Polo Ralph Lauren (NYSE:RL) is a leading American luxury
lifestyle company that specializes in high-end apparel for men and
women as well as accessories, fragrance and home decor. The
company competes with other premium apparel and accessories players
like Coach (
), Liz Claiborne (NYSE:LIZ) and
Over the past one year, Polo Ralph Lauren stock has jumped by
over 50% and now trades at $120-$130 range. With the firm's Q4'11
earnings to be released on Wednesday, May 25
, we take a look at what makes up our
$111 Trefis price estimate for Polo Ralph Lauren
, which is at a discount of ~15% to the stock's market price.
3 Key Drivers for Polo Ralph Lauren's Stock
1) Ralph Lauren factory stores - represents 34% of the
company's stock value
Ralph Lauren factory stores in the U.S., Europe and
Japan offer selections of men's wear, women's wear, children's
apparel, accessories, home furnishings and fragrances. In addition,
Polo sells excess and out-of-season products through its retail
factory stores targeting the value conscious consumers.
See the top forecasts for Ralph Lauren factory
2) Specialty stores & other department stores -
Specialty stores and Other Department stores offer Ralph Lauren
branded products in the U.S. and internationally. This division
excludes products distributed through the Macy's and Dillard's
department stores which constitute a significant portion of Ralph
Lauren's overall department store distribution. We have shown sales
through Macy's and Dillard's department stores in a separate
division within our analysis of Polo Ralph Lauren.
The entire range of Ralph Lauren branded products are sold
through this division, though some brands are available at select
department and specialty stores only.
See the top forecasts for specialty stores & other
3) Ralph Lauren, Club Monaco & Rugby stores -
Ralph Lauren, Club Monaco & Rugby stores focus on showcasing
the "World of Ralph Lauren" by offering a wide selection of luxury
products to customers.
- Ralph Lauren stores feature the full-breadth of the Ralph
Lauren apparel, accessory and home product assortments.
- Club Monaco stores feature updated fashion apparel and
accessories for both men and women.
- Rugby stores offer aspirational lifestyle collection of
apparel and accessories for men and women. The brand is
characterized by a youthful, preppy attitude which resonates
throughout the line and the store experience.
See the top forecasts for Ralph Lauren, Club Monaco & Rugby
See our full analysis for Polo Ralph Lauren