RL
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by Thoughtful Money 1mo ago
LONG3w ago
“Ralph Lauren also on a tear. So you have like American Dynanism. There's American luxury... Ralph Lauren's crushing, Coach is totally crushing.”TBPN
Ralph Lauren is crushing it as American luxury brands capture a generational rotation away from legacy European fashion houses.
RLLONG@ $381.24
$378.10-0.82%
since call Jul 9
peak +1.9%
LONG1mo ago
“their prices have driven this. They're up 60%”The Real Eisman Playbook · Michael Binetti
Ralph Lauren is retail's surprise winner, lifting prices 60% via methodical brand elevation
RLLONG@ $413.72
$378.10-8.61%
since call Jun 22
LONG1mo ago
“consumer discretionary … has gotten beaten up very badly in the last year. And I sense that we're having a snapback rally.”Thoughtful Money · Mark Newton
Ralph Lauren leads beaten-up apparel snapback within consumer
RLLONG@ $412.44
$378.10-8.33%
since call Jun 18