Ralph Lauren Earnings Review

Ralph Lauren reported a strong F4Q earnings beat driven by 16% AUR growth and exceptional performance in China. Goldman Sachs maintains a Buy rating with a raised price target of $448, citing durable execution of the brand elevation strategy.

Key Takeaways

• 1.Ralph Lauren delivered a strong F4Q beat with revenue growth exceeding expectations in North America, Europe, and Asia.
• 2.Average Unit Retail (AUR) growth of 16% was a primary driver, fueled by full-price selling and reduced discounting.
• 3.China was a performance standout with >50% revenue growth in the quarter.

Table of Contents

• What happened?
• Estimates, valuation, and key risks
• Disclosure Appendix

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