Subtext

Ralph Lauren Corporation RL

SectorConsumer Discretionary
Transcripts71
Date range2007-05-30 – 2025-02-06
Calls charted70

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-25-13+0+13+252008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12008 Q1 · Overall: +8.12008 Q2 · Overall: +1.32008 Q3 · Overall: +2.42008 Q4 · Overall: +9.82009 Q1 · Overall: +11.32009 Q2 · Overall: +7.12009 Q3 · Overall: +0.42009 Q4 · Overall: +4.22010 Q1 · Overall: +7.32010 Q2 · Overall: +6.42010 Q3 · Overall: +10.32010 Q4 · Overall: +10.82011 Q1 · Overall: +11.82011 Q3 · Overall: +18.32011 Q4 · Overall: +12.82012 Q1 · Overall: +18.02012 Q2 · Overall: +10.12012 Q3 · Overall: +14.02012 Q4 · Overall: +12.22013 Q1 · Overall: +13.02013 Q2 · Overall: +14.22013 Q3 · Overall: +17.82013 Q4 · Overall: +14.12014 Q1 · Overall: +12.22014 Q2 · Overall: +12.82014 Q3 · Overall: +15.92014 Q4 · Overall: +21.82015 Q1 · Overall: +12.82015 Q2 · Overall: +11.92015 Q3 · Overall: +6.02015 Q4 · Overall: +13.02016 Q1 · Overall: +5.62016 Q2 · Overall: +13.82016 Q3 · Overall: +6.52016 Q4 · Overall: +8.12017 Q1 · Overall: -0.52017 Q2 · Overall: +9.72017 Q3 · Overall: +7.62017 Q4 · Overall: +1.02018 Q1 · Overall: +12.22018 Q2 · Overall: +12.32018 Q3 · Overall: +11.02018 Q4 · Overall: +15.42019 Q1 · Overall: +12.12019 Q2 · Overall: +14.12019 Q3 · Overall: +17.62019 Q4 · Overall: +15.72020 Q1 · Overall: +15.42020 Q2 · Overall: +13.32020 Q3 · Overall: +17.32020 Q4 · Overall: +5.72021 Q1 · Overall: +6.52021 Q2 · Overall: +15.82021 Q3 · Overall: +10.92021 Q4 · Overall: +13.32022 Q1 · Overall: +13.62022 Q2 · Overall: +12.32022 Q3 · Overall: +13.32022 Q4 · Overall: +10.52023 Q1 · Overall: +13.82023 Q2 · Overall: +12.72023 Q3 · Overall: +14.82023 Q4 · Overall: +10.82024 Q1 · Overall: +10.02024 Q2 · Overall: +14.02024 Q3 · Overall: +17.32024 Q4 · Overall: +16.32025 Q1 · Overall: +13.02025 Q2 · Overall: +13.52025 Q3 · Overall: +15.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-31-15+0+15+312008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12016 Q2 · CEO: +25.82016 Q3 · CEO: +19.62017 Q1 · CEO: +13.92017 Q2 · CEO: +26.82017 Q3 · CEO: +15.42018 Q1 · CEO: +25.22018 Q2 · CEO: +20.12018 Q3 · CEO: +20.92018 Q4 · CEO: +22.12019 Q1 · CEO: +20.62019 Q2 · CEO: +26.32019 Q3 · CEO: +26.32019 Q4 · CEO: +26.52020 Q1 · CEO: +21.22020 Q2 · CEO: +19.72020 Q3 · CEO: +21.52020 Q4 · CEO: +12.62021 Q1 · CEO: +13.02021 Q2 · CEO: +25.62021 Q3 · CEO: +21.72021 Q4 · CEO: +18.62022 Q1 · CEO: +17.42022 Q2 · CEO: +17.12022 Q3 · CEO: +17.12022 Q4 · CEO: +18.22023 Q1 · CEO: +19.02023 Q2 · CEO: +17.42023 Q3 · CEO: +21.22023 Q4 · CEO: +15.12024 Q1 · CEO: +19.02024 Q2 · CEO: +18.82024 Q3 · CEO: +20.02024 Q4 · CEO: +22.92025 Q1 · CEO: +19.92025 Q2 · CEO: +18.92025 Q3 · CEO: +21.12008 Q1 · CFO: +2.32008 Q2 · CFO: -2.72008 Q3 · CFO: +0.02008 Q4 · CFO: +4.52009 Q1 · CFO: +8.32009 Q2 · CFO: +6.42009 Q3 · CFO: +0.72009 Q4 · CFO: -4.42010 Q1 · CFO: +9.32010 Q2 · CFO: +3.12010 Q3 · CFO: +2.72010 Q4 · CFO: +13.92011 Q1 · CFO: +11.52011 Q3 · CFO: +23.02011 Q4 · CFO: +8.92012 Q1 · CFO: +19.82012 Q2 · CFO: +8.32012 Q3 · CFO: +12.22012 Q4 · CFO: +10.92013 Q1 · CFO: -2.42013 Q2 · CFO: +4.12013 Q3 · CFO: +4.92013 Q4 · CFO: +11.42014 Q1 · CFO: +5.62014 Q2 · CFO: +7.02014 Q3 · CFO: +13.72014 Q4 · CFO: +17.12015 Q1 · CFO: +13.02015 Q2 · CFO: +16.92015 Q3 · CFO: +3.42017 Q2 · CFO: +2.72017 Q3 · CFO: +10.22017 Q4 · CFO: +6.52018 Q1 · CFO: +11.22018 Q2 · CFO: +11.22018 Q3 · CFO: +8.52018 Q4 · CFO: +15.52019 Q1 · CFO: +8.72019 Q2 · CFO: +11.42019 Q3 · CFO: +16.82025 Q1 · CFO: +12.52025 Q2 · CFO: +12.92025 Q3 · CFO: +18.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-35-17+0+17+352008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12008 Q1 · Prepared remarks: +16.62008 Q2 · Prepared remarks: +6.72008 Q3 · Prepared remarks: +7.82008 Q4 · Prepared remarks: +12.92009 Q1 · Prepared remarks: +13.52009 Q2 · Prepared remarks: +12.92009 Q3 · Prepared remarks: +4.52009 Q4 · Prepared remarks: +7.12010 Q1 · Prepared remarks: +10.82010 Q2 · Prepared remarks: +13.82010 Q3 · Prepared remarks: +15.82010 Q4 · Prepared remarks: +20.32011 Q1 · Prepared remarks: +16.92011 Q3 · Prepared remarks: +30.42011 Q4 · Prepared remarks: +20.22012 Q1 · Prepared remarks: +29.82012 Q2 · Prepared remarks: +17.72012 Q3 · Prepared remarks: +22.02012 Q4 · Prepared remarks: +12.52013 Q1 · Prepared remarks: +15.82013 Q2 · Prepared remarks: +16.42013 Q3 · Prepared remarks: +24.62013 Q4 · Prepared remarks: +21.92014 Q1 · Prepared remarks: +16.52014 Q2 · Prepared remarks: +19.02014 Q3 · Prepared remarks: +21.92014 Q4 · Prepared remarks: +26.42015 Q1 · Prepared remarks: +25.52015 Q2 · Prepared remarks: +22.12015 Q3 · Prepared remarks: +10.72015 Q4 · Prepared remarks: +17.02016 Q1 · Prepared remarks: +7.22016 Q2 · Prepared remarks: +19.32016 Q3 · Prepared remarks: +11.32016 Q4 · Prepared remarks: +9.42017 Q1 · Prepared remarks: +7.62017 Q2 · Prepared remarks: +9.22017 Q3 · Prepared remarks: +11.32017 Q4 · Prepared remarks: +7.22018 Q1 · Prepared remarks: +19.32018 Q2 · Prepared remarks: +14.52018 Q3 · Prepared remarks: +13.52018 Q4 · Prepared remarks: +15.72019 Q1 · Prepared remarks: +18.52019 Q2 · Prepared remarks: +17.72019 Q3 · Prepared remarks: +21.52019 Q4 · Prepared remarks: +19.32020 Q1 · Prepared remarks: +11.92020 Q2 · Prepared remarks: +13.22020 Q3 · Prepared remarks: +15.62020 Q4 · Prepared remarks: +4.02021 Q1 · Prepared remarks: +3.52021 Q2 · Prepared remarks: +15.22021 Q3 · Prepared remarks: +11.12021 Q4 · Prepared remarks: +12.82022 Q1 · Prepared remarks: +12.32022 Q2 · Prepared remarks: +15.72022 Q3 · Prepared remarks: +17.92022 Q4 · Prepared remarks: +12.42023 Q1 · Prepared remarks: +14.22023 Q2 · Prepared remarks: +15.82023 Q3 · Prepared remarks: +14.82023 Q4 · Prepared remarks: +13.92024 Q1 · Prepared remarks: +9.82024 Q2 · Prepared remarks: +12.82024 Q3 · Prepared remarks: +23.22024 Q4 · Prepared remarks: +21.82025 Q1 · Prepared remarks: +13.12025 Q2 · Prepared remarks: +16.82025 Q3 · Prepared remarks: +20.82008 Q1 · Q&A responses: +6.32008 Q2 · Q&A responses: -0.32008 Q3 · Q&A responses: -0.42008 Q4 · Q&A responses: +9.82009 Q1 · Q&A responses: +13.22009 Q2 · Q&A responses: +0.32009 Q3 · Q&A responses: +0.32009 Q4 · Q&A responses: +3.72010 Q1 · Q&A responses: +8.02010 Q2 · Q&A responses: +1.12010 Q3 · Q&A responses: +8.32010 Q4 · Q&A responses: +1.82011 Q1 · Q&A responses: +6.52011 Q3 · Q&A responses: +3.02011 Q4 · Q&A responses: +4.22012 Q1 · Q&A responses: +9.02012 Q2 · Q&A responses: +1.32012 Q3 · Q&A responses: +4.42012 Q4 · Q&A responses: +9.62013 Q1 · Q&A responses: +13.32013 Q2 · Q&A responses: -3.32013 Q3 · Q&A responses: +10.12013 Q4 · Q&A responses: +4.72014 Q1 · Q&A responses: +14.02014 Q2 · Q&A responses: +9.32014 Q3 · Q&A responses: +13.72014 Q4 · Q&A responses: +23.02015 Q1 · Q&A responses: +12.02015 Q2 · Q&A responses: +11.02015 Q3 · Q&A responses: +2.12015 Q4 · Q&A responses: +13.42016 Q1 · Q&A responses: +9.52016 Q2 · Q&A responses: +12.52016 Q3 · Q&A responses: +6.82016 Q4 · Q&A responses: +12.32017 Q1 · Q&A responses: -3.62017 Q2 · Q&A responses: +19.62017 Q3 · Q&A responses: +12.12017 Q4 · Q&A responses: +0.02018 Q1 · Q&A responses: +10.72018 Q2 · Q&A responses: +16.72018 Q3 · Q&A responses: +13.72018 Q4 · Q&A responses: +18.72019 Q1 · Q&A responses: +12.52019 Q2 · Q&A responses: +19.12019 Q3 · Q&A responses: +21.82019 Q4 · Q&A responses: +18.72020 Q1 · Q&A responses: +23.32020 Q2 · Q&A responses: +17.32020 Q3 · Q&A responses: +23.32020 Q4 · Q&A responses: +10.12021 Q1 · Q&A responses: +15.62021 Q2 · Q&A responses: +20.42021 Q3 · Q&A responses: +14.82021 Q4 · Q&A responses: +19.02022 Q1 · Q&A responses: +18.62022 Q2 · Q&A responses: +11.72022 Q3 · Q&A responses: +12.42022 Q4 · Q&A responses: +12.52023 Q1 · Q&A responses: +16.22023 Q2 · Q&A responses: +13.52023 Q3 · Q&A responses: +19.62023 Q4 · Q&A responses: +11.82024 Q1 · Q&A responses: +13.92024 Q2 · Q&A responses: +16.32024 Q3 · Q&A responses: +14.12024 Q4 · Q&A responses: +15.62025 Q1 · Q&A responses: +16.12025 Q2 · Q&A responses: +13.52025 Q3 · Q&A responses: +17.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.65$8.13$13.612008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: $9.202014 Q2: $9.012014 Q3: $9.302014 Q4: $9.502015 Q1: $7.182015 Q2: $7.182015 Q3: $7.312015 Q4: $7.602016 Q1: $6.482016 Q2: $5.562016 Q3: $5.662016 Q4: $5.822017 Q1: $5.202017 Q2: $4.862017 Q3: $5.392017 Q4: $5.642018 Q1: $6.192018 Q2: $6.532018 Q3: $6.972018 Q4: $7.232019 Q1: $7.582019 Q2: $7.962019 Q3: $8.122019 Q4: $8.322020 Q1: $8.142020 Q2: $3.412020 Q3: $3.652020 Q4: $5.162021 Q1: $6.542021 Q2: $6.422021 Q3: $7.542021 Q4: $7.952022 Q1: $8.882022 Q2: $8.682022 Q3: $8.292022 Q4: $8.612023 Q1: $9.272023 Q2: $9.632023 Q3: $9.962023 Q4: $10.292024 Q1: $11.212024 Q2: $11.472024 Q3: $11.962024 Q4: $12.85

Forward P/E

7.9815.6423.302008 Q12010 Q22012 Q42015 Q12017 Q22019 Q32021 Q42024 Q12014 Q1: 17.532014 Q2: 17.322014 Q3: 18.582014 Q4: 18.872015 Q1: 18.432015 Q2: 18.762015 Q3: 15.682015 Q4: 15.252016 Q1: 14.772016 Q2: 17.012016 Q3: 17.632016 Q4: 17.482017 Q1: 15.632017 Q2: 14.522017 Q3: 16.802017 Q4: 17.072018 Q1: 17.412018 Q2: 21.292018 Q3: 19.242018 Q4: 13.982019 Q1: 16.052019 Q2: 14.152019 Q3: 12.142019 Q4: 14.292020 Q1: 9.042020 Q2: 21.842020 Q3: 22.242020 Q4: 19.272021 Q1: 18.512021 Q2: 18.912021 Q3: 14.872021 Q4: 14.582022 Q1: 12.842022 Q2: 11.052022 Q3: 11.322022 Q4: 12.832023 Q1: 12.042023 Q2: 12.642023 Q3: 11.462023 Q4: 13.452024 Q1: 16.312024 Q2: 15.852024 Q3: 15.352024 Q4: 17.21

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q3 tone ↓ -5.9 fwd EPS ↑ +0.13 Tone cooled even as the forward EPS estimate rose.
  • 2016 Q2 tone ↑ +8.1 fwd EPS ↓ -0.92 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -7.3 fwd EPS ↑ +0.10 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q2 tone ↑ +10.2 fwd EPS ↓ -0.34 Tone rose while the forward EPS estimate was cut.
  • 2017 Q3 tone ↓ -2.1 fwd EPS ↑ +0.53 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q4 tone ↓ -6.6 fwd EPS ↑ +0.24 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -3.2 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -11.7 fwd EPS ↑ +1.51 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↑ +9.3 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -4.9 fwd EPS ↑ +1.12 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -2.7 fwd EPS ↑ +0.32 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↓ -4.0 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-02-06+15.7——View →
2025 Q22024-11-07+13.5——View →
2025 Q12024-08-07+13.0——View →
2024 Q42024-05-23+16.3$12.8517.2View →
2024 Q32024-02-08+17.3$11.9615.3View →
2024 Q22023-11-08+14.0$11.4715.8View →
2024 Q12023-08-10+10.0$11.2116.3View →
2023 Q42023-05-25+10.8$10.2913.4View →