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Premium lifestyle brand designing and marketing Ralph Lauren and Polo apparel, accessories and home goods globally.
Premium lifestyle brand designing and marketing Ralph Lauren and Polo apparel, accessories and home goods globally.
Sells through three routes: its own full-price and outlet stores and websites, wholesale to department stores, and licensing, where partners such as L'Oreal pay royalties to make fragrances under its names. Ralph Lauren and his family keep voting control through a separate share class, and since 2017 it has trimmed discounting and wholesale supply to protect full-price sales.
Moat: narrow (brand, distribution). Long-established Americana lifestyle brand commands premium pricing and wide retail distribution.
Headquarters: New York, New York, US · Founded: 1967 · Employees: 23,600
Size Ralph Lauren (RL) is a United States Consumer Discretionary company (Apparel/Footwear) with a market value of $22.4B, the 463rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $376.56 on 6 Nov 2026.
Performance Over six months the shares gained 5.3%, against +3.7% for the median peer and -1.1% for the United States market (cap-weighted) — 10th highest of 21 in its peer set.
Growth Revenue grew 14.7% over the last twelve months (peer median +8.0%); the operating margin is 16.7% (peer median 17.1%).
Valuation It trades at 18.6× forward earnings against a peer median of 17.4× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 18.4 points above its cost of capital (10.7% WACC).
Credit Ralph Lauren has 2 bonds outstanding ($1.25B), rated A- by the agencies and trading like A at a weighted spread of 60 bp.
Short interest Short interest is 6.1% of the free float (15 Oct 2026).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $8.36B | $8.11B | $7.08B | $6.63B | $6.44B |
| Revenue growth | — | +15% | +7% | +3% | — |
| Gross profit | $5.66B | $5.45B | $4.62B | $4.19B | $3.94B |
| EBITDA | $1.63B | $1.54B | $1.20B | $1.04B | $967M |
| Net income | $983M | $941M | $743M | $646M | $523M |
| Free cash flow | $1.04B | $746M | $1.02B | $905M | $194M |
| Capital expenditure | $315M | $449M | $216M | $165M | $218M |
| Total debt | $3.00B | $3.01B | $2.67B | $2.68B | $2.88B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ralph Lauren RL | $22.4B | +5% | +15% | 17% | 18.6× | 11.0% |
| PVH PVH | $4.15B | +1% | +2% | 8% | 8.1× | 2.5% |
| Tapestry TPR | $26.4B | 0% | +14% | 24% | 15.8× | 9.0% |
| Capri CPRI | $2.12B | +11% | -14% | 3% | 9.4× | 21.3% |
| Hugo Boss BOSS.DE | $2.90B | +8% | -5% | 8% | 15.4× | -6.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | RL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.5% | +11.4% | 2nd lowest of 21 |
| 6-month return | +5.3% | +3.7% | 10th highest of 21 |
| Distance from 52-week high | -10.5% | -15.9% | 7th highest of 21 |
| Revenue growth (TTM) | +14.7% | +8.0% | 7th highest of 21 |
| Operating margin | 16.7% | 17.1% | 11th highest of 21 |
| Forward P/E | 18.6× | 17.4× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 11.0% | 6.7% | 7th most demanding of 21 |
| Growth delivered (Del g) | +13.0% | +14.8% | 8th lowest of 21 |
| Hurdle (Req g minus delivered) | -2.0 pp | -6.6 pp | 7th most demanding of 21 |
| ROIC minus cost of capital | +18.4 pp | +11.0 pp | 6th highest of 21 |
| EV / EBITDA | 14.4× | 10.1× | 6th most expensive of 19 |
| Net debt / EBITDA | 0.7× | 0.6× | 9th most indebted of 19 |
| Bond spread | 60 bp | 113 bp | tightest of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ralph Lauren RL | United States | $22.4B | +5% | +15% | 17% | 18.6× | 11.0% | +13.0% |
| Next NXT.L | United Kingdom | $23.8B | +24% | +13% | 19% | 18.8× | 12.5% | +14.3% |
| Asics 7936.T | Japan | $20.7B | +10% | +28% | 19% | 27.1× | 14.1% | +19.8% |
| Anta Sports 2020.HK | Hong Kong | $28.2B | +2% | +17% | 21% | 12.5× | -0.7% | +16.9% |
| Ryohin Keikaku 7453.T | Japan | $16.4B | +31% | +18% | 11% | 32.4× | 9.5% | +15.3% |
| adidas ADS.DE | Germany | $33.2B | +19% | +8% | 9% | 18.3× | 3.5% | +6.1% |
| Moncler MONC.MI | Italy | $13.8B | -11% | +3% | 29% | 19.5× | 10.8% | +16.8% |
| Lululemon Athletica LULU | United States | $12.8B | -16% | +2% | 18% | 13.4× | -8.9% | +20.3% |
| On Holding AG Class A ONON | United States | $12.3B | +6% | +29% | 14% | 20.0× | 22.0% | +51.6% |
| Deckers Brands DECK | United States | $11.6B | -14% | +6% | 23% | 11.0× | -3.3% | +16.5% |
| Levi Strauss & LEVI | United States | $8.77B | +1% | +5% | 13% | 14.6× | 5.2% | +7.1% |
| Nike NKE | United States | $57.3B | -13% | -1% | 9% | 30.4× | 7.0% | +0.8% |
| Shenzhou Intl 2313.HK | Hong Kong | $8.08B | -7% | +2% | 16% | 11.8× | -4.5% | +5.4% |
| V.F VFC | United States | $8.01B | +7% | -2% | 8% | 16.6× | 11.1% | +0.8% |
| Huali Industrial 300979.SZ | China | $7.09B | +6% | -10% | 14% | 19.7× | -4.4% | +12.4% |
| Crocs CROX | United States | $6.94B | +47% | +1% | 23% | 9.6× | 1.1% | +23.9% |
| Bosideng International 3998.HK | Hong Kong | $6.64B | +3% | +8% | 18% | 10.3× | -10.8% | +14.2% |
| Birkenstock BIRK | United States | $6.64B | -5% | +20% | 24% | 13.9× | 7.4% | +19.9% |
| Brunello Cucinelli BC.MI | Italy | $6.61B | +4% | +10% | 18% | 37.8× | 20.6% | +20.9% |
| Gildan Activewear GIL.TO | Canada | $6.48B | -40% | +40% | 15% | 6.8× | 6.5% | +13.7% |
| Ermenegildo Zegna ZGN | United States | $5.96B | +7% | +11% | 9% | 31.1× | 20.3% | +11.3% |
Ralph Lauren has 2 bonds outstanding with $1.25B face value. The agencies rate it A-; its bonds trade like A. Weighted yield 5.20%, a spread of 60 bp over government bonds.