RALPH LAUREN CORP
RL · Men's & Boys' Furnishgs, Work Clothg, & Allied Garments · 66.5M shares · -4%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $350M (gross $450M, SBC $100M)
Reference price $359.56 · est. market cap ~$23.9B — last insider sale, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A82Premium global brand executing well — high margins, strong growth, and elite returns.
Strengths
- High margins and returns — gross margin 69.9% (71st), operating margin 14.5% (73rd), ROE 33.1% (84th)
- Strong growth and coverage — revenue +14.6%, net income +26.7%, interest coverage 21.76
- Solid balance sheet — D/E 0.44
Risks
- Discretionary-luxury demand sensitivity — per 10-K
- FX exposure across regions — per 10-K
- Import/tariff and sourcing risk per risk factors — per 10-K
Notable findings
- Customer concentration~41% of revenue from one customer/distributor — We organize our business into the following three reportable segments: • North America — Our North America segment, representing approximately 41% of our Fiscal 2026 net revenues, primarily consists
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Exec changeRecent 8-K item 5.02 8-K ↗
- Buying back stockNet buyback — share count -4%/yr over 4y
- Strong balance sheetStrong balance sheet — $2.1B cash & investments
- Notable holderHeld by 6 notable fund(s): FMR LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +3 more (as of 2026-03-31)
- Insider sellingInsider selling — 18 open-market sale(s) by 4 insider(s) (cluster of 4 insiders, ~$119M, last 6mo) Form 4 ↗
- Revenue declineRevenue -17.8% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
69.9%
Operating margin
14.5%
Net margin
11.6%
Return on equity
33.1%
Return on assets
12.2%
ROIC
22.8%
Revenue growth (QoQ)
-17.8%
Net-income growth
26.7%
Debt / equity
0.4×
Net debt / EBITDA
-0.6×
Interest coverage
21.8×
Current ratio
2.1×
EBITDA
$1.4B
Tangible book value
$1.8B
Cash & investments
$2.1B
Stock comp / revenue
1.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | Ranftl Robert P. | Sell | 6.5K | $359.56 |
| 2026-06-01 | Ranftl Robert P. | Tax withheld | 2.0K | $365.87 |
| 2026-06-01 | Ranftl Robert P. | Grant | 6.3K | — |
| 2026-06-01 | Ranftl Robert P. | Tax withheld | 2.3K | $365.87 |
| 2026-06-01 | Louvet Patrice | Grant | 34K | — |
| 2026-06-01 | Louvet Patrice | Tax withheld | 18K | $365.87 |
| 2026-06-01 | Louvet Patrice | Grant | 46K | — |
| 2026-06-01 | Louvet Patrice | Tax withheld | 23K | $365.87 |
| 2026-06-01 | LAUREN RALPH | Grant | 67K | — |
| 2026-06-01 | LAUREN RALPH | Tax withheld | 37K | $365.87 |
| 2026-06-01 | LAUREN RALPH | Grant | 96K | — |
| 2026-06-01 | LAUREN RALPH | Tax withheld | 53K | $365.87 |
| 2026-06-01 | Lauren David R. | Grant | 3.1K | — |
| 2026-06-01 | Lauren David R. | Tax withheld | 1.7K | $365.87 |
| 2026-06-01 | Lauren David R. | Grant | 4.2K | — |
| 2026-06-01 | Lauren David R. | Tax withheld | 1.9K | $365.87 |
| 2026-06-01 | Alagoz Halide | Grant | 3.7K | — |
| 2026-06-01 | Alagoz Halide | Tax withheld | 2.1K | $365.87 |
| 2026-06-01 | Alagoz Halide | Grant | 5.0K | — |
| 2026-06-01 | Alagoz Halide | Tax withheld | 2.4K | $365.87 |
| 2026-06-01 | Ranftl Robert P. | Grant | 4.7K | — |
| 2026-05-26 | LAUREN RALPH | Sell | 264K | $378.25 |
| 2026-04-10 | Zhang Wei | Grant | 1 | — |
| 2026-04-10 | Walker Darren | Grant | 1 | — |
| 2026-04-10 | LAUREN RALPH | Grant | 1.3K | — |
| 2026-04-10 | JARRETT VALERIE B | Grant | 1 | — |
| 2026-04-10 | GEORGE MICHAEL A | Grant | 1 | — |
| 2026-04-10 | Findley Linda | Grant | 1 | — |
| 2026-04-10 | Cupp Debra S. | Grant | 1 | — |
| 2026-04-10 | BENNACK FRANK A JR | Grant | 1 | — |
| 2026-04-10 | AHRENDTS ANGELA J | Grant | 1 | — |
| 2026-03-04 | Alagoz Halide | Sell | 1.1K | $362.00 |
| 2026-02-10 | Louvet Patrice | Sell | 863 | $358.55 |
| 2026-02-10 | Louvet Patrice | Sell | 421 | $347.36 |
| 2026-02-10 | Louvet Patrice | Sell | 714 | $348.34 |
| 2026-02-10 | Louvet Patrice | Sell | 144 | $349.53 |
| 2026-02-10 | Louvet Patrice | Sell | 1.8K | $351.95 |
| 2026-02-10 | Louvet Patrice | Sell | 14K | $352.46 |
| 2026-02-10 | Louvet Patrice | Sell | 13K | $353.48 |
| 2026-02-10 | Louvet Patrice | Sell | 2.6K | $354.50 |
| 2026-02-10 | Louvet Patrice | Sell | 3.9K | $355.60 |
| 2026-02-10 | Louvet Patrice | Sell | 4.6K | $356.55 |
| 2026-02-10 | Louvet Patrice | Sell | 3.1K | $357.24 |
| 2026-02-10 | Louvet Patrice | Sell | 699 | $359.62 |
| 2026-02-10 | Louvet Patrice | Sell | 498 | $360.25 |
| 2026-02-10 | Louvet Patrice | Sell | 1.2K | $361.27 |
| 2026-02-10 | Louvet Patrice | Sell | 3 | $362.10 |
| 2026-01-09 | Zhang Wei | Grant | 1 | — |
| 2026-01-09 | Walker Darren | Grant | 1 | — |
| 2026-01-09 | LAUREN RALPH | Grant | 1.3K | — |
| 2026-01-09 | JARRETT VALERIE B | Grant | 1 | — |
| 2026-01-09 | GEORGE MICHAEL A | Grant | 1 | — |
| 2026-01-09 | Findley Linda | Grant | 1 | — |
| 2026-01-09 | Cupp Debra S. | Grant | 1 | — |
| 2026-01-09 | BENNACK FRANK A JR | Grant | 1 | — |
| 2026-01-09 | AHRENDTS ANGELA J | Grant | 1 | — |
| 2025-12-02 | Alagoz Halide | Sell | 1.9K | $366.00 |
| 2025-10-10 | Zhang Wei | Grant | 2 | — |
| 2025-10-10 | Walker Darren | Grant | 2 | — |
| 2025-10-10 | LAUREN RALPH | Grant | 1.5K | — |
| 2025-10-10 | JARRETT VALERIE B | Grant | 2 | — |
| 2025-10-10 | GEORGE MICHAEL A | Grant | 2 | — |
| 2025-10-10 | Findley Linda | Grant | 2 | — |
| 2025-10-10 | Cupp Debra S. | Grant | 2 | — |
| 2025-10-10 | BENNACK FRANK A JR | Grant | 2 | — |
| 2025-10-10 | AHRENDTS ANGELA J | Grant | 2 | — |
| 2025-09-04 | Alagoz Halide | Sell | 2.3K | $317.00 |
| 2025-08-27 | Alagoz Halide | Sell | 5.3K | $295.00 |
| 2025-08-19 | Ranftl Robert P. | Sell | 4.2K | $285.21 |
| 2025-08-15 | Louvet Patrice | Grant | 24K | — |
| 2025-08-15 | Ranftl Robert P. | Grant | 3.9K | — |
| 2025-08-15 | Ranftl Robert P. | Tax withheld | 1.1K | $289.75 |
| 2025-08-15 | Ranftl Robert P. | Tax withheld | 919 | $289.75 |
| 2025-08-15 | Ranftl Robert P. | Tax withheld | 780 | $289.75 |
| 2025-08-15 | Picicci Justin M. | Grant | 2.1K | — |
| 2025-08-15 | Picicci Justin M. | Tax withheld | 1.0K | $289.75 |
| 2025-08-15 | Picicci Justin M. | Tax withheld | 1.2K | $289.75 |
| 2025-08-15 | Picicci Justin M. | Tax withheld | 671 | $289.75 |
| 2025-08-15 | Louvet Patrice | Tax withheld | 8.4K | $289.75 |
| 2025-08-15 | Louvet Patrice | Tax withheld | 7.9K | $289.75 |
| 2025-08-15 | Louvet Patrice | Tax withheld | 5.7K | $289.75 |
| 2025-08-15 | Louvet Patrice | Tax withheld | 1.5K | $289.75 |
| 2025-08-15 | Lauren David R. | Grant | 2.1K | — |
| 2025-08-15 | Lauren David R. | Tax withheld | 732 | $289.75 |
| 2025-08-15 | Lauren David R. | Tax withheld | 769 | $289.75 |
| 2025-08-15 | Lauren David R. | Tax withheld | 560 | $289.75 |
| 2025-08-15 | Alagoz Halide | Grant | 3.5K | — |
| 2025-08-15 | Alagoz Halide | Tax withheld | 1.1K | $289.75 |
| 2025-08-15 | Alagoz Halide | Tax withheld | 923 | $289.75 |
| 2025-08-15 | Alagoz Halide | Tax withheld | 839 | $289.75 |
| 2025-07-31 | AHRENDTS ANGELA J | Grant | 581 | — |
| 2025-07-31 | Walker Darren | Grant | 581 | — |
| 2025-07-31 | JARRETT VALERIE B | Grant | 581 | — |
| 2025-07-31 | GEORGE MICHAEL A | Grant | 581 | — |
| 2025-07-31 | Findley Linda | Grant | 581 | — |
| 2025-07-31 | Zhang Wei | Grant | 581 | — |
| 2025-07-31 | Cupp Debra S. | Grant | 581 | — |
| 2025-07-31 | BENNACK FRANK A JR | Grant | 581 | — |
| 2025-07-11 | Walker Darren | Grant | 3 | — |
| 2025-07-11 | Zhang Wei | Grant | 3 | — |
| 2025-07-11 | BENNACK FRANK A JR | Grant | 3 | — |
| 2025-07-11 | AHRENDTS ANGELA J | Grant | 3 | — |
| 2025-07-11 | LAUREN RALPH | Grant | 1.6K | — |
| 2025-07-11 | Joly Hubert | Grant | 3 | — |
| 2025-07-11 | JARRETT VALERIE B | Grant | 3 | — |
| 2025-07-11 | GEORGE MICHAEL A | Grant | 3 | — |
| 2025-07-11 | Findley Linda | Grant | 3 | — |
| 2025-07-11 | Cupp Debra S. | Grant | 3 | — |
| 2025-06-09 | LAUREN RALPH | Sell | 265K | $269.75 |
| 2025-06-04 | Ranftl Robert P. | Sell | 7.3K | $280.21 |
| 2025-06-02 | Louvet Patrice | Tax withheld | 18K | $274.58 |
| 2025-06-02 | Ranftl Robert P. | Grant | 5.6K | — |
| 2025-06-02 | Ranftl Robert P. | Tax withheld | 2.5K | $274.58 |
| 2025-06-02 | Ranftl Robert P. | Grant | 7.7K | — |
| 2025-06-02 | Ranftl Robert P. | Tax withheld | 3.4K | $274.58 |
| 2025-06-02 | Louvet Patrice | Grant | 36K | — |
| 2025-06-02 | Louvet Patrice | Grant | 49K | — |
| 2025-06-02 | Louvet Patrice | Tax withheld | 25K | $274.58 |
| 2025-06-02 | LAUREN RALPH | Grant | 81K | — |
| 2025-06-02 | LAUREN RALPH | Tax withheld | 45K | $274.58 |
| 2025-06-02 | LAUREN RALPH | Grant | 120K | — |
| 2025-06-02 | LAUREN RALPH | Tax withheld | 66K | $274.58 |
| 2025-06-02 | Lauren David R. | Grant | 2.9K | — |
| 2025-06-02 | Lauren David R. | Tax withheld | 1.6K | $274.58 |
| 2025-06-02 | Lauren David R. | Grant | 4.0K | — |
| 2025-06-02 | Lauren David R. | Tax withheld | 1.7K | $274.58 |
| 2025-06-02 | Alagoz Halide | Grant | 4.5K | — |
| 2025-06-02 | Alagoz Halide | Tax withheld | 2.5K | $274.58 |
| 2025-06-02 | Alagoz Halide | Grant | 6.1K | — |
| 2025-06-02 | Alagoz Halide | Tax withheld | 2.9K | $274.58 |
| 2025-05-05 | Louvet Patrice | Sell | 7.6K | $240.00 |
| 2025-04-11 | Walker Darren | Grant | 4 | — |
| 2025-04-11 | LAUREN RALPH | Grant | 2.2K | — |
| 2025-04-11 | Joly Hubert | Grant | 4 | — |
| 2025-04-11 | JARRETT VALERIE B | Grant | 4 | — |
| 2025-04-11 | GEORGE MICHAEL A | Grant | 4 | — |
| 2025-04-11 | Findley Linda | Grant | 4 | — |
| 2025-04-11 | Cupp Debra S. | Grant | 4 | — |
| 2025-04-11 | BENNACK FRANK A JR | Grant | 4 | — |
| 2025-04-11 | Zhang Wei | Grant | 4 | — |
| 2025-04-11 | AHRENDTS ANGELA J | Grant | 4 | — |
| 2025-03-29 | Nielsen Jane | Tax withheld | 13K | $217.25 |
| 2025-03-29 | Nielsen Jane | Tax withheld | 3.1K | $217.25 |
| 2025-03-29 | Nielsen Jane | Tax withheld | 6.1K | $217.25 |
| 2025-03-24 | Louvet Patrice | Sell | 7.4K | $235.00 |
| 2025-03-24 | Louvet Patrice | Sell | 7.4K | $230.00 |
| 2025-02-18 | Alagoz Halide | Sell | 6.7K | $285.00 |
| 2025-01-10 | Walker Darren | Grant | 3 | — |
| 2025-01-10 | LAUREN RALPH | Grant | 1.8K | — |
| 2025-01-10 | Joly Hubert | Grant | 3 | — |
| 2025-01-10 | JARRETT VALERIE B | Grant | 3 | — |
| 2025-01-10 | GEORGE MICHAEL A | Grant | 3 | — |
| 2025-01-10 | Findley Linda | Grant | 3 | — |
| 2025-01-10 | Cupp Debra S. | Grant | 3 | — |
| 2025-01-10 | BENNACK FRANK A JR | Grant | 3 | — |
| 2025-01-10 | AHRENDTS ANGELA J | Grant | 3 | — |
| 2025-01-10 | Zhang Wei | Grant | 3 | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-21 | ResultsExhibits | filing ↗ |
| 2026-02-05 | ResultsExhibits | filing ↗ |
| 2026-01-15 | Exec/director changeExhibits | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
| 2025-09-16 | Reg FDExhibits | filing ↗ |
| 2025-08-07 | ResultsExhibits | filing ↗ |
| 2025-08-04 | Shareholder vote | filing ↗ |
| 2025-06-05 | Material agreementDebt obligationExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-21 | 2026-05-21 | 0001628280-26-037053 ↗ |
| 10-K | 2026-05-21 | 2026-03-28 | 0001628280-26-037074 ↗ |
| 10-Q | 2026-02-05 | 2025-12-27 | 0001628280-26-005784 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0001628280-26-005615 ↗ |
| 8-K | 2026-01-15 | 2026-01-15 | 0000950142-26-000179 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001628280-25-049886 ↗ |
| 10-Q | 2025-11-06 | 2025-09-27 | 0001628280-25-049927 ↗ |
| 8-K | 2025-09-16 | 2025-09-16 | 0000950142-25-002436 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0001037038-25-000016 ↗ |
| 10-Q | 2025-08-07 | 2025-06-28 | 0001037038-25-000018 ↗ |
| 8-K | 2025-08-04 | 2025-07-31 | 0000950142-25-002098 ↗ |
| 8-K | 2025-06-05 | 2025-06-02 | 0001104659-25-056866 ↗ |