Sep. 26 at 8:43 PM
$RL bull flag alert
Pro:
- Issued upbeat outlook for FY26 - CC rev growth of low-to-mid single digits w/ expanding op & gross margins by +100bps to +150bps - currency tailwinds.
- easing input costs such as cotton, and productivity gains in supply chain & inventory mgmt are seen as key drivers
- New
$400M cost savings program
- Only about 1% of the global premium market for women
- Digital sales growing share
- New AI tool that can help customers style their Polo looks (working on it for a year w/
$MSFT )
- US Open - celebrated 20 years as official outfitter and dressed a plethora of high-profile attendees
- Taylor Swift wore a black-and-white striped Ralph Lauren sundress for her flower-festooned engagement shoot — it sold out almost immediately
- Ralph Lauren was nominated for a Council of Fashion Designers of America award as women’s wear designer of the year.
Con:
- Valuation - trades at a Fwd 12M P/E of 20.41x vs industry of 11.43x
