Jefferies reaffirms its 'buy' recommendation on Ralph Lauren, with a price target raised by 14% to $280, in a note devoted to the 2025 outlook for US fashion players.
Ralph Lauren remains a favorite name for the broker, who points to firm sales and EPS growth, a shift in mix towards direct-to-consumer, and growing adoption by younger consumers.
According to Jefferies, the market may under-appreciate this high-end apparel house as a 'luxury alternative, given lower valuation multiples and better performance in China'.
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Ralph Lauren Corporation is engaged in the design, marketing, and distribution of luxury lifestyle products, including apparel, footwear & accessories, home, fragrances, and hospitality. Its segments include North America, Europe, and Asia. Its brands include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Double RL, Polo Ralph Lauren, Lauren Ralph Lauren, Polo Ralph Lauren Children, and Chaps, among others. Its products include apparel and footwear and accessories for men, women, and children, as well as fragrance and home collections, together with its hospitality portfolio. Its range of footwear and accessories includes casual shoes, dress shoes, boots, sneakers, sandals, eyewear, watches, scarves, hats and others. Its range of home products includes bed and bath lines, lighting, dining, floor coverings, giftware and others. Its hospitality collection is comprised of its restaurants, including The Polo Bar in New York City and RL Restaurant located in Chicago.