What is the 13F Pro Quality Score for RL?

13F Pro ranks RALPH LAUREN CORP (RL) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RL's current score at https://13fpro.ai/company/RL (free sign-up required for the full ranking).

Where does 13F Pro source RL data?

All RALPH LAUREN CORP fundamentals and ownership data come directly from SEC EDGAR. RALPH LAUREN CORP files with the SEC under CIK 1037038. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is RL in?

RALPH LAUREN CORP (RL) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives RL's revenue?

Per RALPH LAUREN CORP's latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: North America ($740.3M, +12.8% YoY); Europe ($594.4M, +7.2% YoY); Asia ($589.3M, +24.3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/RL.

What are RL's largest expenses?

RALPH LAUREN CORP's latest 10-Q reports these as the largest expense items: Selling, general, and administrative expenses ($1,077.0M, +13.4% YoY); Cost of goods sold ($515.6M, +8.2% YoY); Restructuring and other charges, net ($24.8M, +28.7% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2027 (quarter ended June 27, 2026).

How often is RL research updated on 13F Pro?

RL's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

RALPH LAUREN CORP(RL)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Discretionary →NYSElarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 1037038 RL stock profile & AI dashboard →

13F Pro Quality Score

66.3/100

Rank #427 of 2,960 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

65.8/100

Profitability

69.0/100

Balance Sheet

90.0/100

Earnings Quality

43.9/100

Free Cash Flow

57.5/100

Institutional Flow

41.1/100

Revenue Scale

84.4/100

Dilution Risk

48.6/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why RL Scores 66/100

exact factor attribution · 2026-09-10

RL's composite is driven by scale and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.2 pts

84th pct

Capital efficiency

+4.0 pts

90th pct

Revenue growth

+3.2 pts

66th pct

Profitability

+2.9 pts

69th pct

Earnings growth

+1.1 pts

73th pct

Free cash flow

+1.1 pts

57th pct

Shareholder dilution

-0.1 pts

49th pct

Institutional flow

-0.4 pts

41th pct

Earnings quality

-0.6 pts

44th pct

Latest change (2026-08-08): 77 → 69 · ↓ Free cash flow 74→51; ↓ Revenue growth 64→55

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in RL

Events flagged as statistical outliers against RL's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-08-08
RL quality score dropped 8 points (77→68) on a new filing
View source filing →

RL Stock Analysis & AI Quality Score

Data updated 2026-09-10

AI stock analysis and institutional research for RALPH LAUREN CORP (RL), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores RL at 66.3/100 on a 32-signal composite quality model, placing it at rank #427 of 2,960 stocks — the top 25% of the AI-ranked universe. RL scores in the top quartile across balance sheet strength (90.0), revenue scale (84.4). Shareholder dilution risk is elevated at 48.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), RALPH LAUREN CORP reports quarterly revenue of $2.0B, net income of $262.2M, an operating margin of 17.5%. Top institutional holders of RL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RL trades on the NYSE exchange and files with the SEC under CIK 1037038. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RALPH LAUREN CORP directly from SEC EDGAR. RALPH LAUREN CORP's 13F Pro composite quality score has ranged between 34 and 74 since 2021, currently 66.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about RALPH LAUREN CORP

Quirks, history, and lore behind RL — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer discretionary company · large-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
Annual revenue around $7–8 billion, with a global footprint spanning over 50 countries — proof that aspirational American style travels well.
3
The History
Founded in 1967 by a self-made designer who started with neckties and turned a single accessory into a full lifestyle empire.
4
The Secret
The company operates its own luxury hospitality concept — actual restaurants and coffee bars — because selling a lifestyle means you'd better feed people too.
5
The Lore
Its flagship Polo brand helped define the preppy aesthetic of the 1980s, and a little embroidered pony on a shirt became one of the most recognized logos on Earth.
6
The Giveaway
A Bronx-born kid named Ralph Lifshitz changed his name, dreamed up an all-American fantasy, and built a fashion house where even the paint colors have a story.

▶ Think you know your stocks? Play the Daily Ticker

What's Driving RL's Business? Latest 10-Q Breakdown

✓ 43/43 datapoints verified

AI-extracted from RALPH LAUREN CORP's 10-Q filed 2026-08-06 — Q1 FY2027 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net revenues rose 14.0% to $1.960B with gross margin up 140 bps to 73.7%, lifting operating income 25.2% to $342.4M and diluted EPS to $4.28.

Biggest Revenue Drivers

North America$740.3M+12.8% YoY

Retail comps up 9% on high-teens AUR growth and higher traffic; wholesale aided by replenishment and resumed shipments to a luxury account

Europe$594.4M+7.2% YoY

Wholesale up $30.8M on positive selling trends and favorable timing shift of inventory shipments, plus favorable foreign currency effects

Biggest Revenue Drivers

Total revenue: $1.960B+14.0% YoY

North America$740.3M+12.8% YoY

Retail comps up 9% on high-teens AUR growth and higher traffic; wholesale aided by replenishment and resumed shipments to a luxury account

Europe$594.4M+7.2% YoY

Wholesale up $30.8M on positive selling trends and favorable timing shift of inventory shipments, plus favorable foreign currency effects

Asia$589.3M+24.3% YoY

Retail comps up 23% reflecting mid-teens AUR growth and higher traffic, plus $33.5M of non-comparable store sales

Within Asia

Asia retail$571.2M+25.3% YoY constant currency

Digital commerce comps +32% and brick-and-mortar comps +22%

Other non-reportable segments$35.8M+3.9% YoY

Ralph Lauren and Chaps branded royalty revenues from global licensing alliances

Largest Expense Items

Selling, general, and administrative expenses$1,077.0M+13.4% YoY

Driven by compensation-related expenses of $48.1M, marketing and advertising of $33.0M, and rent and occupancy of $24.3M

Cost of goods sold$515.6M+8.2% YoY

Grew slower than revenue; AUR growth and channel/geographic mix more than offset tariffs and other product costs

Restructuring and other charges, net$24.8M+28.7% YoY

Includes $20.8M of Next Generation Transformation project charges and $3.0M of severance and benefit costs

Income tax provision$80.0M+39.0% YoY

Higher pretax income plus a 270 bps rise in the effective tax rate to 23.4% from earnings in higher taxed jurisdictions

Margins: Gross margin rose 140 bps to 73.7%, primarily on mid-teens AUR growth and favorable channel and geographic mix, more than offsetting tariff and product cost pressure. SG&A fell 20 bps to 55.0% on operating leverage.

Watch Items from the Filing

Three key wholesale customers were roughly 11% of Fiscal 2026 net revenues and approximately 23% of total gross accounts receivable at June 27, 2026.
Supreme Court invalidated IEEPA tariffs; refund claims submitted but amount, timing, and approval remain uncertain, while newly announced tariffs under other authorities pressure product costs.
Inventories rose to $1.164B from $1.014B at fiscal year-end; supplier finance program obligations grew to $268.4M from $172.1M.
Next Generation Transformation project charges nearly doubled to $20.8M from $11.0M, with the multi-year rollout spanning several more years.
Capital returns continued: $325.1M of share repurchases and $54.8M of dividends, with quarterly dividend raised to $1.00 from $0.9125 and $1.102B repurchase authorization remaining.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.0B

Net Income

Q2 2026

$262.2M

Free Cash Flow

Q2 2026

$285.9M

Operating Margin

Q2 2026

17.5%

ROIC

Q2 2026

34.6%

D/E Ratio

Q2 2026

0.46

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+14.6% YoY

$8.11BFY 2026

FY23 $6.44BFY24 $6.63BFY25 $7.08BFY26 $8.11B

Net Income

+26.7% YoY

$941.1MFY 2026

FY23 $522.7MFY24 $646.3MFY25 $742.9MFY26 $941.1M

Operating Income

+26.5% YoY

$1.18BFY 2026

FY23 $704.2MFY24 $756.4MFY25 $932.1MFY26 $1.18B

EPS (Diluted)

+30.1% YoY

$15.11FY 2026

FY23 $7.58FY24 $9.71FY25 $11.61FY26 $15.11

Total Assets

+9.8% YoY

$7.74BFY 2026

FY23 $6.79BFY24 $6.60BFY25 $7.05BFY26 $7.74B

Total Debt

+8.4% YoY

$1.24BFY 2026

FY23 $1.14BFY24 $1.14BFY25 $1.14BFY26 $1.24B

Op. Cash Flow

-6.6% YoY

$1.15BFY 2026

FY23 $411.0MFY24 $1.07BFY25 $1.24BFY26 $1.15B

Free Cash Flow

—FY 2026

FY23 $193.5MFY24 $904.9MFY25 $1.02BFY26 —

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$8.11B +14.6%	$7.08B +6.7%	$6.63B +2.9%	$6.44B +3.6%	$6.22B +41.3%	$4.40B
Net Income	$941.1M +26.7%	$742.9M +14.9%	$646.3M +23.6%	$522.7M -12.9%	$600.1M +595.5%	$-121.1M
Operating Income	$1.18B +26.5%	$932.1M +23.2%	$756.4M +7.4%	$704.2M -11.8%	$798.4M +1931.2%	$-43.6M
EPS (Diluted)	$15.11 +30.1%	$11.61 +19.6%	$9.71 +28.1%	$7.58 -6.1%	$8.07 +589.1%	$-1.65
Total Assets	$7.74B +9.8%	$7.05B +6.7%	$6.60B -2.8%	$6.79B -12.1%	$7.72B -2.1%	$7.89B
Total Debt	$1.24B +8.4%	$1.14B +0.2%	$1.14B +0.2%	$1.14B -30.4%	$1.64B +0.2%	$1.63B
Operating Cash Flow	$1.15B -6.6%	$1.24B +15.5%	$1.07B +160.3%	$411.0M -42.6%	$715.9M +87.9%	$380.9M
Free Cash Flow	—	$1.02B +12.6%	$904.9M +367.6%	$193.5M -64.8%	$549.0M +101.0%	$273.1M

Get alerted when RL's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for RALPH LAUREN CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RL

BlackRock, Inc.
$1.2B3,023,566 sh
VANGUARD CAPITAL MANAGEMENT LLC
$975.0M2,428,960 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$778.3M1,938,982 sh
FMR LLC
$750.3M1,869,070 sh
STATE STREET CORP
$593.5M1,474,842 sh
GEODE CAPITAL MANAGEMENT, LLC
$472.7M1,179,488 sh
Invesco Ltd.
$453.0M1,128,550 sh
TWO SIGMA INVESTMENTS, LP
$421.0M1,048,689 sh
FIRST TRUST ADVISORS LP
$409.2M1,019,507 sh
AQR CAPITAL MANAGEMENT LLC
$309.4M779,772 sh

Fund	Value	Shares
BlackRock, Inc.	$1.2B	3,023,566
VANGUARD CAPITAL MANAGEMENT LLC	$975.0M	2,428,960
VANGUARD PORTFOLIO MANAGEMENT LLC	$778.3M	1,938,982
FMR LLC	$750.3M	1,869,070
STATE STREET CORP	$593.5M	1,474,842
GEODE CAPITAL MANAGEMENT, LLC	$472.7M	1,179,488
Invesco Ltd.	$453.0M	1,128,550
TWO SIGMA INVESTMENTS, LP	$421.0M	1,048,689
FIRST TRUST ADVISORS LP	$409.2M	1,019,507
AQR CAPITAL MANAGEMENT LLC	$309.4M	779,772

Companies Similar to RL

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

TPR

TAPESTRY, INC.

AI score

Very similar · 39 shared holders

Boston Partners Swedbank AB VOLORIDGE INVESTMENT MANAGEMENT, LLC

DECK

DECKERS OUTDOOR CORP

AI score

Very similar · 28 shared holders

Clark Capital Management Group, Inc.FULLER & THALER ASSET MANAGEMENT, INC.Swedbank AB

EXPE

Expedia Group, Inc.

AI score

Very similar · 31 shared holders

Boston Partners FULLER & THALER ASSET MANAGEMENT, INC.VOLORIDGE INVESTMENT MANAGEMENT, LLC

ROST

ROSS STORES, INC.

AI score

Very similar · 26 shared holders

Boston Partners VOLORIDGE INVESTMENT MANAGEMENT, LLC FULLER & THALER ASSET MANAGEMENT, INC.

FIVE

FIVE BELOW, INC

AI score

Very similar · 24 shared holders

JENNISON ASSOCIATES LLC FULLER & THALER ASSET MANAGEMENT, INC.Alyeska Investment Group, L.P.

CTAS

CINTAS CORP

AI score

Very similar · 15 shared holders

VOLORIDGE INVESTMENT MANAGEMENT, LLC FULLER & THALER ASSET MANAGEMENT, INC.Vest Financial, LLC

DRI

DARDEN RESTAURANTS INC

AI score

Very similar · 16 shared holders

Boston Partners VOLORIDGE INVESTMENT MANAGEMENT, LLC WORLDQUANT MILLENNIUM ADVISORS LLC

YUM

YUM BRANDS INC

AI score

Very similar · 18 shared holders

Boston Partners Alyeska Investment Group, L.P.Swedbank AB

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Consumer Discretionary Companies

View all Consumer Discretionary →

AACG

ATA Creativity Global

AAP

ADVANCE AUTO PARTS INC

ABG

ASBURY AUTOMOTIVE GROUP INC

ABLV

Able View Global Inc.

ADIG

ADI GLOBAL DISTRIBUTION INC.

AENT

ALLIANCE ENTERTAINMENT HOLDING CORP

AEO

AMERICAN EAGLE OUTFITTERS INC

AFYA

Afya Ltd

Put RL on your watchlist

Track score changes the day RALPH LAUREN CORP files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is RL a good stock to buy?

13F Pro's AI-powered analysis of RALPH LAUREN CORP (RL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RL are available on the RL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. RL is classified as a large company.

Which hedge funds own RL?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of RALPH LAUREN CORP's investment landscape.