
Ralph Lauren (RL) Stock Forecast & Price Target
Ralph Lauren (RL) Analyst Ratings
Bulls say
Ralph Lauren Corp. has demonstrated significant growth in its wholesale segment, experiencing an 18% increase, which can be attributed to both the timing of shipments and strong underlying demand. The company has successfully attracted 1.5 million new direct-to-consumer shoppers year-over-year, showcasing a robust consumer response to its core product offerings and high-potential categories such as women's apparel and handbags. Additionally, Ralph Lauren's operating margin is projected to expand more than initially expected, bolstered by expense leverage, while digital revenue continues to grow significantly, now accounting for approximately 26% of total revenue, reflecting a strong shift in consumer purchasing behavior.
Bears say
The analysis of Ralph Lauren Corp.'s outlook highlights significant concerns regarding gross margins, which are expected to face substantial pressure in the fourth fiscal quarter due to tariffs and challenging comparisons to the previous year. Additionally, the company anticipates North American sales, accounting for a significant portion of revenue, to be the weakest quarter of the year amidst ongoing macroeconomic pressures and a cautious consumer environment. Despite some positive sell-through trends, Ralph Lauren's management remains wary of the potential negative impacts from reduced off-price sales and higher retail prices industry-wide, indicating a tempered revenue growth forecast for the upcoming fiscal period.
This aggregate rating is based on analysts' research of Ralph Lauren and is not a guaranteed prediction by Public.com or investment advice.
Ralph Lauren (RL) Analyst Forecast & Price Prediction
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