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Ralph Lauren Corp
NYSE:RL

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Ralph Lauren Corp
NYSE:RL
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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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Letzter Earnings Call
Geschäftsperiode
Q3 2026
Datum des Calls
5. Feb 2026
KI-Zusammenfassung
Q3 2026

Revenue Beat: Ralph Lauren reported 10% revenue growth in Q3, ahead of its mid-single-digit outlook, with strong performances across all regions and channels.

Margin Expansion: Gross margin expanded by 140 basis points to 69.8%, and operating margin increased 200 basis points to 20.7%, both beating plans.

AUR Surge: Average unit retail (AUR) rose 18% in Q3, driven by reduced discounting, strong full-price demand, and favorable mix, with no signs of price resistance.

Guidance Raised: The company raised full-year revenue growth guidance to high single to low double digits (from 5–7% previously) and now expects operating margin to expand by 100–140 basis points.

Asia and China Strength: Asia sales rose 22%, with China up over 30%, outpacing expectations and supported by new customer acquisition.

Marketing Investment: Marketing spend was increased to 8% of sales in Q3 and full-year guidance was raised to 7.5–8% of sales, reflecting confidence in ROI.

Tariff and Cost Pressures: Higher US tariffs and input costs are headwinds, especially for Q4, but are being offset by pricing power and cost mitigation strategies.

AI and Digital Momentum: AI-powered tools like "Ask Ralph" are helping drive customer engagement, personalization, and first-party data collection.

Wichtige Finanzkennzahlen
Operating Margin
20.7%
Gross Margin
69.8%
Asia Sales Growth
up 22%
China Sales Growth
up over 30%
North America Sales Growth
up 8%
Europe Sales Growth
up 4%
Retail Comparable Sales
up 9%
AUR (Average Unit Retail)
up 18%
Free Cash Flow
$650 million (year-to-date)
Cash and Short-Term Investments
$2.3 billion
Total Debt
$1.2 billion
Net Inventory
up 10%
Marketing as % of Sales
8% (Q3)
New DTC Customers
2.1 million (Q3)
Social Media Followers
over 68 million
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Ralph Lauren
Executive Chairman & Chief Creative Officer
Keine Biografie verfügbar
Ms. Halide Alagoz
Chief Product Officer
Keine Biografie verfügbar
Mr. Justin Picicci
Chief Financial Officer
Keine Biografie verfügbar
Dr. Janet M. Sherlock
Chief Digital & Technology Officer
Keine Biografie verfügbar
Mr. Avery S. Fischer
Executive VP, Chief Legal Officer, General Counsel & Secretary
Keine Biografie verfügbar
Ms. Katie Ioanilli
Chief Global Impact and Communications Officer & Executive Sponsor of Gender Parity DE&I Community
Keine Biografie verfügbar
Ms. Iris Langlois-Meurinne
Global Chief Marketing Officer
Keine Biografie verfügbar
Ms. Roseann Lynch
Executive VP and Chief People & Global Human Rights Officer
Keine Biografie verfügbar
Ms. Valeria Juarez
Senior Vice President of E-Commerce, International
Keine Biografie verfügbar
Ms. Hwee Chua Shin
Regional Chief Executive Officer of Greater China & Southeast Asia
Keine Biografie verfügbar

Kontakt

Adresse
NEW YORK
New York City
650 Madison Ave
Kontakt
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