Value Investing with Sven Carlin, Ph.D. on $RL (Nov 10, 2026)
Ralph Lauren has executed well—leaner under a new CEO, higher prices, brand elevation, pricing power, direct-to-consumer, higher margins and Gen Z strength versus suffering luxury peers—but it now looks expensive and fashion is unpredictable, so the stock is too risky at these levels.
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Ralph Lauren. Okay. Did great. CEO changed the company made it leaner. Increased prices. All really booming over the last year. Now it seems expensive because you never know with fashion.
We did a lot of fashion companies, Lululemons, you are in fashion and then two years later you are not and then the stock looks extremely ugly. But it's very interesting how did they grow brand elevation, pricing power, direct to consumer, higher margins one over the Gen Z compared to others luxury that are suffering but too risky at these levels.