Ralph Lauren Earnings Call Transcripts
Fiscal Year 2027
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First quarter revenue grew 13% year-over-year, with strong double-digit gains in Asia and North America and margin expansion driven by higher full-price sales and reduced promotions. The outlook for fiscal 2027 was raised, with continued investment in brand elevation, technology, and marketing supporting sustainable growth.
Fiscal Year 2026
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The meeting highlighted record revenues above $8 billion, strong execution of the new strategic plan, and broad-based growth. All director nominees, auditor appointment, and executive compensation were approved. Management remains focused on brand elevation, core growth, and global expansion.
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Exceeded revenue and margin expectations in FY26, driven by strong growth in Asia, North America, and key product categories. FY27 guidance calls for mid-single-digit revenue growth, margin expansion, and continued investment in brand and digital initiatives.
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Q3 results exceeded expectations with 10% revenue growth, 140 bps gross margin expansion, and strong performance across all regions, especially Asia. FY2026 outlook was raised, with continued investment in digital, AI, and marketing to drive sustainable growth.
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Second quarter revenue and profit exceeded expectations, with 14% revenue growth and margin expansion across all regions. Full-year guidance was raised, reflecting strong brand momentum, robust performance in Asia and Europe, and continued investment in technology and marketing.
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First quarter fiscal 2026 results exceeded expectations with 11% revenue growth, strong margins, and broad-based gains across all regions and channels. Guidance for the year was raised, though caution remains for the second half due to tariffs and macroeconomic uncertainty.
Fiscal Year 2025
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The event outlined a strategy focused on inclusive luxury, digital acceleration, and global expansion, with mid-single-digit revenue growth and margin expansion targeted over the next three years. Key growth drivers include women's, outerwear, and handbags, with significant investments in technology, marketing, and supply chain agility.
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Fourth quarter and full-year results exceeded expectations, with double-digit growth in Europe and Asia and strong brand momentum driving record new customer acquisition. Fiscal 2026 guidance calls for modest revenue and margin expansion amid macro headwinds, with continued investment in marketing and key city ecosystems.
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Q3 delivered double-digit revenue and profit growth, led by strong retail and digital performance, margin expansion, and record new customer acquisition. Fiscal 2025 outlook was raised, with continued investment in brand, marketing, and global store expansion.
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Q2 results exceeded expectations with 6% revenue growth, 10% retail comp gains, and strong margin expansion, driven by DTC and international markets. Fiscal 2025 outlook was raised, with continued investment in brand elevation and disciplined expense management.
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First quarter results exceeded expectations with 3% revenue growth, strong international and DTC performance, and significant gross margin expansion. Fiscal 2025 guidance is reiterated, with continued investment in brand elevation and digital, while macro and FX headwinds persist.