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

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.

Ralph Lauren reported first-quarter fiscal 2026 results, posting adjusted earnings of $*.** per share on revenue of $*.** billion, according to the company. Both figures beat Wall Street estimates. Constant-currency revenue rose faster than the company’s guided mid- to high-single-digit growth, with gross and operating margins improving. Shares rose about 7% in response.

Ralph Lauren (NYSE:RL) reported Q1 North America revenue up 13%, with retail comp sales up 9% and wholesale up 22%, aided by shipment timing and resumed shipments. Europe revenue rose 5% and adjusted gross margin expanded 130 bps to 73.6%. For FY2027, it raised constant-currency revenue growth to 5%-6% and expects margin expansion.

Ralph Lauren reported Q1 FY27 revenue up 14% to $2.0bn, with Asia up 24% to $589m and North America up 13% to $740m. Gross margin rose 140 bps to 73.7%, operating income was $342m, and net income $262m ($4.28 diluted EPS). The company raised FY27 constant-currency revenue growth to ~5% to 6% and expects margin expansion.

Ralph Lauren said fiscal Q1 revenues rose 13% on a constant-currency basis and it raised full-year revenue and adjusted operating margin expansion guidance, citing brand investment and product and digital initiatives. Capri, parent of Michael Kors and Jimmy Choo, lowered revenue guidance after fiscal Q1 revenues fell 4.1%, citing Iran-related headwinds and Michael Kors inventory delays.