Ralph Lauren Is Growing Despite Tariff Headwinds, Hikes Dividend By 10%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2025
0mins
Should l Buy RL?
Source: Benzinga
Financial Performance: Ralph Lauren Corp reported an 8% year-on-year sales growth to $1.70 billion for Q4 FY25, exceeding analyst expectations, with adjusted EPS of $2.27 also surpassing estimates. The company generated $1.24 billion in operating cash flow and announced a 10% increase in its quarterly cash dividend.
Future Outlook: For FY26, Ralph Lauren anticipates low-single digit revenue growth, primarily in the first half of the fiscal year, while maintaining a focus on managing macroeconomic uncertainties and leveraging its diversified supply chain.
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Analyst Views on RL
Wall Street analysts forecast RL stock price to rise
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 343.500
Low
305.00
Averages
401.85
High
473.00
Current: 343.500
Low
305.00
Averages
401.85
High
473.00
About RL
Ralph Lauren Corporation is engaged in the design, marketing, and distribution of luxury lifestyle products, including apparel, footwear and accessories, home, fragrances and hospitality. Its segments include North America, Europe, and Asia. Its brands include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Lauren Ralph Lauren, Polo Ralph Lauren Children, and Chaps, among others. Its products include apparel and footwear and accessories for men, women, and children, as well as fragrance and home collections, together with its hospitality portfolio. Its range of footwear and accessories include casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, scarves, hats and others. Its range of home products includes bed and bath lines, lighting, dining, floor coverings, giftware and more. Its hospitality collection is comprised of its restaurants, including The Polo Bar in New York City, RL Restaurant located in Chicago, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sustained Customer Growth: Ralph Lauren has added 1.5M to 2M new customers each quarter over the past two years, with a recent holiday quarter showing an increase to 2.1M new customers compared to 1.9M in the same period of 2024, notably attracting a significant portion of Gen Z and Millennials, demonstrating the brand's appeal to younger consumers.
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