Ralph Lauren Corporation (NYSE:RL) is expected by most analysts to steadily climb back to pre-economic crisis numbers and continue to grow. The major keys to growth for Ralph Lauren is continued growth in luxury spending in both mature and emerging markets. This will offset the timid retail sales environment in the US as demonstrated in this week’s retail sales data for Gap (NYSE:GPS), American Eagle (NYSE:AEO) and others.
Articles for Polo Ralph Lauren
Ralph Lauren Faces Difficult 2012, Reaches for $160
Graph ItNEW!Monday, January 9th, 2012 by Trefis Team
Luxury Stocks are Safer Bets in the Holiday Season
Graph ItNEW!Thursday, December 8th, 2011 by Trefis Team
Holidays luxury retailers have been less affected by the ongoing economic uncertainty versus there more budget focused peers. While low end shoppers are getting more frugal, the high end customer base is less affected and not pulling back on spending. In addition to this spending in rapidly growing economies are supporting sales for luxury brands like Ralph Lauren (NYSE:RL) and Coach (NYSE:COH) while value oriented retailers such as Gap Inc. (NYSE:GPS) and Aeropostale (NYSE:ARO) struggle.
Despite Solid Growth, Ralph Lauren’s Stock Slips on Margin Squeeze
Graph ItNEW!Wednesday, November 16th, 2011 by Trefis Team
Ralph Lauren’s (NYSE:RL) stock declined by nearly 6% after the Q2 FY12 earnings release, primarily on account of a decline in gross margins due to increasing production costs and Italian debt concerns. Earlier Ralph Lauren had delivered solid Q2 results registering a growth of 24% in revenues and 21% in gross profits. Ralph Lauren is a premium luxury retailer competing with the likes of Coach (NYSE:COH), Ann (NYSE:ANN) and Liz Claiborne (NYSE:LIZ).
Ralph Lauren Shows that Slowdown Isn’t Hurting Int’l Biz
Graph ItNEW!Tuesday, November 15th, 2011 by Trefis Team
Leading American luxury retailer Ralph Lauren (NYSE:RL) once again blew market estimates away, posting stunning Q2 results with a growth of 24% in revenues and 21% in gross profits. Q2 results also effectively laid to rest the concerns in the market regarding Ralph Lauren’s international endeavors, with the company registering twice the growth in international revenues as compared to domestic revenues. We believe the results have been spectacular again establishing the strength of Ralph Lauren’s brand, and with a strong product portfolio in pipeline for the upcoming holiday season, Ralph Lauren looks well on course for another strong quarter going ahead. Ralph Lauren competes with premium apparel and accessories players like Coach (NYSE:COH), Liz Claiborne (NYSE:LIZ), Ann Taylor (NYSE:ANN) and other premium private labels.
Ralph Lauren Earnings Preview: All Eyes On International Growth Wednesday
Graph ItNEW!Tuesday, November 8th, 2011 by Trefis Team
As Ralph Lauren (NYSE:RL) is scheduled to announce its Q2 fiscal 2012 financial results on Wednesday, investors and analysts will pay special attention to the company’s international performance particularly in Europe and China, two of Ralph Lauren’s biggest international market. While Europe is battling a serious threat of recession as Greek default looms large, China is struggling with inflationary pressures which threaten to slow its economy. Hence the big question ahead of the earnings is whether or not Ralph Lauren will be able to maintain its international growth, which was the primary reason behind its stock’s over 25% surge since last quarter. Ralph Lauren competes with premium apparel and accessories players like Coach (NYSE:COH), Liz Claiborne (NYSE:LIZ), Ann Taylor (NYSE:ANN) and other premium private labels.
Our price estimate of $136 for Ralph Lauren’s stock is nearly 14% below the current market price
Chinese Economy Slow Down May Cause U.S. Apparel Sector to Sweat
Graph ItNEW!Wednesday, October 5th, 2011 by Trefis Team
With the Chinese economy slowing, the American apparel industry may have some serious concerns about its future growth. A majority of the US apparel retailers have sizable operations in China and those that don’t are looking to enter China as America stands on the brink of yet another recession. China, which encompasses roughly one-fifth of world’s population, is one of the largest markets for retail consumption. With the two largest economies slowing, the big question that apparel retailers are asking: “If not the U.S. & China, then where?”
Polo Ralph Lauren Rides Asian Growth as Peers Stumble
Graph ItNEW!Thursday, August 18th, 2011 by Trefis Team
Polo Ralph Lauren (NYSE:RL) posted strong growth in its recent earnings report on solid double digit increase in both its retail and wholesale operations. One of the major highlights from the quarterly results was the increasing contribution of international operations to the net sales and company’s enhanced focus on promoting them. Ralph Lauren competes with premium apparel and accessories players like Coach (NYSE:COH), Liz Claiborne (NYSE:LIZ), Ann Taylor (NYSE:ANN) and other premium private labels.
We have revised our $136 price estimate for Polo Ralph Lauren’s stock based on strong Q1 sales implying a premium of about 10% above market price. Below we take a look at why international operations are important for Ralph Lauren.
Top 3 Sources of Value for Polo Ralph Lauren
Graph ItNEW!Tuesday, May 24th, 2011 by Trefis Team
Polo Ralph Lauren (NYSE:RL) is a leading American luxury lifestyle company that specializes in high-end apparel for men and women as well as accessories, fragrance and home decor. The company competes with other premium apparel and accessories players like Coach (NYSE:COH), Liz Claiborne (NYSE:LIZ) and Ann (NYSE:ANN).
Ralph Lauren Shifting to Customers Channel from Specialty Stores
Graph ItNEW!Friday, April 29th, 2011 by Trefis Team
Specialty stores & other stores (excluding Macy’s & Dillard’s) account for around 25% of Polo Ralph Lauren’s (NYSE:RL) stock price estimate by our analysis. Ralph Lauren’s revenues from this business segment have increased from $956 million in 2005 to about $2 billion in 2009, which is about a 15% annual growth. The company competes with premium apparel and accessories players like Coach (NYSE:COH), Liz Claiborne (NYSE:LIZ) and Ann Taylor (NYSE:ANN). As the business focuses more on a direct sales to customers channel, we expect sales through its specialty stores & other to decline.
Polo Ralph Lauren Derives 34% of Stock Value from Factory Stores
Graph ItNEW!Monday, April 11th, 2011 by Trefis Team
Polo Ralph Lauren (NYSE:RL) is a leading American luxury lifestyle company that specializes in high-end apparel for men and women as well as accessories, fragrance and home decor. The company competes with other premium apparel and accessories players like Coach (NYSE:COH), Liz Claiborne (NYSE:LIZ) and Ann (NYSE:ANN).
Polo Ralph Lauren : All Articles
- Week of 2012-01-08
- Week of 2011-12-04
- Week of 2011-11-13
- 11/16/11 Despite Solid Growth, Ralph Lauren’s Stock Slips on Margin Squeeze
- 11/15/11 Ralph Lauren Shows that Slowdown Isn’t Hurting Int’l Biz
- Week of 2011-11-06
- Week of 2011-10-02
- Week of 2011-08-14
- Week of 2011-05-22
- Week of 2011-04-24
- Week of 2011-04-10
- Week of 2011-04-03
- 04/08/11 Trefis Morning Coffee – Disney, Toyota, Intel, & Polo Ralph Lauren
- 04/08/11 3 Key Trends for Polo Ralph Lauren
- Week of 2011-01-30
- Week of 2011-01-16
- 01/21/11 Could Coach Replicate its Japanese Market Success in China?
- 01/17/11 Limited Looking Good in 2011 on Growth in Lingerie Business
- Week of 2011-01-09
- Week of 2010-12-19
- 12/24/10 Lower Margins Pose Threat to Jones Apparel Group
- 12/20/10 Cautious on Coach, Despite China Growth
- Week of 2010-07-04
- Week of 2010-06-27