Ralph Lauren's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Ralph Lauren (RL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Ralph Lauren vs Its Competitors
- TTM: Trailing 12-month revenue of 8,355M vs 120,002M combined for tracked competitors (6.5% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-6.2% annualized vs trailing 12 months), vs decelerating (-8.3%) for its tracked peer group.
- Growth: Ralph Lauren generated 14.0% revenue growth year over year in Q1 2026, vs 0.4% for its tracked competitors combined.
- Profitability: Its 13.4% net margin compares with 9.5% for the peer group.
- Scale: Ralph Lauren ranks #4 of 49 companies by market capitalization in the Apparel, Footwear & Accessories industry, holding 7.6% of industry market cap.
- Peer revenue share: Ralph Lauren accounted for 6.7% of combined revenue among its tracked peer group, up from 5.9% a year earlier.
- Peer differentiation: Revenue per employee of $0.36M compares with $0.35M for the peer group (1.0x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
RL Sales vs. its Competitors, Q1 2026
Ralph Lauren reported revenue growth of 14.00 % year on year in Q1 2026, above its competitors' combined revenue growth of 0.43 %.
With a net margin of 13.38 %, Ralph Lauren achieved higher profitability than its competitors (9.47 %).
Ralph Lauren generated 6.65 % of the combined sales of its peer group, up from 5.91 % a year earlier.
Ralph Lauren vs. its Competitors, Q1 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Ralph Lauren and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Ralph Lauren Corporation | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (6) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Ralph Lauren's competitor groups requires a Commercial License.
For context: the Apparel, Footwear & Accessories industry grew revenue 8.8% year over year, combined, vs 14.0% for Ralph Lauren. Ralph Lauren's share of combined industry revenue moved from 2.54% to 2.66%, a gain of 0.12 percentage points.
Ralph Lauren's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Ralph Lauren Corporation | Yes | Yes | Yes | No |
| Competitors combined (35) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (8) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 87.50 % (7 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
RL Stock Performance relative to its Competitors
RL Stock Performance relative to High-Confidence Competitors
RL Stock Performance relative to Similar-Size Competitors
RL Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Brand Engagement Network Inc | 282.9% | Outperformed |
| 2 | Fossil Group inc | 282.9% | Outperformed |
| 3 | Vera Bradley Inc | 282.9% | Outperformed |
| 4 | Movado Group Inc | 282.9% | Outperformed |
| 5 | Abercrombie and Fitch Co | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Ralph Lauren's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Ralph Lauren's Comment on Competition and Industry Peers
Competition is very strong in the segments of the fashion and consumer product
industries in which we operate. We compete with numerous designers and manufacturers
of apparel and accessories, fragrances, and home furnishing products, both domestic
and international. Some of our competitors may be significantly larger and have
substantially greater resources than us. We compete primarily on the basis of
fashion, quality, value, and service, which depend on our ability to:
anticipate and respond to changing consumer demands in a timely manner;
maintain favorable brand recognition, loyalty, and reputation for quality;
develop and produce high quality products that appeal to consumers;
appropriately source raw materials at cost-effective prices;
appropriately price our products;
provide strong and effective marketing support;
ensure product availability; and
obtain additional points of distribution and sufficient retail floor space,
and effectively present our products at retail.
Publicly Traded Peers of Ralph Lauren Corporation
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Ralph Lauren Corporation | 21,893.91 | 8,355.20 |
| Nike Inc | 53,863.97 | 46,398.00 |
| Tapestry Inc | 23,847.19 | 8,004.00 |
| Amer Sports Inc | 15,552.15 | 6,565.30 |
| Lululemon Athletica Inc | 11,357.39 | 11,093.25 |
| Deckers Outdoor Corp | 10,857.48 | 5,527.35 |
| SUBTOTAL | 210,156.94 | 181,983.96 |
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Sources: Ralph Lauren Corporation's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Ralph Lauren Corporation versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Ralph Lauren's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Digital Brands Group Inc | Named by the company | 85% |
| Gaucho Group Holdings Inc | Named by the company | 85% |
| Brand Engagement Network Inc | Named by the company | 85% |
| Stride Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Ralph Lauren's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Ralph Lauren's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Ralph Lauren Corporation | North America 41.03 % |
| Nike Inc | North America 44.56 % |
| Tapestry Inc | Coach 88.57 % |
| Lululemon Athletica Inc | Americas 71.41 % |
| Deckers Outdoor Corp | UGG Brand 50.05 % |
| Skechers Usa Inc | Wholesale 53.35 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Ralph Lauren's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Ralph Lauren Corporation | 21,894 | 357,060 | 42,004 |
| Nike Inc | 53,864 | 635,589 | 42,575 |
| Tapestry Inc | 23,847 | 388,544 | 74,160 |
| Amer Sports Inc | 15,552 | 426,318 | 28,597 |
| Lululemon Athletica Inc | 11,357 | 284,442 | 36,358 |
| Deckers Outdoor Corp | 10,857 | 1,151,531 | 484,829 |
| PEERS TOTAL | 188,263 | 353,741 | 27,690 |
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Ralph Lauren's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Ralph Lauren Corporation | Americas 43.07 % |
| Tapestry Inc | North America 57.37 % |
| Lululemon Athletica Inc | Americas 71.41 % |
| Deckers Outdoor Corp | United States 58.33 % |
| Skechers Usa Inc | Americas 45.63 % |
| Urban Outfitters Inc | Geographic Distribution Domestic 87.31 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Ralph Lauren's Position in Industry Market Structure
Market-capitalization share and concentration across all 45 companies in Ralph Lauren's industry classification, broader than the peer set above. Market cap in millions of $.Ralph Lauren ranks #4 of 45 companies by market capitalization in its industry, holding 7.57 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,375, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Cintas Corporation | 81,642 | 28.44 % |
| 2 | Nike Inc | 52,761 | 18.38 % |
| 3 | Tapestry Inc | 23,779 | 8.28 % |
| 4 | Ralph Lauren Corporation | 21,738 | 7.57 % |
| 5 | Amer Sports Inc | 1,234 | 5.2% |
| 6 | Lululemon Athletica Inc | 1,234 | 5.2% |
| 7 | Deckers Outdoor Corp | 1,234 | 5.2% |
| 8 | On Holding Ag | 1,234 | 5.2% |
| 9 | Levi Strauss and Co | 1,234 | 5.2% |
| 10 | Gildan Activewear Inc | 1,234 | 5.2% |
Market cap and industry share for the rest of Ralph Lauren's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Ralph Lauren's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Cintas Corporation | 81,642 | -0.52 % |
| 2 | Nike Inc | 52,761 | -48.55 % |
| 3 | Tapestry Inc | 23,779 | 4.94 % |
| 4 | Ralph Lauren Corporation | 21,738 | 17.08 % |
| 5 | Amer Sports Inc | 1,234 | 12.3% |
| 6 | Lululemon Athletica Inc | 1,234 | 12.3% |
| 7 | Deckers Outdoor Corp | 1,234 | 12.3% |
| 8 | On Holding Ag | 1,234 | 12.3% |
| 9 | Levi Strauss and Co | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Ralph Lauren's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Ralph Lauren's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Apparel, Footwear & Accessories industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (58 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 70.27 % | 47.01 % (avg) | +23.3 pp |
| Operating Margin | 14.94 % | industry median | +8.7 pp |
| EBITDA Margin | 17.65 % | 3.73 % (avg) | +13.9 pp |
| Capital Intensity (Capex / Revenue) | 3.77 % | 3.06 % (avg) | +0.7 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Ralph Lauren's Valuation vs Competitive Position
Valuation multiples vs the Apparel, Footwear & Accessories industry average (58 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 23.8x | 19.0x | +4.8x |
| EV / EBITDA | 15.3x | 12.9x | +2.4x |
| P/B | 8.6x | 2.7x | +5.9x |
| Return on Equity | 36.63 % | industry aggregate | 9.81 % |
| Return on Invested Capital | 13.04 % | 2.80 % (avg) | 10.24 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Ralph Lauren's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 3.98 % | 0.87 % | -31.35 % | 36.35 % | 7.40 % | 2.78 % | 5.23 % | 12.71 % |
| Operating Margin | 8.83 % | 9.84 % | -6.88 % | 12.30 % | 10.91 % | 10.43 % | 12.73 % | 14.63 % |
| Return on Invested Capital | 6.89 % | 7.40 % | -3.49 % | 8.52 % | 8.02 % | 7.82 % | 10.45 % | 12.57 % |
| P/E | 20.8x | 13.2x | - | 17.8x | 14.6x | 15.1x | 20.9x | 24.1x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Ralph Lauren's Strategic Group Map
Every company in Ralph Lauren's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Ralph Lauren is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Ralph Lauren's BCG Growth-Share Matrix
Relative market share (vs Ralph Lauren's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Ralph Lauren falls in the Dog quadrant: relative market share of 0.27x vs its largest competitor, in an industry growing revenue 5.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Ralph Lauren's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 1,375 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 3.77 % vs industry average 3.06 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Ralph Lauren's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Ralph Lauren's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Ralph Lauren's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Ralph Lauren falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Ralph Lauren's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 8.7 points above the industry median.
- Return on equity 9.8 points above the industry aggregate.
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Latest-quarter revenue run-rate is decelerating (-6.2% annualized vs trailing 12 months).
- Low relative market share vs the industry leader (0.27x).
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-8.3% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Ralph Lauren's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Ralph Lauren Corporation | 0.93 | 1.99 | 0.46 |
| Nike Inc | 0.64 | 2.12 | 0.61 |
| Tapestry Inc | 0.60 | 1.74 | 3.73 |
| Amer Sports Inc | 0.30 | 1.50 | 0.05 |
| Lululemon Athletica Inc | 0.01 | 2.20 | - |
| Deckers Outdoor Corp | 1.89 | 3.22 | - |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Ralph Lauren's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Ralph Lauren Corporation | Q2 2026 | +14.0 % | +19.0 % |
| Nike Inc | Q2 2026 | -1.1 % | +406.6 % |
| Tapestry Inc | Q2 2026 | +8.8 % | - |
| Amer Sports Inc | Q4 2025 | +26.7 % | +461.7 % |
| Lululemon Athletica Inc | Q2 2026 | -4.3 % | -11.2 % |
| Deckers Outdoor Corp | Q2 2026 | +5.8 % | -7.2 % |
| PEERS TOTAL | +6.7 % | +94.9 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Ralph Lauren's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Ralph Lauren Corporation | Q2 2026 | +8.1 % | -71.5 % |
| Nike Inc | Q2 2026 | -15.8 % | +38.0 % |
| Tapestry Inc | Q2 2026 | -23.5 % | +50.7 % |
| Amer Sports Inc | Q4 2025 | +19.6 % | -5.5 % |
| Lululemon Athletica Inc | Q2 2026 | -9.0 % | -15.9 % |
| Deckers Outdoor Corp | Q2 2026 | +4.3 % | -36.4 % |
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Ralph Lauren's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Ralph Lauren Corporation | 13.20% | 14.27% | 36.63% |
| Nike Inc | 8.32% | 13.87% | 22.35% |
| Tapestry Inc | 23.41% | 28.75% | 232.19% |
| Amer Sports Inc | 4.38% | 3.89% | 7.57% |
| Lululemon Athletica Inc | 16.97% | 21.73% | 29.73% |
| Deckers Outdoor Corp | 62.43% | 81.53% | 95.18% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Ralph Lauren's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Ralph Lauren Corporation | 22.53 | 2.62 |
| Nike Inc | 17.40 | 1.16 |
| Tapestry Inc | 15.63 | 2.98 |
| Amer Sports Inc | 36.34 | 2.37 |
| Lululemon Athletica Inc | 8.29 | 1.02 |
| Deckers Outdoor Corp | 11.16 | 1.96 |
| PEERS AVERAGE | 14.42 | 1.15 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.