Ralph Lauren's fiscal 2027 second-quarter sales rose 9% with 28% growth in Asia (26% of total), 1% in Europe (32%), and 6% in North America (40%). Adjusted gross margin (excluding a tariff refund) improved by 250 basis points to 70.5% and adjusted operating margin increased to 15.7% from 14.1%.
Ralph Lauren has reduced its dependence on the US by growing sales in Asia and Europe. The brand’s international growth has expanded its addressable market and margins.
Ralph Lauren has significant wholesale exposure in North America and Europe, so it is somewhat dependent on the health and execution of retail partners.
Metric | RL | PVH | TPR |
|---|---|---|---|
Price/Earnings (Normalized) | 20.80 | 8.81 | 18.11 |
Price/Book Value | 8.65 | 0.89 | 77.98 |
Price/Sales | 2.88 | 0.48 | 3.43 |
Price/Cash Flow | 16.80 | 5.63 | 14.76 |
Metric | RL | PVH | TPR |
|---|---|---|---|
Quick Ratio | 1.30 | 0.79 | 0.65 |
Current Ratio | 1.97 | 1.65 | 1.24 |
Interest Coverage | 26.11 | 3.99 | 36.25 |
Metric | RL | PVH | TPR |
|---|---|---|---|
Return on Assets (Normalized) | 14.69% | 5.02% | 23.81% |
Return on Equity (Normalized) | 40.84% | 11.92% | 291.45% |
Return on Invested Capital (Normalized) | 19.79% | 6.94% | 34.94% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| H & M Hennes & Mauritz AB Class B HMRZF | — | LOCK|!t | $29B | |||
| H & M Hennes & Mauritz AB ADR HNNMY | LOCK|Qt#<%!j | LOCK|@< | $29B | |||
| Moncler SpA MONRF | — | LOCK|<?P^< | $14B | |||
| Moncler SpA ADR MONRY | — | LOCK|!ltP | $14B | |||
| VF Corp VFC | LOCK|MsRZ>$ | LOCK|W^ | $8B | |||
| Gildan Activewear Inc GIL | LOCK|$?@gY>N | LOCK|!bx# | $7B | |||
| PVH Corp PVH | LOCK|J^yS?#S | LOCK|d> | $4B | |||
| Under Armour Inc Class A UAA | LOCK|G!l%zH | LOCK|Kq | $2B | |||
| Under Armour Inc Class C UA | LOCK|?@#&sM | LOCK|Z^G | $2B |
United States