Core Insights - Ralph Lauren has successfully executed its growth strategy, achieving a revenue compound annual growth rate (CAGR) of approximately 5% for the fiscal years 2023, 2024, and 2025, and is set to continue this trend with its new plan targeting mid- to high-single-digit CAGR through 2028 [3][7] Group 1: Strategic Initiatives - The company reduced its physical store footprint by 25% between 2018 and 2019, closing over 1,000 locations to refocus on its upscale positioning [2] - In September 2022, Ralph Lauren launched its three-year strategic growth plan, "Next Great Chapter: Accelerate," which has been successful in driving revenue growth [3] - The upcoming plan, "Next Great Chapter: Drive," aims to further enhance growth and shareholder returns through dividends and share repurchases [7] Group 2: Financial Performance - Ralph Lauren's stock surged 242% from 2023 to 2025, including a 60% gain in 2025, reflecting the effectiveness of its renewed focus on luxury branding [5] - The company has a market capitalization of $22 billion, with a gross margin of 66.23% and a dividend yield of 0.96% [7] - A quarterly dividend of $0.9125 per share was declared on December 12, 2025, with the next payment scheduled for January 9, 2026 [7] Group 3: Market Position - Ralph Lauren's stock is considered one of the most expensive in the U.S. apparel market, yet its aggressive growth plan and commitment to returning capital to shareholders position it as a strong investment opportunity [8]