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All stocks · Consumer Cyclical · Apparel, Accessories & Luxury Goods

Ralph Lauren RL

Ralph Lauren scores excellent on business quality (7.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$371.28Oct 9, 2026
Business qualityExcellent
Next earningsNov 5, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Ralph Lauren does

    Ralph Lauren designs and sells premium apparel, accessories, and fragrance products globally. Wealthy consumers pay up for its iconic lifestyle branding across direct-to-consumer and wholesale channels.

  2. What it does best

    Ralph Lauren commands elite pricing power, shown by a gross margin of 70.3% that easily outpaces VFC's 55.0%. This margin advantage stems from decades of strict distribution control and powerful brand equity that discount-driven rivals cannot easily copy.

  3. The main risk

    High-end U.S. spending behavior remains a volatile driver, and any pull-back in luxury demand directly threatens top-line momentum. With articles highlighting shifts in high-end consumer wallets, any slowdown risks compressing its premium valuation.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin stands at 16.4% alongside an FCF margin of 12.0%, delivering stable profit conversion. Scale advantages help preserve these strong margins.

MoatStrong

Intangible brand assets lock in affluent consumers globally, placing gross margin in the top decile at the 94th sector percentile. Rivals cannot easily replicate this decade-old prestige.

GrowthSteady

Revenue growth hit 14.6%, accelerating past historical periods where revenue sat near $6.6B, driven by stronger direct-to-consumer demand.

Financial healthStrong

Interest coverage of 24.6x makes debt costs negligible, supported by $2.1B in cash. Free cash flow reached $1.0B, showing strengthening balance sheet reality.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

2 sold $3.7M outside pre-planned sales.

Our sealed record on RL

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is RL a good business?

Ralph Lauren scores excellent on the Cluenex quality check (7.6 of 10), measured against its own industry. Profitability is fair, moat strong, growth steady and financial health strong.

Are insiders buying RL?

In the last 90 days of SEC Form 4 filings: 2 sold $3.7M outside pre-planned sales.

When does RL report earnings?

Nov 5, 2026.

For members

See RL today

  • Today's verdict on RL, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Ralph Lauren (RL)”, https://cluenex.com/stocks/rl/, data as of Oct 10, 2026.