Ralph Lauren Corporation

NYSE:RL Stock Report

Market Cap: US$23.7b

Ralph Lauren Future Growth

Future criteria checks 2/6

Ralph Lauren is forecast to grow earnings and revenue by 7% and 4.7% per annum respectively. EPS is expected to grow by 8.9% per annum. Return on equity is forecast to be 29.7% in 3 years.

Key information

7.0%

Earnings growth rate

8.89%

EPS growth rate

Luxury earnings growth15.2%
Revenue growth rate4.7%
Future return on equity29.71%
Analyst coverage

Good

Last updated23 Jun 2026

Recent future growth updates

Analysis Article • May 24

Analysts Are Updating Their Ralph Lauren Corporation (NYSE:RL) Estimates After Its Full-Year Results

It's been a pretty great week for Ralph Lauren Corporation ( NYSE:RL ) shareholders, with its shares surging 16% to...
Analysis Article • Aug 10

Here's What Analysts Are Forecasting For Ralph Lauren Corporation (NYSE:RL) After Its First-Quarter Results

The quarterly results for Ralph Lauren Corporation ( NYSE:RL ) were released last week, making it a good time to...

Recent updates

Narrative Update • Jun 22

RL: Elevated P/E And 2027 Margin Reliance Will Pressure Overvalued Shares

Analysts have raised their Ralph Lauren fair value estimate by about $8 to $316.77, citing a higher blend of Street price targets following recent Q4-driven target increases and updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Ralph Lauren has centered on how the stock’s valuation lines up with its latest Q4 results, revenue outlook and margin assumptions.
Analysis Article • Jun 16

Ralph Lauren (RL) Stock After Q1 Beat And Softer Oil Prices Is The Valuation Premium Still Justified

Ralph Lauren (RL) has been back in focus after first quarter 2026 results beat Wall Street expectations. In addition, falling oil prices improved the consumer spending backdrop, lifting the stock to a fresh 52 week high. See our latest analysis for Ralph Lauren. The recent first quarter earnings beat and easing energy costs have coincided with strong momentum, with a 30 day share price return of 26.18% and a 1 year total shareholder return of 54.33%. If this kind of consumer strength has your...
Narrative Update • Jun 05

RL: 2027 Margin Dependence Will Expose Earnings To Demand Volatility

Analysts have lifted Ralph Lauren's implied fair value to about $309 from roughly $302, reflecting higher Street price targets in the $415 to $511 range and research that highlights a solid Q4, improved regional trends, and a slightly lower assumed discount rate alongside stable profitability expectations. Analyst Commentary Recent research has centered on higher price targets and upbeat reactions to Ralph Lauren's latest quarterly report, with several firms pointing to a solid Q4, healthy regional trends, and a fiscal 2027 outlook that is described as conservative but well framed.
Analysis Article • May 24

Analysts Are Updating Their Ralph Lauren Corporation (NYSE:RL) Estimates After Its Full-Year Results

It's been a pretty great week for Ralph Lauren Corporation ( NYSE:RL ) shareholders, with its shares surging 16% to...
Seeking Alpha • May 21

Ralph Lauren: A Clear Outlier In Retail

Summary Ralph Lauren Corporation stands out in an oversold retail sector, delivering robust growth and margin performance amid a challenging macro environment. RL reported Q4 revenue up 17% y/y to $1.98B, sharply beating expectations, with comp sales surging 16% in North America and 25% in Asia. Gross margin expanded to ~70%, and pro forma EPS of $2.80 exceeded consensus by 10%, highlighting RL’s operational strength and brand momentum. Trading at 20x forward P/E with 35% FY26 EPS growth, RL offers a compelling 'growth at a reasonable price' opportunity despite macro and promotional risks. Read the full article on Seeking Alpha
Narrative Update • May 10

RL: Durable Brand And Margin Execution Will Support Premium Multiple Potential

Ralph Lauren's analyst price target has been nudged higher to about $413 from roughly $405, as analysts factor in slightly lower discount rates, modestly higher revenue growth assumptions, and a marginally higher future P/E informed by recent upbeat research and management meetings. Analyst Commentary Recent Street research points to a generally constructive tone on Ralph Lauren, with multiple firms lifting price targets and, in one case, upgrading the stock following a selloff.
Narrative Update • Apr 23

RL: Durable Brand Strength And Earnings Resilience Will Support Higher Long Term Assumptions

Analysts have lifted their average price target for Ralph Lauren by $50, citing increased confidence in the brand's long term growth profile and earnings resilience after recent management meetings and stock volatility. Analyst Commentary Recent research has tilted clearly positive, with several bullish analysts adjusting their models after meetings with management and reviewing the stock's recent volatility.
Narrative Update • Apr 08

RL: 2026 Margin Reliance Will Expose Earnings To Volatile Demand

Analysts have raised the Ralph Lauren price target by about $5 to roughly $302, citing recent upgrades and target increases across several firms that highlight confidence in the brand and its growth outlook. Analyst Commentary Recent research has centered on higher price targets and supportive ratings, reflecting confidence in Ralph Lauren's brand position and growth plans.
Narrative Update • Mar 25

RL: Raised Fair Value Will Reflect Durable Margins And Sector Support Through 2026

The analyst price target for Ralph Lauren has increased to $477 from $473, with analysts pointing to recent upgrades and price target raises across firms that cite confidence in the brand's growth durability and sector setup. Analyst Commentary Recent Street research on Ralph Lauren has reflected a cluster of bullish calls, with several firms lifting price targets and issuing positive views on the brand and its position within specialty retail.
Narrative Update • Mar 09

RL: 2026 Margin Reliance Will Magnify Risk If Demand Weakens

Ralph Lauren's analyst price target has increased by $25.52, supported by higher assumed fair value, slightly higher discount rates, and modestly stronger expectations for revenue growth, profit margins, and future P/E as analysts grow more confident following recent research updates and management meetings. Analyst Commentary Recent research has generally pointed to higher assumed fair value for Ralph Lauren, with several firms lifting price targets and reaffirming positive views after meeting with management and updating their models.
Narrative Update • Feb 22

RL: Margin And Brand Gains Will Face Volatile Demand And Macro Risks

Analysts have nudged their price targets on Ralph Lauren higher, reflected in a modest fair value move from about $403.58 to $404.76. They are factoring in slightly stronger revenue growth, a higher profit margin profile and a marginally richer future P/E multiple supported by recent target hikes from several firms across the Street.
Narrative Update • Feb 08

RL: Margin Expansion And Brand Elevation Will Support Higher Future Earnings Power

Our fair value estimate for Ralph Lauren has risen by about $34 to roughly $404, as analysts adjust their price targets higher in response to updated sector views, revised discount rates, and refreshed assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent research updates show a cluster of higher price targets for Ralph Lauren, with several firms refreshing their models and assumptions.
Narrative Update • Jan 24

RL: Raised Fair Value Reflects Confidence In Margin Resilience Through 2026

Analysts have raised their fair value estimate for Ralph Lauren to $473 from $423, citing recent price target increases, expectations for steadier revenue growth and profit margins, and a slightly higher future P/E assumption supported by generally constructive research on global brands and specialty retail into 2026. Analyst Commentary Recent Street research has tilted clearly positive, with several bullish analysts updating their views on Ralph Lauren and revisiting price targets as they refresh sector outlooks into 2026.
Narrative Update • Jan 09

RL: 2026 Margin Hopes Will Heighten Risk If Demand Softens

Narrative Update Analysts have nudged their fair value estimate for Ralph Lauren higher from US$264.39 to US$271.77, citing refreshed price targets that reflect updated views on revenue, margins and sector conditions through 2026. Analyst Commentary Recent research coverage on Ralph Lauren has centered on refreshed price targets through 2026, with several firms updating their models following quarterly results and sector outlook resets.
Analysis Article • Jan 01

Is It Time To Consider Buying Ralph Lauren Corporation (NYSE:RL)?

Ralph Lauren Corporation ( NYSE:RL ) saw a decent share price growth of 17% on the NYSE over the last few months. The...
Narrative Update • Dec 25

RL: Elevated Earnings Hopes Will Leave Little Room For Execution Missteps

Analysts have raised their fair value estimate for Ralph Lauren to approximately $264 from about $244 per share, citing robust global brand momentum, continued margin expansion potential, and higher outer-year EPS forecasts as key drivers supporting higher price targets across the Street. Analyst Commentary Recent Street research highlights a constructive outlook on Ralph Lauren, with several firms lifting price targets to reflect stronger than expected earnings power and sustained brand heat across regions.
Narrative Update • Dec 11

RL: Brand Elevation And Margin Expansion Will Support Durable Earnings Strength

We are nudging our fair value estimate for Ralph Lauren modestly higher to approximately $369.46 from about $366.75 per share, reflecting analysts' incremental price target increases into the mid to high $300s and low $400s range as they cite sustained brand momentum, conservative multi year growth guidance, and improving margin and EPS outlooks. Analyst Commentary Recent Street research on Ralph Lauren has tilted decisively positive, with a series of upward price target revisions clustered in the mid to high $300s and one notable target in the low $400s.
Narrative Update • Nov 27

RL: Future Brand Momentum And Margin Expansion Will Offset Retail Market Challenges

Analysts have increased their price target for Ralph Lauren by nearly $1 to $366.75, citing robust brand momentum, improved sales growth, and expanding profit margins as key drivers supporting the positive outlook. Analyst Commentary Recent coverage from Wall Street has highlighted both the strengths and potential headwinds facing Ralph Lauren as price targets are updated across the sector.
Narrative Update • Nov 13

RL: Future Margin Improvements And Brand Strength Will Balance Macro Risks

Ralph Lauren’s analyst price target was increased from approximately $354 to nearly $366 per share. Analysts point to sustained brand momentum and improving margin forecasts as key drivers of the upward revision.
Narrative Update • Oct 30

RL: Future Performance Will Depend On Sustained Demand Momentum And Brand Elevation

Ralph Lauren's analyst price target has been raised modestly, reflecting a $2.18 increase to $354.11. Analysts cite ongoing demand momentum, brand strength, and positive growth outlooks for the company.
Narrative Update • Oct 16

Asia And Greater China Expansion Will Create Future Market Opportunities

Ralph Lauren’s analyst price target has increased modestly, rising from $345.74 to $351.94. Analysts cite ongoing operating momentum, robust demand trends, and improved growth visibility as supporting stronger expectations for the company.
Narrative Update • Sep 19

Asia And Greater China Expansion Will Create Future Market Opportunities

Analysts raised their price target for Ralph Lauren to $345.74, citing strong operating momentum, impressive execution of brand-elevation strategies, continued topline growth, and robust management performance, while acknowledging that conservative guidance may offer further upside potential. Analyst Commentary Bullish analysts cite continued operating momentum and strong visibility into topline growth potential, supported by recent upside in EPS, revenue, and gross margin performance.
Analysis Article • Sep 08

Investor Optimism Abounds Ralph Lauren Corporation (NYSE:RL) But Growth Is Lacking

Ralph Lauren Corporation's ( NYSE:RL ) price-to-earnings (or "P/E") ratio of 23.8x might make it look like a sell right...
Narrative Update • Sep 04

Asia And Greater China Expansion Will Create Future Market Opportunities

Despite valuation-driven price target recalibrations, analysts remain bullish on Ralph Lauren due to strong brand momentum, robust financial outperformance, and ongoing global execution, resulting in the consensus analyst price target holding steady at $339.24. Analyst Commentary Bullish analysts cite strong brand momentum, reinforced by high-profile celebrity endorsements and cultural relevance as seen with Taylor Swift and Travis Kelce.
Analysis Article • Aug 10

Here's What Analysts Are Forecasting For Ralph Lauren Corporation (NYSE:RL) After Its First-Quarter Results

The quarterly results for Ralph Lauren Corporation ( NYSE:RL ) were released last week, making it a good time to...
Analysis Article • Jul 30

Does Ralph Lauren (NYSE:RL) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article • Jul 18

Does Ralph Lauren (NYSE:RL) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article • Jul 06

Ralph Lauren (NYSE:RL) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Seeking Alpha • Apr 29

Lots Of Upside At Upmarket Apparel Brand Ralph Lauren, Overcoming Tariff Concerns

Summary Upscale apparel brand Ralph Lauren gets a buy rating today, agreeing with the bullish consensus from Wall St. analysts. The firm proved itself with strong holiday sales, solid gross and net profit margins compared to its sector, and new store growth in Asia. Balance sheet risk is modest as corporate debt has declined and the D/E ratio is among the lowest of its peer group. On the heels of positive price targets from UBS and Barclays in February, my own price target forecasts point to 3-year upside potential. Lack of strong dividend growth within its sector, as well as the shadow of trade wars and supply-chain disruptions from tariffs, was considered as a downside risk. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Ralph Lauren Continues Executing, But Already Seems Pricey At 24x Forward Earnings

Summary Ralph Lauren posted strong Q4 results with 11% revenue growth, driven by a robust holiday season and impressive global comparable sales up 12%. Despite strong performance, RL's stock is rated Hold due to a high valuation at 24x FY25E earnings, which appears stretched for an apparel brand. The brand's strategic execution has elevated its market position, with high same-store productivity, increased AURs, and reduced discounting boosting gross margins. Risks include sustaining high growth rates and potential margin contraction if store productivity declines, making the current valuation offer little margin for error. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:RL - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/20299,5391,3101,232N/A6
3/31/20289,0431,2101,0971,60217
3/31/20278,6161,1061,2121,37516
3/28/20268,1159417051,154N/A
12/27/20257,8339196951,131N/A
9/27/20257,5718546681,090N/A
6/28/20257,2867957641,134N/A
3/29/20257,0797431,0191,235N/A
12/28/20246,9507051,0581,234N/A
9/28/20246,7406849431,101N/A
6/29/20246,6476839181,076N/A
3/30/20246,6316469051,070N/A
12/30/20236,604588776963N/A
9/30/20236,503528537753N/A
7/1/20236,450531419636N/A
4/1/20236,444523194411N/A
12/31/20226,42651582291N/A
10/1/20226,40951666254N/A
7/2/20226,333559336514N/A
4/2/20226,219600549716N/A
12/25/20215,983502727868N/A
9/25/20215,600404741858N/A
6/26/20215,290171584699N/A
3/27/20214,401-121273381N/A
12/26/20204,388-296206341N/A
9/26/20204,706-82344538N/A
6/27/20205,219140245487N/A
3/28/20206,160384484755N/A
12/28/20196,391665N/A849N/A
9/28/20196,367451N/A775N/A
6/29/20196,351439N/A751N/A
3/30/20196,313431N/A784N/A
12/29/20186,337441N/A707N/A
9/29/20186,253239N/A751N/A
6/30/20186,226212N/A872N/A
3/31/20186,182163N/A975N/A
12/30/20176,219-82N/A1,053N/A
9/30/20176,29181N/A1,157N/A
7/1/20176,448-17N/A1,044N/A
4/1/20176,653-99N/A953N/A
12/31/20166,959146N/A1,005N/A
10/1/20167,190196N/A873N/A
7/2/20167,339310N/A917N/A
4/2/20167,405396N/A1,017N/A
12/26/20157,419479N/A856N/A
9/26/20157,506563N/A985N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: RL's forecast earnings growth (7% per year) is above the savings rate (3.5%).

Earnings vs Market: RL's earnings (7% per year) are forecast to grow slower than the US market (18.8% per year).

High Growth Earnings: RL's earnings are forecast to grow, but not significantly.

Revenue vs Market: RL's revenue (4.7% per year) is forecast to grow slower than the US market (12.9% per year).

High Growth Revenue: RL's revenue (4.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: RL's Return on Equity is forecast to be high in 3 years time (29.7%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/02 23:25
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/28
Annual Earnings2026/03/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ralph Lauren Corporation is covered by 36 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Robert DrbulBarclays
Paul KearneyBarclays