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With a market cap of $16.9 billion, Ralph Lauren Corporation (RL) is a global designer, marketer, and distributor of premium lifestyle products. Operating through wholesale, retail, and licensing channels, it offers a portfolio of renowned brands like Polo Ralph Lauren, Ralph Lauren Collection, and Chaps, and maintains a presence in key international markets along with a restaurant and coffee concept.
Shares of the New York-based company have outperformed the broader market over the past 52 weeks. RL has soared 61.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 10.2%. In addition, shares of Ralph Lauren are up 18.7% on a YTD basis, compared to SPX’s 1.3% decrease.
Focusing more closely, the upscale clothing company has outpaced the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 21.2% return over the past 52 weeks and a 6.1% YTD decline.
Shares of Ralph Lauren rose 1.3% on May 22 after the company beat Wall Street expectations with Q4 2025 adjusted EPS of $2.27 and revenue of $1.7 billion. Strong international performance drove quarterly revenue growth of 8%, with Europe up 16%, Asia up 13%, and China exceeding 20% growth. Investor sentiment was further boosted by a new $1.5 billion share repurchase authorization, a 10% dividend increase, and $1 billion in free cash flow.
For the fiscal year ending in March 2026, analysts expect RL’s EPS to grow 10.8% year-over-year to $13.66. The company's earnings surprise history is promising. It beat the consensus estimates in the last four quarters.
Among the 19 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 14 “Strong Buy” ratings, one “Moderate Buy,” two “Holds,” one “Moderate Sell,” and one “Strong Sell.”
This configuration is more bullish than three months ago, with 12 “Strong Buy” ratings on the stock.
On May 23, UBS analyst Jay Sole raised the price target on Ralph Lauren to $384 while maintaining a “Buy” rating.
As of writing, RL is trading below the mean price target of $282.67. The Street-high price target of $342 implies a potential upside of 24.8% from the current price levels.
