Earnings summaries and quarterly performance for RALPH LAUREN.
Executive leadership at RALPH LAUREN.
Patrice Louvet
Detailed
President and Chief Executive Officer
CEO
Bob Ranftl
Detailed
Chief Operating Officer
David Lauren
Detailed
Chief Branding and Innovation Officer
Halide Alagoz
Detailed
Chief Product & Merchandising Officer
Justin Picicci
Detailed
Chief Financial Officer
Mercedes Abramo
Detailed
Regional Chief Executive Officer, North America
Ralph Lauren
Detailed
Executive Chairman and Chief Creative Officer
Roseann Lynch
Detailed
Chief People Officer
Board of directors at RALPH LAUREN.
Research analysts who have asked questions during RALPH LAUREN earnings calls.
Dana Telsey
Telsey Advisory Group
6 questions for RL
Also covers: , AEO, AKA +44 more
Jay Sole
UBS
6 questions for RL
Also covers: , AEO, AS +27 more
Michael Binetti
Evercore ISI
6 questions for RL
Also covers: , AS, BIRK +16 more
Laurent Vasilescu
BNP Paribas S.A.
5 questions for RL
Also covers: AS, BIRK, CLAR +9 more
John Kernan
Cowen Inc.
4 questions for RL
Also covers: , AS, ASO +15 more
Brooke Roach
Goldman Sachs Group, Inc.
3 questions for RL
Also covers: , AS, BURL +23 more
Christopher Nardone
Bank of America
3 questions for RL
Also covers: AEO, BOOT, CRI +5 more
Matt Boss
JPMorgan Chase & Co.
3 questions for RL
Also covers: ANF, BURL, CCL +10 more
Matthew Boss
JPMorgan Chase & Co.
3 questions for RL
Also covers: , AEO, ANF +38 more
Ike Boruchow
Wells Fargo
2 questions for RL
Also covers: AS, BBWI, BURL +17 more
Irwin Boruchow
Wells Fargo Securities
2 questions for RL
Also covers: , BBWI, BURL +18 more
Paul Kearney
Barclays
2 questions for RL
Also covers: COLM, CRI, GIII +6 more
Blake Anderson
Jefferies
1 question for RL
Also covers: JWN, KSS, LUXE +3 more
Rick Patel
Raymond James Financial
1 question for RL
Also covers: AEO, ANF, CPRI +7 more
Tom Nikic
Wedbush Securities
1 question for RL
Also covers: COLM, CROX, FL +5 more
Recent press releases and 8-K filings for RL.
Ralph Lauren reports strong Q2 results and raises full-year guidance
RL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Q2 revenue rose 17% to $2.0 billion and adjusted EPS reached $3.79, both above expectations.
- Net income climbed nearly 40% to $207.5 million and operating margin expanded 270 bps to 14.1%.
- Growth was broad-based: China sales soared over 30%, and global comparable store sales increased 13%.
- Full-year guidance was lifted to 5–7% revenue growth on a constant-currency basis, with expected margin expansion.
Nov 7, 2025, 1:42 AM
Ralph Lauren announces Q2 2026 results
RL
Earnings
Guidance Update
- Revenue grew 14%, delivering the highest Q2 revenues since beginning its elevation journey over eight years ago.
- Adjusted gross margin expanded by 70 bps to 67.7% and adjusted operating margin rose 210 bps to 13.5%.
- Raised full-year guidance based on strong year-to-date performance and execution of the Next Great Chapter Drive Plan.
- Broad-based growth: Asia +16%, Europe +15%, North America +13%; retail comps +13% and digital ecosystem sales grew double digits.
Nov 6, 2025, 2:00 PM
Ralph Lauren reports Q2 FY2026 results
RL
Earnings
Guidance Update
Share Buyback
- Ralph Lauren reported 14% constant-currency revenue growth, 13% retail comps, 67.7% adjusted gross margin (+70 bps) and 13.5% adjusted operating margin (+210 bps) in Q2 FY2026.
- Regional sales grew 16% in Asia, 15% in Europe and 13% in North America; China sales surged 30% year-over-year.
- Full-year revenue guidance was raised to +5–7% on a constant-currency basis, with 60–80 bps of operating margin expansion and 10–30 bps of gross margin expansion expected.
- Through Q2, the company returned $420 million to shareholders (including $313 million of share repurchases) and closed the quarter with $1.6 billion in cash vs. $1.2 billion of debt.
- Launched the Next Great Chapter Drive strategic plan to elevate the brand and expand core and high-potential categories, adding 1.5 million new DTC consumers in the quarter.
Nov 6, 2025, 2:00 PM
Ralph Lauren reports Q2 2026 results
RL
Earnings
Guidance Update
Share Buyback
- Strong Q2 results: 14% constant-currency revenue growth, retail comps +13%, AUR +12%, gross margin up 70 bps to 67.7%, operating margin up 210 bps to 13.5%.
- Raised FY26 guidance to 5–7% constant-currency revenue growth; expects gross margin expansion of 10–30 bps and operating margin expansion of 60–80 bps.
- Broad-based regional performance: Asia +16% (China +30%), Europe +15%, North America +13% (all CC).
- Robust balance sheet and returns: ended Q2 with $1.6 B cash & short-term investments and $1.2 B debt; repurchased $313 M in shares YTD, returning $420 M to shareholders.
- Off to a strong start on the Next Great Chapter Drive plan, with diversified brand activations (sports sponsorships) and launch of the Ask Ralph AI styling tool.
Nov 6, 2025, 2:00 PM
Ralph Lauren reports Q2 2026 results and raises full-year outlook
RL
Earnings
Guidance Update
Share Buyback
- In Q2 Fiscal 2026, Ralph Lauren reported $2.0 billion in revenue, up 17% on a reported basis and 14% in constant currency, and delivered adjusted EPS of $3.79, a 49% increase year-over-year.
- Adjusted operating margin expanded by 270 basis points to 14.1%, driven by strong full-price demand, favorable mix and expense leverage.
- Ended the quarter with $1.6 billion in cash and short-term investments and returned $420 million to shareholders through dividends and share repurchases fiscal year-to-date.
- Raised full-year Fiscal 2026 guidance to 5–7% constant currency revenue growth and 60–80 basis points of operating margin expansion, reflecting stronger first-half performance.
Nov 6, 2025, 1:13 PM
Ralph Lauren reports Q2 FY2026 results and raises outlook
RL
Earnings
Guidance Update
Share Buyback
- Revenue rose 17% to $2.0 billion (14% constant currency) with double-digit growth across all regions in Q2 FY2026.
- EPS was $3.32 reported and $3.79 adjusted, up 44% and 49% year-over-year, respectively.
- Maintained a healthy balance sheet with $1.6 billion in cash and short-term investments, and returned ~$420 million to shareholders YTD through dividends and share repurchases.
- Raised full-year FY2026 guidance, now expecting 5–7% revenue growth on a constant currency basis and 60–80 bps of operating margin expansion.
Nov 6, 2025, 1:01 PM
Ralph Lauren unveils “Next Great Chapter: Drive” strategy
RL
Guidance Update
- Since 2018, Ralph Lauren has achieved high-single-digit annual revenue growth, 300+ bps of operating margin expansion, mid-teens EPS growth, generated over $2 billion in free cash flow, realized 100%+ ROIC and TSR, and returned approximately $2 billion to shareholders.
- The new “Next Great Chapter: Drive” plan targets mid-single-digit revenue CAGR, continued operating margin expansion, elevated investments in brand and strategic initiatives, and strong shareholder returns over the next three years.
- Growth is balanced across regions, with Asia expected to deliver high-single-digit CAGR, EMEA mid-single-digit growth, and North America navigating a cautious consumer backdrop; key drivers include new consumer recruitment, AUR growth, and DTC/international expansion.
- RL’s competitive advantages—operational excellence, advanced tech and AI, diversified sourcing, and a strong balance sheet—have underpinned $400 million in savings delivered, with $400 million+ more targeted through fiscal 2028.
Sep 16, 2025, 2:30 PM
Ralph Lauren outlines 2025–28 growth and margin targets at Investor Day
RL
Guidance Update
Share Buyback
New Projects/Investments
- Ralph Lauren targets mid-single digit annual revenue growth, 100–150 bps operating margin expansion by FY28, and $2 billion in total shareholder returns over the three-year plan.
- Strategy emphasizes DTC-led growth, digital acceleration and ecosystem expansion in key cities, including launch of the RL app in Korea and 150 new store openings in APAC.
- Brand elevation drives AUR more than doubling since 2018, led by women’s wear as the fastest-growing category and enhanced consumer engagement.
- Operational transformation (NGT, unified ERP, logistics overhaul, AI-driven analytics) has generated $400 million in savings since FY22 and targets another $400 million+ by FY28.
- Strong balance sheet with $2.1 billion in cash, low leverage and capex at 4–5% of sales underpins DTC store expansions, digital infrastructure and targeted real estate investments.
Sep 16, 2025, 2:30 PM
Ralph Lauren unveils 2025 investor day strategic roadmap
RL
Guidance Update
New Projects/Investments
Share Buyback
- Ralph Lauren presented its next three-year strategic “Drive” plan targeting mid-single-digit revenue CAGR and 100–150 bps operating margin expansion by FY2028.
- The company plans at least $2 billion in shareholder returns via dividends and share buybacks, allocates 4–5% of sales to capex, and will open 75 new full-price stores by FY2028.
- Operational initiatives include the Next-Generation Transformation (NGT) project to implement a unified ERP, modernize logistics, and integrate planning, alongside AI-driven productivity and vendor cost optimization.
- Digital commerce now represents 26% of total revenue, and Europe and Asia collectively comprise over 50% of sales, highlighting strong international DTC growth.
Sep 16, 2025, 2:30 PM
Ralph Lauren outlines Next Great Chapter: DRIVE strategy and 2028 targets
RL
Guidance Update
Dividends
Share Buyback
- Unveiled the “Next Great Chapter: DRIVE” strategy targeting a mid-single digit annual revenue CAGR through FY28, 100–150 bps of adjusted operating margin expansion, and balanced investments with shareholder returns.
- Since FY22, delivered $2 B free cash flow, achieved 111 % adjusted ROIC, 117 % three-year TSR, and returned ~$2 B to shareholders.
- Capital allocation priorities include 4–5 % of sales in CapEx, a 10 % dividend increase in FY26, share repurchases contributing to ~$2 B+ cash returns over three years, and maintaining 1–2× EBITDA leverage.
Sep 16, 2025, 2:30 PM
Quarterly earnings call transcripts for RALPH LAUREN.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more