Ralph Lauren Raises Full-Year Revenue Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy RL?
Source: Benzinga
- Revenue Growth Outlook: The company raised its fiscal 2026 revenue growth forecast to high single to low double digits, up from a previous estimate of 5% to 7%, reflecting strong market demand and enhanced brand value.
- Quarterly Performance Beats Expectations: In the third quarter, adjusted earnings per share reached $6.22, surpassing analyst expectations of $5.81, while sales hit $2.406 billion, exceeding the Street's forecast of $2.313 billion, indicating robust demand across regions.
- Margin Expansion: The third-quarter gross profit was $1.7 billion, with a gross margin of 69.9%, up 150 basis points year-over-year, driven by high-teens AUR growth and favorable product mix, which further strengthened the company's profitability.
- Strong Cash Position: By the end of the third quarter, the company had $2.3 billion in cash and short-term investments against $1.2 billion in total debt, providing a solid cash flow foundation for future investments and growth.
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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: 344.120
Low
305.00
Averages
401.85
High
473.00
Current: 344.120
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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- Strong Model Lineup: Model Gigi Hadid opened the show in a dark turtleneck and brown skirt set, while other models sported pageboy hats, patterned scarves, and fur coats, showcasing the brand's diverse styles and enhancing its fashion influence.
- Stock Price Surge: Ralph Lauren's stock has increased by a third over the past year, reflecting market confidence in its brand value and future growth potential, further solidifying its position in the high-end fashion market.
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