Core Insights - DeepSeek has launched R1, a logical reasoning large language model (LLM) that demonstrates capabilities in planning, coding, and mathematical problem-solving, matching the performance of leading models from OpenAI, Anthropic, and Meta [2] - The report highlights the implications of DeepSeek's advancements for the global AI market, particularly in the context of artificial general intelligence (AGI) [2][4] Company Developments - DeepSeek's R1 model has achieved comparable scores to OpenAI's o1 model and other leading LLMs in common AI tests, indicating significant progress in reasoning capabilities [2] - The company has effectively utilized reinforcement learning (RL) to develop its reasoning LLM, showcasing a different approach compared to OpenAI's leading model [4] Industry Implications - The distillation of LLMs into smaller language models (SLMs) could result in a proliferation of SLMs with reasoning functionalities, leading to more cost-effective and power-efficient hardware solutions [7] - The growth of cloud companies is anticipated as they host large numbers of SLMs, while smartphone manufacturers are expected to benefit from the integration of SLMs [7] - The competitive landscape in AI may prompt the US to increase research funding and subsidies in response to China's advancements, making AI leadership a central geopolitical issue [7] Market Trends - The broader AI market is likely to benefit from the introduction of more affordable AI solutions, which could drive demand for chips and related services [7] - The ability to integrate SLMs into smartphones may further expand the market, indicating a shift towards more accessible AI technologies [7]

Group 1 - Ralph Lauren (RL) is part of the Consumer Discretionary group, which consists of 265 companies and currently ranks 7 within the Zacks Sector Rank [2] - The Zacks Rank system, which focuses on earnings estimates and revisions, has assigned Ralph Lauren a Zacks Rank of 2 (Buy), indicating a positive outlook for the stock [3] - The consensus estimate for Ralph Lauren's full-year earnings has increased by 2.5% over the past quarter, reflecting improved analyst sentiment [3] Group 2 - Year-to-date, Ralph Lauren has returned approximately 19.4%, significantly outperforming the Consumer Discretionary sector's average return of 3.2% [4] - In comparison, another Consumer Discretionary stock, Flutter Entertainment, has returned 5.7% year-to-date [4] - Ralph Lauren belongs to the Textile - Apparel industry, which includes 21 stocks and currently ranks 42 in the Zacks Industry Rank, while this industry has seen a decline of about 1.7% this year [5] Group 3 - Flutter Entertainment, which operates in the Gaming industry, has seen a consensus EPS estimate increase of 26.4% over the past three months and holds a Zacks Rank of 1 (Strong Buy) [5] - The Gaming industry, which consists of 39 stocks, is currently ranked 54 and has experienced a slight increase of 0.1% since the beginning of the year [6] - Both Ralph Lauren and Flutter Entertainment are noted for their solid performance, making them noteworthy for investors interested in Consumer Discretionary stocks [6]

Ralph Lauren (NYSE: RL ) released one of its strongest quarters in recent memory, with revenues up 11% in constant currency, fueled by a particularly strong holiday season. Comparable sales were up 12% globally, with mid-teens figures in EMEA andLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power o ...

Core Insights - Ralph Lauren Corporation (RL) is experiencing significant upward momentum, trading above its 200-day and 50-day simple moving averages, indicating price stability and a long-term bullish trend [1][2][3] Stock Performance - RL shares have increased by 67.2% over the past six months, outperforming the industry growth of 23.9%, the broader sector growth of 28.2%, and the S&P 500 index growth of 10.5% [4] Growth Strategy - The company is on track to exceed growth targets under the "Next Great Chapter: Accelerate Plan," which aims to simplify operations, enhance technology, and strengthen brand appeal [6][9] - Ralph Lauren is expanding its digital and omnichannel shopping experience, adding 1.9 million new customers to its direct-to-consumer business, primarily from younger, high-value shoppers [10][11] Financial Outlook - For fiscal 2025, RL anticipates year-over-year constant-currency revenue growth of 6-7%, with an expected operating margin growth of 120-160 basis points [13] - Analysts have revised EPS estimates upward, with current quarter and fiscal year estimates increasing by 2.2% and 3.7% to $12.01 and $13.61, respectively, indicating growth rates of 16.5% and 13.3% year over year [14][15] Market Sentiment - The positive market sentiment and consistent performance above key moving averages make Ralph Lauren an attractive opportunity for long-term growth investors [15]

Ralph Lauren Corporation (RL) has seen its shares rally 9.7% following the release of its third-quarter fiscal 2025 results. The company reached a new 52-week high of $289.33 yesterday, reflecting better-than-expected holiday performance across all geographies. The company's strong brand momentum, strategic execution and double-digit revenue growth set a positive tone for its performance, leaving investors pondering whether it's time to buy the stock, hold their positions or book profits.In the past three m ...

Ralph Lauren Corporation (NYSE:RL) Q3 2025 Earnings Conference Call February 6, 2025 9:00 AM ET Company Participants Corinna Van der Ghinst - Investor Relations Patrice Louvet - President and CEO Justin Picicci - Chief Financial Officer Conference Call Participants Jay Sole - UBS Laurent Vasilescu - BNP Paribas Matthew Boss - JPMorgan Dana Telsey - Telsey Advisory Group Michael Binetti - Evercore ISI John Kernan - TD Cowen Ike Boruchow - Wells Fargo Chris Nardone - Bank of America Operator Ladies and gentle ...

Ralph Lauren Corporation (RL) posted impressive third-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. The third quarter results put an emphasis on better-than-expected holiday sales as the key driver behind higher revenue growth and provide a more optimistic FY25 view.RL reported adjusted earnings per share of $4.82, which surpassed the consensus estimate of $4.48. Also, the bottom line increased 16% from $4.17 per share in the year-earlier quarter.Stay up-to ...

Key TakeawaysRalph Lauren shares surged to a record high Wednesday after the company's third-quarter results topped estimates.Sales and profits each beat expectations, and the retailer's revenue forecasts also came in above projections.The luxury clothing brand was one of the biggest gainers in the S&P 500 on Thursday. Ralph Lauren Corporation was among the biggest gainers in the S&P 500 as shares surged to a record high on Thursday after the company's third-quarter results came in better than expected. Ral ...

Ralph Lauren reported strong earnings growth that surpassed estimates and raised its outlook for the coming year.Ralph Lauren (RL 11.36%), a name synonymous with luxury fashion, unveiled its third-quarter fiscal 2025 results on Feb. 6, 2025. The earnings release revealed a strong performance, with results surpassing Wall Street expectations. The company reported an adjusted earnings per share (EPS) of $4.82, outpacing the estimated $4.53. Its revenue saw a robust climb to $2.1 billion, outperforming the ant ...

Ralph Lauren (RL) reported $2.14 billion in revenue for the quarter ended December 2024, representing a year-over-year increase of 10.8%. EPS of $4.82 for the same period compares to $4.17 a year ago.The reported revenue represents a surprise of +6.56% over the Zacks Consensus Estimate of $2.01 billion. With the consensus EPS estimate being $4.48, the EPS surprise was +7.59%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...