RL
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
Invalidation: The isolated read changes if RL's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net income per diluted share for the three-month periods ended June 27, 2026 and June 28, 2025 were also negatively impacted by $0.31 per share and $0.25 per share, respectively, attributable to net restructuring-related charges and certain other charges (ben…”10-Q · Aug 6, 2026 ↗
“The net favorable change related to our operating assets and liabilities, including our working capital, was primarily driven by a year-over-year decrease in our inventory levels, with prior year's inventory balance elevated due to the tariff impacts in North…”10-Q · Aug 6, 2026 ↗
“The $92.5 million net increase in cash used in investing activities was primarily driven by: • a $191.9 million increase in capital expenditures.”10-K · May 21, 2026 ↗
“The following table summarizes the percentage changes in comparable store sales related to our North America retail business: % Change Digital commerce 8 % Brick and mortar 10 % Total comparable store sales 9 % • a $41.9 million increase related to our North…”10-Q · Aug 6, 2026 ↗
Valuation discipline
Price/sales 2.6× · EV/sales 2.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for RL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-06 against the comparable filing from 2025-08-07.
Capital and cash conversion
Capital-spending intensity declined while free-cash-flow margin improved.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“The $5.8 million net increase in cash used in investing activities was primarily driven by: • a $130.5 million increase in purchases of investments, less proceeds from sales and maturities of investments.”
“The decrease in our net cash and short-term investments position was primarily due to our use of cash to support Class A common stock repurchases of $325.1 million, including $75.1 million of share withholdings in satisfaction of tax obligations related to the vesting of stock-based compensation awards, to make dividend payments of $54.8 million, to invest in our business through $53.4 million of capital expenditures, and the unfavorable effect of exchange rate changes of $16.5 million, primarily related to our cash and cash equivalents, partly offset by our operating cash flows of $339.3 million.”
“The decrease in our net cash and short-term investments position at June 27, 2026 as compared to March 28, 2026 was primarily due to our use of cash to support Class A common stock repurchases of $325.1 million, including $75.1 million of share withholdings in satisfaction of tax obligations related to the vesting of stock-based compensation awards, to make dividend payments of $54.8 million, to invest in our business through $53.4 million in capital expenditures, and the unfavorable effect of exchange rate changes of $16.5 million, primarily related to our cash and cash equivalents, partly offset by our operating cash flows of $339.3 million.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Leased Toronto, Ontario Canada Third-party Parma, Italy Europe and Latin America Third-party Yokohama, Japan Japan Third-party Bugok, South Korea South Korea Leased Tuen Mun, Hong Kong China and Southeast Asia (a) Third-party Suzhou, China Mainland China Thir…”
Depended on by
“As one of our vendors' largest partners, we receive compelling product from the brands our customers are asking for, such as Coach, Donna Karan, Levi’s and Ralph Lauren, all of which have thrived at Macy's.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
RL is currently a Leader in the organic co-movement group Apparel Manufacturing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for RL; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.