Earnings summaries and quarterly performance for RALPH LAUREN.
Executive leadership at RALPH LAUREN.
Patrice Louvet
Detailed
President and Chief Executive Officer
CEO
BR
Bob Ranftl
Detailed
Chief Operating Officer
DL
David Lauren
Detailed
Chief Branding and Innovation Officer
HA
Halide Alagoz
Detailed
Chief Product & Merchandising Officer
JP
Justin Picicci
Detailed
Chief Financial Officer
MA
Mercedes Abramo
Detailed
Regional Chief Executive Officer, North America
RL
Ralph Lauren
Detailed
Executive Chairman and Chief Creative Officer
RL
Roseann Lynch
Detailed
Chief People Officer
Board of directors at RALPH LAUREN.
Research analysts who have asked questions during RALPH LAUREN earnings calls.
JS
Jay Sole
UBS
8 questions for RL
Also covers: , AEO, AS +27 more
MB
Michael Binetti
Evercore ISI
8 questions for RL
Also covers: , AS, BIRK +16 more
LV
Laurent Vasilescu
BNP Paribas S.A.
7 questions for RL
Also covers: AS, BIRK, CLAR +9 more
Dana Telsey
Telsey Advisory Group
6 questions for RL
Also covers: , AEO, AKA +44 more
BR
Brooke Roach
Goldman Sachs Group, Inc.
5 questions for RL
Also covers: , AS, BURL +23 more
MB
Matthew Boss
JPMorgan Chase & Co.
5 questions for RL
Also covers: , AEO, ANF +38 more
IB
Ike Boruchow
Wells Fargo
4 questions for RL
Also covers: AS, BBWI, BURL +18 more
John Kernan
Cowen Inc.
4 questions for RL
Also covers: , AS, ASO +15 more
Blake Anderson
Jefferies
3 questions for RL
Also covers: JWN, KSS, LUXE +3 more
Christopher Nardone
Bank of America
3 questions for RL
Also covers: AEO, BOOT, CRI +5 more
MB
Matt Boss
JPMorgan Chase & Co.
3 questions for RL
Also covers: ANF, BURL, CCL +10 more
AY
Adrienne Yih-Tennant
Barclays
2 questions for RL
Also covers: AEO, ANF, BBWI +20 more
IB
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
Rick Patel
Raymond James Financial
1 question for RL
Also covers: AEO, ANF, CPRI +8 more
TN
Tom Nikic
Wedbush Securities
1 question for RL
Also covers: COLM, CROX, FL +6 more
Recent press releases and 8-K filings for RL.
Ralph Lauren raises outlook after Q3 beat
RL
Earnings
Guidance Update
- Revenue of $2.41 billion (up ~12% y/y; 10% in constant currency) and adjusted EPS of $6.22, expanding operating margin by 220 bps to 20.9%
- Net income rose 21.6% to $361.6 million; adjusted EPS surpassed consensus by $0.42
- Broad-based top-line growth with North America +8%, Europe +12%, and Asia +22% (China +30% on Singles’ Day and Lunar New Year)
- Full-year revenue outlook raised to high-single to low-double-digit growth (constant currency) and operating-margin expansion of 100–140 bps, offset by near-term Q4 margin headwinds from tariffs and marketing costs
1 day ago
Ralph Lauren reports Q3 2026 earnings and raises FY26 guidance
RL
Earnings
Guidance Update
- Q3 revenue increased 10% on a constant‐currency basis, with comparable sales up 9%, led by Asia (+22%), North America (+8%), and Europe (+4%)¹.
- Adjusted gross margin expanded 140 bps to 69.8%, and adjusted operating margin grew 200 bps to 20.7%, driving a 21% increase in operating profit¹.
- Free cash flow for the first nine months was approximately $650 million, with $500 million returned to shareholders; the balance sheet ended Q3 with $2.3 billion in cash and $1.2 billion in debt¹².
- Fiscal 2026 guidance raised: now expect constant‐currency revenue growth of high single to low double digits (versus 5–7% prior) and operating margin expansion of 100–140 bps (versus 60–80 bps prior)².
1 day ago
Ralph Lauren reports Q3 2026 results
RL
Earnings
Guidance Update
- Total revenue grew 10% on a constant-currency basis, led by Asia (+22%), North America (+8%) and Europe (+4%).
- Adjusted gross margin expanded 140 bps to 69.8% and adjusted operating margin rose 200 bps to 20.7%, driven by AUR growth and full-price sales.
- Generated approximately $650 million in free cash flow and returned $500 million to shareholders year-to-date.
- Raised fiscal 2026 guidance to high single- to low double-digit revenue growth and 100–140 bps operating margin expansion.
1 day ago
Ralph Lauren reports Q3 2026 results
RL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Third quarter revenues grew 10% on a constant currency basis, led by Asia +22%, North America +8%, and Europe +4%.
- Adjusted gross margin expanded 140 bps to 69.8%, driven by 18% AUR growth, favorable mix, and lower cotton costs, more than offsetting higher U.S. tariffs.
- Added 2.1 million new consumers to DTC channels in the quarter, up from 1.9 million a year ago, fueling digital and full-price store growth.
- Raised full-year FY 2026 guidance: revenues now expected to grow high single to low double digits (vs. 5–7% prior), with operating margin expansion of 100–140 bps, and Q4 revenue growth of mid-single digits.
1 day ago
Ralph Lauren reports strong Q3 fiscal 2026 results and raises outlook
RL
Earnings
Guidance Update
Share Buyback
- Q3 net revenue increased 12% to $2.406 billion, up 10% in constant currency, driven by high-single-digit comp store sales and balanced digital growth across regions.
- Adjusted diluted EPS rose to $6.22 (up 29% YoY) versus reported EPS of $5.82 (up 25%).
- Maintained $2.3 billion in cash and short-term investments and returned approximately $500 million to shareholders YTD through dividends and share repurchases.
- Increased full-year fiscal 2026 guidance: raising constant-currency revenue growth to high-single to low-double digits (from 5%–7%) and operating margin expansion to 100–140 bps (from 60–80 bps).
1 day ago
Ralph Lauren reports Q3 Fiscal 2026 earnings and raises outlook
RL
Earnings
Guidance Update
Share Buyback
- Q3 revenue rose 12% to $2.4 billion on a reported basis (10% constant currency).
- Diluted EPS was $5.82 (reported) and $6.22 (adjusted), up 25% and 29% year-over-year, respectively.
- By region, Asia sales grew 22% to $620 million, Europe increased 12% to $676 million, and North America rose 8% to $1.1 billion (all reported).
- Raised full-year Fiscal 2026 revenue outlook to high-single to low-double digit growth and operating margin expansion of 100–140 bps (constant currency); Q4 revenues are expected to grow mid-single digits.
- Returned approximately $500 million to shareholders YTD via dividends and share repurchases.
1 day ago
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
Quarterly earnings call transcripts for RALPH LAUREN.
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