Ralph Lauren stock has climbed 36% over the past year, outperforming the broader Consumer Discretionary sector's 15.7% decline and the S&P 500's 24.1% gain. The company's Next Great Chapter: Drive strategy has driven broad-based growth, with fiscal 2026 revenues exceeding $8 billion for the first time and operating margins expanding despite tariff headwinds. Asia remains the fastest-growing region, with fourth-quarter revenues up 28% and China sales surging more than 50%. However, the stock trades at a premium valuation with a forward price-to-earnings ratio of 20.97, above the industry's 14.79, and management expects ongoing macroeconomic uncertainties including potential tariff increases and softer European consumer sentiment. Analysts have revised EPS estimates upward, with current-quarter and fiscal-year estimates rising 1.3% and 2.2% to $18.33 and $20.26, respectively, implying year-over-year growth of 10.4% and 10.5%. For fiscal 2027, Ralph Lauren projects constant-currency revenue growth of 4-5% and operating margin expansion of 40-60 basis points.
Ralph Lauren Corp Class ABroad-based growth, Asia revenues up 28%, China sales surging >50%, fiscal 2026 revenues exceeded $8B
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