Ralph Lauren (RL)

• Market cap: $19B
• 1 day: 2.33%
• 5 days: -0.49%
• 1 month: 8.14%
• 3 months: 16.97%
• 6 months: 42.5%
• Year to date: 35.28%
• 1 year: 70.61%
• 5 years: 313.1%
• 10 years: 186.39%
• Sector: Consumer Discretionary
• Industry: Apparel Manufacturing

About: Founded by designer Ralph Lauren (current executive chairman and chief creative officer) 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.

Employees: 23,400

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

150% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 5 (+3) [Q2]

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

22% more capital invested

Capital invested by funds: $8.62B [Q1] → $10.5B (+$1.91B) [Q2]

10% more funds holding

Funds holding: 595 [Q1] → 654 (+59) [Q2]

1.13% more ownership

Funds ownership: 98.0% [Q1] → 99.14% (+1.13%) [Q2]

7% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 239

14% less call options, than puts

Call options by funds: $116M | Put options by funds: $135M

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $335
• Avg. target: $364
• High target: $406

8 analyst ratings

• positive: 8 100%
• neutral: 0 0%
• negative: 0 0%

Jefferies Ashley Helgans	$365	Buy Maintained	17 Sep 2025
Barclays Adrienne Yih	$353	Overweight Maintained	17 Sep 2025
Telsey Advisory Group Dana Telsey	$350	Outperform Maintained	17 Sep 2025
Needham Tom Nikic	$350	Buy Maintained	12 Sep 2025
Wells Fargo Ike Boruchow	$345	Overweight Maintained	8 Sep 2025