Ralph Lauren Corp banner

Ralph Lauren Corp
XMUN:PRL

Watchlist Manager
Ralph Lauren Corp Logo
Ralph Lauren Corp
XMUN:PRL
Watchlist
Price: 304.3 EUR 0.71%
Market Cap: €19.7B

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.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Feb 5, 2026
AI Summary
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.

Key Financials
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
Earnings Call Recording
Other Earnings Calls

Management

Mr. Ralph Lauren
Executive Chairman & Chief Creative Officer
No Bio Available
Ms. Halide Alagoz
Chief Product Officer
No Bio Available
Mr. Justin Picicci
Chief Financial Officer
No Bio Available
Dr. Janet M. Sherlock
Chief Digital & Technology Officer
No Bio Available
Mr. Avery S. Fischer
Executive VP, Chief Legal Officer, General Counsel & Secretary
No Bio Available
Ms. Katie Ioanilli
Chief Global Impact and Communications Officer & Executive Sponsor of Gender Parity DE&I Community
No Bio Available
Ms. Iris Langlois-Meurinne
Global Chief Marketing Officer
No Bio Available
Ms. Roseann Lynch
Executive VP and Chief People & Global Human Rights Officer
No Bio Available
Ms. Valeria Juarez
Senior Vice President of E-Commerce, International
No Bio Available
Ms. Hwee Chua Shin
Regional Chief Executive Officer of Greater China & Southeast Asia
No Bio Available

Contacts

Address
NEW YORK
New York City
650 Madison Ave
Contacts
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett