Morningstar Rating

Stock Research and Analysis

by Paul Swinand

Bulls Say

With a small owned retail footprint outside North America, Ralph Lauren has ample runway for international expansion, both in Europe, but particularly in Asia and China.
Ralph Lauren and the Polo brand still have premium images that department stores need, giving merchants the incentive to devote stores space to drive traffic and a premium image.
Ralph Lauren should see solid growth in China and emerging markets. Although it has not been as successful in China as other premium brands, its American heritage and style will be highlighted by the new global brand management structure. Read more 

Bears Say

Weakness at home and an overdependence on department stores suggest that the brand is not as premium as it once was, and is overexposed to a shrinking sales channel.
Although Ralph Lauren has been successful at placing its products in both luxury and more aspirational channels, overdistribution and the proliferation of sub-brands could dilute the core brand's equity.
Despite the fact that Ralph Lauren's styles have a certain heritage, if consumer tastes depart from the brand's fashion imagery, sales could suffer. Read more 


Ralph Lauren founded the firm in 1967 and has been CEO and chairman since the initial public offering in 1997. In general, we find overall corporate governance to be somewhat in favor of insiders, but overall we rate stewardship of capital as Standard,  Read more 


Ralph Lauren markets, designs, sources, and distributes a wide range of apparel and accessories through department stores, specialty retailers, and its own chain of retail   Read more 

13 New Stocks Join the Wide Moat Focus Index 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Premium.