WallStSmart
RL

Ralph Lauren Corp Class A

NYSE: RL · CONSUMER CYCLICAL · APPAREL MANUFACTURING

$359.45
-2.02% today

Updated 2026-04-29

Market cap
$21.80B
P/E ratio
24.45
P/S ratio
2.78x
EPS (TTM)
$14.70
Dividend yield
0.97%
52W range
$225 – $393
Volume
0.6M

Ralph Lauren Corp Class A (RL) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$359.45
Consensus
$403.87
+12.36%
2030 Target
$2,115.68
+488.59%
DCF
$208.41
-72.50% MoS
16 analysts:
5 Buy1 Hold1 Sell

Management guidance

Ralph Lauren raised FY2026 outlook following strong Q3 results. Company reported Q3 revenue growth of 12.25% YoY with TTM revenue at $7.83B (up 12.71%). Management highlighted margin resilience despite tariff headwinds and committed to 'Timeless by Design 2030' sustainability strategy, signaling long-term value creation through 2030.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$3,514.18
$10.3B Rev × 20x P/S
Base case (2030)
$2,115.68
$10.3B Rev × 12x P/S
Bear case (2030)
$1,398.50
$10.3B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$6.4B$6.6B$7.1B$8.2B$8.7B$9.2B$9.7B$10.3B
Revenue growth2.9%6.7%15.9%5.7%5.8%6.1%6.2%
EPS$10.32$13.78$16.74$18.51$20.45$22.60$24.95
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$1,685.37$1,757.09$1,864.67$1,972.25$2,115.68

Catalysts & risks

Growth catalysts
+ Strong holiday season performance (Q3 FY2026 beat expectations)
+ Margin expansion from premium/full-price selling and direct-to-consumer growth
+ International expansion and store network optimization
+ Timeless by Design 2030 sustainability strategy driving long-term brand value
+ Potential tariff pass-through pricing power on luxury goods
Key risks
- US tariff impact on margins (company warned of pressure but has pricing power)
- Macroeconomic slowdown reducing luxury consumer spending
- China market weakness and geopolitical headwinds
- Competitive intensity in premium apparel
- Supply chain disruption risks

Methodology

Ralph Lauren Corp Class A's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.