Group 1 - Ralph Lauren (RL) stock is highlighted as a significant pick in the Big Cap 20, with a notable increase of 156% since 2023, surpassing a base-on-base buy point of 148.03 [4] - The stock has experienced some challenges along its upward trajectory, indicating potential volatility in its performance [4] - The composite rating of Ralph Lauren Cl A has risen to 97, reflecting strong market positioning [7] Group 2 - Broadcom has surged by 11%, leading 26 new stocks onto the best stock lists, showcasing strong performance in the tech sector [7] - GE Aerospace and Alphabet have reached record highs, contributing to the overall positive sentiment in the market [7] - The market remains quiet as a government shutdown looms, with key stocks like Nvidia, Ralph Lauren, and Pagaya in focus [7]

Ralph Lauren Corp. has appointed Cesar Conde, chairman of NBCUniversal News Group, to its board of directors, effective immediately. This brings the number of board members to 12. “Cesar embodies the spirit of innovation and art of storytelling that has always defined our brand,” said Ralph Lauren, executive chairman and chief creative officer of Ralph Lauren Corp. “We welcome Cesar to our board as he will play a meaningful role in guiding us as we engage people all over the world with our timeless missio ...

Company Overview - Ralph Lauren Corporation (RL) has a market cap of $22.4 billion and is a leading American designer, marketer, and distributor of premium lifestyle products, established in 1967 and headquartered in New York City [1] - The company's product portfolio includes apparel, footwear, accessories, home furnishings, fragrances, and hospitality offerings, marketed under well-known brand names such as Polo Ralph Lauren and Ralph Lauren Purple Label [1] Earnings Expectations - Analysts anticipate that Ralph Lauren will report Q3 fiscal 2026 earnings of $5.74 per share, reflecting a 19.1% increase from $4.82 per share in the same quarter last year [2] - For the current fiscal year, the expected EPS is $15.37, indicating a 24.7% increase from $12.33 in fiscal 2025, with further growth projected to $16.96 in fiscal 2027, a 10.3% year-over-year increase [3] Stock Performance - Over the past year, Ralph Lauren's shares have increased by 53.1%, significantly outperforming the S&P 500 Index's rise of 19.7% and the Consumer Discretionary Select Sector SPDR Fund's return of 12.8% [4] Analyst Sentiment - The consensus among analysts is largely bullish, with a "Strong Buy" rating overall; out of 19 analysts, 13 recommend a "Strong Buy," one suggests a "Moderate Buy," and five recommend a "Hold" [6] - The mean price target for Ralph Lauren is $393.06, representing an 8.2% premium to the current price [6] Recent Developments - Shares of Ralph Lauren rose by 3% following Guggenheim's initiation of coverage with a "Neutral" rating, supported by positive sentiment from Wall Street and upward price target revisions due to strong brand momentum [5]

Group 1 - Ralph Lauren Corporation (NYSE:RL) has seen significant stock performance, with an increase of nearly 60% this year, contrasting with many other consumer brands that are struggling [2] - The company has retired 34.1% of its shares since the end of 2015, maintaining stock performance that is roughly even with the S&P 500 over the same period [2] - Under the leadership of CEO Patrice Louvet, Ralph Lauren has gained attention and is expected to be highlighted at the upcoming Winter Olympics, where Team USA will wear Ralph Lauren gear [2] Group 2 - The consumer discretionary sector showed a modest overall gain of 5.3% last year, with Ralph Lauren being one of the well-performing companies alongside others like Carvana and Tapestry, all achieving gains of over 50% [1]

Core Insights - The luxury brand sector, particularly the affordable luxury segment, is facing significant challenges due to tightening consumer spending and competition from both high-end second-hand markets and local brands [2][3][4] Group 1: Market Performance - Despite overall pressure, the Chinese market remains a strategic priority for luxury brands, with notable sales growth reported: Coach's sales in the Greater China region increased by 21% year-on-year for Q1 FY2026, while Ralph Lauren saw a 30% increase in the same period [3] - The second-hand luxury market in China is projected to reach a transaction volume of 38.4 billion yuan by 2025, with high-end brands like Chanel and Louis Vuitton leading in sales [4] Group 2: Competitive Landscape - The rise of local brands and the expansion of the second-hand luxury market pose significant threats to international affordable luxury brands, with local brands like Shanxiaoyousong and Qiu Zhen rapidly gaining market share [10][11] - Local brands are leveraging highly localized strategies, focusing on specific consumer demographics and cultural resonance, which has proven effective in attracting younger consumers [14][16] Group 3: Brand Strategies - International affordable luxury brands are responding to market pressures by revitalizing their product lines and redefining their brand positioning to appeal to younger consumers [20][23] - Brands are shifting their distribution strategies to enhance accessibility, with plans for more localized store openings and experiential retail environments [25][26] - Marketing efforts are increasingly focused on local culture and social media engagement, with brands collaborating with celebrities and utilizing platforms like Xiaohongshu and Douyin to enhance visibility [28][30]

Group 1 - Deutsche Bank has resumed coverage of key stocks in the global brand, discount retail, and professional beauty sectors, expressing optimism as it enters 2026, anticipating a "risk-on" macro environment despite potential fluctuations [1] - Analyst Christina Katay noted that the revenue trend in the first half of the year will remain robust due to favorable weather conditions and increased tax refunds, which are seen as drivers for same-store sales growth [1] - The bank estimates that the "Great Beauty Act" will increase tax refunds by approximately $55 billion, with total tax refunds in 2024 projected at $461 billion [1] Group 2 - The expected tax refunds will primarily benefit low- to middle-income consumers facing cost-of-living challenges, while affluent households are anticipated to benefit from increased state and local tax (SALT) deductions [2] - Deutsche Bank has assigned a "Buy" rating to stocks including Amphenol (AS.US), Birkenstock (BIRK.US), Ulta Beauty (ULTA.US), Ralph Lauren (RL.US), Ross Stores (ROST.US), and TJX Companies (TJX.US) [2] - The bank holds a more conservative view on stocks such as Bath & Body Works (BBWI.US), Burlington Stores (BURL.US), Nike (NKE.US), and Lululemon (LULU.US), assigning them a "Hold" rating [2]

Ralph Lauren (RL) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Individ ...

Company Performance - Ralph Lauren closed at $353.61, reflecting a -1.41% change from the previous day, underperforming the S&P 500's loss of 0.74% [1] - Over the past month, Ralph Lauren's shares gained 0.78%, outperforming the Consumer Discretionary sector's gain of 0.56% but underperforming the S&P 500's gain of 0.79% [1] Upcoming Earnings - Analysts expect Ralph Lauren to report earnings of $5.72 per share, indicating a year-over-year growth of 18.67% [2] - The consensus estimate for quarterly revenue is $2.3 billion, which represents a 7.27% increase from the same period last year [2] Full Year Projections - For the full year, earnings are projected at $15.29 per share and revenue at $7.75 billion, showing increases of +24.01% and +9.54% respectively from the previous year [3] Analyst Estimates and Market Sentiment - Recent revisions in analyst estimates are crucial as they reflect near-term business trends, with positive revisions indicating optimism about profitability [3] - The Zacks Consensus EPS estimate has decreased by 0.8% over the last 30 days, and Ralph Lauren currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - Ralph Lauren has a Forward P/E ratio of 23.47, which is higher than the industry average of 17.86 [6] - The company has a PEG ratio of 1.75, compared to the industry average PEG ratio of 3.2 [6] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 96, placing it in the top 39% of over 250 industries [7] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [7]

Key Takeaways Ralph Lauren stock surged 54.5% in a year, outpacing its sector, the S&P 500 and the industry.Digital sales rose double digits across all regions, led by 36% growth in Asia in Q2 FY26.Ralph Lauren forecasts 5%-7% FY26 revenue growth and margin expansion.Ralph Lauren Corporation (RL) has been one of the standout performers in the global apparel and luxury space, delivering a sharp stock rally driven by disciplined brand elevation, strong pricing power and consistent execution across regions. Th ...

The Christmas season is over, but that doesn't the US consumer is ready to fade. UBS analyst Jay Sole recently released his top apparel stock picks for the coming year, predicting growth ahead for retailers that cater toward a wide variety of consumers, ranging from Ralph Lauren to less upscale names such as TJX Companies and Burlington Stores."We see few Softline companies missing consensus 4Q EPS expectations," Sole said. "This, plus the prospect of US fiscal stimulus starting to drive Softline industry ...