Ralph Lauren Corp - Ordinary Shares - Class A
RL
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+ FollowMarket Cap$20.44B
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Earnings Call Q1 2027
August 6, 2026 - AI Summary
Strong Q1 performance; signals demand + margin improvement
- Revenue +13% (constant currency), above expectations.
- By region: Asia +25%, North America +13%, Europe +5%.
- DTC health: global retail comps +12%, balanced across own stores and digital; digital ecosystem sales grew mid-teens.
- Quality of sales improved: higher full-price selling / less promotion, supporting Adjusted gross margin +130 bps to 73.6% and Adjusted operating margin +150 bps to 18.5%.
AUR (Average Unit Retail) remains a key driver; guidance supports continued elevation
- Q1 AUR +15% (helps explain gross margin expansion despite tariff and cost pressures).
- Company expects mid- to high single-digit AUR growth in Q2, and mid- to high single-digit AUR growth for full year (positioned as more than offsetting modest freight/tariff pressures).
- Management frames AUR as an *outcome* of brand elevation (product/storytelling/pricing/experience), not a stand-alone goal.
Full-year outlook raised (but tempered by Europe macro prudence)
- Fiscal 2027 constant-currency revenue outlook centered at ~5%–6% (raised from 4%–5% previously).
- Profitability: full-year operating margin expansion ~60–80 bps in constant currency (raised from 40–60 bps).
- Gross margin outlook raised to ~50–70 bps expansion (from modest expansion).
- Weighting to first half expected due to timing (e.g., wholesale shipment patterns) and back-half strategic actions (off-price reductions / lower-tier exits).
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$176.62
47.7% downside
Current Fair Value
47.7% downsideOvervalued by 47.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $20.44 Billion |
|---|---|
| Enterprise Value | $21.78 Billion |
| Dividend Yield | $3.74 (1.12%) |
| Earnings per Share | $15.42 |
| Beta | 1.35 |
| Outstanding Shares | 60,100,000 |
Return
| Return on Equity | 36.11% |
|---|---|
| Return on Assets | 12.83% |
| Return on Invested Capital | 21.75% |
Valuation & Multiples
| P/E Ratio | 20.83 |
|---|---|
| PEG | 109.81 |
| Price to Sales | 2.43 |
| Price to Book Ratio | 7.5 |
| Enterprise Value to Revenue | 2.61 |
| Enterprise Value to EBIT | 17.32 |
| Enterprise Value to Net Income | 22 |
| Total Debt to Enterprise | 0.14 |
| Debt to Equity | 1.13 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 6, 2026
EPS Estimate
$4.32
Average shareholder expectationRevenue Estimate
$1.87 B
Average shareholder expectationNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$4.21
Average shareholder expectationRevenue Estimate
$2.12 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 0.8154▲ 46.31% |
|---|---|
| Total Calls | 171,564▼ 62.72% |
| Total Puts | 139,896▼ 13.72% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 65.89%▲ 1.97% |
|---|---|
| Total Invested | $15.87B▲ 18.61% |
| Investors Holding | 833▲ 16.00% |
ESG Score
No data
About Ralph Lauren Corp
18,250 employees
CEO: Patrice Louvet Ralph Lauren Corporation is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, footwear & accessories, home, fragrances and hospitality. For more than 50 years, Ralph Laur...