Ralph Lauren Stock Price, News & Analysis

Ralph Lauren (NYSE: RL) has announced plans to open The Polo Bar Ralph Lauren in London's Hanover Square, scheduled for 2028. This expansion follows the success of the original Polo Bar in New York, which opened in 2015.

The new London location represents a significant addition to Ralph Lauren's global hospitality portfolio, which currently includes 5 restaurants across New York, Paris, Chicago, Milan, and Chengdu, along with over 40 Ralph's Coffee locations worldwide. The company has maintained a strong presence in the UK for over 40 years, operating 12 stores in London and serving as the Official Outfitter of The Championships, Wimbledon since 2006.

Ralph Lauren (NYSE:RL) unveiled its strategic growth plan "Next Great Chapter: Drive" with ambitious financial targets through fiscal 2028. The company projects mid-single-digit revenue growth (CAGR) and operating margin expansion of 100-150 basis points by FY2028 in constant currency.

The luxury lifestyle brand plans to return at least $2 billion to shareholders through fiscal 2028 via dividends and share repurchases. The company recently increased its quarterly dividend by 10% to $0.9125 per share and maintains a $1.6 billion share repurchase authorization.

The strategy focuses on three key drivers: elevating the lifestyle brand globally, expanding core and high-potential categories, and scaling their digital ecosystem across top 50 cities worldwide. These initiatives are supported by operational capabilities including AI, analytics, and supply chain resilience.

Ralph Lauren (NYSE:RL) has announced a quarterly dividend of $0.9125 per share on its Common Stock. The dividend will be paid on October 10, 2025 to shareholders who are on record as of September 26, 2025.

Ralph Lauren (NYSE:RL) has launched Ask Ralph, an innovative AI-powered conversational shopping experience on its mobile app. Developed in partnership with Microsoft Azure OpenAI, this new feature acts as a virtual stylist, providing personalized outfit recommendations and styling advice through natural language interactions.

The tool creates shoppable visual layouts of complete outfits from the Men's and Women's Polo Ralph Lauren collections based on user prompts. Initially available to U.S. app users, Ask Ralph will expand to include more Ralph Lauren brands and international markets. This launch marks Ralph Lauren's latest digital innovation, following their pioneering e-commerce platform launched 25 years ago in partnership with Microsoft.

Ralph Lauren (NYSE:RL) has announced it will host an investor day on September 16, 2025 in New York City. During the event, President and CEO Patrice Louvet and other Enterprise Leadership Team members will present updates on the company's strategic growth plan and key initiatives.

While in-person attendance is by invitation only due to capacity limitations, the event will be livestreamed at 10:30 A.M. Eastern on Ralph Lauren's Investor Relations website. A replay and presentation materials will be made available after the event.

Ralph Lauren (NYSE:RL) reported exceptional Q1 fiscal 2026 results, with revenue increasing 14% to $1.7 billion on a reported basis. The company delivered strong performance across all regions, with global direct-to-consumer comparable store sales growing 13%. Notable highlights include adjusted earnings per share of $3.77, up 40% year-over-year, and significant growth in Asia, particularly in China which grew over 30%.

The company demonstrated robust financial health with $2.3 billion in cash and short-term investments and returned $300 million to shareholders through dividends and share repurchases. Based on strong performance, Ralph Lauren raised its full-year fiscal 2026 outlook, now expecting low-to-mid-single digit revenue growth and operating margin expansion of 40-60 basis points in constant currency.

Ralph Lauren (NYSE:RL) has unveiled the Polo Ralph Lauren for Oak Bluffs collection, a limited-edition line celebrating the historic Black community of Oak Bluffs in Martha's Vineyard. The collection, launching July 24, 2025, features coastal leisurewear and collegiate styles in collaboration with Morehouse and Spelman Colleges.

The collection includes maritime-inspired designs, varsity jackets, and accessories that blend coastal and collegiate aesthetics. Accompanying the launch is a documentary titled "A Portrait of the American Dream: Oak Bluffs", premiering on YouTube, followed by a screening at the Martha's Vineyard African American Film Festival.

Ralph Lauren is partnering with The Cottagers, Inc., a nonprofit organization of Black female homeowners, to support community preservation efforts, and continues its partnership with the United Negro College Fund to support HBCU scholarships.

Ralph Lauren Corporation announced leadership changes to its Board of Directors. Angela Ahrendts, who has served on the board since 2018 and currently chairs the Finance Committee, will become the new Lead Independent Director following the 2025 Annual Meeting of Shareholders. She succeeds Hubert Joly, who will not seek reelection after 16 years of service. Joly, who joined the board in 2009 and has been Lead Independent Director since 2021, was credited with helping diversify the board's composition. Following these changes, the Ralph Lauren board will consist of 11 directors, with Ahrendts's appointment becoming effective after her re-election at the shareholders' meeting on July 31, 2025.

The 2025 Fragrance Foundation Awards, held at Lincoln Center's David H. Koch Theater, celebrated excellence in the American fragrance industry. Ralph Lauren, Executive Chairman of Ralph Lauren Corporation (RL), received the prestigious Hall of Fame honor, while Daniela Andrier of Givaudan was awarded Lifetime Achievement Perfumer. The event showcased 19 award categories, with notable winners including Kilian Paris Sunkissed Goddess for Women's Luxury Fragrance and Ralph Lauren Polo 67 for Men's Prestige Fragrance. The sold-out ceremony attracted 1,000 attendees, featuring industry leaders, celebrities, and creators. A special fragrance named 'Lincoln in June' was created exclusively for the event by Daniela Andrier. The ceremony highlighted innovations in fragrance creation, packaging excellence, and marketing campaigns across luxury, prestige, and popular categories.