Ralph Lauren: Trend Reverting North American EBIT Makes The Stock Attractive

  • In FY 2025, Ralph Lauren saw appealing financial results, with revenue up 6.75% and operating income surging 23.2%, supported by increasing margins. Despite long-term North American sales declines, in FY 2025, the trend reverted, and operating income grew higher than 15% in that region. The trade agreement between the United States and Vietnam is a tailwind for the apparel industry, particularly for RL, as it is its major sourcing destination.