Financial Performance & Targets - The company aims for a high-single-digit percentage revenue CAGR and a mid-teens percentage adjusted EPS CAGR since FY22[57, 59] - Ralph Lauren has generated over $2 billion in free cash flow and achieved a 111% adjusted ROIC since FY22[64] - The company projects mid-single-digit percentage revenue CAGR through FY28, with operating margin expansion[94] - The company's revenue target for FY28 is $7.1 billion[765] - The company anticipates a gross margin expansion annually through FY28[794] - The company projects adjusted operating margin expansion of 100 to 150bps[807] Brand & Market Position - Ralph Lauren's brand market share is less than 2% of a $400 billion+ total market value[73, 71] - Ralph Lauren is the 1 most trusted fashion brand with the most loyal customers in the industry[77, 79] - The company has acquired over 16 million new customers[274] Regional Growth - APAC is the company's fastest-growing region, with a revenue CAGR of +17% and a double-digit percentage AUR growth since FY22[450, 451] - China has delivered a +24% revenue CAGR and added over 100 new stores since FY22[456, 458] - EMEA has achieved a +10% revenue CAGR and a +30% AUR increase since FY22[521]

Ralph Lauren sees revenue growth remaining similar to recent rates over the next three years https://t.co/Gyr4vsQvjW ...

Core Insights - Ralph Lauren released early details of its Strategic Growth Plan ahead of its Investor Day conference, which led to disappointment among investors as reflected in the decline of its shares before the market opened [2] Financial Outlook - The company's three-year financial outlook was outlined, but specific details regarding revenue projections or growth rates were not disclosed in the provided text [2]

Core Viewpoint - American fashion brand Ralph Lauren announced plans to return $2 billion to shareholders through dividends and stock buybacks by the end of fiscal year 2028 [1] Group 1 - The company aims to enhance shareholder value through a significant capital return strategy [1] - The planned return of $2 billion reflects the company's commitment to rewarding its investors [1]

Core Viewpoint - Ralph Lauren is set to unveil its new strategic plan, "Next Great Chapter: Drive," during an investor meeting, aiming to enhance its business model and introduce new financial targets [2][3]. Strategic Growth Drivers - The company will maintain its three strategic growth drivers, focusing on brand desirability, product expansion particularly in women's categories, and deepening market penetration in key urban areas [2][6]. Financial Projections - Ralph Lauren anticipates a mid-single-digit compounded annual revenue growth rate through fiscal 2028, with operating margins expected to expand by 100 to 150 basis points in constant currency [4]. - The company plans to allocate $2 billion for cash dividends and share repurchases over the next three years [5]. Market Performance - Ralph Lauren's stock has increased by 74% over the past year, with a current market capitalization of $19.1 billion [3].

NEW YORK--(BUSINESS WIRE)--Ralph Lauren Presents Its Updated Strategic Growth Plan, "Next Great Chapter: Drive†and Long-Term Financial Outlook. ...

Dividend Announcements - Ralph Lauren has declared a quarterly dividend of $0.9125 per share, payable on October 10, 2025, to shareholders of record as of September 26, 2025 [1] - Graco's Board of Directors declared a quarterly dividend of $0.275 per share, payable on November 5, 2025, to shareholders of record as of October 20, 2025, with approximately 165.7 million shares outstanding [2] - TPG RE Finance Trust announced a cash dividend of $0.24 per share for Q3 2025, payable on October 24, 2025, to common stockholders of record as of September 26, 2025 [3] - Pegasystems announced a quarterly cash dividend of $0.03 per share, to be paid on October 15, 2025, to shareholders of record as of October 1, 2025 [4] - Bentley Systems declared a dividend of $0.07 per share for Q3 2025, payable on September 30, 2025, to all stockholders of record as of September 23, 2025 [5]

Argus Research将拉夫劳伦的目标价从300美元上调至360美元，Needham将其目标价从335美元上调至 350美元。(格隆汇) ...

Industry Overview - The retail industry is experiencing a "barbell" effect, with significant growth at both the high-end and low-end, while the middle segment, exemplified by Target Corp., is being squeezed out [1] - Discount retailers like TJX Companies are reporting record revenues and stock gains, while luxury brands such as ULTA Beauty and Kate Spade are also seeing strong sales and maintaining healthy margins [1] Consumer Behavior - Consumers are increasingly seeking value, whether through discounted products or durable luxury items, leading to a K-shaped spending pattern that favors affluent households [2] Company Performance: Williams-Sonoma - Williams-Sonoma has shown resilience against tariff impacts, managing to maintain margins through inventory management and cost reductions [4][5] - The company reported earnings per share (EPS) and revenue that exceeded analyst expectations, with a 3.7% year-over-year growth in comparable sales and an increase in full-year revenue guidance to 2%-5% [7] - The stock has increased by over 30% in the last three months, indicating strong business performance [8] Company Performance: Ralph Lauren - Ralph Lauren has demonstrated resilience in the retail sector, with a 13.7% year-over-year revenue growth to $1.72 billion in fiscal Q1 2026, and an increase in full-year guidance despite inflation concerns [11] - The stock has risen more than 35% year-to-date, supported by strong earnings and a 160-basis-point gross margin increase [10] Company Performance: Tapestry Inc. - Tapestry, which includes brands like Kate Spade and Coach, reported a record revenue of $7 billion for FY 2025, driven by double-digit growth from the Coach brand [15] - The company achieved 8.3% year-over-year growth in revenue for fiscal Q4 2025, with EPS of $1.02, both surpassing analyst projections [17]

Shares of Ralph Lauren (NYSE: RL ) have been a tremendous performer over the past year, gaining about 80%. It has been a difficult environment for many apparel retailers, amid mixed consumer spending and pressure from tariffs, but RLOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Anal ...