Added to YB: 2026-08-24
Pitch date: 2026-08-19
RL [neutral]
Ralph Lauren Corporation
Author Info
The International Investor is a hedge fund manager who provides profitable and actionable investment intelligence. Sign up for the newsletter.
Company Info
Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally.
Market Cap
$22.5B
Pitch Price
N/A
Price Target
N/A
Dividend
1.06%
EV/EBITDA
10.04
P/E
23.82
EV/Sales
2.82
Sector
Textiles, Apparel and Luxury Goods
Category
growth
America Is Dressing Up Again. Ralph Lauren May Be the Biggest Beneficiary - Ralph Lauren Corporation
RL (overview): Heritage brand benefiting from 'dress-up' trend & return-to-office. TTM rev $8.36B (+14.8%), net profit $982.9M, margin 11.8% (vs 3.2% in 2021), 18% 5yr EPS CAGR. FY guide 5-6% rev growth. 2018 restructuring (less discounting, elevated product) paying off. Asia now 26.6% of rev ($2.22B). Positioned between luxury & fast fashion, drawing Gen Z. Risk: office policy reversal.
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