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Ralph Lauren Corp
XMUN:PRL

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Ralph Lauren Corp
XMUN:PRL
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Price: 318.65 EUR -1.62% Market Closed
Market Cap: €20.6B

Ralph Lauren Corp
Investor Relations

Ralph Lauren makes and sells clothing, shoes, accessories, home goods, and fragrances under the Ralph Lauren brand and related labels. Its products are built around a classic American lifestyle image, with staples like polo shirts, dress shirts, outerwear, leather goods, and furniture-style home items. The company sells to both men and women, and also offers kids’ products in some lines. The company reaches shoppers through its own stores, its website, outlet locations, and third-party retailers such as department stores and specialty shops. It makes money mainly by selling finished goods at retail and wholesale prices, and it also earns income from brand licensing in categories like fragrance and some other products. That mix lets Ralph Lauren control how its brand looks while still reaching a wide customer base. What makes Ralph Lauren different is that it is not just an apparel maker; it is a brand business built around a clear image and lifestyle. Customers are buying the Ralph Lauren name and the style it stands for, not only the fabric or construction of the product. That brand power gives the company a role similar to a fashion house and a consumer products company at the same time.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
May 21, 2026
AI Summary
Q4 2026

Strong finish: Ralph Lauren said fiscal 2026 beat its expectations across revenue, gross margin and operating margin, with full-year revenue topping $8 billion for the first time.

Growth drivers: Management credited the outperformance to broad-based brand momentum, stronger full-price selling, high-value new customer acquisition and continued growth in core and accelerator categories.

Margins: Gross margin expanded despite tariff headwinds, and the company still expects operating margin to keep expanding in fiscal 2027.

Outlook: Fiscal 2027 guidance calls for mid-single-digit revenue growth, 40 to 60 basis points of operating margin expansion, and marketing spending rising to around 8% of sales.

Regional view: North America and Asia remain healthy, while Europe is guided more cautiously because of energy costs, softer tourism and broader macro pressure.

Capital returns: The board approved a 10% increase in the annual dividend, and the company returned more than $700 million to shareholders in fiscal 2026.

Key Financials
Revenue
more than $8 billion
Retail comps
17%
Adjusted gross margin
69%
AUR
16%
Adjusted operating margin
9.7%
Full-year operating margin
15.4%
North America revenue
up 8%
North America retail comps
16%
North America digital comps
21%
Europe revenue
up 6%
Europe retail comps
5%
Europe wholesale
up 7%
Asia revenue
up 28%
China sales
more than 50%
New customers
1.4 million
Social media followers
approximately 70 million
Marketing expense
8.1% of sales
Cash and short-term investments
$2.1 billion
Total debt
$1.2 billion
Free cash flow
approximately $750 million
Shareholder returns
more than $700 million
Dividend
10% increase
Inventory
up 5%
Tax rate
22% to 23%
Capital expenditures
4% to 5% of sales
Earnings Call Recording
Other Earnings Calls

Management

Mr. Ralph Lauren
Executive Chairman & Chief Creative Officer
No Bio Available
Ms. Halide Alagoz
Chief Product Officer
No Bio Available
Mr. Justin Picicci
Chief Financial Officer
No Bio Available
Dr. Janet M. Sherlock
Chief Digital & Technology Officer
No Bio Available
Mr. Avery S. Fischer
Executive VP, Chief Legal Officer, General Counsel & Secretary
No Bio Available
Ms. Katie Ioanilli
Chief Global Impact and Communications Officer & Executive Sponsor of Gender Parity DE&I Community
No Bio Available
Ms. Iris Langlois-Meurinne
Global Chief Marketing Officer
No Bio Available
Ms. Roseann Lynch
Executive VP and Chief People & Global Human Rights Officer
No Bio Available
Ms. Valeria Juarez
Senior Vice President of E-Commerce, International
No Bio Available
Ms. Hwee Chua Shin
Regional Chief Executive Officer of Greater China & Southeast Asia
No Bio Available

Contacts

Address
NEW YORK
New York City
650 Madison Ave
Contacts
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