close
- 340.82
- Volume
- 779K
- Mkt cap
- $20.0B
- P/E (TTM)
- 20.9
- EPS (TTM)
- $16.09
- P/B
- 7.4
- P/S
- 2.4
- Yield
- 1.11%
- Per share
- $3.74
- ▼Insiders net selling -$6.1M over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions mixed (13F)
Ralph Lauren Corporation (RL) is a Consumer Cyclical company listed on NYSE. The stock is up 9% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4). Drillr has 1 published research article covering RL.
Ralph Lauren Corporation (RL) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 10 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
RL earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 6, 2026 | $4.32 | $4.59 | +6.2% | $2.0B | +5.0% |
| May 21, 2026 | $2.52 | $2.80 | +11.1% | $2.0B | +7.2% |
| Feb 5, 2026 | $5.80 | $6.22 | +7.2% | $2.4B | +31.2% |
| Nov 6, 2025 | $3.45 | $3.79 | +9.9% | $2.0B | +6.3% |
| Aug 7, 2025 | $3.51 | $3.77 | +7.4% | $1.7B | +3.6% |
| May 22, 2025 | $2.04 | $2.27 | +11.3% | $1.7B | +3.0% |
| Feb 6, 2025 | $4.46 | $4.82 | +8.1% | $2.1B | +30.5% |
| Nov 7, 2024 | $2.41 | $2.54 | +5.4% | $1.7B | +2.7% |
| May 23, 2024 | $1.66 | $1.71 | +3.0% | $1.6B | +0.1% |
| Feb 8, 2024 | $3.54 | $4.17 | +17.8% | $1.9B | +23.8% |
| Aug 10, 2023 | $2.13 | $2.34 | +9.9% | $1.5B | +1.0% |
| May 25, 2023 | $0.65 | $0.90 | +38.5% | $1.5B | +4.8% |
RL insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 20, 2026 | Ranftl Robert P.officer: Chief Operating Officer | Sell | 2,901 | $377.81 |
| Aug 18, 2026 | Louvet Patricedirector, officer: President and CEO | Tax | 852 | $387.23 |
| Aug 18, 2026 | Lauren David R.director, officer: Vice Chair, Chief Innovation | Tax | 560 | $387.23 |
| Aug 18, 2026 | Lauren David R.director, officer: Vice Chair, Chief Innovation | Tax | 769 | $387.23 |
| Aug 18, 2026 | Louvet Patricedirector, officer: President and CEO | Tax | 5,729 | $387.23 |
| Aug 18, 2026 | Ranftl Robert P.officer: Chief Operating Officer | Grant | 2,904 | — |
| Aug 18, 2026 | Ranftl Robert P.officer: Chief Operating Officer | Tax | 567 | $387.23 |
| Aug 18, 2026 | Louvet Patricedirector, officer: President and CEO | Tax | 3,260 | $387.23 |
| Aug 18, 2026 | Alagoz Halideofficer: Chief Product & Merch. Officer | Tax | 839 | $387.23 |
| Aug 18, 2026 | Alagoz Halideofficer: Chief Product & Merch. Officer | Grant | 2,583 | — |
| Aug 18, 2026 | Picicci Justin M.officer: Chief Financial Officer | Tax | 1,192 | $387.23 |
| Aug 18, 2026 | Ranftl Robert P.officer: Chief Operating Officer | Tax | 775 | $387.23 |
| Aug 18, 2026 | Picicci Justin M.officer: Chief Financial Officer | Tax | 671 | $387.23 |
| Aug 18, 2026 | Lauren David R.director, officer: Vice Chair, Chief Innovation | Tax | 382 | $387.23 |
| Aug 18, 2026 | Lauren David R.director, officer: Vice Chair, Chief Innovation | Grant | 1,548 | — |
Source: RL SEC Form 4 filings, latest Aug 20, 2026. For informational purposes only — not investment advice.
See the full RL insider & 13F page →Ralph Lauren Corporation company profile
Overview
Ralph Lauren Corporation (NYSE:RL) is a global luxury lifestyle company founded in 1967 by designer Ralph Lauren. Originally starting as a tie manufacturer, the company has evolved into one of the world's most recognizable luxury fashion brands, encompassing a comprehensive lifestyle portfolio that extends far beyond apparel. Headquartered in New York, Ralph Lauren has built an iconic American brand that represents timeless elegance and aspirational living, with operations spanning North America, Europe, and Asia through a network of retail stores, wholesale partnerships, and digital commerce platforms.
Business
Ralph Lauren Corporation operates in the global luxury fashion and lifestyle industry, designing, marketing, and distributing premium lifestyle products across multiple categories. The fashion industry is highly competitive and cyclical, with consumer spending patterns influenced by economic conditions, seasonal trends, and cultural shifts. The company's core business revolves around several key product categories. Apparel forms the foundation of the business, offering men's, women's, and children's clothing across various price points and style aesthetics. This includes everything from casual wear to formal attire, with the company's signature polo shirts being among its most recognizable products. Accessories and footwear represent another significant segment, encompassing shoes, handbags, leather goods, eyewear, watches, jewelry, and other fashion accessories that complement the apparel offerings. The company has also expanded into home products, creating a comprehensive lifestyle brand that includes bed and bath linens, furniture, wallcoverings, lighting, tabletop items, and home décor. Additionally, Ralph Lauren operates in the fragrance market with both men's and women's perfumes and colognes. A unique aspect of the business is its hospitality ventures, including restaurants like The Polo Bar in New York City, RL Restaurant in Chicago, and Ralph's Coffee concept stores. The company operates multiple brand tiers to serve different market segments. Premium brands include Ralph Lauren Collection and Ralph Lauren Purple Label, targeting the luxury market. The core Polo Ralph Lauren brand serves the accessible luxury segment, while brands like Lauren Ralph Lauren and Chaps target more price-conscious consumers. Based on recent earnings calls, the company generates approximately 70% of its revenue from core products, with women's apparel representing about 29% of total sales and growing.
Revenue model
Ralph Lauren generates revenue through multiple channels and business models. The company operates both direct-to-consumer (DTC) and wholesale channels, with DTC representing approximately two-thirds of total business based on recent earnings calls. The DTC business includes company-operated retail stores, factory outlets, concession-based shop-within-shops, and e-commerce platforms. This channel allows Ralph Lauren to control the customer experience, maintain higher margins, and capture full retail pricing. The company directly operates 504 retail stores and 684 concession-based shop-within-shops globally, with continued expansion particularly in Asia's key cities. The wholesale business involves selling products to department stores, specialty retailers, and other third-party distributors. While this channel provides broader market reach and lower capital requirements, it typically generates lower margins than DTC sales. The company has been strategically rationalizing its wholesale distribution, focusing on top-tier retail partners while pruning lower-performing doors. Revenue generation is primarily through product sales, with pricing power derived from brand premium and perceived value. The company has demonstrated consistent ability to increase Average Unit Retail (AUR), with recent growth of 9% in fiscal 2025, driven by product mix improvements, channel optimization, and brand elevation initiatives. Several factors influence the company's margins and profitability. Positive factors include the strength of the Ralph Lauren brand allowing premium pricing, growing DTC channel mix which offers higher margins, expansion in high-growth markets like China, and the company's focus on core products with strong consumer demand. Challenging factors include macroeconomic pressures affecting consumer discretionary spending, potential tariff impacts on manufacturing costs, competitive pressures in the luxury fashion space, and seasonal fluctuations in demand. The company's diversified geographic presence and supply chain flexibility help mitigate some of these risks.
Competitive moat
Ralph Lauren's competitive moat is built primarily on its brand strength and heritage, which represents a significant intangible asset developed over more than 50 years. The Ralph Lauren brand has achieved iconic status globally, particularly representing American luxury and timeless style. This brand recognition allows the company to command premium pricing and maintain customer loyalty across generations. The company's moat is reinforced by several factors. Its lifestyle ecosystem approach creates customer stickiness by offering a comprehensive range of products that allow consumers to embrace the Ralph Lauren lifestyle across multiple categories. The key city strategy focuses resources on major metropolitan markets where luxury consumers concentrate, creating local brand dominance and operational efficiency. Additionally, the company's direct-to-consumer infrastructure provides control over customer experience and data, enabling personalized marketing and higher margins. However, the moat faces several challenges. The luxury fashion industry is highly competitive, with numerous established players like LVMH brands, Hermès, and Gucci, as well as emerging direct-to-consumer brands that can quickly gain market share through digital channels. Changing consumer preferences, particularly among younger demographics who may favor more contemporary or sustainable brands, pose ongoing risks. The company's dependence on discretionary consumer spending makes it vulnerable to economic downturns. The strength of Ralph Lauren's moat is moderate to strong in established markets but requires continuous investment in brand marketing, product innovation, and customer experience to maintain relevance. The company's success in expanding into new markets like China and growing its women's and accessories categories demonstrates the brand's adaptability, but the competitive landscape remains intense and evolving.
Risks & safety
Ralph Lauren maintains a relatively strong financial position with moderate margin of safety considerations. • Liquidity and Solvency: Strong cash position of $1.92 billion with current ratio of 1.78, indicating solid short-term liquidity. Free cash flow generation of $1.02 billion in fiscal 2025 demonstrates healthy cash generation capabilities. • Debt Management: Debt-to-equity ratio of 1.02 indicates moderate leverage levels that are manageable for a company of this size and cash flow generation. • Valuation Metrics: Trading at P/E ratio of 18.2x based on fiscal 2025 earnings, which appears reasonable for a luxury brand with growth prospects. EV/EBITDA of 11.6x suggests moderate valuation relative to cash flow generation. • Operational Considerations: The company's exposure to discretionary consumer spending creates cyclical risk, while geographic diversification provides some stability. Strong brand equity and pricing power offer defensive characteristics during economic downturns.
Recent development
Over the past few years, Ralph Lauren has been executing its "Next Great Chapter: Accelerate" strategic plan, focusing on three key pillars: elevating the lifestyle brand, driving core products while expanding high-potential categories, and winning in key cities through ecosystem development. The company has significantly increased its marketing investments to approximately 7% of revenue, with high-profile activations including partnerships with Wimbledon, the Olympics, and various fashion events. This has resulted in adding nearly 6 million new consumers and growing social media followers by double digits. The brand elevation strategy has been particularly successful in driving Average Unit Retail (AUR) growth and expanding market presence. Geographic expansion has been a major focus, particularly in Asia where the company has opened 78 new stores. China has emerged as a significant growth driver, with sales growing over 40% in fiscal 2023 and continuing strong double-digit growth, now representing approximately 8% of total company sales. The company's key city ecosystem model concentrates resources in major metropolitan markets to maximize brand impact and operational efficiency. Category expansion efforts have shown strong results, particularly in women's apparel, outerwear, and handbags, which grew at high-teen rates. Women's apparel now represents 29% of total sales, up 100 basis points. The company has also invested heavily in technology and data analytics, implementing AI-driven predictive buying models and next-generation ERP systems. Recent developments include proactive supply chain diversification to manage potential tariff impacts, with no single country representing more than 20% of production. The company has also expanded its hospitality ventures and continued sustainability initiatives as part of its comprehensive lifestyle brand positioning.
RL company profile · for informational purposes only — not investment advice.
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