Ralph Lauren(US:RL) ZACKS·2025-09-16 16:56Core Insights - Ralph Lauren Corporation is leveraging its brand portfolio, product innovations, and strategic execution of its Next Great Chapter plan to drive growth [1][10] - The company is advancing its digital transformation through personalization and data-driven insights, resulting in a 13% increase in global direct-to-consumer comparable store sales in Q1 fiscal 2026 [2][10] Digital Transformation - Significant growth in digital channels is being experienced across key regions, with investments in personalization, mobile capabilities, and loyalty integration enhancing digital sales [3] - The focus on seamless omnichannel experiences is reinforcing Ralph Lauren's premium positioning in the market [2] Growth Strategy - The "Next Great Chapter: Accelerate Plan" emphasizes brand elevation, consumer centricity, and operational agility, aiming to expand into high-growth markets like Asia while strengthening core regions [4] - Retail and wholesale operations are core pillars of the business, contributing to a balanced revenue mix and sustainable growth [5] Financial Performance - Ralph Lauren's shares have surged 35% year to date, contrasting with a 29.4% decline in the industry [6] - The company trades at a forward price-to-earnings ratio of 20.54X, significantly higher than the industry average of 11.24X [7] Earnings Estimates - The Zacks Consensus Estimate indicates year-over-year earnings per share (EPS) growth of 19.8% for fiscal 2026 and 8.9% for fiscal 2027, with stable EPS estimates over the past 30 days [11] - Current estimates for fiscal 2026 and fiscal 2027 EPS are 14.77 and 16.08 respectively, reflecting a year-over-year growth estimate of 19.79% and 8.87% [12]