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Industries","tier":3,"returns_yearly":null},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"글로벌 럭셔리 라이프스타일 기업. 2026년 -0.2%다. 수요단(평균 -11.6%)·본주(-0.2%)·공급단(평균 +1.2%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 마이크로소프트(+4%), 가장 처진 곳은 알리바바(-22%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Ralph Lauren Corporation operates across Global luxury lifestyle brand. It is -0.2% in 2026. Demand side (avg -11.6%), the stock (-0.2%) and supply side (avg +1.2%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Microsoft (+4%) and the furthest behind is Alibaba Group (-22%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It owns no production facilities, relying on outside manufacturers while earning revenue from major retailers, Asian digital platforms, and global licensees.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"랄프 로렌 워치 앤 주얼리 컴퍼니","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2008-05-28","basis":"랄프 로렌 워치 앤 주얼리 컴퍼니 지분","value":50,"period":"as of 2008-03-29","basis_en":"Equity interest in Ralph Lauren Watch and Jewelry Company","qualifier":null},"note":"랄프 로렌은 리치몬트와 고급 시계·파인 주얼리의 설계, 제조, 판매를 위한 합작사를 세우고 50% 지분을 보유했다.","note_en":"Ralph Lauren formed a joint venture with Richemont to design, manufacture, and sell luxury watches and fine jewelry, holding a 50% equity interest.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2008-05-28","url":"https://www.sec.gov/Archives/edgar/data/1037038/000095012308006223/y58710e10vk.htm","title":"POLO RALPH LAUREN CORPORATION 2008 Form 10-K","title_en":"POLO RALPH LAUREN CORPORATION 2008 Form 10-K","excerpt":"회사는 리치몬트와 세운 RL Watch Company의 50% 지분을 지분법으로 회계처리했다.","excerpt_en":"The Company accounts for its 50% interest in the RL Watch Company under the equity method."}]},{"direction":"revenue","counterparty":"룩소티카","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-05-21","basis":"랄프 로렌 아이웨어 글로벌 라이선스 로열티, 상대별 금액 미공개","value":null,"period":"FY2026","basis_en":"Global Ralph Lauren eyewear license royalties; counterparty-specific amount undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"룩소티카는 랄프 로렌 아이웨어의 글로벌 라이선시다. 라이선스 제품 매출에 연동한 로열티를 지급하지만 상대별 금액은 공개되지 않았다.","note_en":"Luxottica is the global licensee for Ralph Lauren eyewear. It pays royalties tied to licensed-product sales, but the counterparty-specific amount is not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-21","url":"https://www.sec.gov/Archives/edgar/data/1037038/000162828026037074/rl-20260328.htm","title":"RALPH LAUREN CORP 10-K (2026-05-21)","title_en":"RALPH LAUREN CORP 10-K (2026-05-21)","excerpt":"10-K의 최대 제품 라이선스 표는 글로벌 아이웨어 파트너로 Luxottica Group S.p.A.를 명시한다.","excerpt_en":"Accessories | Eyewear | Luxottica Group S.p.A. (global)"}]},{"direction":"revenue","counterparty":"로레알","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-05-21","basis":"랄프 로렌 향수 글로벌 라이선스 로열티, 상대별 금액 미공개","value":null,"period":"FY2026","basis_en":"Global Ralph Lauren fragrance license royalties; counterparty-specific amount undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"로레알은 랄프 로렌 향수의 글로벌 라이선시다. 라이선시는 제품 매출을 기준으로 랄프 로렌에 로열티를 지급하지만 상대별 금액은 공개되지 않았다.","note_en":"L'Oreal is Ralph Lauren's global fragrance licensee. Product licensees pay Ralph Lauren sales-based royalties, but the counterparty-specific amount is not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-05-21","url":"https://www.sec.gov/Archives/edgar/data/1037038/000162828026037074/rl-20260328.htm","title":"RALPH LAUREN CORP 10-K (2026-05-21)","title_en":"RALPH LAUREN CORP 10-K (2026-05-21)","excerpt":"10-K의 최대 제품 라이선스 표는 글로벌 향수 파트너로 L'Oreal S.A.를 명시한다.","excerpt_en":"Beauty Products | Fragrances | L'Oreal S.A. (global)"},{"stance":"mentions","publisher":"경향신문","publisher_en":"Kyunghyang Shinmun","kind":"news","lang":"ko","published_at":"2020-06-26","url":"https://www.khan.co.kr/article/202006261131018","title":"씨이오인터내셔널, 로레알 프래그런스 브랜드 유통사로 선정돼","title_en":"CEO International Selected as Distributor for L'Oreal Fragrance Brands","excerpt":"씨이오인터내셔널은 로레알 디자이너 프래그런스 브랜드 가운데 랄프 로렌을 국내에 먼저 전개한다고 밝혔다.","excerpt_en":"CEO International said it would first launch Ralph Lauren among L'Oreal's designer fragrance brands in Korea."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-09-09","basis":"Azure OpenAI 기반 Ask Ralph 플랫폼·공동 개발 지출, 상대별 금액 미공개","value":null,"period":"as of 2025-09-09","basis_en":"Azure OpenAI platform and joint development spend for Ask Ralph; counterparty-specific amount undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"랄프 로렌은 마이크로소프트와 함께 Azure OpenAI 기반 대화형 쇼핑 기능 Ask Ralph를 개발했다. 플랫폼 사용과 공동 개발 관계는 양사 문서로 확인되지만 상대별 지출액은 공개되지 않았다.","note_en":"Ralph Lauren worked with Microsoft to develop Ask Ralph, a conversational shopping feature powered by Azure OpenAI. Both companies confirm the platform and development relationship, but counterparty-specific spend is not disclosed.","sources":[{"stance":"confirms","publisher":"랄프 로렌","publisher_en":"Ralph Lauren Corporation","kind":"ir","lang":"en","published_at":"2025-09-09","url":"https://corporate.ralphlauren.com/pr_250909_AskRalph.html","title":"랄프 로렌, 새로운 대화형 AI 쇼핑 경험 Ask Ralph 공개","title_en":"Ralph Lauren Introduces Ask Ralph, a New Conversational AI Shopping Experience","excerpt":"랄프 로렌은 Ask Ralph가 마이크로소프트와 함께 Azure OpenAI 플랫폼에서 개발됐다고 밝혔다.","excerpt_en":"Ask Ralph was developed with Microsoft on its Azure OpenAI platform."},{"stance":"confirms","publisher":"마이크로소프트","publisher_en":"Microsoft","kind":"ir","lang":"en","published_at":"2025-09-09","url":"https://www.microsoft.com/en/customers/story/25195-ralph-lauren-azure-openai","title":"마이크로소프트 AI 기반 스타일링 도우미 Ask Ralph로 쇼핑을 재정의한 랄프 로렌","title_en":"Ralph Lauren redefines shopping with Microsoft AI-powered styling companion Ask Ralph","excerpt":"마이크로소프트 고객 사례는 랄프 로렌이 Ask Ralph를 마이크로소프트와 공동 개발했고 이 기능이 Azure OpenAI로 구동된다고 설명한다.","excerpt_en":"Ralph Lauren worked with Microsoft to develop Ask Ralph, an AI-powered conversational styling companion."}]},{"direction":"cost","counterparty":"세일즈포스","counterparty_slug":"salesforce","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2022-03-02","basis":"Salesforce Commerce Cloud 전자상거래 플랫폼 지출, 상대별 금액 미공개","value":null,"period":"2017-2022 disclosed platform relationship","basis_en":"Salesforce Commerce Cloud e-commerce platform spend; counterparty-specific amount undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"랄프 로렌은 글로벌 전자상거래 플랫폼을 세일즈포스 Commerce Cloud로 이전했다. 랄프 로렌의 SEC 제출 문서와 세일즈포스 문서가 관계를 직접 확인하지만 상대별 지출액은 공개되지 않았다.","note_en":"Ralph Lauren moved its global e-commerce platform to Salesforce Commerce Cloud. Ralph Lauren's SEC-filed release and Salesforce's own publication directly confirm the relationship, but counterparty-specific spend is not disclosed.","sources":[{"stance":"confirms","publisher":"세일즈포스","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2022-03-02","url":"https://www.salesforce.com/news/stories/salesforce-customers-earnings/","title":"주요 기업들이 세일즈포스로 디지털 우선 미래를 구현하는 방법","title_en":"How Top Organizations Embrace a Digital-First Future with Salesforce","excerpt":"세일즈포스는 Commerce Cloud가 랄프 로렌의 북미 온라인 매출 성장에 사용됐다고 밝혔다.","excerpt_en":"Commerce Cloud helped Ralph Lauren grow its North American online sales by over 30% in its December Quarter."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2017-04-04","url":"https://www.sec.gov/Archives/edgar/data/1037038/000095014217000715/eh1700480_ex9901.htm","title":"랄프 로렌 코퍼레이션, Way Forward 계획 지원을 위한 추가 조치","title_en":"Ralph Lauren Corporation Takes Further Action to Support Its Way Forward Plan","excerpt":"SEC에 제출된 보도자료는 랄프 로렌이 세일즈포스 Commerce Cloud와의 협업을 통해 전자상거래 플랫폼을 이전한다고 밝혔다.","excerpt_en":"The Company will move to a more cost-effective, flexible e-commerce platform through a new collaboration with Salesforce's Commerce Cloud."}]},{"direction":"revenue","counterparty":"알리바바","counterparty_slug":"alibaba","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-10-14","basis":"티몰 경유 매출, 플랫폼별 금액 미공개","value":null,"period":"FY2026 strategy update","basis_en":"Sales through Tmall; platform-specific amount undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"랄프 로렌은 알리바바의 티몰을 중국의 핵심 디지털 판매 채널로 운영한다. 아시아태평양 CEO는 티몰에서 럭셔리 브랜드 1위라고 설명했지만 플랫폼별 매출은 공개하지 않았다.","note_en":"Ralph Lauren uses Alibaba's Tmall as a core digital sales channel in China. Its Asia-Pacific CEO described the brand as the leading luxury brand on Tmall, but platform-specific revenue was not disclosed.","sources":[{"stance":"confirms","publisher":"Luxe.CO","publisher_en":"Luxe.CO","kind":"analysis","lang":"en","published_at":"2025-10-14","url":"https://luxeplace.com/post/12191","title":"랄프 로렌 아시아태평양 CEO가 설명한 중국 시장 성공의 검증된 플레이북","title_en":"Ralph Lauren Asia-Pacific CEO Explains: Success in the Chinese Market Stems from a Proven Playbook","excerpt":"아시아태평양 CEO는 랄프 로렌이 티몰에서 럭셔리 브랜드 1위라고 말했다.","excerpt_en":"We are proud to say that we are the number one luxury brand on Tmall."}]},{"direction":"revenue","counterparty":"징둥닷컴(JD.com)","counterparty_slug":"jd-com","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-10-14","basis":"JD.com 경유 매출, 플랫폼별 금액 미공개","value":null,"period":"FY2026 strategy update","basis_en":"Sales through JD.com; platform-specific amount undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"랄프 로렌은 JD.com을 중국의 핵심 디지털 판매 채널로 운영한다. 아시아태평양 CEO는 JD.com에서도 럭셔리 브랜드 1위라고 설명했지만 플랫폼별 매출은 공개하지 않았다.","note_en":"Ralph Lauren uses JD.com as a core digital sales channel in China. Its Asia-Pacific CEO described the brand as the leading luxury brand on JD.com, but platform-specific revenue was not disclosed.","sources":[{"stance":"confirms","publisher":"Luxe.CO","publisher_en":"Luxe.CO","kind":"analysis","lang":"en","published_at":"2025-10-14","url":"https://luxeplace.com/post/12191","title":"랄프 로렌 아시아태평양 CEO가 설명한 중국 시장 성공의 검증된 플레이북","title_en":"Ralph Lauren Asia-Pacific CEO Explains: Success in the Chinese Market Stems from a Proven Playbook","excerpt":"아시아태평양 CEO는 랄프 로렌이 JD.com에서도 럭셔리 브랜드 1위라고 말했다.","excerpt_en":"We are proud to say that we are the number one luxury brand on Tmall, JD.com."}]}]}