Ralph Lauren’s Next Strategic Plan: Three Years of Driving the Brand Forward

Core Viewpoint - Ralph Lauren is set to unveil its new strategic plan, "Next Great Chapter: Drive," during an investor meeting, aiming to enhance its business model and introduce new financial targets [2][3]. Strategic Growth Drivers - The company will maintain its three strategic growth drivers, focusing on brand desirability, product expansion particularly in women's categories, and deepening market penetration in key urban areas [2][6]. Financial Projections - Ralph Lauren anticipates a mid-single-digit compounded annual revenue growth rate through fiscal 2028, with operating margins expected to expand by 100 to 150 basis points in constant currency [4]. - The company plans to allocate $2 billion for cash dividends and share repurchases over the next three years [5]. Market Performance - Ralph Lauren's stock has increased by 74% over the past year, with a current market capitalization of $19.1 billion [3].