Ralph Lauren has always cultivated a certain timelessness with his preppy take on Americana. Patrice Louvet, chief executive officer of Ralph Lauren Corp., is looking to do the same with the company’s business model. More from WWD Louvet will launch Ralph Lauren’s next strategic plan during an investor meeting at the New York Stock Exchange on Tuesday, bringing the company into the “Next Great Chapter: Drive” and introducing new financial targets. After executives ring the opening bell to start the trad ...

NEW YORK--(BUSINESS WIRE)--Ralph Lauren Presents Its Updated Strategic Growth Plan, "Next Great Chapter: Drive†and Long-Term Financial Outlook. ...

Dividend Announcements - Ralph Lauren has declared a quarterly dividend of $0.9125 per share, payable on October 10, 2025, to shareholders of record as of September 26, 2025 [1] - Graco's Board of Directors declared a quarterly dividend of $0.275 per share, payable on November 5, 2025, to shareholders of record as of October 20, 2025, with approximately 165.7 million shares outstanding [2] - TPG RE Finance Trust announced a cash dividend of $0.24 per share for Q3 2025, payable on October 24, 2025, to common stockholders of record as of September 26, 2025 [3] - Pegasystems announced a quarterly cash dividend of $0.03 per share, to be paid on October 15, 2025, to shareholders of record as of October 1, 2025 [4] - Bentley Systems declared a dividend of $0.07 per share for Q3 2025, payable on September 30, 2025, to all stockholders of record as of September 23, 2025 [5]

Argus Research将拉夫劳伦的目标价从300美元上调至360美元，Needham将其目标价从335美元上调至 350美元。(格隆汇) ...

Industry Overview - The retail industry is experiencing a "barbell" effect, with significant growth at both the high-end and low-end, while the middle segment, exemplified by Target Corp., is being squeezed out [1] - Discount retailers like TJX Companies are reporting record revenues and stock gains, while luxury brands such as ULTA Beauty and Kate Spade are also seeing strong sales and maintaining healthy margins [1] Consumer Behavior - Consumers are increasingly seeking value, whether through discounted products or durable luxury items, leading to a K-shaped spending pattern that favors affluent households [2] Company Performance: Williams-Sonoma - Williams-Sonoma has shown resilience against tariff impacts, managing to maintain margins through inventory management and cost reductions [4][5] - The company reported earnings per share (EPS) and revenue that exceeded analyst expectations, with a 3.7% year-over-year growth in comparable sales and an increase in full-year revenue guidance to 2%-5% [7] - The stock has increased by over 30% in the last three months, indicating strong business performance [8] Company Performance: Ralph Lauren - Ralph Lauren has demonstrated resilience in the retail sector, with a 13.7% year-over-year revenue growth to $1.72 billion in fiscal Q1 2026, and an increase in full-year guidance despite inflation concerns [11] - The stock has risen more than 35% year-to-date, supported by strong earnings and a 160-basis-point gross margin increase [10] Company Performance: Tapestry Inc. - Tapestry, which includes brands like Kate Spade and Coach, reported a record revenue of $7 billion for FY 2025, driven by double-digit growth from the Coach brand [15] - The company achieved 8.3% year-over-year growth in revenue for fiscal Q4 2025, with EPS of $1.02, both surpassing analyst projections [17]

Shares of Ralph Lauren (NYSE: RL ) have been a tremendous performer over the past year, gaining about 80%. It has been a difficult environment for many apparel retailers, amid mixed consumer spending and pressure from tariffs, but RLOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Anal ...

Core Viewpoint - The article discusses how Ralph Lauren has successfully returned to growth after a period of declining performance, largely due to changing consumer preferences and strategic brand positioning, particularly in the context of the "Quiet Luxury" trend and the influence of high-profile endorsements like Taylor Swift [4][5][6]. Group 1: Brand History and Evolution - Ralph Lauren was founded in 1967 and introduced the iconic polo shirt in 1972, which became a symbol of the brand and was marketed to a broader audience beyond its initial elite associations [4]. - The brand's revenue peaked at $7 billion in 2013 but began to decline from 2015 onwards, exacerbated by the pandemic, with revenues dropping to 60% of peak levels by 2020 [4]. Group 2: Market Trends and Consumer Behavior - Post-2008 financial crisis, high-net-worth individuals shifted towards more understated consumption, a trend that intensified during the pandemic, leading to the rise of "Quiet Luxury" [5]. - Ralph Lauren's style aligns with this trend, as the brand has maintained a focus on understated elegance rather than flashy logos [5]. Group 3: Strategic Brand Positioning - The brand has capitalized on the rising prices of European luxury brands, which have pushed middle-class consumers away from the luxury market, allowing Ralph Lauren to attract younger consumers with its more accessible pricing [6]. - In recent quarters, Ralph Lauren has attracted 1.4 million new consumers, many of whom previously purchased luxury items [6]. Group 4: Product Line and Growth Drivers - Women's apparel, outerwear, and handbags have emerged as new growth engines, with sales in these categories growing over 10% in recent quarters [7]. - The introduction of the Polo ID series and the Polo Play tote bag has been well-received, with the latter quickly becoming a best-seller [10][11]. Group 5: Distribution and Market Strategy - Ralph Lauren has reduced reliance on discount channels, focusing on direct-to-consumer sales, which saw over 10% growth in the latest quarter [12]. - The brand's international business, particularly in China, has shown significant growth potential, with sales in the region increasing by over 30% year-on-year [12][13]. Group 6: Challenges and Risks - The company faces cost pressures from tariffs and inflation, prompting a shift in production to countries like Vietnam and Italy [14]. - Ralph Lauren has also dealt with issues related to counterfeit brands and the potential decline of the "Quiet Luxury" trend as consumer preferences evolve [14].

Luxury lifestyle company Ralph Lauren is rolling out an artificial intelligence-powered conversational shopping experience that is designed to serve as a stylist.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Dubb ...

NEW YORK--(BUSINESS WIRE)--Ralph Lauren today introduced Ask Ralph, a new AI-powered conversational shopping experience in the Ralph Lauren app. ...

Twenty-five years after it became one of the first luxury brands to sell online, Ralph Lauren's chief branding and innovation officer is preparing for the latest shifts in how customers want to shop ...