Fashion brand Ralph Lauren (NYSE: RL) will be reporting earnings this Thursday before market hours. Here’s what to expect.
Ralph Lauren beat analysts’ revenue expectations by 3.6% last quarter, reporting revenues of $1.72 billion, up 13.7% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ constant currency revenue estimates and a solid beat of analysts’ revenue estimates.
Is Ralph Lauren a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Ralph Lauren’s revenue to grow 9.4% year on year to $1.89 billion, improving from the 5.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $3.45 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Ralph Lauren has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.8% on average.
Looking at Ralph Lauren’s peers in the apparel and accessories segment, some have already reported their Q3 results, giving us a hint as to what we can expect. ThredUp delivered year-on-year revenue growth of 33.6%, beating analysts’ expectations by 5.9%, and VF Corp reported a revenue decline of 3.5%, topping estimates by 0.9%. ThredUp traded down 7.6% following the results while VF Corp was also down 12.4%.
Read our full analysis of ThredUp’s results here and VF Corp’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the apparel and accessories stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7% on average over the last month. Ralph Lauren is down 3.7% during the same time and is heading into earnings with an average analyst price target of $356.17 (compared to the current share price of $309.29).
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