Ralph Lauren (NYSE:RL) 주식

RALPH LAUREN CORP

Ralph Lauren

Founded by designer Ralph Lauren in 1967 in New York City, Ralph Lauren Corp. designs, markets, and distributes lifestyle merchandise in North America, Europe, and Asia. Best known for its iconic polo shirts, its products also include other types of apparel, footwear, eyewear, jewelry, handbags, home goods, and fragrances. The company's brands include Ralph Lauren Collection, Polo Ralph Lauren, and Lauren Ralph Lauren. Distribution channels for Ralph Lauren include wholesale (department stores and specialty stores), retail (company-owned retail stores and e-commerce), and licensing.

RalphLauren.Shutterstock

News

Analyst Ratings

Trading Ideas

아시아 태평양 지역에서 의류 제품을 생산하는 브랜드들은 도널드 트럼프 대통령의 상호관세 계획의 영향을 완화할 수 있는 방법을 모색하고 있을 가능성이 높다. 

트럼프 관세, 나이키·언더아머·VF에 타격...랄프로렌·풋락커는 안전할까?

Defending Tariffs Despite Market Reactions

Politics

Global

Movers

CPRI

DECK

FIVE

LULU

URBN

수요일 트럼프 대통령은 4월 5일부터 모든 수입품에 대해 10%의 관세를 부과하고 미국 상품에 장벽을 부과하는 &#39;주요 위반국&#39;으로 간주되는 약 60개국을 대상으로 상당히 높은 관세를 부과하는 등 세계 무역을 재편하고 미국 제조업 부흥을 목표로 하는 전면적인 관세 부과를 발표했다.

트럼프 관세 충격으로 폭락한 소매업체 주식은?

Technicals

랄프 로렌(NYSE:RL)의 주식이 수요일 9% 이상 상승 마감했다. 이 회사는 애널리스트 예상치를 크게 웃도는 실적을 발표했다. 하지만 일부 트레이더들은 반전을 예상하고 있다. 주가가 하락하면 풋 옵션을 매수하여 이익을 얻을 수 있습니다. 랄프 로렌의 주가가 하락하면 풋 옵션의 가격은 상승할 것이다. 이 때문에 우리 전문가 트레이더 팀은 이를 오늘의 주식으로 선정했다.

오늘의 주식: 랄프 로렌 주가의 반전 거래 방법

Ralph Lauren Corp

REAL AMER CAP CORP by Real American Capital Corp.

Real American Capital Corp

RAILTOWN AI TECHNOLOGIES by Railtown AI Technologies Inc.

Railtown AI Technologies Inc

Relay Therapeutics Inc

Real Brands Inc

Reliability Inc

iExec - United States Dollar

Roland Corp

Roland DG Corp

Rubber Leaf Inc

RAMI LEVI CHN STRS HSHKMA by Rami Levi Chain Stores Hashikma Marketing 2006 Ltd.

Rami Levi Chain Stores Hashikma Marketing 2006 Ltd

Relief Therapeutics Holding SA

Relief Therapeutics Holding SA ADR

RELIEF THERAPEUTICS HLDG by RELIEF THERAPEUTICS HLDG AG

RELIEF THERAPEUTICS S/ADR by RELIEF THERAPEUTICS HLDG AG

Real Good Food PLC

Radiant Logistics Inc

RECALL HLDGS LTD UNSP/ADR by Recall Holdings Ltd

RLH Properties SAB de CV

RLI Corp

RLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par value

RLJ Lodging Trust

RLJ Lodging Trust $1.95 Series A Cumulative Convertible Preferred Shares

ROLLS ROYCE HLDG PREF C by Rolls Royce Holdings plc

Rolls-Royce Holdings PLC

REAL MATTERS INC ORD by Real Matters Inc.

Real Matters Inc

RELEVIUM TECHNOLOGIES INC by Relevium Technologies Inc.

Relevium Technologies Inc

RELIANCE WORLDWIDE ORD by Reliance Worldwide Corp Ltd.

Reliance Worldwide Corp Ltd

Relmada Therapeutics, Inc. - Common Stock

Relmada Therapeutics Inc

RESOLUTION MINERALS NEW by RESOLUTION MINERALS LTD.

Resolution Minerals Ltd

RESOLUTION MINERALS LTD by RESOLUTION MINERALS LTD.

ROLINCO NV ORD by Rolinco NV

THE ROYALAND COMPANY B by The RoyaLand Company Ltd.

RELIANCE INDUS GDR 144A by Reliance Industries Ltd.

Reliance Industries Ltd

RESILIENT REIT LTD by Resilient Reit Ltd.

Resilient REIT Ltd

RAILPOWER TECHS CORP by RailPower Technologies Corp.

REALTEK SEMICONDUCTOR144A by Realtek Semiconductor Corp.

Realtek Semiconductor Corp

REELTIME RENTALS INC by Reeltime Rentals, Inc.

Reeltime Rentals Inc

REALTEK SEMICNDCTR CORP by Realtek Semiconductor Corp.

Railtown Capital Corp

Cohen & Steers Real Estate Opportunities and Income Fund Common Shares of Beneficial Interest

Cohen & Steers Real Estate Opportunities and Income Fund

RLUSD - United States Dollar

RLX Technology Inc. American Depositary Shares, each representing the right to receive one (1) Class A ordinary share

RLX Technology Inc

RELX PLC

SPDR SSgA Multi Asset Real Return ETF

Rally - United States Dollar

Rallybio Corp

Riley Gold Corp

RALLYE SA ORD by Rallye S.A.

As tariff concerns mount, BofA Securities highlights rising caution across specialty retail and department store<a href="https://www.benzinga.com/analyst-stock-ratings" target="_blank" rel="noreferrer noopener"> stocks despite solid first quarter earnings</a>.
BofA Securities notes that most specialty retail and department store stocks appear to have priced in the current 10% universal and 30% China tariffs.
The firm cautions that any further increases — particularly involving Vietnam, a key player in apparel and footwear production — could drive estimated cuts across much of the group.
Analysts note that while first-quarter earnings were largely solid and the consumer has remained resilient, management teams are increasingly uneasy about the second half due to uncertainty over the potential consumer impact of tariffs.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/topics/25/06/45830194/experiential-retail-is-transforming-american-malls-with-pet-groomers-and-doggy-daycare-iv-drips-and-specialty-grocers" rel="noreferrer noopener">Experiential Retail Is Transforming American Malls With Pet Groomers And Doggy Daycare, IV Drips, And Specialty Grocers</a>
This caution is reflected in more conservative sales outlooks across the sector.
With earnings season wrapped, the focus has shifted toward tariff policy. Apparel and footwear brands have moved much of their production out of China, making Southeast Asia the next key concern.
Recent conversations with executives suggest that a 10% tariff is manageable, with garment OEMs like Makalot and Eclat expecting the cost to be split roughly 2.5% each between themselves and fabric mills, and 5% absorbed by brands, BofA Securities notes.
Some unexpected takeaways emerged this earnings season, including Ross Stores, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) decision to withdraw guidance and Gap, Inc.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) significant margin exposure to tariffs.
Analysts see Ross's move as overly cautious rather than a red flag. Meanwhile, Gap's projected 150 basis-point margin hit in the second half implies minimal room for price hikes — a sensible strategy given Old Navy's budget-conscious customer base.
For Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), the analyst writes that tariffs will begin impacting gross margins in the third quarter, and Ralph Lauren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) sees tariffs to be more impactful to gross margin in the second half.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/technicals/25/06/45873181/3-stocks-with-the-insider-advantage" target="_blank" rel="noreferrer noopener">3 Stocks With The &#8216;Insider Advantage&#8217;</a></li>
</ul>
Photo: Rokas Tenys via Shutterstock

Analyst Color

Equities

Markets

General

LEVI

ROST

BofA Securities Warns Tariffs Could Still Weigh On Retail Stocks Such As Gap, Ralph Lauren

WIIM

Shares of apparel companies are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July.

Shares of Ralph Lauren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) came under pressure, despite the company Thursday reporting <a href="https://www.benzinga.com/25/05/45591404/ralph-lauren-analysts-boost-their-forecasts-after-upbeat-q4-results">upbeat fiscal fourth-quarter results</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
JPMorgan On Ralph Lauren
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/586bcbd9351b9b0001ab738c/matthew-boss">Analyst Matthew Boss</a> reiterated an Overweight rating, while raising the price target from $342 to $355.
Ralph Lauren reported quarterly earnings of $2.27 per share, beating Street expectations of $2.00 per share, driven by 10.4% revenue growth in constant currency terms, which came in higher than management's 6%-7% guidance, Boss said in a note. The company's adjusted gross margins expanded by 210 basis points (bps) to 68.7%, he added.
Management indicated that there has not been "any slowdown in any region globally to date through May," without even a single cancelation from any wholesale partner, the analyst stated. The company's preliminary fiscal 2026 guidance "embeds a 100bp+ headwind from tariffs by our math," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Goldman Sachs On Ralph Lauren
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/60eef53155f722000105d101/brooke-roach">Analyst Brooke Roach</a> maintained a Buy rating, while lifting the price target from $262 to $324.
Ralph Lauren delivered a "broad-based" beat in the quarter on the back of "continued brand momentum, product execution, and margin delivery," Roach said. The results were healthy, especially given elevated expectations, he added.
Management's fiscal 2026 outlook calls for low-single-digit ex-FX growth, with first-quarter guidance ahead of expectations and some operating margin expansion, the analyst stated. "Within this, the company is taking a more cautious view on 2H amidst macro uncertainty and potential tariff-related pressures, particularly in North America," he further wrote.
Telsey Advisory Group On Ralph Lauren
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5888c53977f9dd0001877a22/dana-telsey">Analyst Dana Telsey</a> reaffirmed an Outperform rating and price target of $315.
Ralph Lauren's earnings beat was driven by strong sales and gross margins, Telsey said. The company generated comps growth and operating margin expansion across all three regions, she added.
Management's first-quarter revenue guidance came in ahead of current expectations, despite macro uncertainty, the analyst stated. "We continue to believe that RL has the right strategies in place to deliver topline growth off a stronger foundation with gross margin leverage and expanding operating margins while continuing to invest in the long-term health of the business," she further wrote.
RL Price Action: Shares of Ralph Lauren had declined by 1.19% to $274.12 at the time of publication on Friday.
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45262278/under-armour-faces-tough-road-ahead-says-analyst"> Ralph Lauren Is Growing Despite Tariff Headwinds, Hikes Dividend By 10%</a></li>
</ul>
Photo: Shutterstock

Earnings Beats

Price Target

Reiteration

Ralph Lauren Delivers Q4 Beat Against Elevated Expectations; These Analysts Hike Price Target

UBS analyst Jay Sole maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Buy and raises the price target from $335 to $384.

UBS Maintains Buy on Ralph Lauren, Raises Price Target to $384

B of A Securities analyst Heather Balsky maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Buy and raises the price target from $318 to $328.

B of A Securities Maintains Buy on Ralph Lauren, Raises Price Target to $328

Goldman Sachs analyst Brooke Roach maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Buy and raises the price target from $262 to $324.

Goldman Sachs Maintains Buy on Ralph Lauren, Raises Price Target to $324

Ralph Lauren Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) reported better-than-expected fourth-quarter <a href="https://www.benzinga.com/quote/RL/earnings">financial results on Thursday</a>.
The luxury fashion company reported sales growth of 8% year-on-year (Y/Y) to $1.70 billion, beating the analyst consensus estimate of $1.64 billion. Adjusted EPS of $2.27 beat the consensus estimate of $2.00.
Patrice Louvet, President and Chief Executive Officer, said, "As we enter Fiscal 2026, we remain on offense — with a focus on driving our multiple engines of growth across lifestyle categories, geographies, and channels. At the same time, we will stay agile and prudent — leaning into our diversified supply chain, operating discipline, and strong balance sheet as we manage through ongoing macroeconomic uncertainty."
On a constant currency basis, the company projects revenue growth of around single digits for the first quarter compared to the same period last year.
For FY26, Ralph Lauren anticipates revenue growth in the low-single digits compared to the previous year on a constant currency basis, with most of this growth expected to occur in the first half of the fiscal year.
Ralph Lauren shares fell 1.4% to $273.58 on Friday.
These analysts made changes to their price targets on Ralph Lauren following earnings announcement.
<ul class="wp-block-list">
<li>Jefferies analyst Ashley Helgans maintained Ralph Lauren with a Buy and raised the price target from $250 to $328.</li>
<li>Barclays analyst Adrienne Yih maintained the stock with an Overweight rating and raised the price target from $260 to $321.</li>
<li>BMO Capital analyst Simeon Siegel maintained Ralph Lauren with an Underperform rating and raised the price target from $197 to $205.</li>
<li>Citigroup analyst Paul Lejuez maintained the stock with a Neutral and raised the price target from $250 to $295.</li>
<li>Wells Fargo analyst Ike Boruchow maintained Ralph Lauren with an Overweight rating and raised the price target from $275 to $300.</li>
</ul>
Considering buying RL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="585" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23120737/image-314-1024x585.png" alt="" class="wp-image-926377" style="width:621px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23120737/image-314-1024x585.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23120737/image-314-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23120737/image-314-768x439.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23120737/image-314.png 1115w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45585296/jim-cramer-says-medical-properties-trust-has-too-much-risk-likes-this-industrial-stock">Jim Cramer Says Medical Properties Trust Has &#8216;Too Much Risk,&#8217; Likes This Industrial Stock</a> </li>
</ul>
Photo via Shutterstock

Earnings

Ralph Lauren Analysts Boost Their Forecasts After Upbeat Q4 Results

Wells Fargo analyst Ike Boruchow maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Overweight and raises the price target from $275 to $300.

Wells Fargo Maintains Overweight on Ralph Lauren, Raises Price Target to $300

Citigroup analyst Paul Lejuez maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Neutral and raises the price target from $250 to $295.

Citigroup Maintains Neutral on Ralph Lauren, Raises Price Target to $295

BMO Capital analyst Simeon Siegel maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Underperform and raises the price target from $197 to $205.

BMO Capital Maintains Underperform on Ralph Lauren, Raises Price Target to $205

Barclays analyst Adrienne Yih maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Overweight and raises the price target from $260 to $321.

Barclays Maintains Overweight on Ralph Lauren, Raises Price Target to $321

Jefferies analyst Ashley Helgans maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Buy and raises the price target from $250 to $328.

Jefferies Maintains Buy on Ralph Lauren, Raises Price Target to $328

Telsey Advisory Group analyst Dana Telsey maintains Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Outperform and maintains $315 price target.

Telsey Advisory Group Maintains Outperform on Ralph Lauren, Maintains $315 Price Target

Needham analyst Tom Nikic reiterates Ralph Lauren (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) with a Buy and maintains $310 price target.

Needham Reiterates Buy on Ralph Lauren, Maintains $310 Price Target

Ralph Lauren shares are trading higher after the company reported better-than-expected Q4 financial results.

Wall Street edges higher as GOP tax bill clears the House and bond yields ease, helping investors shake off prior losses while digesting mixed <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45567476/us-business-activity-rebounds-in-may-but-tariff-fueled-inflation-surges-at-fastest-pace-in-3-years">May business activity data.</a>
President Donald Trump's "one big beautiful tax bill" narrowly passed the House in a 215-214 vote and now moves to the Senate. According to the Congressional Budget Office, the proposed legislation is projected to add approximately $3 trillion to the national deficit over the next decade.
U.S. Treasury yields saw a whipsaw session, with the 30-year bond yield initially spiking to 5.15% before retreating by 9 basis points to 5.06% by midday in New York. The reversal in long-term rates signaled renewed investor appetite for long-duration bonds amid attractive yields.
Wednesday's sharp rise in yields had triggered a broad afternoon selloff in equities, but Thursday's pullback eased pressure on risk assets and improved investor sentiment.
The S&amp;P 500 rose 0.3% to 5,860 on Thursday, slightly recouping losses from the previous session. The tech-heavy Nasdaq 100 outperformed with a 0.7% gain.
Technology and consumer discretionary stocks led gains, riding momentum from falling yields. In contrast, defensive sectors like utilities and healthcare lagged. 
The U.S. dollar index (DXY) is on track to snap a three-day losing streak, supported by stronger-than-expected Purchasing Managers' Index (PMI) data for May. While the surveys pointed to solid growth, they also revealed renewed inflationary pressures, which tempered hopes for near-term Federal Reserve rate cuts.
Markets now fully price in a 25-basis-point rate cut only by December 2025, compared to prior expectations of an October move, based on CME Group's FedWatch Tool.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) extended its 2025 rally, jumping 2% above $111,000 to set fresh all-time highs. The world's largest cryptocurrency is now up 20% year-to-date. 
Gold prices, however, fell 0.7% to trade below $3,200 per ounce. Despite Thursday's drop, the precious metal has surged 25% so far in 2025, outperforming other major asset classes, continuing to attract inflows amid sticky inflation and uncertain fiscal policy paths.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %Chg</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,220.06</td>
<td>0.7%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,861.99</td>
<td>0.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>41,976.57</td>
<td>0.3%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,049.02</td>
<td>0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.3% up to $584.61.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) inched 0.2% higher to $419.70.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rose 0.7% to $516.50.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% higher to $203.51.</li>
<li>The&nbsp;Consumer Discretionary&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) outperformed, up 0.6%; the&nbsp;Utilities&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 1.5%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
Stocks reacting to earnings reports included: 
<ul class="wp-block-list">
<li>Analog Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>) down 3.88%</li>
<li>Ralph Lauren Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) up 0.51%</li>
<li>BJ&#8217;s Wholesale Club Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BJ#NYSE">BJ</a>) down 0.92%</li>
<li>e.l.f. Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) up 3.38%</li>
<li>SM Energy Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SM#NYSE">SM</a>) down 0.35%</li>
</ul>
Solar stocks tumbled after the GOP tax bill cleared the House, with the sector seeing sharp losses amid concerns over reduced clean energy incentives.
<ul class="wp-block-list">
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) down 39%</li>
<li>Invesco Solar ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NASDAQ">TAN</a>) down 8%</li>
<li>Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) down 19%</li>
</ul>
As the tax bill suggests increased deficits that could boost spending in sectors like defense and homeland security, tech-focused defense stocks moved higher.
<ul class="wp-block-list">
<li>Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) up 4.5%</li>
<li>CrowdStrike Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) up 2.6%</li>
</ul>
Stocks slated to report earnings after the close include Ross Stores Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>), CryoPort Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYRX#NASDAQ">CYRX</a>), Workday Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>), Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>), Autodesk Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADSK#NASDAQ">ADSK</a>) and Deckers Outdoor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>).
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45569891/big-tax-cuts-big-deficits-wall-street-winners-and-losers-emerge">Big Tax Cuts, Big Deficits: Wall Street Winners And Losers Emerge </a></li>
</ul>
Photo: Shutterstock

$BTC

ADSK

CRWD

CYRX

SPDR Dow Jones Industrial Average ETF Trust

ENPH

INTU

PLTR

WDAY

Select Sector SPDR-Consumer Discretionary

Stocks Rebound As Treasury Yields Fall, Bitcoin Tops $111,000: What's Driving Markets Thursday?

Ralph Lauren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>) shares are&nbsp;trading higher on Thursday&nbsp;after the&nbsp;company reported <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45562217/ralph-lauren-reports-fourth-quarter-and-full-year-fiscal-2025-results-ahead-of-expectations-provid" rel="noreferrer noopener">fourth-quarter&nbsp;FY25 financial results</a>.
The luxury fashion company reported&nbsp;sales growth of&nbsp;8%&nbsp;year-on-year (Y/Y) to&nbsp;$1.70 billion, beating the analyst&nbsp;consensus estimate of&nbsp;$1.64 billion. Adjusted EPS of&nbsp;$2.27 beat the <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">consensus estimate of&nbsp;$2.00</a>.
Revenue in North America increased by&nbsp;6%&nbsp;Y/Y to&nbsp;$705&nbsp;million,&nbsp;Europe jumped&nbsp;by&nbsp;12%&nbsp;Y/Y to&nbsp;$526&nbsp;million, and&nbsp;Asia climbed by&nbsp;9% Y/Y&nbsp;to&nbsp;$432&nbsp;million.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/25/04/44672618/trump-tariffs-to-hurt-nike-under-armour-vf-are-ralph-lauren-foot-locker-safer-bets" rel="noreferrer noopener">Trump Tariffs To Hurt Nike, Under Armour, VF: Are Ralph Lauren, Foot Locker Safer Bets?</a>
Global direct-to-consumer comparable store sales increased&nbsp;13% Y/Y in the quarter.
Gross profit was&nbsp;$1.2&nbsp;billion, with a gross margin of&nbsp;68.6%. Adjusted gross margin was also&nbsp;68.6%, 200&nbsp;basis points above the prior year.
Operating margin was&nbsp;9.1%, and operating income&nbsp;for the quarter&nbsp;stood at&nbsp;$155 million.&nbsp;The adjusted&nbsp;operating margin was&nbsp;10.3%, which is 160&nbsp;basis points above the prior year.
Ralph Lauren generated $1.24 billion in operating cash flow and held&nbsp;$1.92 billion&nbsp;in cash and equivalents&nbsp;as of March 29, 2025, compared to $1.07 billion and $1.67 billion in the year-ago quarter.
Operating cash flow&nbsp;for the year totaled&nbsp;$1.24 billion in the year.
The company repurchased approximately&nbsp;$425&nbsp;million&nbsp;of Class A Common Stock in the year, with $352 million remaining on its existing share repurchase plan at the end of the fiscal year.
Ralph Lauren&#8217;s Board of Directors approved a 10% increase in its regular quarterly cash dividend on Common Stock.
The revised dividend is now $0.9125 per share each quarter, payable on July 11, 2025, to shareholders on record as of June 27, 2025.
Patrice Louvet, President and Chief Executive Officer, said, &#8220;As we enter Fiscal 2026, we remain on offense — with a focus on driving our multiple engines of growth across lifestyle categories, geographies, and channels. At the same time, we will stay agile and prudent — leaning into our diversified supply chain, operating discipline, and strong balance sheet as we manage through ongoing macroeconomic uncertainty.&#8221;
<h2 class="wp-block-heading">Quarterly And Annual Outlook</h2>
On a constant currency basis, the company projects revenue growth of around <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">single digits for the first quarter</a> compared to the same period last year.
For FY26, Ralph Lauren anticipates revenue growth in the low-single digits compared to the previous year on a constant currency basis, with most of this growth expected to occur in the first half of the fiscal year.
RL said that based on the current assessment of tariff rates, gross margin is expected to be approximately flat in constant currency, with AUR growth, reduced cotton costs and favorable geographic and channel mix offsetting the negative impact of increased tariffs and non-cotton material costs. Based on current exchange rates, foreign currency is expected to have a relatively minimal impact on revenue and gross and operating margins in Fiscal 2026.
Investors can gain exposure to the stock via&nbsp;the KraneShares Trust KraneShares Global Luxury Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KLXY#NYSE">KLXY</a>) and the PGIM ETF Trust PGIM Jennison Focused Mid-Cap ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/PJFM#BATS">PJFM</a>).
Price Action: RL shares are up 1.87% at $279.01&nbsp;at the last check on Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/large-cap/25/05/45551637/from-ai-to-geopolitics-jpmorgans-advisory-unit-to-tackle-new-era-of-risk-management" target="_blank" rel="noreferrer noopener">From AI To Geopolitics – JPMorgan&#8217;s Advisory Unit To Tackle New Era Of Risk Management</a></li>
</ul>
Photo by Nickolastock via Shutterstock

Guidance

KraneShares Trust KraneShares Global Luxury Index ETF

Comments

Ralph Lauren

뉴스

파트너 / 기고자

벤징가 글로벌