| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 49 | 21.2x | 17.8x | Around median | |
Growth | 72 | 14.7% | 7.1% | Top tier | |
Quality | 91 | 15.5% | 4.5% | Top tier | |
Safety | 71 | 1.9x | 2.6x | Top tier | |
Capital Return | 31 | 1.08% | 2.12% | Bottom tier | |
Momentum | 54 | 31.7% | 2.9% | Around median | |
Sentiment | 63 | 12 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Ralph Lauren Corporation is a global lifestyle products company that derives revenue from women's, men's, and children's apparel, outerwear, handbags, and home products through its stores, digital commerce sites, and wholesale partners. Core products, including jackets, shirts, and caps, represent more than 70% of the business, while direct-to-consumer channels account for about 70% of the mix versus approximately 30% for wholesale; the company supports demand through brand investment, expansion in key cities, and a higher proportion of full-price sales.
In fiscal Q1 2027, revenue increased 14% to $1.96 billion, and adjusted earnings per share reached $4.59 versus expectations of $4.30. On the constant-currency basis used in the call, revenue grew 13%, adjusted operating income increased 23%, adjusted gross margin expanded 130 basis points to 73.6%, and adjusted operating margin expanded 150 basis points to 18.5%. Performance was geographically diversified, with Asia growing 25%, North America 13%, and Europe 5%, while global comparable-store sales increased 12% and wholesale revenue rose 13%.
Fiscal 2026 provides an annual baseline of $8.1 billion in revenue, $5.7 billion in gross profit, $941.1 million in net income, and $15.11 in earnings per share. In fiscal Q4 2026, the company recorded $2.0 billion in revenue, $1.4 billion in gross profit, and $151.6 million in net income. These figures show that fiscal Q1 2027 began from a large base, with further improvement in growth and margins driven by increased full-price sales, lower markdowns, and a better product, channel, and geographic mix.
The stock has a consensus "Buy" rating with an average price target of $456.67, within a wide range of $425 to $511, and the data include no recent rating or price-target downgrade; instead, Deutsche Bank raised its target to $446 and BTIG to $460 on August 7, 2026. The average target exceeds the upper end of the 52-week range of $421.6 by about 8.3%, while the 52-week range extends from $292.9 to $421.6, reflecting significant variation in the market's valuation during the period. The price-to-earnings ratio is unavailable in the data, so the justification for analysts' targets depends more heavily on continued growth in Asia, improved full-price sales, and margin expansion, balanced against the risks of slowing growth, pressure in Europe, and tariffs in the second half of fiscal 2027.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
Ralph Lauren's revenue increased 14% to $1.96 billion, and adjusted earnings per share reached $4.59 versus expectations of $4.30. On a constant-currency basis, revenue grew 13%, adjusted gross margin expanded to 73.6%, and adjusted operating margin expanded to 18.5%. The improvement came from increased full-price sales, lower markdowns, 15% growth in average unit retail, as well as 25% growth in Asia and 13% growth in North America.
Asia revenue increased 25% in fiscal Q1 2027, with China growing more than 40% and Japan and Korea delivering double-digit growth. Greater China has grown to represent 10% of the company compared with about 2% before the COVID pandemic, according to management, but the company expects China to grow in the mid-teens during fiscal 2027 due to elevated comparisons in the second half. Local events such as the Ralph Lauren Polo Cup in Beijing supported this momentum, and 74 million people watched the event via livestream.
The company raised its fiscal 2027 gross margin expansion outlook to 50–70 basis points and its operating margin expansion outlook to 60–80 basis points. This is supported by mid- to high-single-digit growth in average unit retail, increased full-price sales, lower discounting, and an improved product, channel, and geographic mix. In contrast, management expects expansion to be concentrated in the first half because assumed tariffs rise to the high teens in the second half while freight and energy pressures persist.
Automated analysis for informational purposes only — not investment advice.
Women's apparel, outerwear, and handbags collectively grew more than 20% in fiscal Q1 2027, outpacing the company's growth. Supporting products included Polo Play, Polo ID, and lightweight jackets, while the company identified the launch of Polo Blaze for fall 2026 as the next major handbag launch. At the same time, sales of core products, which represent more than 70% of the business, increased at a mid-teens rate.
The main operating risks are weak European store traffic, higher energy costs, reduced tourism from the Middle East, and U.S. tariffs in the second half. The company also expects revenue growth to slow from 13% in constant currency in fiscal Q1 2027 to 5%–6% for the full year, with a negative currency impact of 50–100 basis points. In addition, the reduction of off-price channels and lower-tier stores in North America will affect the second half, while first-quarter wholesale results included temporary benefits from shipment timing.
The insider signal is classified as a "Strong Sell," with net sales totaling $105.8 million during the three months ending with the latest transaction on August 18, 2026. The data show four sales and no purchases during that period. However, insider selling remains a weak standalone signal because these transactions may have been prearranged, and the data include no evidence that the sales reflect a deterioration in Ralph Lauren's business outlook.
