Ralph Lauren down ahead of investor day

Ralph Lauren

16/09/2025 15:06

** Shares of Ralph Lauren  RL.N down 2.3% at $308.54 ahead of investor day event

** Co reiterates annual forecasts, projects revenue to increase at a compound annual growth rate of mid-single digits and operating margin to expand about 100 to 150 basis points over next three years

** "Perhaps expectations were elevated"- Consumer Edge analyst Michael Gunther

** "The holidays are a sweet spot for Ralph Lauren’s ‘attainable luxury’ positioning, but traffic from seasonal discounting may come at the cost of profitability.  And I think it is that trade-off that investors are pricing into the stock right now"- Suzy Davidkhanian, eMarketer

** Including session moves, stock has risen 33.7% YTD, and had rallied to a record high of $321.77 earlier this month

 (Reporting by Neil J Kanatt in Bengaluru)

 ((Neil.JKanatt@thomsonreuters.com;))