Ralph Lauren

Ralph Lauren Exceeds Q3 Estimates, Raises FY Outlook Amid Strong Sales Growth

Telsey Advisory Group Maintains "Outperform" Rating for Ralph Lauren with Unchanged $435 Price Target

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Citi Raises Ralph Lauren PT to $360, Keeps Neutral Rating

Ralph Lauren: Jefferies maintains Buy rating, lowers PT to $410 from $425.

UBS maintains Buy rating on Ralph Lauren, raises PT to $477.

Catalyst<ul> <li>Most analysts rate RL Buy or Strong Buy, showing broad institutional optimism.</li> <li>The company maintains strong cash reserves relative to market value.</li> <li>Recent Bullish Engulfing and Long Lower Shadow signals in early January and February point to strong bullish momentum for RL.</li></ul>Risk<ul> <li>Fund flows show negative trends across all order sizes, indicating investor caution.</li> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li> <li>Analyst ratings show differences in opinion, suggesting uncertainty about RL's outlook.</li></ul>

Key Factors

Ralph Lauren reported Q3 earnings of $361.6 million, a 21.6% increase, with revenue rising 12.3% to $2.406 billion. The company raised its FY26 revenue growth outlook to high-single to low-double digits, driven by strong global sales and brand momentum. Ralph Lauren warned of an 80-120 bps contraction in Q4 operating margin due to higher US tariffs and increased marketing spending. Shares fell 6.4% following the earnings report despite beating estimates, indicating investor concerns over margin pressures and macroeconomic headwinds.

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