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RLRL

Ralph Lauren Corporation

$RL·$24B·Apparel - Manufacturers·Consumer Cyclical
$374.08+1.4%YTD+5.4%1Y+30.8%
Mentions · last 7 days
2026-07-09: 72 posts2026-07-10: 84 posts2026-07-11: 33 posts2026-07-12: 61 posts2026-07-13: 91 posts2026-07-14: 22 posts2026-07-15: 28 posts392+36%
Price updated 4h ago·X counts updated 4h ago
RLRL
$RLRalph Lauren Corporation
$374.08+1.38%392 posts+36%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $RL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Luxury-adjacent apparel with 16% growth reaccelerating — Aug 6 print at 6% of the 52w range is asymmetric.

Ralph Lauren is one of the last remaining independent US luxury-adjacent apparel makers — a portfolio of iconic brands (Ralph Lauren, Polo, Purple Label) with a growing international mix. It's been quietly reaccelerating growth into the fashion cycle.

Where the setup lands:

  • Growth is durable and strong: Q4 (ending March 28) revenue grew 16.6% year-over-year to $1.98B, and the four-quarter cadence has been remarkably consistent in the 12-17% range with the last three EPS beats averaging +9%.
  • The valuation is reasonable for the quality: 24x trailing PE for a 15%-grower with 70% gross margin, 35% ROE, and a 3.3% FCF yield puts RL in line with L'Oreal-adjacent peers — reasonable rather than stretched given the operating leverage story.
  • The consumer signal is positive: retail earnings beat rate at 85%, the discretionary-spending trend holding, and RL's premium positioning insulating it from tariff-driven trade-down — bulls describe the setup as "RL crushing it" on consumer spending.

Aug 6 earnings decides direction: another double-digit revenue quarter combined with any international-region acceleration and any FY guide raise would push shares through the $390 resistance level toward $420, while a soft Asia quarter or any wholesale-channel commentary that softens would confirm the current 65%-of-52w-range stall.

Agrees with X sentimentThe small X sample is uniformly positive — the RL "crushing it" on consumer spend, the 85% retail beat rate, and the $390 resistance breakout target are all consistent with the fundamentals. Verdict lands with the setup.

What to watch: Aug 6 earnings: revenue growth vs 15% base, international region trends (Asia + Europe), wholesale channel commentary, and FY guide. A soft Asia quarter or wholesale miss stalls the tape at $370.

On the calendar: 2026-08-06 — Q1 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-29

Discussion on Ralph Lauren is bullish on discretionary-spending strength, with posters citing RL 'crushing it' on consumer spend trends and an 85% retail earnings-beat rate. The chart sets up around a $390 resistance breakout level. One poster noted apparel as a tough business with shifting tastes but called RL the exception. Coverage is thin but uniformly positive in the window.

Read the AI verdict + X sentiment for $RL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs and sells Ralph Lauren, Polo, and Club Monaco apparel, footwear, and home goods; luxury-adjacent American lifestyle brand.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Manufacturers sits in its cycle right now — and what that implies for $RL.

Apparel - Manufacturers · Consumer Cyclical

No material change from last week — Ralph Lauren's China demand recovery and disciplined pricing power drive analyst upgrades while PVH's Calvin Klein and Tommy Hilfiger navigate a mixed global..

What this means for $RL

Partial — Designs and sells Ralph Lauren, Polo, and Club Monaco apparel, footwear, and home goods; luxury-adjacent American lifestyle brand; exposure exists but is diluted by diverse end markets and revenue mix.

Industry benchmark

5-name peer basket
+19.8%YTD
+83.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
23.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
19.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
34.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 21, 2026$2.80$2.55+9.8%
Q4 2025Feb 5, 2026$6.22$5.80+7.2%
Q3 2025Nov 6, 2025$3.79$3.45+9.9%
Q2 2025Aug 7, 2025$3.77$3.51+7.4%
Next earningsThu, Aug 6·consensus EPS $4.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.0B+16.6%69.7%7.9%$2.49$93.9M
Q3 FY26$2.4B+12.2%69.9%20.9%$5.92$704.0M
Q2 FY26$2.0B+16.5%68.0%12.2%$3.40$-40.6M
Q1 FY26$1.7B+13.7%72.3%15.9%$3.61$-11.2M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.0B$7.9B – $8.0B$16.33$16.23 – $16.4510
FY27$8.6B$8.5B – $8.8B$18.34$18.18 – $18.6312
FY28$9.0B$8.8B – $9.6B$20.37$19.66 – $20.7813
FY29$9.5B$9.5B – $9.5B$22.72$20.98 – $24.426
FY30$9.9B$9.6B – $10.2B$23.61$22.94 – $24.753

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 3Robert P. RanftlCOO6.5K sh$2.3MSellMay 26Ralph LaurenChair263.7K sh$99.7MSellMar 4Halide AlagozChief Product & Merch. Officer1.1K sh$405KSellFeb 10Patrice LouvetCEO40.6K sh$14.3M
+ 28 other (23 awards · 5 inkinds) in window

See when $RL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJan 213
+ 10 other (3 13Gs · 2 proxys · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ralph Lauren (RL) Outperforms Broader Market: What You Need to Knowzacks.com·5d agoRalph Lauren Stock Gains 36% in a Year: Time to Buy or Hold?zacks.com·8d agoHere's Why Ralph Lauren (RL) is a Strong Growth Stockzacks.com·8d ago4 GARP Stocks That Investors Can Scoop Up for Maximum Returnszacks.com·10d agoIs Ralph Lauren (RL) a Solid Growth Stock? 3 Reasons to Think "Yes"zacks.com·15d ago

More in Apparel - Manufacturers

Peers in the same group — one click to compare setups, fundamentals, and chatter.

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Voices on X · last 7 days

No standout posts about $RL on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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