Jim Cramer on Ralph Lauren: “One of My Favorite Apparel Stocks in This Environment”

Core Viewpoint - Ralph Lauren Corporation is highlighted as a strong investment opportunity due to its significant share buyback activity and recent stock performance, particularly under CEO Patrice Louvet's leadership [1][2] Group 1: Share Buyback and Stock Performance - The company has retired 34.1% of its shares since the end of 2015, which has contributed to its stock performance being on par with the S&P 500 during that period [1] - Ralph Lauren's stock has increased nearly 60% this year, outperforming many other consumer brands [1] - The company is recognized as a "phenomenal winner," with a 33% increase in stock value for 2025, significantly outperforming the S&P 500 [2] Group 2: Leadership and Future Outlook - CEO Patrice Louvet is praised for his leadership, which has been instrumental in the company's recent success [1] - The company is expected to achieve steady margin expansion, with a promise of 150 basis points over three years, which is viewed positively despite being lower than previous expectations [2] - Ralph Lauren is noted to have a competitive advantage or "moat," which is an important consideration for investors [2]