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- The new launch of Polo Women and upcoming Polo Sport launch will add value to the company in the long run giving investors a chance to develop a position now.
- Consistently maintains strong financial performance compared to its competitors; get "paid to wait" for its future growth and performance.
- Poised to breakout of its current range.
- Increases in consumer demand and relative quantity of consumers in the discretionary market for RL.
- RL shares have been range bound for years.
- With shares bouncing off of the top of the range recently, it's time for them to head towards the bottom of the channel.
- The fundamentals support this as growth has slowed and margins are compressing.
- The launch of Polo Women has received a positive response. It makes up 40% of the sales in the newly launched flagship store on Fifth Avenue in New York.
- Polo Sport is scheduled to be launched by the Fall of 2015. This could lead to incremental revenue additions for the company.
- Prospects of increased revenue generation and profitability are present as the company takes control of its front end e-commerce over the next few years.
- Though still in its investment phase in China, Ralph Lauren has not ruled out the possibility of expanding in mainland China to foster growth.
- Ralph Lauren stock offers excellent growth prospects based on its plans of long-term expansion that are lined up.
Should You Consider Ralph Lauren Corp. Before 2015?
- International expansion and e-commerce will be catalysts for sales growth.
- Brand loyalty and strong management have allowed consistent outperformance.
- Current valuation and economic risks may hinder investors at current levels.
- Between 2013 and 2018, China’s luxury market is expected to grow by 74% according to a Euro monitor estimate.
- The company is contemplating opening a 20,000 square foot store in the Greater China Area.
- The market in the US is expected to improve as well since the unemployment rates are declining and are presently at their lowest compared to historical highs.
Update: Ralph Lauren's Earnings Cause Shares To Inch Higher
- Shares of Ralph Lauren rose a bit after the company reported rising (but weaker) sales and profits that easily topped forecasts.
- This only modest rise in share price and strong profit growth confirms my opinion that it provides investors with long-term potential but indicates that shares might be pricey.
- In my previous work on Ralph Lauren, I did not anticipate strong or weak results, but I did caution investors that its shares don't look very cheap.
Ralph Lauren Looks Attractive But Shares Aren't CheapDaniel Jones • Oct. 29, 2014
- For its upcoming release, analysts expect Ralph Lauren to report decent sales growth but profits that are down year-over-year.
- In recent years, the business has done quite well, which indicates that this may just be a bump in the road to success.
- For all of its growth prospects, however, shares of the lifestyle company aren't what most investors might call cheap, so it may not appeal to all types of investors.
Ralph Lauren Stock Isn't Trendy Enough For Me To Jump Into Right Now
- The stock appears to be fairly priced on 2015 earnings estimates and earnings growth potential.
- The dividend is really small right now but has a lot of room to grow in the future.
- The fundamentals don't really excite me too much right now to jump into the name.
- Recent decline in stock price is correlated with lowered earnings.
- Seasonal nature of the business, combined with stable economic outlook can potentially uplift earnings in the coming quarters.
- Competitive forces and industry dynamics will shape the future of Ralph Lauren.
- Both share repurchases and exchange rate fluctuations will have sizeable impact on EPS.
- ISI Group has upgraded Ralph Lauren from a buy rating to a strong buy and assigned a target price of $230 up from the previous target price of $210.
- ISI Group’s target price is pretty optimistic considering the stock’s 52-week high of $181.70.
- Worldwide sales of personal luxury goods will grow 4% to 6% this year compared to the 6.5% increase in 2013.
- While Ralph Lauren’s results weren’t as impressive as they normally are, they were still comparatively better off than what investors had feared.
- While Asia at present only contributes 12% towards the current sales of the company, expectations are very high as Ralph Lauren expands.
- Revenue grew 3% along with a 3% increase in comparable-store sales with retail locations benefiting primarily due to the impacts of favorable currency during this time period.
- EPS growth in the current fiscal year will be limited due to higher operating expenses related to company expansion.
- The company has beaten analyst EPS estimates in each of 4 most recent quarters.
- Ralph Lauren's balance sheet looks great, with $15.55/share in cash and short term investments.
Ralph Lauren: Undervalued And Poised For Long-Term Gains
- Ralph Lauren has consistently beat analyst estimates lately and has been aligning its strategy with its strengths.
- The company is positioning itself to take advantage of the market and that combined with strong fundamentals points to good things on the horizon.
- Ralph Lauren is a bargain for investors looking to invest in the luxury retail market.
Here's What To Expect This Morning From Ralph LaurenLeigh Drogen • May. 9, 2014
- Ralph Lauren reported a solid fiscal-third quarter earnings, while raising its fiscal 2014 revenue outlook to the top end of its previous guidance range.
- Key growth drivers include: global expansion, extending direct-to-customer reach, and innovating and expanding new and emerging merchandise categories.
- Favorable long-term outlook for luxury goods industry to benefit the company.
- The Company's Board of Directors authorized an additional $500 million stock repurchase program.
Alarming Sale By Ralph Lauren Indicates Stock Is Likely To Lag The S&P 500
- Ceo/founder and other insiders are net sellers over the last 12 months.
- Insiders are selling into price weakness.
- Lowest hit-score I've calculated so far.
- Ralph Lauren stock is likely to lag the S&P 500 over the next 6 months.
Fri, Jan. 9, 11:04 AM
- Another tough day for luxury retail stocks as more concerns on pricing trends build up.
- Consulting firm Bain isn't helping sentiment, noting the luxury sector in China showed negative growth (-1%) for the first time in 2014. An ongoing crackdown by Beijing on corruption is in the background.
- Michael Kors (KORS -1.7%), Ralph Lauren (RL -2%), Kate Spade (KATE -3.2%), Fossil (FOSL -1%), Vera Bradley (VRA -2%), and Coach (COH -2.2%) are all under-performing market averages.
- Related stocks: OTCPK:LVMUY, OTC:GUCG, OTCPK:SWGAY, OTCPK:BURBY, EL, RDEN, OTCPK:HESAF, OTCPK:CFRUY, TIF.
- Related ETFs: PEJ.
Fri, Jan. 9, 9:18 AM
Dec. 23, 2014, 2:59 PM
- The strong reads on consumer spending (ICSC, Redbook) bode well for Q4 earnings in the retail sector, note analysts.
- Electronics sellers (BBY, HGG) and the luxury sector (RL, TIF, COH, KORS, KATE, FOSL, VRA) are viewed as being in a good position to see a December boost.
- Companies which eased off on pulling a bulk of their sales forward with Black Friday/Cyber Monday deals are also seen as potential winners with sub-$2 gas resetting some holiday budgets.
- Though e-commerce is expected to dazzle again this holiday season. It's not all fun and games for analysts looking at margins. The extension by Amazon (AMZN -0.1%) of its free shipping offer could be a signal that inventory levels are higher than anticipated and that the growth-at-all-costs mentality at the company is as entrenched as ever, notes Nasdaq Advisory Services.
- The S&P Retail ETF (NYSEARCA:XRT) has doubled up the return of the S&P 500 over the last 3 months, 10.8% vs. 5.1%.
- Previously: Retail trends to watch: Athleisure, P-E buyouts, and new online channels (Dec. 20 2014)
- Related ETFs: XLP, XLY, VDC,VCR, RTH, RETL, FXG, PBJ, IYK, PEJ, FXD, IYC, FDIS, RHS, SCC, FSTA, UCC, PMR, PSL, UGE, RCD, PEZ, PSCC, PSCD, SZK
Dec. 19, 2014, 1:29 PM
- Analysts expect a mixed holiday season for the retail sector in Hong Kong.
- While mass market retail is forecast to hold up with the level of demonstrations in the region moderating, there's some concerns on the luxury sector.
- The corruption crackdown by Beijing and the weak Yen are two potential drags on tourist traffic.
- Consumer confidence on the high end has also been weakening.
- What to watch: The critical Chinese New Year begins in February giving the luxury sector scant time for the environment to improve.
- Luxury sellers in HK: Gucci (OTC:GUCG), Prada, Louis Vuitton (OTCPK:LVMUY), Coach (NYSE:COH), Ralph Lauren (NYSE:RL), Michael Kors (NYSE:KORS), Swatch (OTCPK:SWGAY), Burberry (OTCPK:BURBY), and Tiffany (NYSE:TIF).
Dec. 19, 2014, 9:29 AM
- The Pacific Maritime Association and International Longshore & Warehouse Union are far apart in their negotiations on a new labor contract, according to reports.
- The ports of Long Beach and Los Angeles have seen a loss of productivity due to worker slowdown actions as the stalemate continues.
- FedEx (NYSE:FDX) warned yesterday that deliveries to retailers have been delayed more than expected. Both FedEx and UPS (NYSE:UPS) face extra logistical costs due to the shipping delays and could see a slight dip in total volume.
- Lululemon (NASDAQ:LULU) is one of the few retailers to put a number to the shipment backup, saying Q4 revenue would be impacted by $10M.
- Other companies viewed as having some risk associated with the slowdown include Wal-Mart (NYSE:WMT), Ann (NYSE:ANN), Macy's (NYSE:M), Kohl's (NYSE:KSS), Ralph Lauren (NYSE:RL), and Carter's (NYSE:CRI).
Dec. 18, 2014, 7:01 AM
- Apparel prices fell 1.1% in the U.S. during November, according to yesterday's CPI report.
- The drop followed a 0.2% slide in apparel prices for October.
- Retail analysts note that a higher mix of e-commerce sales and the lingering promotional haze threaten margin expansion in the sector, despite overall tighter inventory control.
- Apparel stocks: KATE, ANN, LULU, PVH, VNCE, CRI, UA, HBI, VFC, COLM, GIL, SQBG, JCP, KSS, DDS, M, JWN, RL, ARO, AEO, ANF, WTSL, TLYS, CACH, ZUMZ, PSUN, EXPR, BKE, KORS, UA, GIII, SQBG, HBI, SKX, FL, VRA, ICON, NKE, WWW, DECK, CROX, SHOO, BWS, PERY, DXLG, SHLD, BONT, GPS, GES, URBN.
Dec. 12, 2014, 10:17 AM
- The S&P Retail ETF (XRT +0.5%) is out ahead of market averages again on enthusiasm over consumer spending forecasts.
- Today it's apparel/footwear sellers and department store chains with the broad set of gains.
- Gainers: Lululemon (NASDAQ:LULU) +2.7%, Ralph Lauren (NYSE:RL) +1.0%, Under Armour (NYSE:UA) +1.1%, Sequential Brands (NASDAQ:SQBG) +0.7%, Michael Kors (NYSE:KORS) +0.5%, Coach (NYSE:COH) +2.3%, Nike (NYSE:NKE) +0.7%, Deckers Outdoor (NYSE:DECK) +1.1%, Macy's (NYSE:M) +2.4%, Sears Holdings (NASDAQ:SHLD) +1.7%, J.C. Penney (NYSE:JCP) +1.5%, Nordstrom (NYSE:JWN) +0.8%.
Dec. 11, 2014, 4:20 PM
Dec. 4, 2014, 10:31 AM
- Shares of Destination Maternity (DEST -7.8%) slide after the company misses earnings estimates.
- A frank assessment from the company on a misfire with its assortment to millennial-aged moms-to-be strikes a bit of a chord across the apparel and department store sector.
- Many of the earnings hits and misses this quarter have been tied to on-trend or off-trend assortments. A millennial group which is hard to nail down is becoming a bigger part of that puzzle.
- Apparel stocks: KATE, ANN, LULU, RL, PVH, VNCE, CRI, UA, HBI, VFC, COLM, KORS, GIL, SQBG, JCP, KSS, DDS, M, JWN, RL, ARO, AEO, ANF, WTSL, TLYS, CACH, ZUMZ, PSUN, EXPR, BKE, KORS, UA, GIII, SQBG, HBI, SKX, FL, VRA, ICON, NKE, WWW, DECK, CROX, SHOO, BWS, PERY, DXLG, SHLD, BONT, GPS, GES, URBN, TJX.
Nov. 6, 2014, 1:27 PM
- Apparel seller Ann issued a warning today on the impact of labor uncertainty at West Coast ports as part of its Q4 guidance.
- The retailer expects $8M in extra air freight costs due to product shipment delays.
- There's also been some reports of delays at ports in the Seattle and Tacoma area which account for 16% of container cargo traffic on the West Coast.
- Analysts fret that more companies will resort to air freight to ensure stores are stocked in front of the Black Friday rush.
- Apparel and footwear stocks: SKX, FL, VRA, ICON, NKE, WWW, DECK, CROX, SHOO, BWS, KATE, ANN, PERY, LULU, RL, PVH, VNCE, CRI, UA, HBI, VFC, COLM, KORS, GIL, SQBG, JCP, KSS, DDS, M, JWN, RL.
Oct. 29, 2014, 9:02 AM
- Ralph Lauren (NYSE:RL) expects revenue to climb 3% to 5% in FQ3, a mark below the estimate of analysts for the key holiday shopping period.
- For the fiscal year, the company sees revenue growth of 5% to 7% vs. a prior estimate for a 6% to 8% gain.
- Previous: FQ2 results, earnings highlights.
- RL -1.8% premarket
Oct. 29, 2014, 8:08 AM| Comment!
Oct. 28, 2014, 5:30 PM
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Oct. 25, 2014, 12:34 PM
- Labor issues and a shortage of trucking equipment at the critical port complex in the Long Beach, California region threaten to disrupt shipments of holiday products to retailers.
- Delays are running up to two or three weeks, according to port officials.
- What to watch: Retailers potentially impacted by the port turmoil include Wal-Mart (NYSE:WMT), Macy's (NYSE:M), Kohl's (NYSE:KSS), J.C. Penney (NYSE:JCP), Ralph Lauren (NYSE:RL), American Eagle Outfitter (NYSE:AEO), Nordstrom (NYSE:JWN), and Carter's (NYSE:CRI).
Oct. 8, 2014, 6:51 AM
- Cowen Research weighs in on the global apparel industry.
- The investment firm thinks the market will grow in the low single digits over the next few years.
- Moderate materials costs inflation will partially offset higher labor and compliance, predicts Cowen.
- Related stocks: OTCPK:FRCOY, OTCPK:IDEXY, GPS, PVH, RL, NKE, OTCQX:ADDYY, OTCPK:HMRZF, LULU.
Sep. 24, 2014, 8:13 AM
- Retail sales could increase by 4.5% to $986B this holiday season on an improved macroeconomic backdrop, forecasts Deloitte Touche.
- The mark would easily top last year's 2.8% rise.
- Online sales are tipped to rise by 14%.
- Promotional activity across broad retail has been dialed back a touch during the back-to-school season, but is still a risk to margins heading into the crucial shopping period.
- What to watch: This holiday season could be an operational pressure cooker for UPS (NYSE:UPS) and FedEx (NYSE:FDX) with demand expected to be high.
- Related stocks: AAP, AEO, ANF, BBBY, BBY, BJ, CHS, COH, COST, DG, FDO, FL, GPS, JCP, JNY, JWN, KSS, LB, LULU, M, NDN, PIR, RL, TGT, TIF, TJX, UA, URBN, VFC, WMT, ZLC, PERY, SQBG, VNCE, KORS, GIII, KATE, GIL, VRA, ICON, PSMT, AMZN.
- Related ETFs: XLY, XRT, VCR, RTH, RETL, IYK, FXD, FDIS, PMR, UGE, RCD, SZK
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