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Ralph Lauren Corp (RL)
NYSE:RL
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
3.35Last Year’s EPS
2.7Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 22, 2025
|% Change Since: 10.40%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
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
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.
RL Earnings History
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 |
|---|---|---|---|
Feb 06, 2025 | $248.09 | $272.14 | +9.69% |
Nov 07, 2024 | $206.54 | $220.10 | +6.57% |
Aug 07, 2024 | $163.08 | $157.58 | -3.37% |
May 23, 2024 | $161.58 | $166.86 | +3.27% |
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.
FAQ
When does Ralph Lauren Corp (RL) report earnings?
Ralph Lauren Corp (RL) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Ralph Lauren Corp (RL) earnings time?
Ralph Lauren Corp (RL) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RL EPS forecast?
RL EPS forecast for the fiscal quarter 2026 (Q1) is 3.35.
