Ralph Lauren Earnings Call Transcripts
Fiscal Year 2026
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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. Fiscal 2026 outlook was raised, with continued investment in brand elevation, digital, and AI initiatives.
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Q2 revenue grew 14% year-over-year, with strong performance across all regions and channels. Full-year guidance was raised, driven by robust brand momentum, margin expansion, and continued investment in digital and global growth initiatives.
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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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Q1 fiscal 2025 results exceeded expectations with 3% revenue growth, strong DTC and international performance, and gross margin expansion to 70.9%. Guidance for FY25 is reiterated, with continued caution on North America wholesale and FX headwinds.