How Ralph Lauren’s Expanding Women’s and Handbag Lines At Ralph Lauren (RL) Has Changed Its Investment Story

Ralph Lauren recently highlighted ongoing momentum in high-potential categories such as women’s apparel, outerwear and handbags, with women’s apparel alone approaching a US$2.00 billion business and new launches like the Blaze collection in Women’s Polo handbags aimed at deepening its presence. Despite previously soft constant-currency revenue trends and margin concerns, the company’s nearly 1% share in women’s apparel and rising earnings estimates suggest investors see meaningful headroom…