Ralph Lauren Corporation (RLC) is a global leader in the design, marketing, and distribution of luxury lifestyle products, including apparel, footwear & accessories, home, fragrances, and hospitality . The company operates through three primary geographic segments: North America, Europe, and Asia, with additional non-reportable segments primarily consisting of royalty revenues from global licensing alliances . RLC's diversified business model spans retail, wholesale, and licensing channels, enabling a dynamic balance across different areas and channels .
- Apparel - Offers a wide range of luxury clothing for men, women, and children, emphasizing timeless style and quality.
- Footwear & Accessories - Provides a variety of high-end shoes, bags, belts, and other fashion accessories that complement the apparel line.
- Home - Designs and markets luxury home products, including bedding, bath items, and home décor, reflecting the brand's signature style.
- Fragrances - Develops and sells a collection of premium perfumes and colognes under the Ralph Lauren brand.
- Hospitality - Engages in the hospitality sector, offering experiences that embody the brand's luxury lifestyle ethos.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Patrice Louvet ExecutiveBoard | President and Chief Executive Officer | Board Member at Danone; Board Member at National Retail Federation; Trustee at Hospital of Special Surgery; Member of CEO Advisory Council of the Fashion Pact | Joined RL in July 2017; previously held senior leadership roles at Procter & Gamble; drives business transformation and innovation at RL. | |
Ralph Lauren ExecutiveBoard | Executive Chairman and Chief Creative Officer | None | Founder of RL in 1967; instrumental in building RL into a global lifestyle brand; served as CEO until November 2015. | |
Bob Ranftl Executive | Chief Operating Officer (effective March 30, 2025) | None | Joined RL in 2015; previously Regional CEO for North America; pivotal in driving growth and operational excellence across regions. | |
Halide Alagöz Executive | Chief Product Officer | Board Member at American Apparel & Footwear Association | Joined RL in 2016; became Chief Product Officer in March 2021; previously held leadership roles at H&M Corporation. | |
Jane Hamilton Nielsen Executive | Chief Operating Officer and Chief Financial Officer | Board Member at Mondelez International | Joined RL in September 2016 as CFO; became COO in March 2019; previously held leadership roles at Coach and PepsiCo. | |
Justin M. Picicci Executive | Chief Financial Officer | None | Joined RL in 2006; became CFO in May 2024; previously served as Enterprise CFO, overseeing finance functions in Asia and North America. | |
Mercedes Abramo Executive | Regional Chief Executive Officer for North America (effective March 1, 2025) | None | Set to join RL in March 2025; former Deputy Chief Commercial Officer at Cartier; previously served as President and CEO of Cartier North America. | |
Angela Ahrendts Board | Director | Board Member at Airbnb and WPP; Senior Operating Adviser at SKKY Partners; Chair of Save the Children International; Member of multiple advisory boards | Former SVP of Retail at Apple and CEO of Burberry; joined RL Board in August 2018; brings expertise in retail strategy and digital innovation. | |
Darren Walker Board | Director | President of Ford Foundation; Board Member at PepsiCo and Bloomberg; Chair of multiple nonprofit boards | Joined RL Board in July 2020; brings expertise in human capital management, sustainability, and public policy. | |
Debra Cupp Board | Director | President of Microsoft North America; Board Member at Avanade | Joined RL Board in August 2022; leads sales strategy and execution for Microsoft North America; brings expertise in technology and digital transformation. | |
Frank A. Bennack, Jr. Board | Director | Executive Vice Chairman of Hearst Corporation; Chairman of Paley Center for Media; Managing Director of Metropolitan Opera | Joined RL Board in January 1998; former CEO of Hearst Corporation; provides extensive business and financial expertise. | |
Hubert Joly Board | Lead Independent Director | Board Member at Johnson & Johnson; Senior Lecturer at Harvard Business School | Joined RL Board in June 2009; former CEO of Best Buy; provides leadership and strategic oversight as Lead Independent Director. | |
Linda Findley Board | Director | None | Joined RL Board in August 2018; former CEO of Blue Apron; held leadership roles at Etsy, Evernote, and Alibaba. | |
Michael A. George Board | Director | Board Member at AutoZone | Joined RL Board in May 2018; former CEO of Qurate Retail; brings expertise in retail and technology sectors. | |
Valerie Jarrett Board | Director | CEO of Obama Foundation; Board Member at Walgreens Boots Alliance and Sweetgreen; Chair of Civic Nation; Co-Chair of The United State of Women | Joined RL Board in October 2020; former Senior Advisor to President Obama; brings expertise in governance, strategy, and public policy. | |
Wei Zhang Board | Director | Board Member at Starbucks | Joined RL Board in November 2022; former President of Alibaba Pictures; brings expertise in e-commerce, media, and global operations. |
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Given the recent growth in AUR (Average Unit Retail) and your comments on pricing power, how confident are you in maintaining this pricing strategy amid a potentially less favorable pricing environment, and what risks do you foresee if consumer demand weakens?
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Could you elaborate on the specific steps you're taking to navigate the ongoing volatility in the China market, including geopolitical and macroeconomic uncertainties, and how these factors might affect your long-term growth ambitions in the region?
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With North America returning to growth and plans to open new full-price stores, how are you balancing expansion with the risks of over-saturation or changing consumer behavior in the U.S., and what metrics are you monitoring to ensure prudent store growth?
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Despite strong international performance, particularly in Europe, how sustainable is this growth given the dynamic operating environment and potential headwinds in wholesale channels, and what strategies are in place to mitigate risks from shifting consumer trends or economic conditions?
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Operating margins have been expanding, but considering the ongoing investments in brand elevation and increased marketing spend, what is your outlook on margin expansion in the coming years, and how might rising costs impact this trajectory?
Research analysts who have asked questions during RALPH LAUREN earnings calls.
Dana Telsey
Telsey Advisory Group
4 questions for RL
Jay Sole
UBS
4 questions for RL
John Kernan
Cowen Inc.
4 questions for RL
Michael Binetti
Evercore ISI
4 questions for RL
Christopher Nardone
Bank of America
3 questions for RL
Laurent Vasilescu
BNP Paribas S.A.
3 questions for RL
Matthew Boss
JPMorgan Chase & Co.
3 questions for RL
Irwin Boruchow
Wells Fargo Securities
2 questions for RL
Paul Kearney
Barclays
2 questions for RL
Blake Anderson
Jefferies
1 question for RL
Brooke Roach
Goldman Sachs Group, Inc.
1 question for RL
Matt Boss
JPMorgan Chase & Co.
1 question for RL
Rick Patel
Raymond James Financial
1 question for RL
Tom Nikic
Wedbush Securities
1 question for RL
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
Brunello Cucinelli S.p.A | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
Burberry Limited | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
Chanel S.A. | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
Giorgio Armani Corp. | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
Hugo Boss AG | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
J. Crew Group, Inc. | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
Jordache Enterprises, Inc. | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
LVMH Moët Hennessy Louis Vuitton | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
Tory Burch LLC | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. | |
Vineyard Vines LLC | The company is considered a competing business, including all subsidiaries and affiliates, regardless of any name change, merger, acquisition, or other corporate reorganization following which the corporate entity's business remains substantially the same. |
Recent press releases and 8-K filings for RL.
- Ralph Lauren targets mid-single digit annual revenue growth, 100–150 bps operating margin expansion by FY28, and $2 billion in total shareholder returns over the three-year plan.
- Strategy emphasizes DTC-led growth, digital acceleration and ecosystem expansion in key cities, including launch of the RL app in Korea and 150 new store openings in APAC.
- Brand elevation drives AUR more than doubling since 2018, led by women’s wear as the fastest-growing category and enhanced consumer engagement.
- Operational transformation (NGT, unified ERP, logistics overhaul, AI-driven analytics) has generated $400 million in savings since FY22 and targets another $400 million+ by FY28.
- Strong balance sheet with $2.1 billion in cash, low leverage and capex at 4–5% of sales underpins DTC store expansions, digital infrastructure and targeted real estate investments.
- Unveiled the “Next Great Chapter: DRIVE” strategy targeting a mid-single digit annual revenue CAGR through FY28, 100–150 bps of adjusted operating margin expansion, and balanced investments with shareholder returns.
- Since FY22, delivered $2 B free cash flow, achieved 111 % adjusted ROIC, 117 % three-year TSR, and returned ~$2 B to shareholders.
- Capital allocation priorities include 4–5 % of sales in CapEx, a 10 % dividend increase in FY26, share repurchases contributing to ~$2 B+ cash returns over three years, and maintaining 1–2× EBITDA leverage.
- Ralph Lauren hosted an Investor Day on September 16, 2025 to present its “Next Great Chapter: Drive” strategic growth plan aimed at sustainable long-term value creation.
- The three-year financial outlook targets mid-single digit revenue CAGR and 100–150 basis points of operating margin expansion by FY 2028 in constant currency; capital expenditures are expected at 4–5% of revenue annually.
- The Company plans to return at least $2 billion of excess free cash flow to shareholders cumulatively through FY 2028 via dividends and share repurchases.
- The Board increased the quarterly dividend by 10% to $0.9125 per share (annual $3.65) and authorized up to $1.6 billion in share repurchases.
- Ralph Lauren (RL) is recommended as a defensive pick in the high-end consumer segment, expected to hold up better amid current market conditions.
- Novo Nordisk (NVO) delivered an outstanding performance, with the panel suggesting this could mark the start of a turnaround and adding to the position.
- Apple (AAPL) is seen as undervalued in AI with support near $205, offering a buying opportunity according to one panelist, though another warns of fundamental risks despite potential short-term gains.
- Consolidated H1 2025 sales rose 24% to €4.735 billion, and operating profit increased 18% to €475 million.
- Q2 2025 sales of €2.43 billion and operating profit of €276 million fell short of analyst expectations.
- Order backlog hit a record €63 billion, driven by higher European defense spending amid the Ukraine conflict.
- Full-year sales growth guidance of 25–30% was reaffirmed despite Q2 shortfalls.
- Investing in expanded military production capacity across Europe and considering divesting its Power Systems civilian division by end-2025.
- Solus’ Dan Greenhouse argues the Fed should cut rates at its next meeting amid tariff uncertainties and signs of labor market softening such as rising jobless claims.
- He anticipates an initial reduction of 25–50 basis points, possibly in September and December, with cuts potentially occurring even earlier.
- A political component is influencing Fed decisions ahead of the election, highlighted by criticism of pre-election rate cuts.
- Market gains are broad-based, with Ralph Lauren, Visa, and Mastercard among the stocks driving higher highs beyond the tech sector.
- Ralph Lauren Corporation announced the offering of $500 million aggregate principal of its 5.000% Senior Notes due 2032, completed on June 5, 2025.
- The offering is being executed under a Fifth Supplemental Indenture with underwriters including BofA Securities, Deutsche Bank Securities, and J.P. Morgan Securities.
- Net proceeds are expected to be used for general corporate purposes, which may include the repayment of the $400 million 3.750% Senior Notes due 2025.