The earnings call reflects a strong performance for Ralph Lauren Corporation in fiscal 2025, with significant growth in international markets and robust financial metrics. However, caution is advised due to potential macroeconomic challenges, especially in North America, and the impact of tariffs on costs. Overall, the company is optimistic but prudent in its approach to fiscal 2026.

Company Guidance -

Q2 2026

In the Ralph Lauren Corporation's Fourth Quarter Fiscal Year 2025 earnings call, the company reported robust financial performance, exceeding expectations with a 10% increase in revenue and a 24% growth in adjusted operating profits. The international businesses in Europe and Asia reached record revenues, now accounting for the majority of the company's total revenue. The company added 5.9 million new consumers to its direct-to-consumer (DTC) businesses, with a high single-digit increase in new customer acquisition. The brand saw a low double-digit growth in social media followers, surpassing 65 million. Marketing investments grew to 7.3% of sales, with a strong focus on brand elevation and consumer engagement across key markets. The company reported an adjusted gross margin expansion of 260 basis points to 69.2%, driven by a 9% increase in average unit retail (AUR) prices. Looking ahead to fiscal 2026, Ralph Lauren anticipates low single-digit revenue growth, with a modest operating margin expansion, despite macroeconomic uncertainties and potential tariff impacts.

Record International Revenue Growth

Ralph Lauren Corporation delivered an 8% top-line growth for the full year, with record revenues in Europe and Asia, which now make up the majority of total company revenues.

Strong Financial Performance

The company exceeded expectations with a 24% growth in adjusted operating profits and generated $1 billion in free cash flow, returning $625 million to shareholders.

Expansion in Key Markets

Ralph Lauren opened 83 new owned and partner stores, focusing on key cities, particularly in Asia, and acquired a global Polo flagship location in Soho, Manhattan.

Increased Brand Engagement

The company added a record 5.9 million new consumers to its DTC businesses and increased social media followers by low double digits, surpassing 65 million.

Ralph Lauren (RL) Earnings, Revenues Date & History

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RL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2026 (Q2)	2.88 / -	2.54	―	―	―
Aug 07, 2025	2026 (Q1)	3.51 / 3.77	2.7	39.63% (+1.07)	―
May 22, 2025	2025 (Q4)	2.04 / 2.27	1.71	32.75% (+0.56)	―
Feb 06, 2025	2025 (Q3)	4.53 / 4.82	4.17	15.59% (+0.65)	―
Nov 07, 2024	2025 (Q2)	2.42 / 2.54	2.1	20.95% (+0.44)	―
Aug 07, 2024	2025 (Q1)	2.48 / 2.70	2.34	15.38% (+0.36)	―
May 23, 2024	2024 (Q4)	1.67 / 1.71	0.9	90.00% (+0.81)	―
Feb 08, 2024	2024 (Q3)	3.57 / 4.17	3.35	24.48% (+0.82)	―
Nov 08, 2023	2024 (Q2)	1.93 / 2.10	2.23	-5.83% (-0.13)	―
Aug 10, 2023	2024 (Q1)	2.14 / 2.34	1.88	24.47% (+0.46)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 22, 2025	$272.97	$276.49	+1.29%
Feb 06, 2025	$247.26	$271.23	+9.69%
Nov 07, 2024	$205.85	$219.37	+6.57%
Aug 07, 2024	$162.53	$157.06	-3.37%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.