Ralph Lauren Corp - Ordinary Shares - Class A

Ralph Lauren Corp - Ordinary Shares - Class A

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Market Cap$22.2B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Ralph Lauren Corp - Ordinary Shares - Class ARalph Lauren Corp - Ordinary Shares - Class A23.61%33%2.71.1

Earnings Call Q4 2026

May 21, 2026 - AI Summary

Strong FY26 performance; “Next Great Chapter Drive” Year 1 well ahead of expectations (good + surprising): - Management said both top-line and bottom-line results exceeded expectations; full-year revenue surpassed $8B for the first time. - FY26 operating margin exceeded expectations; gross margin expansion more than offset tariff impacts plus disciplined expense leverage.
Q4 and FY26 financial momentum (good): - Q4 constant-currency revenue +12% (ahead of mid-single digit outlook), driven by better-than-expected DTC and wholesale performance. - Q4 adjusted gross margin +40 bps to 69%, mainly from higher AUR growth and favorable channel mix, offsetting tariffs and some cost headwinds (labor and non-cotton materials). - AUR +16% in Q4 (about half from stronger full-price selling / reduced discounting; half from product/channel/geographic mix). - Q4 adjusted operating margin 9.7% (down 60 bps QoQ due to investments/tariffs), while FY26 operating margin expanded to 15.4% (up 140 bps in constant currency).
Brand/elevation progress + customer growth (good): - 1.4M new customers in Q4 to DTC businesses (low double-digit increase), led by digital and Ralph Lauren stores. - ~70M social followers (high single-digit increase). - Major consumer/brand activations included Team USA at the Milan Cortina Olympics, plus multiple fashion/runway events and lunar new year executions (including a drone show in Shenzhen). - Core and high-potential categories performed: core product sales grew mid-teens (Q4 and full year), and high-potential categories grew >20% (outpacing total company).

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$443.50

Target Price by Analysts

23.4% upsideRalph Lauren Target Price DetailsTarget Price
$189.43

Current Fair Value

47.3% downside

Overvalued by 47.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$22.20 Billion
Enterprise Value$23.30 Billion
Dividend Yield$3.65 (1.00%)
Earnings per Share$15.42
Beta1.39
Outstanding Shares61,000,000

Return

Return on Equity33.13%ROE
Return on Assets14.61%
Return on Invested Capital26.03%

Valuation & Multiples

P/E Ratio23.59P/E Ratio
PEG134.63PEG
Price to Sales2.7Price to Sales
Price to Book Ratio7.81Price to Book Ratio
Enterprise Value to Revenue2.87
Enterprise Value to EBIT19.5
Enterprise Value to Net Income24
Total Debt to Enterprise0.13
Debt to Equity1.09Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 28, 2026
EPS Estimate
$2.46
Average shareholder expectation
Revenue Estimate
$1.84 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 6, 2026
EPS Estimate
$4.26
Average shareholder expectation
Revenue Estimate
$1.85 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3523▼ 267.14%
Total Calls460,201▲ 256.89%
Total Puts162,142▼ 58.41%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %63.73%▲ 0.60%
Total Invested$13.36B▼ 2.02%
Investors Holding805▼ 2.00%

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...

Relevant Senate Committees

Joint Committee on Taxation

Provides crucial analysis and scoring for all tax legislation, directly influencing corporate tax structures and the overall tax burden for Ralph Lauren.

Finance

Controls taxation, trade policy (tariffs, import duties), and broad economic policy, all of which directly impact Ralph Lauren's cost of goods, profitability, and international operations.

Health, Education, Labor, and Pensions

Regulates labor laws (e.g., minimum wage, workplace safety, unionization) which directly impact Ralph Lauren's operational costs and workforce management across its supply chain and retail presence.

Judiciary

Oversees intellectual property rights (trademarks, designs) and antitrust laws, both of which are critical for protecting Ralph Lauren's brand value and market position.

Commerce, Science, and Transportation

Exercises broad oversight over interstate commerce, consumer protection (FTC), advertising, and e-commerce, all critical areas for a global consumer lifestyle brand.

Foreign Relations

Impacts international trade, sanctions, and global market stability, directly affecting Ralph Lauren's global supply chain, distribution, and sales in international markets.