Is Wall Street Bullish or Bearish on Ralph Lauren’s Stock?

Figs (FIGS) reported Q2 revenue of $196.6M, up 28.8% YoY, beating estimates. Oxford Industries (OXM) reported $394.4M, down 2.2% YoY, missing EPS guidance. VF Corp (VFC) reported $1.67B, up 1.3% YoY, beating revenue estimates but missing EPS. Under Armour (UAA) reported $1.1B, down 3.2% YoY, missing revenue and full-year EPS guidance.

Ralph Lauren opened New York Fashion Week with a spring 2027 collection, featuring classic colors and contrasting styles. The brand reported a 14% sales increase to $1.96 billion for the quarter ending June 2026. Coach, another accessible luxury brand, saw 15% growth to $1.64 billion. Both brands are outperforming in a slowing luxury market, according to the company.

Ralph Lauren's latest fashion show featured a mix of high-end and casual wear, appealing to a broad audience, including Gen Z. The brand reported record annual revenue of $8.1 billion, up 15% year-over-year. Lauren's designs blend American cultural elements, maintaining aspirational appeal while driving sales across price points.

Ralph Lauren (RL) appointed Halide Alagoz as Chief Operating & Product Officer, part of a leadership reshuffle. The stock trades at $351.20, down 11.21% in 30 days but up 13.77% in 1 year and 214.43% in 3 years. Analysts suggest the stock is 21.4% undervalued with a fair value of $446.71, citing international expansion and revenue growth. However, risks include softer European momentum and higher inventories.

Ralph Lauren reported a 9% increase in North America Retail comparable sales and an 8% rise in digital comparable sales for Q1 FY2027. Global retail comps grew 12%, with balanced growth across digital and brick-and-mortar channels. The company added 1.5 million new DTC customers and continues investing in technology and AI. RL shares have declined 2.4% in the past three months, trading at a forward P/E of 18.49X, with earnings growth expected at 13.3% and 10.6% for the current and next fiscal ye

Ralph Lauren (RL) reported fiscal 2027 Q1 revenue of $2.0 billion, up 14% reported and 13% constant currency, with adjusted gross margin at 73.6% (+130 bps). Asia revenue rose 25% constant currency, and North America revenue rose to $740 million. The company raised full-year revenue guidance to 5% to 6% constant currency and expects operating margin expansion of 60 to 80 bps.