Ralph Lauren(US:RL) ZACKSยท2025-02-21 16:35Core 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]