Ralph Lauren Is Growing Despite Tariff Headwinds, Hikes Dividend By 10%
Written by Emily J. Thompson, Senior Investment Analyst
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.
Analyst Views on RL
Wall Street analysts forecast RL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RL is 401.85 USD with a low forecast of 305.00 USD and a high forecast of 473.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 363.800
Low
305.00
Averages
401.85
High
473.00
Current: 363.800
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.
