Core Insights - Ralph Lauren Corporation (RL) is leveraging its unique brand portfolio, product innovations, and strategic execution of its Next Great Chapter plan to drive growth [1] Growth Strategy - The company is focused on three core growth drivers: elevating its lifestyle brand, driving core product growth, and expanding in key cities [2][10] - Ralph Lauren aims to enhance its global lifestyle brand positioning to offer premium quality, attract new consumers, and improve customer retention [2] Market Expansion - The company is advancing its iconic core products while targeting high-potential, under-penetrated markets that align with evolving consumer lifestyles [3] - Ralph Lauren plans to scale its digitally led ecosystem strategy in the top 30 cities globally and expand into 20 additional high-potential markets [3] Operational Capabilities - Key enablers of growth include engaged teams, agile operations, modern technology and analytics, resilient partners, and a strong balance sheet [4] Financial Outlook - Ralph Lauren has reiterated its fiscal 2026 outlook and introduced a three-year financial forecast, considering geopolitical and macroeconomic factors [5] - From fiscal 2025 to fiscal 2028, the company anticipates a mid-single-digit compound annual growth rate in revenues and an operating margin expansion of 100-150 basis points [6] Shareholder Returns - The company plans to return at least $2 billion to shareholders through dividends and share repurchases by fiscal 2028, subject to board approval and market conditions [7] - Ralph Lauren has increased its quarterly cash dividend by approximately 10% to 91.25 cents per share, reflecting an annual dividend of $3.65 per share [7] Long-term Vision - Management is confident that the Next Great Chapter plan will drive sustainable growth, expand market share, and strengthen Ralph Lauren's leadership in the luxury lifestyle sector [8]

The details of Ralph Lauren's plan were shared with investors and analysts during a meeting held in New York City. What is Ralph Lauren's growth plan? The growth strategy titled 'Next Great Chapter: Drive' revolves around three key drivers: 1. The global expansion and elevation of the Ralph Lauren lifestyle brand to enhance quality, attract new customers, and improve customer retention, thereby increasing customer lifetime value. 2. A focus on driving sales of core products while also seeking accelerat ...

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Group 1 - The event is Ralph Lauren's Investor Day 2025, hosted by the Head of Investor Relations, Corinna Van Der Ghinst [1] - The event includes a lineup of leaders who will be speaking, along with a lunch break for attendees to view product displays [2]

Key Takeaways Ralph Lauren's Next Great Chapter plan boosts growth through brand strength and innovation.Global direct-to-consumer comparable store sales rose 13% in Q1 fiscal 2026.Digital investments in personalization and loyalty drive deeper consumer engagement.Ralph Lauren Corporation (RL) is benefiting from its unique brand portfolio, product innovations and strategic execution of its Next Great Chapter plan. The company is leveraging advanced data analytics to tailor product recommendations, optimize ...

Ralph Lauren Investor Day 2025 Summary Company Overview - **Company**: Ralph Lauren - **Event**: Investor Day 2025 - **Location**: New York City Key Industry Insights - **Market Size**: The total addressable market in the premium and luxury sector exceeds $400 billion, with Ralph Lauren currently holding a market share of less than 2% [27] - **Consumer Trust**: Ralph Lauren is recognized as the most trusted fashion brand globally, with a strong customer loyalty base [28] Core Brand Positioning - **Inclusive Luxury**: Ralph Lauren defines its luxury as inclusive, focusing on self-expression rather than exclusivity or status [11] - **Timeless Style**: The brand emphasizes a vision of optimism and a better life, transcending generations and serving various life stages [9][17] - **Cultural Impact**: The brand has a significant cultural presence, engaging with consumers through various channels, including digital and social media [68][90] Financial Performance - **Growth Metrics**: - Top-line growth of high single digits annually - Margin expansion of over 300 basis points - Mid-teens EPS growth annually - Generated over $2 billion in free cash flow [24] - **Shareholder Returns**: Over $2 billion returned to shareholders through buybacks and dividends [25] Strategic Growth Drivers 1. **Elevate and Energize Lifestyle Brand**: Focus on enhancing brand desirability and expanding product offerings, particularly in women's wear [30][31] 2. **Drive Core and Expand for More**: Strengthening core product categories while exploring new opportunities [30] 3. **Consumer Ecosystem in Key Cities**: Targeting top cities for deeper market penetration and engagement [30] Innovation and Technology - **AI Integration**: Ralph Lauren has invested in advanced technology and AI to enhance customer engagement and operational efficiency [34][77] - **Digital Transformation**: The brand is leveraging digital platforms for real-time shopping experiences and personalized styling [92][94] Marketing and Community Engagement - **Cultural Leadership**: Ralph Lauren shapes culture through its involvement in sports, fashion, and lifestyle events, enhancing brand visibility [87][88] - **Community Connection**: Initiatives like Pink Pony demonstrate the brand's commitment to social causes, enhancing its emotional connection with consumers [60] Future Outlook - **Long-term Growth Potential**: The company is positioned for sustained growth, with a focus on expanding its women's wear segment, which is expected to outpace overall company growth [110] - **Customer Lifetime Value**: Ralph Lauren emphasizes building long-term relationships with customers, with nearly 50% of its customer base being loyal for over ten years [75] Conclusion - Ralph Lauren is strategically positioned to capitalize on growth opportunities in the luxury market, leveraging its unique brand identity, strong customer loyalty, and innovative approaches to marketing and technology. The company aims to continue its legacy of leadership while adapting to evolving consumer preferences and market dynamics.

Financial Performance & Targets - The company aims for a high-single-digit percentage revenue CAGR and a mid-teens percentage adjusted EPS CAGR since FY22[57, 59] - Ralph Lauren has generated over $2 billion in free cash flow and achieved a 111% adjusted ROIC since FY22[64] - The company projects mid-single-digit percentage revenue CAGR through FY28, with operating margin expansion[94] - The company's revenue target for FY28 is $7.1 billion[765] - The company anticipates a gross margin expansion annually through FY28[794] - The company projects adjusted operating margin expansion of 100 to 150bps[807] Brand & Market Position - Ralph Lauren's brand market share is less than 2% of a $400 billion+ total market value[73, 71] - Ralph Lauren is the 1 most trusted fashion brand with the most loyal customers in the industry[77, 79] - The company has acquired over 16 million new customers[274] Regional Growth - APAC is the company's fastest-growing region, with a revenue CAGR of +17% and a double-digit percentage AUR growth since FY22[450, 451] - China has delivered a +24% revenue CAGR and added over 100 new stores since FY22[456, 458] - EMEA has achieved a +10% revenue CAGR and a +30% AUR increase since FY22[521]

Ralph Lauren sees revenue growth remaining similar to recent rates over the next three years https://t.co/Gyr4vsQvjW ...

Ralph Lauren (NYSE:RL) released early details of its Strategic Growth Plan ahead of its Investor Day conference on Tuesday, leaving investors disappointed as evidenced by the dip in shares ahead of the opening bell. The company’s three-year financial outlook assumes ...

格隆汇9月16日｜美国时尚品牌拉夫劳伦公司宣布，计划至2028财年末通过分红和股票回购向股东返还 20亿美元。 ...