Ralph Lauren Corporation showcased a strong financial performance with double-digit revenue growth, significant brand engagement, and increased profitability. However, challenges remain with geopolitical and macroeconomic risks, and efforts to stabilize the North America wholesale market continue. Overall, the positive achievements outweigh the challenges.

Company Guidance

During the Ralph Lauren Corporation's Third Quarter Fiscal Year 2025 earnings call, the company reported strong financial performance, exceeding expectations across all regions and channels. Revenue grew by 11% on a constant currency basis, with retail comps increasing by 12%, driven by significant demand in both direct-to-consumer (DTC) and wholesale channels. The adjusted gross margin expanded by 190 basis points to 68.3%, attributed to a 12% increase in average unit retail (AUR), reduced promotions, and a favorable mix shift towards full-price businesses. Operating margin also improved, expanding 230 basis points to 18.7%, with operating profit up 27%. The company returned $500 million to shareholders year-to-date and generated approximately $980 million in free cash flows. Ralph Lauren raised its full-year outlook, now expecting constant currency revenue growth of 6% to 7%, up from the previous 3% to 4% guidance. The company also anticipates operating margin expansion of 120 to 160 basis points for the fiscal year.

Double-Digit Revenue Growth

Ralph Lauren Corporation reported third quarter revenue growth of 11% on a constant currency basis, surpassing expectations across all geographies and channels.

Retail and Digital Growth

The retail business led performance with double-digit comp growth, and digital sales increased mid-teens, driven by strong consumer demand.

Record New Customer Acquisition

The company added a record 1.9 million new consumers to its DTC businesses, a low double-digit increase from last year.

Strong Brand Engagement

Increased brand consideration, purchase intent, and net promoter scores globally, with social media followers surpassing 64 million.

Asia and Europe Sales Surge

Asia sales increased 15%, with China up more than 20%. Europe sales grew 16%, driven by strong retail and wholesale performance.

Operating Margin Expansion

Adjusted operating margin expanded 230 basis points to 18.7%, with operating profit increasing 27%.

Significant AUR Growth

Average Unit Retail (AUR) increased 12% in the third quarter, supported by strong full-price selling and reduced promotions.

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Ralph Lauren (DE:PRL) Earnings, Revenues Date & History

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DE:PRL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 22, 2025	2025 (Q4)	1.94 / -	1.637	―	―	―
Feb 06, 2025	2025 (Q3)	4.34 / 4.61	3.992	15.59% (+0.62)	―
Nov 07, 2024	2025 (Q2)	2.31 / 2.43	2.01	20.95% (+0.42)	―
Aug 07, 2024	2025 (Q1)	2.37 / 2.58	2.24	15.38% (+0.34)	―
May 23, 2024	2024 (Q4)	1.60 / 1.64	0.862	90.00% (+0.78)	―
Feb 08, 2024	2024 (Q3)	3.41 / 3.99	3.207	24.48% (+0.78)	―
Nov 08, 2023	2024 (Q2)	1.84 / 2.01	2.135	-5.83% (-0.12)	―
Aug 10, 2023	2024 (Q1)	2.05 / 2.24	1.8	24.47% (+0.44)	―
May 25, 2023	2023 (Q4)	0.58 / 0.86	0.469	83.67% (+0.39)	―
Feb 09, 2023	2023 (Q3)	2.79 / 3.21	2.815	13.95% (+0.39)	―

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

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DE:PRL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 06, 2025	€233.00	€274.00	+17.60%
Nov 07, 2024	€191.43	€202.86	+5.98%
Aug 07, 2024	€144.72	€153.83	+6.29%
May 23, 2024	€151.28	€144.74	-4.32%

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.

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