Lumida
/RL
⌘K
Ralph Lauren Corp

Ralph Lauren Corp

RL
$380.45USD↓-1.97%-7.66 today

MARKET CAP

22.7B

P/E (TTM)

22.9x

FWD P/E

19.9x

DAY RANGE

$379 – $388

52W RANGE

$273
$422

AI Summary

Stalk
StalkMedium

RL has formed a Bullish Pivot Point, signaling structural repair and a shift toward upward mean reversion in a Stage 2 advancing regime. However, short-term EMAs are flattening and price has pulled back into the 9/20/50 EMA zone, indicating that immediate timing is not optimal. We will stalk for a disciplined entry on a pullback into support near the SMA50 or the 9/20 EMA cluster.

  • ↑Revenue rose 14% YOY in Q2 FY26, surpassing $8B annual sales.
  • ↑China sales surged over 30% in Q1 FY26, boosting Asia segment.
  • ↓Book-to-price score is negative, and earnings revisions are declining.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Ralph Lauren Corporation (NYSE: RL) is a global leader in the design, marketing, and distribution of premium lifestyle products, including apparel, accessories, home furnishings, and fragrances. The company positions itself at the intersection of luxury, lifestyle, and culture, leveraging its iconic branding to capture diverse consumer segments across multiple channels globally. Ralph Lauren operates a comprehensive marketing strategy that emphasizes cultural relevance, product elevation, and brand loyalty among consumers.

Bull says

  • ↑Revenue rose 14% YOY in Q2 FY26, surpassing $8B annual sales.
  • ↑China sales surged over 30% in Q1 FY26, boosting Asia segment.
  • ↑Average unit retail price increased 18% YOY through higher full-price sales.
  • ↑Generated $750M free cash flow in FY26 and hiked dividend 10%.
  • ↑Marketing spend at 8% of sales drives brand elevation.
  • ↑High profitability factor and strong momentum suggest operational resilience.

Bear says

  • ↓Book-to-price score is negative, and earnings revisions are declining.
  • ↓Q4 operating margin fell 60bps to 9.7%, tariff pressures loom.
  • ↓Europe demand cautioned by energy costs and consumer sentiment.
  • ↓Marketing costs at 8% of sales may pressure profitability.
  • ↓Heavy reliance on China exposes business to market volatility.
  • ↓Analyst skepticism persists despite strong fundamentals, dampening sentiment.

Investment themes with RL

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM
High Beta↓ -0.12%

Stocks with high volatility relative to market

AMD · DELL · MPWR

Earnings Call · Q4 2025 · Mgmt. Guidance

Updated 05-21-2026neutral

Transcript signals

Bull points

  • we've been on a multi-year strategic journey to elevate our brand, our products, our customer environment and experiences. And one notable output of that, of course, has been AUR, which has grown every quarter for the past eight years and is up pretty meaningfully over that same period of time.
  • we expect AUR for Q1 to trend consistently with the quarter we just reported, so up roughly high single digits to last year.
  • we would like to continue to expand our marketing investments while also continuing to expand the overall profitability of the company.

Bear points

  • North America, with that caution in the second half overall down low to mid-single digits.
  • we maintain our cautious outlook into fiscal 26 on potential macro challenges in the broader North America market.
  • We completed the exit of 60 department store doors this fiscal year, and we plan to exit about 90 doors in fiscal 26, with approximately half of these related to Hudson's Bay.
Read full transcript analysis ›