Core Insights - Analysts expect Ralph Lauren (RL) to report quarterly earnings of $3.45 per share, reflecting a year-over-year increase of 27.8% [1] - Projected revenues for the quarter are $1.65 billion, which represents an 8.8% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 1.4% in the past 30 days, indicating a reassessment by covering analysts [1][2] Revenue Breakdown - 'Net revenues- Retail' are expected to reach $1.15 billion, indicating an 11.8% increase year-over-year [4] - 'Net revenues- Wholesale' are projected at $462.23 million, reflecting a 3.7% increase from the prior-year quarter [4] - 'Geographic Net revenues- Other- Licensing' are forecasted to be $34.00 million [4] Geographic Revenue Estimates - 'Geographic Net revenues- North America' are anticipated to be $643.45 million, suggesting a 5.8% year-over-year change [5] - 'Geographic Net revenues- Europe' are expected to reach $535.22 million, indicating an 11.7% increase from the prior-year quarter [5] - 'Geographic Net revenues- Asia' are projected at $434.37 million, reflecting an 11.1% year-over-year increase [5] Market Performance - Ralph Lauren shares have returned +5% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.6% change [6] - The company holds a Zacks Rank 2 (Buy), suggesting expectations of beating overall market performance in the near future [6]

Core Viewpoint - Analysts project Ralph Lauren (RL) will report quarterly earnings of $1.96 per share, a 14.6% increase year over year, with revenues expected to reach $1.63 billion, reflecting a 4.1% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised 0.2% lower over the last 30 days, indicating a collective reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Revenue Projections - Analysts estimate 'Net revenues- Retail' at $1.01 billion, suggesting a year-over-year increase of 6.7% [5] - 'Net revenues- Wholesale' are projected to reach $585.58 million, indicating a 0.9% increase from the previous year [5] - 'Geographic Net revenues- Other- Licensing' is expected to be $35.47 million, reflecting a decrease of 3.4% year over year [5] Geographic Revenue Estimates - 'Geographic Net revenues- North America' are anticipated to be $685.16 million, a 2.6% increase from the year-ago quarter [6] - 'Geographic Net revenues- Europe' are projected at $493.24 million, suggesting a 5.1% year-over-year increase [6] - 'Geographic Net revenues- Asia' are expected to reach $420.67 million, indicating a 6.7% increase year over year [6] Stock Performance - Ralph Lauren shares have returned 32.9% over the past month, outperforming the Zacks S&P 500 composite's 13.1% change [7] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [7]