Apparel Earnings Winners and Losers: Ralph Lauren Takes Off

Major apparel companies reported earnings with mixed stock market reactions despite all beating on sales and EPS. Ralph Lauren surged 13.9% on strong revenue growth of 17% YOY and EPS beat, with women's apparel and handbags performing particularly well. Amer Sports rose over 5% with 32% sales growth and raised full-year guidance significantly. Deckers Outdoor saw modest 1% gains despite strong results, with its Hoka brand reaching record quarterly revenue.

05/26/2026, 12:19 PM • Investing

Ralph Lauren Q4 Beats Estimates On Asia Strength, Lifts Dividend 10%

Ralph Lauren exceeded Q4 expectations with adjusted EPS of $2.80 (vs. $2.54 estimate) and revenue of $1.98 billion (vs. $1.85 billion estimate). The company reported 17% YoY revenue growth driven by strong Asia performance (31% growth), improved margins, and robust direct-to-consumer sales. The board approved a 10% dividend increase to $1.00 per share. For fiscal 2027, the company projects mid-single-digit revenue growth (4-5%) and 40-60 basis points of operating margin expansion.

05/21/2026, 10:55 AM • Benzinga

’Claude, How Can I Get 8.3% Dividends From AI?’ A $30-Billion Question

Anthropic reported annualized revenue of $30 billion with over 200% growth, demonstrating AI is generating real revenue and not a bubble. The BlackRock Science and Technology Term Trust (BSTZ) offers 8.3% dividends with exposure to Anthropic and other AI-related holdings, trading at an 11% discount to NAV. The article suggests AI adoption is still in early stages with significant growth potential as companies across industries integrate the technology.

04/16/2026, 11:36 AM • Investing

Calvin Klein’s Parent May Be the Market’s Best Bargain

PVH Corp., parent company of Calvin Klein and Tommy Hilfiger, is identified as a potential market bargain following strong Q4 2026 earnings. The stock surged over 10% post-earnings, trading near 6X earnings before the rally and now above 10X, still below peers. Strong cash flow ($550M+), improving margins, and positive guidance support continued upside potential toward analyst consensus target of $88.

04/02/2026, 2:12 PM • Investing

Santa Claus Rally Favors These 5 Stocks, History Says

Historical data shows the S&P 500 has a 71% win rate during the final trading week of December (Dec. 23-31), with an average gain of 0.95%. The article identifies five S&P 500 stocks with the strongest Santa Claus Rally track records over the past two decades, led by Newmont Corp with a 2.24% average gain and 75% winning rate.

12/23/2025, 1:36 PM • Benzinga

Elliott Management Takes $1 Billion Stake In Lululemon, Proposes Former Ralph Lauren Executive As New CEO: Report

Elliott Investment Management acquired a $1 billion stake in Lululemon and proposed Jane Nielsen, a former Ralph Lauren executive, as potential new CEO following Calvin McDonald's resignation.

12/18/2025, 4:17 AM • Benzinga

Black Friday's Biggest Winner? AI Shopping Tools Helped Blow Up Online Sales

Black Friday e-commerce sales rose 9% year-over-year, driven by AI-powered shopping tools and competitive discounts, while physical store traffic continued to decline.

12/01/2025, 3:49 PM • Benzinga

Gensmo Brings Fashion Week AI Innovation into Everyday Shopping

Gensmo introduced a permanent AI-powered 'Shop by Brands' feature following a successful Fashion Week debut, enabling users to discover, style, and purchase fashion items through an interactive platform that blends creativity, social sharing, and commerce.

11/04/2025, 2:37 PM • GlobeNewswire

Ralph Lauren (RL) Q1 Revenue Rises 14%

Ralph Lauren reported Q1 FY2026 earnings with revenue of $1.719 billion, slightly missing analyst estimates. The company saw strong international growth, particularly in Asia and Europe, with improved margins and digital commerce performance.

08/07/2025, 12:15 PM • The Motley Fool

Luxury Goods Market Forecast and Company Report 2025-2033 Featuring Kering, Ralph Lauren, Valentino, Gianni Versace, Hermes, Compagnie Financiere Richemont, Giorgio Armani, LVMH, Prada, Swatch

The luxury goods market is projected to grow to $704.95 billion by 2033, with a 7.02% CAGR driven by rising disposable incomes, digital transformation, and increasing brand recognition across emerging markets.

07/29/2025, 8:00 AM • GlobeNewswire