$RL

Ralph Lauren Corp. (RL) shares rose 2.14% to $362.66 on Thursday, ending a two-day losing streak, while the S&P 500 and Dow Jones indices also gained.

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) reports 15% AUR growth in Q1 FY2027, adding 1.5M DTC customers. Core products grew mid-teens, high-potential categories over 20%. RL shares down 7.7% in 3 months, trades at 17.66x forward P/E. Analysts expect 13.3% and 10.6% earnings growth for current and next fiscal year, respectively.

Ralph Lauren Corp (RL) announced a partnership with the Korea National Cancer Center Foundation to establish a cancer center in South Korea. RL is modestly overvalued by 15.9%, with a current price of $351.20 versus a GF Value™ of $303.11. The company has a GF Score™ of 92/100, indicating strong financial health and profitability, but has seen significant insider selling totaling $123.5 million over the past 12 months.

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.

Harvey Nichols' collapse into administration leaves brands like Chloé, Canada Goose, and Ralph Lauren U.K. with unpaid invoices totaling 270.5 million pounds. Administrator FTI Consulting proposes paying 13.2 pence per pound owed to unsecured creditors. Frasers Group acquired Harvey Nichols for 43.3 million pounds, planning significant restructuring. Harvey Nichols' former owner, Dickson Poon, stepped down as a director.

RALPH LAUREN CORP (RL) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EXHIBIT 99.1 Ralph Lauren Announces Enterprise Leadership Updates NEW YORK — Sept. 3, 2026 — Ralph Lauren Corporation (NYSE: RL) today announced expanded roles for key enterprise leaders, supporting the advancement of the Company’s priorities under its Next Great Chapter: Drive s

Goldman Sachs warns of underperformance in consumer stocks, with the retail group down 6.5% in August. Hedge fund exposure to retail stocks has dropped to multi-year lows, driven by high gasoline prices and inflation. Ten consumer stocks have seen significant pullbacks from their summer peaks, ranging from -13% to -45%.