Ralph Lauren’s women’s apparel business is approaching a US$2.00 billion revenue run rate, while new launches like the Blaze collection in Women’s Polo handbags aim to deepen its presence in higher-margin categories. The company recently raised its fiscal 2026 guidance for revenue growth and operating margin expansion, partly reflecting confidence in these underpenetrated segments. Despite soft constant-currency revenue trends and margin concerns, the nearly 1% share in women’s apparel and rising earnings estimates suggest investors see meaningful headroom. The broader investment narrative projects US$9.5 billion in revenue and US$1.3 billion in earnings by 2029, requiring 5.5% annual revenue growth and an earnings increase of about US$0.4 billion from US$941.1 million today.
Ralph Lauren Corp Class AWomen's apparel approaching $2B revenue run rate and new handbag launches driving growth in higher-margin categories.