Ralph Lauren Corp. is set to report fourth-quarter fiscal 2026 results on Thursday before market open. Investors are weighing whether the company's brand elevation strategy can power through tariff headwinds.
Analysts expect earnings of $2.48 per share on revenue of $1.84 billion, representing year-over-year growth of 9.3% and 8.2% respectively.
Nineteen analysts rate the stock a Buy, with a mean price target of $414, implying 29% upside from the current $320.69.
The most critical element will be management's initial fiscal 2027 guidance. Analysts expect revenue in the range of $8.4 billion to $8.6 billion.
Gross margin pressure from tariffs represents a second focal point, with tariff-related headwinds expected to peak in the fourth quarter at 150 to 180 basis points.
The company exceeded expectations in its most recent quarter reported in February, delivering earnings of $6.22 per share versus the $5.78 consensus.
Shares have cooled recently, with the 30-day return down nearly 16% as investors reassess valuation ahead of earnings.
