Ralph Lauren Corp - Ordinary Shares - Class A
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+ FollowMarket Cap$23.41B
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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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$177.02
55.1% downside
Current Fair Value
55.1% downsideOvervalued by 55.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $23.41 Billion |
|---|---|
| Enterprise Value | $24.75 Billion |
| Annual dividend | $3.83 |
| Dividend yield | 0.97% |
| Earnings per Share | $15.42 |
| Beta | 1.36 |
| 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 | 24.42 |
|---|---|
| PEG | 128.74 |
| Price to Sales | 2.84 |
| Price to Book Ratio | 8.77 |
| Enterprise Value to Revenue | 2.96 |
| Enterprise Value to EBIT | 19.68 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 1.13 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 6, 2026
EPS Estimate
$4.32
Consensus analyst estimateRevenue Estimate
$1.87 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$4.26
Consensus analyst estimateRevenue Estimate
$2.13 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 1.00, calls and puts are about even.
| Put/Call Ratio | 1.0000▲ 18.46% |
|---|---|
| Total Calls | 1,200▼ 99.30% |
| Total Puts | 1,200▼ 99.14% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.81%▼ 62.07% |
|---|---|
| Total Invested | $813.51M▼ 94.87% |
| Investors Holding | 244▼ 591.00% |
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...