The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Ralph Lauren (RL) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question.Ralph Lauren is one of 265 companies in the Consumer Discretionary group. The Consumer Discretionary group currently sits at #7 within the Zacks Sector Ran ...

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 ...

Ralph Lauren Corporation (RL) has been showing impressive upward momentum, trading above its 200-day and 50-day simple moving averages (SMA), which are the key indicators of price stability and long-term bullish trends. Trading at $286.50, RL surpassed both its 200-day SMA of $199.54 and 50-day SMA of $246.2, highlighting a continued uptrend.RL Stock Trading Above 200 & 50-Day SMAImage Source: Zacks Investment ResearchSMA is a key tool in technical analysis used to assess price trends by smoothing out short ...

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 ...

Financial Performance - For the third quarter of Fiscal 2025, the company reported net revenues of $1.2 billion, a 5% increase compared to the same period last year[165]. - For the three months ended December 28, 2024, the company reported net revenues of $2.143 billion, a 10.8% increase compared to $1.934 billion for the same period in 2023[180]. - Net revenues increased by $209.5 million, or 10.8%, to $2.143 billion for the three months ended December 28, 2024, compared to the prior year[198]. - Net revenues for the nine months ended December 28, 2024, increased by $318.2 million, or 6.3%, to $5.3817 billion, with growth across all reportable segments[223]. - North America net revenues increased by $62.6 million, or 2.7%, driven by an $85.7 million increase in retail, despite a $23.1 million decline in wholesale[226]. - Europe net revenues rose by $150.6 million, or 10.0%, with a significant contribution from retail sales and favorable foreign currency effects[227][228]. - Asia net revenues increased by $105.5 million, or 9.0%, for the nine months ended December 28, 2024, compared to the prior year, with a constant currency increase of $138.7 million, or 11.8%[229]. Profitability - Net income for the three months ended December 28, 2024, was $297.4 million, up from $276.6 million in the prior year, resulting in net income per diluted share of $4.66, an increase of $0.47[180][184]. - Net income increased to $613.9 million for the nine months ended December 28, 2024, up from $555.6 million in the prior year[243]. - Net income per diluted share rose to $9.57, an increase of $1.26 from $8.31 in the prior year[244]. - Operating income increased by $128.5 million, or 19.8%, to $777.1 million, with operating income as a percentage of net revenues improving to 14.4%[235]. - Total operating income increased by $72.0 million to $389.7 million, with an operating margin improvement of 180 basis points to 18.2% for the three months ended December 28, 2024[212]. Expenses and Costs - Selling, general, and administrative expenses as a percentage of net revenues decreased by 30 basis points to 49.7% for the three months ended December 28, 2024, due to operating leverage on higher revenues[183]. - SG&A expenses increased by $178.6 million, or 6.6%, to $2.873 billion, with SG&A as a percentage of net revenues rising to 53.4% from 53.2%[232]. - The company incurred other charges of $9.1 million and $17.1 million related to the preliminary phase of the Next Generation Transformation project during the three-month and nine-month periods ended December 28, 2024, respectively[173]. - The company experienced a net restructuring-related charge of $12.2 million during the three months ended December 28, 2024, which reduced net income by $10.5 million[186]. Cash Flow and Investments - The company ended the third quarter of Fiscal 2025 with a net cash and short-term investments position of $1.001 billion, up from $642.7 million at the end of Fiscal 2024[187]. - Net cash provided by operating activities was $1.113 billion for the nine months ended December 28, 2024, compared to $948.7 million for the same period in 2023[188]. - Cash and cash equivalents increased by $278.0 million to $1.940 billion as of December 28, 2024, compared to March 30, 2024[245]. - The company generated $1.113 billion in net cash flows from operations during the nine months ended December 28, 2024[254]. - Net cash used in investing activities rose to $224.4 million, compared to $204.2 million in the previous year, marking a $20.2 million increase primarily driven by capital expenditures[250]. - Net cash used in financing activities increased to $571.2 million from $491.8 million, with a $75.8 million rise in cash used for share repurchases, totaling $348.5 million during the nine months ended December 28, 2024[252]. Market Performance - Approximately 55% of Fiscal 2024 net revenues were generated outside the U.S., indicating strong international performance[169]. - The North America segment accounted for about 44% of Fiscal 2024 net revenues, primarily from retail and wholesale sales in the U.S. and Canada[170]. - The Europe segment represented approximately 30% of Fiscal 2024 net revenues, with a diverse mix of retail and wholesale sales across various countries[170]. - The Asia segment contributed around 24% to Fiscal 2024 net revenues, with significant sales through both retail and wholesale channels[170]. - Digital commerce sales increased by 8%, while brick-and-mortar sales rose by 13%, leading to total comparable store sales growth of 12%[199]. Strategic Initiatives - The company plans to enhance its digital commerce capabilities to expand its direct-to-consumer presence[161]. - The company is focused on maintaining its brand image and reputation while responding to changing fashion trends and consumer demands[161]. - The company aims to achieve its sustainability goals, including those related to climate change and supply chain practices[161]. - The company is actively managing inventory levels to address pressures on margins in a highly promotional retail environment[160]. - The company is exploring strategic acquisitions to integrate new businesses into its existing operations[164]. Economic Environment - The global economic environment continues to be challenging, with inflationary pressures and geopolitical uncertainties impacting consumer sentiment and spending[174][175]. Accounting and Compliance - A qualitative approach was used for the annual goodwill assessment, concluding that fair values of reporting units significantly exceed their carrying values[282]. - There have been no significant changes in the application of critical accounting policies since March 30, 2024[281]. - The company has not identified any reporting units at risk of impairment based on the latest qualitative assessment[282]. - Recent accounting standards may impact the company's consolidated financial statements in future reporting periods[283].