Ralph Lauren Corporation

Ralph Lauren Corporation

RLยทNYSE

$359.43

-1.9%
Consumer CyclicalApparel - Manufacturers

Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally. The company offers apparel, including a range of men's, women's, and children's clothing; footwear and accessories, which comprise casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, fashion and fine jewelry, scarves, hats, gloves, and umbrellas, as well as leather goods, such as handbags, luggage, small leather goods, and belts; home products consisting of bed and bath lines, furniture, fabric and wallcoverings, lighting, tabletop, kitchen linens, floor coverings, and giftware; and fragrances. It sells apparel and accessories under the Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Golf Ralph Lauren, Ralph Lauren Golf, RLX Ralph Lauren, Polo Ralph Lauren Children, and Chaps brands; women's fragrances under the Ralph Lauren Collection, Woman by Ralph Lauren, Romance Collection, and Ralph Collection brand names; and men's fragrances under the Polo Blue, Ralph's Club, Safari, Purple Label, Polo Red, Polo Green, Polo Black, Polo Sport, and Big Pony Men's brand names. The company's restaurant collection includes The Polo Bar in New York City; RL Restaurant in Chicago; Ralph's in Paris; The Bar at Ralph Lauren located in Milan; and Ralph's Coffee concept. It sells its products to department stores, specialty stores, and golf and pro shops, as well as directly to consumers through its retail stores, concession-based shop-within-shops, and its digital commerce sites. The company directly operates 504 retail stores and 684 concession-based shop-within-shops; and operates 175 Ralph Lauren stores, 329 factory stores, and 148 stores and shops through licensing partners. Ralph Lauren Corporation was founded in 1967 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$21.93B
EPS15.4200
P/E Ratio23.31
Earnings Date08/06/2026
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Ralph Lauren Corporation Street Expectations Map

RL ยท NYSE

Wall Street analysts project that RL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 435.78, with estimates ranging from a low of 405.00 to a high of 511.00.

Lowest Target
405.00
12.68%
Consensus Target
435.78
21.24%
Highest Target
511.00
42.17%

The consensus 1-year price target stands at 435.78, with estimates ranging from a low of 405.00 to a high of 511.00.

Analyst Consensus Analysis

Upside Potential

+21.2%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

24.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Ralph Lauren Corporation Forward Estimates of Revenue

RL ยท NYSE
Latest Revenue
8.11B
FY 2026
Avg Estimate
8.59B
FY 2027
Estimate Range
8.41B - 8.70B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Ralph Lauren Corporation Forward Estimates of Net Income

RL ยท NYSE
Latest Net Income
941.10M
FY 2026
Avg Estimate
1.14B
FY 2027
Estimate Range
1.12B - 1.16B
Analyst Spread

Forward Growth Analysis

Projected Growth+21.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Ralph Lauren Corporation Forward Estimates of EPS

RL ยท NYSE
Latest EPS
15.42
FY 2026
Avg Estimate
$18.30
FY 2027
Estimate Range
$17.91 - $18.63
Analyst Spread

Forward Growth Analysis

Projected Growth+18.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Ralph Lauren Corporation Forward Estimates of EBIT

RL ยท NYSE
Latest EBIT
1.18B
FY 2026
Avg Estimate
1.12B
FY 2027
Estimate Range
1.10B - 1.14B
Analyst Spread

Forward Growth Analysis

Projected Growth-4.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Ralph Lauren Corporation Forward Estimates of EBITDA

RL ยท NYSE
Latest EBITDA
1.18B
FY 2026
Avg Estimate
1.36B
FY 2027
Estimate Range
1.33B - 1.37B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Ralph Lauren Corporation Forward Estimates of SG&A Expense

RL ยท NYSE
Latest SG&A Expense
4.37B
FY 2026
Avg Estimate
4.62B
FY 2027
Estimate Range
4.52B - 4.68B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Ralph Lauren Corporation Insider Positioning

RL ยท NYSE

During the last 12 months, insiders have sold $178.01M worth of RL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

263.7K

99.73M

Net Activity

-99.7M

-$99.73M

3-6 Months

Bought

0

0.00

Sold

1.5K

551.68K

Net Activity

-552K

-$552K

6-9 Months

Bought

0

0.00

Sold

1.9K

688.81K

Net Activity

-689K

-$689K

9-12 Months

Bought

0

0.00

Sold

284.2K

77.04M

Net Activity

-77.0M

-$77.04M

Top Buyers

No buying activity

Top Sellers

1
LR

Lauren Ralph

Director, 10 Percent Owner, Officer: Exec. Chair, Chief Creative

528.7K sharesโ€ข2 transactions

$171.21M

2
AH

Alagoz Halide

Officer: Chief Product & Merch. Officer

10.6K sharesโ€ข4 transactions

$3.39M

3
RRP

Ranftl Robert P.

Officer: Chief Operating Officer

11.6K sharesโ€ข2 transactions

$3.26M

4
LP

Louvet Patrice

Director, Officer: President And Ceo

421 sharesโ€ข1 transactions

$146K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $178.01M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$99.73M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.