- Ralph Lauren‘s adjusted EPS for the first quarter was $3.77, surpassing estimates of $3.49.
- Net revenue achieved was $1.72 billion, exceeding the projected $1.65 billion.
- North American revenue came in at $656.2 million, above the estimate of $639.8 million.
- Revenue in Europe was $554.5 million, outperforming the expected $535 million.
- Asia’s revenue reached $474.0 million, surpassing the estimate of $435.8 million.
- Other non-reportable segments had net revenue slightly below expectations at $34.4 million versus the $34.5 million estimate.
- Wholesale revenue totalled $483.5 million, higher than the estimated $472.1 million.
- Total comparable sales in constant currency rose by 13%, beating the forecast of 9.61% growth.
- North America saw comp sales growth of 12% in constant currency, doubling the estimate of 6.8%.
- European comp sales in constant currency increased by 10%, closely matching the 10.7% estimate.
- Asia experienced an impressive 18% growth in comp sales in constant currency.
- Inventory levels rose by 18%, significantly higher than the 7.13% estimate.
- The company operates 569 directly operated stores, in line with the estimate.
- There are 120 licensed stores, slightly above the 116.5 estimate.
- Concessions were below expectations at 665 compared to the estimated 674.25.
- Analyst recommendations include 14 buys, 2 holds, and 3 sells.
Ralph Lauren on Smartkarma
Analyst coverage of Ralph Lauren on Smartkarma reveals positive sentiments from Baptista Research analysts. In their report titled “Ralph Lauren Corporation: Brand Elevation & Pricing Strategy to Enhance Overall Competitive Positioning In The Global Market!”, the analysts highlight the company’s strong financial performance during the fourth quarter of fiscal year 2025. Ralph Lauren achieved notable growth in revenue, particularly in Europe and Asia, which now constitute the majority of its revenue stream.
Furthermore, in another report titled “Ralph Lauren: Key City Ecosystem & Global Reach As a Global Growth Strategy!”, Baptista Research analysts describe Ralph Lauren‘s third-quarter fiscal year 2025 results as impressive, with double-digit revenue growth exceeding expectations across all geographies. The report emphasizes the company’s robust brand momentum and effective strategic investments, supported by an agile global supply chain that met heightened consumer demand, especially during the peak holiday season.
A look at Ralph Lauren Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts indicate a positive long-term outlook for Ralph Lauren Corporation, a company known for designing and distributing a wide range of apparel and home products. The company scores high in Growth and Momentum, reflecting strong potential for expanding its market presence and sustaining its performance over time. With a Resilience score indicating stability and a Value score showing moderate attractiveness, Ralph Lauren is positioned to navigate fluctuations in the market while offering potential for growth.
Ralph Lauren‘s operations span across wholesale, retail, and licensing, showcasing diversification in its business model. While the Dividend score is moderate, the overall outlook of the company appears promising due to its solid performance in critical areas like Growth and Momentum. Investors may view Ralph Lauren as a company with growth opportunities and resilience in the face of economic challenges, making it a potential candidate for long-term investment strategies.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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