Ralph Lauren Gestione
Criteri Gestione verificati 2/4
Ralph Lauren Il CEO è Patrice Jean Louvet, nominato in Jul2017, e ha un mandato di 8.83 anni. la retribuzione annua totale è $ 23.08M, composta da 5.8% di stipendio e 94.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.029% delle azioni della società, per un valore di $ 5.66M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.3 anni e 7.8 anni.
Informazioni chiave
Patrice Jean Louvet
Amministratore delegato
US$23.1m
Compenso totale
| Percentuale dello stipendio del CEO | 5.85% |
| Mandato del CEO | 8.8yrs |
| Proprietà del CEO | 0.03% |
| Durata media del management | 8.3yrs |
| Durata media del Consiglio di amministrazione | 7.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Seeking Alpha • Mar 24
Ralph Lauren: Coveted Brand With Strong Outlook, Shares Fairly Valued
Summary Ralph Lauren Corporation’s share price performance is one of the outliers in the broader consumer discretionary sector. Despite the premium pricing of its product lines, the company’s operating results continue to impress in an era of higher consumer prices and more cautious consumer spending. Shares are up over 40% in the past year, and the stock may even have more room to run. I view RL shares as valued appropriately in the current market and view the stock as a Hold. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • Jun 24
Ralph Lauren (NYSE:RL) Is Increasing Its Dividend To $0.9125
Ralph Lauren Corporation's ( NYSE:RL ) dividend will be increasing from last year's payment of the same period to...Articolo di analisi • May 30
We Like The Quality Of Ralph Lauren's (NYSE:RL) Earnings
Shareholders appeared to be happy with Ralph Lauren Corporation's ( NYSE:RL ) solid earnings report last week. Looking...Articolo di analisi • May 25
Ralph Lauren Corporation (NYSE:RL) Released Earnings Last Week And Analysts Lifted Their Price Target To US$300
Last week saw the newest full-year earnings release from Ralph Lauren Corporation ( NYSE:RL ), an important milestone...Articolo di analisi • May 22
Ralph Lauren Corporation's (NYSE:RL) 34% Price Boost Is Out Of Tune With Earnings
Ralph Lauren Corporation ( NYSE:RL ) shareholders are no doubt pleased to see that the share price has bounced 34% in...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 AlphaSeeking 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 AlphaSeeking Alpha • Jan 20
Ralph Lauren: Signals Point To Strong Holiday Season Sales
Summary Ralph Lauren has continued showing strong growth momentum as the company has continued to successfully elevate its brand. Signals point towards strong fiscal Q3 sales across markets. The shift away from the outlet channel, and correspondingly better full-price sales, have continued to expand Ralph Lauren's gross margin level. RL stock remains valued fairly, with my fair value estimate standing at $238.8. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 27 2025 | n/a | n/a | US$919m |
| Sep 27 2025 | n/a | n/a | US$854m |
| Jun 28 2025 | n/a | n/a | US$795m |
| Mar 29 2025 | US$23m | US$1m | US$743m |
| Dec 28 2024 | n/a | n/a | US$705m |
| Sep 28 2024 | n/a | n/a | US$684m |
| Jun 29 2024 | n/a | n/a | US$683m |
| Mar 30 2024 | US$17m | US$1m | US$646m |
| Dec 30 2023 | n/a | n/a | US$588m |
| Sep 30 2023 | n/a | n/a | US$528m |
| Jul 01 2023 | n/a | n/a | US$531m |
| Apr 01 2023 | US$14m | US$1m | US$523m |
| Dec 31 2022 | n/a | n/a | US$515m |
| Oct 01 2022 | n/a | n/a | US$516m |
| Jul 02 2022 | n/a | n/a | US$559m |
| Apr 02 2022 | US$19m | US$1m | US$600m |
| Dec 25 2021 | n/a | n/a | US$502m |
| Sep 25 2021 | n/a | n/a | US$404m |
| Jun 26 2021 | n/a | n/a | US$171m |
| Mar 27 2021 | US$12m | US$1m | -US$121m |
| Dec 26 2020 | n/a | n/a | -US$296m |
| Sep 26 2020 | n/a | n/a | -US$82m |
| Jun 27 2020 | n/a | n/a | US$140m |
| Mar 28 2020 | US$12m | US$1m | US$384m |
Compensazione vs Mercato: La retribuzione totale di Patrice Jean ($USD 23.08M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Patrice Jean è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Patrice Jean Louvet (60 yo)
8.8yrs
Mandato
US$23,079,435
Compensazione
Mr. Patrice Jean Louis Louvet is Independent Director of Danone S.A. from April 26, 2022. He has been the Chief Executive Officer and President of Ralph Lauren Corporation since July 17, 2017. Mr. Louvet j...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman & Chief Creative Officer | 29.3yrs | US$24.18m | 29.47% $ 5.7b | |
| President | 8.8yrs | US$23.08m | 0.029% $ 5.7m | |
| Vice Chairman | 12.8yrs | US$3.85m | 2.49% $ 482.7m | |
| Chief Financial Officer | 2yrs | US$3.24m | 0.019% $ 3.7m | |
| Chief Product & Merchandising Officer | 5.2yrs | US$4.37m | 0.035% $ 6.8m | |
| Chief Operating Officer | 1.2yrs | Nessun dato | 0.015% $ 2.9m | |
| SVP, Global Head of Strategy & Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal Officer & Secretary | no data | Nessun dato | Nessun dato | |
| Chief Global Impact & Communications Officer | no data | Nessun dato | Nessun dato | |
| Global Chief Marketing Officer | no data | Nessun dato | Nessun dato | |
| Chief People Officer and Head of the Ralph Lauren Corporate Foundation | no data | Nessun dato | Nessun dato | |
| Senior Vice President of E-Commerce | 8.3yrs | Nessun dato | Nessun dato |
8.3yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di RL è esperto e expertise (durata media dell'incarico 8.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman & Chief Creative Officer | 29.3yrs | US$24.18m | 29.47% $ 5.7b | |
| President | 8.8yrs | US$23.08m | 0.029% $ 5.7m | |
| Vice Chairman | 12.8yrs | US$3.85m | 2.49% $ 482.7m | |
| Independent Director | 28.3yrs | US$295.04k | 0.053% $ 10.2m | |
| Independent Director | 5.6yrs | US$325.04k | 0.0091% $ 1.8m | |
| Lead Independent Director | 7.8yrs | US$325.04k | 0.016% $ 3.2m | |
| Director | less than a year | Nessun dato | 0.000020% $ 3.9k | |
| Independent Director | 8yrs | US$340.04k | 0.026% $ 5.0m | |
| Independent Director | 5.8yrs | US$295.04k | 0.012% $ 2.4m | |
| Independent Director | 3.5yrs | US$295.04k | 0.0038% $ 743.5k | |
| Independent Director | 3.8yrs | US$287.54k | 0.0066% $ 1.3m | |
| Independent Director | 7.8yrs | US$340.04k | 0.016% $ 3.2m |
7.8yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RL sono considerati esperti (durata media dell'incarico 7.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 15:01 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2025/12/27 |
| Utili annuali | 2025/03/29 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
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Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ralph Lauren Corporation è coperta da 38 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | Argus Research Company |
| Adrienne Yih-Tennant | Barclays |
| Paul Kearney | Barclays |