RL

A month has gone by since the last earnings report for PVH (PVH). Shares have lost about 3.8% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is PVH due for a breakout? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for PVH Corp. before we dive into how investors and analysts have reacted as of late. PVH Corporation posted first-quarter fiscal 2026 results, wherein both earnings and revenues topped the Zacks Consensus Estimate. However, the bottom line fell year over year while the top line increased.PVH’s first-quarter 2026 results reflected continued momentum in Calvin Klein and TOMMY HILFIGER, supported by growth in direct-to-consumer sales across both stores and e-commerce, along with ongoing product innovation and stepped-up marketing. PVH Corp. reported adjusted earnings of $2.01 per share, down 12.6% from the year-ago quarter's $2.30. However, the bottom line surpassed the Zacks Consensus Estimate of earnings of $1.80 per share and the company’s guidance of $1.65-$1.80The EPS figure included the positive effect of 21 cents per share associated with the foreign currency translations.Revenues increased 2% year over year (flat at constant currency) to $2.025 billion and beat the consensus mark of $1.997 billion.Direct-to-consumer revenues inched up 6% compared with the prior-year period’s figure (up 3% on a constant-currency basis), buoyed by growth in the Americas and APAC, partly offset by decreases in EMEA. Revenues in PVH Corp.’s owned and operated stores were up 5%, and revenues also rose 2% in constant currency. Meanwhile, owned and operated digital commerce grew 11%, while decreasing 6% in constant currency, with declines in all the regions.Wholesale revenues were flat from the prior-year period (down 6% on a constant-currency basis), with declines in all the regions. The company’s gross profit of $1.19 billion grew 2.1% year over year. However, the gross margin remained flat at 58.6% due to the higher U.S. tariffs, elevated promotional backdrop and margin differential owing to the transition of earlier-licensed women’s product categories to an in-house wholesale business. Decline was partly offset by tariff-mitigation efforts and lower product costs...

NIKE, Inc. NKE reported fourth-quarter fiscal 2026 results, wherein earnings per share (EPS) and revenues beat the Zacks Consensus Estimate. The company’s EPS of 20 cents increased 42.9% from the year-ago level and beat the Zacks Consensus Estimate of 11 cents.Revenues of the Swoosh brand owner dipped 1% year over year to $10.97 billion but surpassed the Zacks Consensus Estimate of $10.85 billion. The upside was aided by wholesale growth and increased revenues in North America.This Zacks Rank #4 (Sell) company’s shares have lost 7.1% in the past three months compared with the industry’s 1.8% drop. NIKE’s fourth-quarter revenues fell 4% on a currency-neutral basis. Revenues for the NIKE Brand were $10.72 billion, flat on a reported basis and down 3% on a currency-neutral basis. The weakness was mainly due to declines in Greater China and EMEA, somewhat offset by growth in North America.Wholesale revenues increased 4% on a reported basis and 1% on a currency-neutral basis to $6.6 billion. Growth was mainly driven by North America, partly offset by lower revenues in Greater China.NIKE Direct revenues declined 7% on a reported basis and 9% on a currency-neutral basis to $4.1 billion. The drop was due to a 12% decline in NIKE Brand Digital and a 7% fall in NIKE-owned stores. NIKE, Inc. price-consensus-eps-surprise-chart | NIKE, Inc. Quote North America revenues rose 3% year over year to $4.83 billion. Footwear increased 4% to $3.23 billion, apparel rose 1% to $1.31 billion and equipment slipped 1% to $292 million.EMEA revenues fell 1% on a reported basis and 6% on a currency-neutral basis to $2.98 billion. Footwear declined 4% to $1.82 billion, while apparel rose 6% to $982 million and equipment dropped 3% to $172 million.Greater China remained under pressure, with revenues down 12% on a reported basis and 17% on a currency-neutral basis to $1.30 billion. Footwear fell 13% to $938 million, apparel declined 10% to $334 million and equipment dropped 17% to $25 million.APLA revenues increased 1% on a reported basis but were down 1% on a currency-neutral basis to $1.60 billion. Footwear remained flat at $1.1 billion, apparel rose 6% to $420 million and equipment dipped 2% to $62 million.Converse revenues dropped 32% on a reported basis and 34% on a currency-neutral basis to $244 million due to decreases in all territories. Gross profit rose 21% year over year to $5.3...

PVH Corp. PVH is drawing investor attention after an earnings beat and a valuation profile that screens cheaply against earnings and sales. The question is whether that value case is strong enough when full-year sales are expected to be roughly flat.The answer depends on how investors weigh brand execution and tariff offsets against softer demand in Europe, the Middle East and Africa. PVH trades at a trailing 12-month price-to-earnings multiple of 6.9X and a forward price-to-earnings multiple of 6.4X. Its price-to-sales ratio is 0.4X, while the PEG ratio stands at 0.9. Image Source: Zacks Investment Research Those figures support the stock’s value appeal, especially after shares gained 21.8% in the past three months compared with the industry’s 0.5% rise. The stock also has a 52-week range of $59.60 to $100.75, with the latest referenced stock price at $77.07.Ralph Lauren Corporation RL is a useful peer for investors comparing global apparel companies with premium brand positioning and international distribution. Tapestry, Inc. TPR, the parent of Coach and Kate Spade, offers another relevant comparison for brand-led consumer discretionary companies focused on direct relationships with shoppers. PVH reported adjusted earnings of $2.01 per share for the first quarter of fiscal 2026, topping the Zacks Consensus Estimate of $1.80 and management’s guidance range of $1.65-$1.80. The figure was down 12.6% from the year-ago quarter’s $2.30.Revenues increased 2% year over year to $2.025 billion and beat the consensus mark of $1.997 billion. On a constant-currency basis, revenues declined 2%, underscoring why the post-earnings debate is not only about the earnings beat. PVH Corp. price-eps-surprise | PVH Corp. Quote Direct-to-consumer revenues rose 6% on a reported basis and 3% in constant currency. Owned and operated digital commerce advanced 11% reported and 6% in constant currency, with growth across all regions. PVH continues to rely on Calvin Klein and Tommy Hilfiger as its core engines. In the first quarter, Calvin Klein revenues increased 1% reported but declined 3% in constant currency, while Tommy Hilfiger revenues rose 3% reported and fell 2% in constant currency.The company is using product innovation, marketing and consumer engagement to strengthen key categories. Calvin Klein is focused on underwear and denim, while Tommy Hilfiger is emphasizing sweaters,...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Ralph Lauren (RL) stock is drawing attention after a period of solid multi year total returns, inviting investors to reassess how its current valuation and fundamentals line up with recent performance. See our latest analysis for Ralph Lauren. At a share price of US$366.55, Ralph Lauren has seen a steady share price return in recent months, while its 1 year and multi year total shareholder returns point to strong momentum building off a higher base. If this kind of performance has you thinking about what else is moving, it might be a good time to broaden your search and check out 20 top founder-led companies With Ralph Lauren delivering multi year total returns and reporting US$8.1b in revenue and US$941.1m in net income, plus ongoing revenue and profit growth, the question is whether the current price still leaves a buying opportunity or if the market is already pricing in future growth. Ralph Lauren's most followed narrative pegs fair value at $413.33, above the last close of $366.55, framing the current price against a richer long term earnings story. Read the complete narrative. Want to see what is behind that premium valuation gap? The narrative focuses heavily on future earnings power, potential margin uplift, and the possibility of a richer profit multiple path. Result: Fair Value of $413.33 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on consumer demand holding up, as tariff or inflation pressures and a slowdown in Europe could quickly challenge the positive margin and growth narrative. Find out about the key risks to this Ralph Lauren narrative. Analysts lean on a richer long term earnings story, but Simply Wall St’s own DCF model presents a more reserved view, with fair value at about $335.72. With the stock at $366.55, that suggests it may be trading above the future cash flow value. This raises the question of which perspective you place more weight on when considering your next move. Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Ralph Lauren for example). We show the entire calculation in full. You can track the result in you...

lululemon athletica inc. LULU delivered first-quarter fiscal 2026 results, wherein revenues and earnings per share (EPS) surpassed the Zacks Consensus Estimate. The company delivered year-over-year top-line growth, supported by strength in its international business. However, the bottom line declined from the prior year, reflecting margin pressure from higher markdowns, tariff-related costs and elevated SG&A expenses.lululemon’s fiscal first-quarter EPS of $1.69 declined 35% year over year but surpassed the Zacks Consensus Estimate of $1.67 by 1.2%.The Vancouver, Canada-based company’s quarterly revenues increased 4% from the year-ago period to $2.47 billion and 2% on a constant-dollar basis. Revenues beat the Zacks Consensus Estimate of $2.43 billion by 1.6%. The quarter’s top-line growth was driven by strong international demand, even as comparable sales (comps) declined 2% on a constant-dollar basis and North America remained under pressure.Total comps rose 1% year over year and declined 2% on a constant-dollar basis. Comps in the Americas dipped 5% on a reported basis and 6% on a constant-dollar basis. Internationally, comps increased 13% on a reported basis and 18% on a constant-dollar basis. Our model predicted comps growth of 0.3% for the fiscal first quarter.Shares of the company declined 11.5% in the after-hours trading session on June 4, 2026, following the soft earnings performance in first-quarter fiscal 2026 and a bleak guidance. The Zacks Rank #3 (Hold) company has lost 26.6% in the past three months compared with the Textile - Apparel industry’s 9% decline. Image Source: Zacks Investment Research International markets did most of the heavy lifting, with revenues increasing 22% y/y (up 16% in constant dollars). China Mainland net revenues rose 30% year over year to $478.4 million (23% in constant dollars), while the Rest of World segment generated $372.0 million, up 13% (9% in constant dollars). Comps momentum also skewed overseas, with China Mainland up 20% (13% in constant dollars) and Rest of World up 5% (1% in constant dollars).The Americas business remained the key drag. Net revenues in the region declined 3% year over year (down 4% in constant dollars). Within the Americas segment, revenues declined 3% year over year in Canada (down 6% in constant dollars) and 4% in the United States, on both reported and constant-dollar basis.This unders...

PVH Corporation PVH posted first-quarter fiscal 2026 results, wherein both earnings and revenues topped the Zacks Consensus Estimate. However, the bottom line fell year over year while the top line increased.PVH’s first-quarter 2026 results reflected continued momentum in Calvin Klein and TOMMY HILFIGER, supported by growth in direct-to-consumer sales across both stores and e-commerce, along with ongoing product innovation and stepped-up marketing.Despite exceeding first-quarter earnings and revenue expectations, PVH’s shares have fallen more than 20% in after-hours trading as the company’s reduced fiscal 2026 sales outlook overshadowed the quarterly beat. Investors appear increasingly concerned about the impact of persistent tariff headwinds, ongoing weakness in wholesale demand and slowing constant-currency sales trends across key brands and regions, raising questions about the company’s near-term growth trajectory. This Zacks Rank #3 (Hold) company’s stock has gained 49.3% in the past three months against the industry's 10.7% decline. Image Source: Zacks Investment Research PVH Corp. reported adjusted earnings of $2.01 per share, down 12.6% from the year-ago quarter's $2.30. However, the bottom line surpassed the Zacks Consensus Estimate of earnings of $1.80 per share and the company’s guidance of $1.65-$1.80 PVH Corp. price-consensus-eps-surprise-chart | PVH Corp. Quote The EPS figure included the positive effect of 21 cents per share associated with the foreign currency translations.Revenues increased 2% year over year (flat at constant currency) to $2.025 billion and beat the consensus mark of $1.997 billion.Direct-to-consumer revenues inched up 6% compared with the prior-year period’s figure (up 3% on a constant-currency basis), buoyed by growth in the Americas and APAC, partly offset by decreases in EMEA. Revenues in PVH Corp.’s owned and operated stores were up 5%, and revenues also rose 2% in constant currency. Meanwhile, owned and operated digital commerce grew 11%, while decreasing 6% in constant currency, with declines in all the regions.Wholesale revenues were flat from the prior-year period (down 6% on a constant-currency basis), with declines in all the regions. The company’s gross profit of $1.19 billion grew 2.1% year over year. However, the gross margin remained flat at 58.6% due to the higher U.S. tariffs, elevated promotional backdrop an...

Walmart and Target are among the retailers that should be capable of finding their niche in an ever-shifting consumer landscape.

lululemon athletica inc. LULU is likely to witness a bottom-line decline when it reports first-quarter fiscal 2026 results on Jun. 4, after market close. The Zacks Consensus Estimate for fiscal first-quarter revenues is pegged at $2.4 billion, indicating 2.6% growth from the year-ago quarter's reported figure.The consensus estimate for the company's fiscal first-quarter earnings is pegged at $1.67 per share, suggesting a 35.8% decline from the year-ago quarter’s actual. Earnings estimates have moved down by a penny in the past seven days.The Vancouver-based company has been reporting steady earnings outcomes, as evident from its bottom-line surprise trends in the past several quarters. lululemon has a trailing four-quarter earnings surprise of 7.9%, on average. Given its positive record, the question is, can LULU maintain the momentum? Our proven model does not conclusively predict an earnings beat for LULU this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.lululemon has an Earnings ESP of -6.40% and a Zacks Rank #3. You can see the complete list of today's Zacks #1 Rank stocks here. lululemon continues to benefit from the progress with its Power of Three X2 growth strategy. The plan focuses on three key growth drivers — product innovation, guest experience and market expansion. LULU is expected to deliver solid revenue growth in the fiscal first quarter through product innovation, enhanced guest experience and aggressive international expansion under the plan.International markets, led by Mainland China, continue to post outsized growth, while the men’s category is gaining share. Digital investments are strengthening the omnichannel ecosystem and disciplined store expansion is supporting brand visibility. On the last reported quarter’s earnings call, the company noted that trends in Mainland China have been strong in the first quarter of fiscal 2026, driven by a shift of the Chinese New Year into the quarter.On the last reported quarter’s earnings call, the company continued to make steady progress in executing its action plan, with a clear emphasis on improving the sales quality in North America by driving a higher mix of full-pr...

Ralph Lauren’s first quarter showcased robust performance, with results surpassing Wall Street’s revenue and profit expectations. Management attributed this momentum to broad-based strength across key regions, continued elevation of the brand, and compelling consumer engagement, especially through digital channels and high-profile marketing activations. CEO Patrice Louvet highlighted “healthy, consistent, sustainable growth and value creation across our business,” crediting diversified growth drivers and targeted investments in new customer acquisition and brand relevance. The company’s ability to balance disciplined operating execution with investments in long-term brand value was a recurring theme on the call. Is now the time to buy RL? Find out in our full research report (it’s free). Revenue: $1.98 billion vs analyst estimates of $1.85 billion (16.6% year-on-year growth, 7% beat) Adjusted EPS: $2.80 vs analyst estimates of $2.54 (10.1% beat) Adjusted EBITDA: $279.1 million vs analyst estimates of $260.3 million (14.1% margin, 7.2% beat) Operating Margin: 13.4%, up from 9.1% in the same quarter last year Locations: 1,238 at quarter end, up from 1,235 in the same quarter last year Constant Currency Revenue rose 12.1% year on year (10% in the same quarter last year) Same-Store Sales rose 21.5% year on year (6.4% in the same quarter last year) Market Capitalization: $22.39 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Matthew Boss (JPMorgan): Asked about the sustainability of growth drivers and potential risks in Europe. CEO Patrice Louvet emphasized the diversified business model and continued resilience of the core consumer across regions, noting some prudence in Europe due to macro pressures. Jay Sole (UBS): Inquired about balancing growth investments with margin durability and marketing as a share of sales. CFO Justin Picicci reiterated consistent investment priorities and guided marketing to 8% of sales, with ongoing focus on margin expansion. Laurent Vasilescu (BNP Paribas): Sought further detail on European growth outlook and tourism headwinds. Picicci noted resilient core demand but acknowledged the...

Ralph Lauren Corporation RL used its fourth-quarter fiscal 2026 earnings call to stress that the story is less about one strong quarter and more about a diversified growth model that management believes is holding up across regions, channels and categories. The company beat the Zacks Consensus Estimate for both adjusted earnings and revenues, but the bigger message from management was confidence in fiscal 2027 growth and margin expansion despite a volatile macro backdrop. President and CEO Patrice Louvet said the company’s first year under its Next Great Chapter: Drive plan outperformed because growth came from multiple sources rather than a single product, market or temporary tailwind. He pointed to brand momentum, broad product breadth and stronger consumer engagement across generations. That framing matters because management repeatedly returned to durability. Louvet said that the company is still seeing resilient core consumers in North America, Europe and Asia, even as it remains mindful of macro volatility. The financial backdrop supported that message. Adjusted fourth-quarter earnings were $2.80 per share, topping the Zacks Consensus Estimate of $2.52 by 11.11%, while revenues rose to $1.98 billion and beat the Zacks Consensus Estimate of $1.85 billion by 7.23%. Ralph Lauren Corporation price-consensus-eps-surprise-chart | Ralph Lauren Corporation Quote Louvet highlighted sports, fashion and cultural activations as major drivers of customer recruitment, including the Winter Olympics, runway events and Lunar New Year campaigns. Management said that those efforts helped add 6.5 million direct-to-consumer customers in fiscal 2026 and pushed social followers to about 70 million. The company also tied its margin performance to continued brand elevation. Chief financial officer Justin Picicci said that the adjusted gross margin expanded in the quarter even though management had expected contraction, helped by stronger average unit retail, favorable mix and disciplined discounting. That pricing and mix story remains central to the fiscal 2027 setup. Picicci said AUR growth should stay positive, though at a more normalized mid-single-digit pace after a 16% increase in the fiscal fourth quarter. Geographically, Asia remained the standout. Fourth-quarter revenues in the region rose 28% in constant currency, with China growing more than 50%, supported by Lunar N...

Interested in Ralph Lauren Corporation? Here are five stocks we like better. As apparel companies reported their financial results, three names stood out. Notably, Ralph Lauren shares saw one of its largest gains in recent memory, driven by strong bottom-line performance. However, analysts are eyeing gains of over 50% in another name that had a solid quarter. Key apparel companies, including well-known names and emerging ones generating growth near the top of the industry, just reported financial results. The good news is that all posted beats on sales and adjusted earnings per share (EPS). The bad news is that despite this, not all saw their share prices rise. These are the biggest winners and losers from recent apparel stock earnings. Ralph Lauren (NYSE: RL) was clearly the biggest winner from the latest round of apparel earnings. The stock saw a huge 13.9% spike after its report, with the firm posting several strong beats and solid guidance. In its fiscal Q4 2026, Ralph Lauren posted revenue of $1.98 billion, a significant increase of nearly 17% year-over-year (YOY). Note that the firm’s fiscal reporting period is several quarters ahead of the calendar period. This was in line with the peak of the company’s growth range over the past three years. The company’s revenue handily beat expectations by over $130 million. → Voya Financial Grows Earnings Across All 3 Business Segments Meanwhile, adjusted EPS increased considerably faster, by 23% YOY to $2.80. This figure crushed estimates of $2.52. Ralph Lauren noted that women’s apparel, outerwear, and handbags were particularly strong, growing by 20% YOY. It expects sales growth in these products to continue to be above overall company growth. In its fiscal year 2027, Ralph Lauren expects to generate mid-single-digit sales growth, centered at 4% to 5% YOY. Additionally, it expects meaningful margin expansion, forecasting an operating margin increase of between 40 and 60 basis points. The company’s revenue growth forecast was slightly ahead of estimates. Overall, better-than-expected results on the top and bottom lines clearly got investors' attention, leading to Ralph Lauren’s largest single-day gain in over a year. → SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns Amer Sports (NYSE: AS) has performed very well since going public in 2024, up more than 150% from that point. The increasing pop...

Investors have a short week ahead—and a long list of retailer earnings to peruse. Quarterly results from companies including Dollar Tree, Burlington Stores, Gap and American Eagle Outfitters are set to land this week. They could offer more insights into how consumers are responding to high gas prices, rising inflation and a stalled job market. Investors are looking for clearer trend lines after mass retailers painted a somewhat muddled outlook. Last week, Walmart issued a soft forecast for the current quarter, though it maintained its full-year outlook. Target topped expectations and raised its outlook. Still, shares of both companies fell. Shoe and apparel companies had better luck impressing investors: Strong results boosted shares of VF Corp., the parent company of The North Face and Timberland; Amer Sports, the parent company of Arc’Teryx; and Ralph Lauren. Despite feeling downbeat about the economy, Americans have continued to spend, a break with historic norms. Investors are wondering how long that attitude will last, and they’ll get fresh data Tuesday when the Conference Board, an economic think tank, updates its Consumer Confidence Index. The week may also shed further light on the state of the AI trade after Nvidia's results last week. Dell Technologies, Synopsys, and Marvell Technology are set to hand in results. Dell and Synopsys executives have said demand remains brisk. The major stock indexes all ended last week with gains, closing out affairs with a modestly upbeat session that lifted the benchmark S&P 500 to an eighth consecutive week of gains. Investors tracked a potential thaw in U.S.-Iran relations, falling oil prices and earnings from Nvidia that showed the potential for the AI buildout to stay on track. Read Investopedia's full coverage of Friday's trading here. Stock and bond markets will be closed Monday for Memorial Day. Here's a look at notable events happening throughout the rest of the week. TradingView publishes a more detailed calendar, but clicking the link will take you off the Investopedia site. Tuesday, May 26: The Conference Board is set to update its U.S. Consumer Confidence Index at 10 a.m. ET. Consumers have been relatively pessimistic, though their mood brightened a bit last month. Wednesday, April 27: Best Buy (BBY) is slated to release its first-quarter results and host a conference call at 8 a.m. ET. The forum will gi...