Ralph Lauren CorporationNYSE: RL
Consumer Discretionary · Apparel, Accessories & Luxury Goods
$362.14
+0.98%
Vol: 265K
Research Digest
Friday, May 1, 2026
Ralph Lauren strong Q3 holiday results with raised guidance and board appointment
Ralph Lauren reported strong third quarter fiscal 2026 holiday results ahead of expectations and raised full year outlook. Cesar Conde appointed to Board of Directors. Company expecting 19% EPS growth. Citi analyst bullish seeing 18% upside. Upgraded as part of Wall Street's top analyst calls.
Previous Market Intelligence
13 daysApr 30Ralph Lauren reported strong Q3 fiscal 2026 results with total revenue up 10% YoY on constant-currency basis, exceeding mid-single-digit outlook, and raised full-year guidance with Asia sales up 22%.Positive▶
Ralph Lauren delivered strong Q3 fiscal 2026 results with total revenue up 10% YoY, surpassing mid-single-digit guidance. Q3 EPS of $6.22 beat forecast by 7.61% with revenue of $2.41B. Adjusted gross margin expanded 140 bps to 69.8% while operating margin improved 200 bps to 20.7%, reflecting successful brand elevation strategy. Asia sales surged 22% and now represent 9% of company revenue (up from 3-4% previously). The company raised full-year guidance to high single to low double digits. BofA raised price target to $450 from $400.
Apr 29Ralph Lauren reports strong Q3 FY2026: EPS $6.22 (+7.61%), revenue $2.41B (+10%), raises full year outlookPositive▶
Ralph Lauren reported Q3 FY2026 EPS $6.22 (7.61% above forecast) with revenue $2.41B (+10% growth) driven by 22% Asia growth and 8% North America growth. Company raised full year outlook and recently appointed Cesar Conde to Board. Stock experienced volatility but shows 79% annual increase as company focuses on premium brand positioning. Analyst PT raised to $450.
Apr 16Ralph Lauren reports Q3 2026 EPS $6.22, beats 7.61%; Citi upgrades to Buy; Asia sales +22%, China momentum continues.Mixed▶
Ralph Lauren reported Q3 2026 EPS of $6.22, beating forecasts by 7.61%, with revenue of $2.41 billion growing 10% YoY driven by 22% growth in Asia and 8% in North America. Citi upgraded Ralph Lauren to Buy from Neutral on March 24, 2026, citing 18% upside and noting momentum can continue. Barclays raised the price target to $430 from $416 with a Buy rating in early March. Analysts project 19% EPS growth through 2026 despite challenges from tariffs and competition. Greater China sales surged over 30%, now representing 9% of company revenue versus 3-4% a few years ago, driven by geopolitical easing. The company introduced Timeless by Design 2030 sustainability strategy focusing on carbon reduction and circular design.
Apr 15Ralph Lauren reports strong Q3 fiscal 2026 results with EPS 7.61% above forecast; 22% rise in Asia revenue.Positive▶
Ralph Lauren reported Q3 fiscal 2026 EPS of $6.22, exceeding forecast by 7.61%, and revenue of $2.41 billion with 10% growth driven by 22% rise in Asia and 8% in North America. The company announced its updated strategic growth plan Next Great Chapter: Drive. Citi upgraded RL to Buy noting momentum in the brand.
Apr 14Ralph Lauren up 9.2% on easing geopolitical tensions and strong China momentum; Citi maintains Buy.Positive▶
Ralph Lauren gained 9.2% driven by ceasefire relief and robust China growth, with 1-year return of 90.49%. Citi Buy rating with $389.20 target. Unveiled Timeless by Design 2030 sustainability strategy. Declared $0.9125 quarterly dividend. Fall 2026 Ready-to-Wear Collection presented at Milan.
Apr 13Launched Timeless by Design 2030 sustainability strategy; stock up 6.9% on geopolitical easing.Positive▶
Ralph Lauren introduced Timeless by Design 2030 sustainability strategy on April 3. Stock surged 6.9% April 8 following US-Iran ceasefire announcement. Citi upgraded RL with 18% upside target. Dividend of $0.9125 paid April 10. Stock up 5.32% on April 13.
Apr 10Ralph Lauren Upgraded by Citigroup to Buy with $400 Price TargetPositive▶
Citigroup upgrade to Buy with $400 target. Q3 2026 EPS $6.22 beat estimates of $5.80. Revenue $2.41B (+12.2% YoY). Stock up 6.9%.
Apr 9Ralph Lauren reports strong Q3 2026 results with margin expansion and strategic growthPositive▶
Ralph Lauren delivered impressive Q3 2026 results with revenue of $2.4B (+10% constant currency) and adjusted EPS of $6.22, beating expectations. Gross margin expanded 150 bps to 69.9% and adjusted operating margin rose 220 bps to 20.9%. Citi upgraded RL to Buy in March 2026 with 18% upside, and the company announced the new "Timeless by Design 2030" sustainability strategy with mid-to-high single digit revenue CAGR through 2028.
Apr 8Ralph Lauren reported strong fiscal Q3 2026 results exceeding revenue and profit expectations.Positive▶
RL fiscal Q3 beat revenue and profit. Citigroup upgraded with 18% upside potential. Launched Timeless by Design 2030 sustainability plan. Stock $348.02.
Apr 7Ralph Lauren Reports Strong Q3; Citi Upgrades to Buy with 18% UpsidePositive▶
Ralph Lauren delivered strong fiscal Q3 2026 results with revenue growth and margin expansion, prompting raised full-year guidance. In March 2026, Citi upgraded the stock to Buy, citing momentum potential with 18% upside target. Company presented 'Next Great Chapter: Drive' strategic plan.
Apr 6Ralph Lauren upgraded by Citigroup with $400 price target amid strong Q3 results and Asia expansion.Positive▶
Ralph Lauren received an upgrade from Citigroup with a new $400 price target, highlighting the "Timeless by Design 2030" sustainability plan. The company reported strong third quarter fiscal 2026 holiday results exceeding expectations and raised full year guidance. International expansion is accelerating, with Greater China sales growing over 30%. Digital channels are showing double-digit growth, supporting the broader "Next Great Chapter: Drive" strategic growth plan. The company is experiencing mixed signals with strong revenue growth but margin pressures and bearish technical indicators amid broader market volatility.
Apr 3Ralph Lauren announced Timeless by Design 2030 sustainability strategy; stock trading near $348.Positive▶
Ralph Lauren unveiled Timeless by Design 2030 sustainability initiative on April 1, 2026, with measurable goals across partnerships and resource management. Stock has shown 13% monthly gain. 15 analysts recommend buying (vs. 1 sell) with overall Buy rating.
Apr 2Ralph Lauren upgraded to Buy by Citi on momentum; FY2026 revenue guidance raised to high-single/low-double digitsPositive▶
Ralph Lauren announced strong Q3 FY2026 holiday results ahead of expectations on February 5, 2026 and raised full-year outlook. North America same-store sales rose 7% but Europe same-store sales were flat after rising 17% prior year, signaling slowing momentum in accessible luxury apparel. Company now expects FY2026 revenue to increase in high-single to low-double digits on constant currency basis (up from prior 5-7% guidance). Ralph Lauren upgraded to Buy by Citi on March 24, 2026 with 18% upside potential, and announced Timeless by Design 2030 sustainability strategy. Barclays raised price target to $430 from $416.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NKENIKE | $44.49 | +0.28% | +0.8% | 24.0x | 1.32 | $65.7B |
| TPRTAPESTRY | $142.79 | -1.55% | +0.9% | 20.1x | 1.61 | $29.7B |
| RLRALPH | $362.14 | +0.98% | +0.0% | 19.9x | 1.48 | $21.7B |
| LULULULULEMON | $133.82 | -2.82% | -11.8% | 10.4x | 1.07 | $16.2B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.