{"filings":[{"id":564116,"accession_number":"0001628280-26-037053","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2026-05-21T12:07:24+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ralph Lauren Reports Q4 and Full Year Fiscal 2026 Results Ahead of Expectations; Provides Fiscal 2027 Outlook","event_type":"earnings","confidence":"high","bullets":["Q4 revenue up 17% reported (12% constant currency) to $2.0B; full year revenue up 15% reported (12% constant currency) to $8.1B, exceeding $8B for first time.","Adjusted Q4 EPS $2.80 vs $2.27 a year ago; full year adjusted EPS $16.59 vs $12.33; Board approves 10% dividend increase to $1.00 quarterly.","Global direct-to-consumer comps up 17% in Q4, 13% full year; Asia revenue up 31% reported (28% constant currency) led by strong China Lunar New Year sales.","Introduced preliminary Fiscal 2027 outlook: constant currency revenue growth mid-single digits (~4-5%) and operating margin expansion of 40-60 bps.","Returned over $700M to shareholders in Fiscal 2026 through dividends and share repurchases; $1.4B remaining on repurchase plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"daily_digest_date":"2026-05-21","daily_digest_url":"/daily/2026-05-21","daily_digest_rank":5},{"id":100522,"accession_number":"0001628280-26-005615","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ralph Lauren Q3 revenue up 12%, EPS $6.22 adj; raises FY revenue and margin outlook","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $2.4B (+12% reported, +10% constant currency); adjusted EPS $6.22 vs $4.82 last year, up 29%.","Direct-to-consumer comps up high-single-digits; Asia revenue +22%, led by China (+30%).","Gross margin expanded 150bps to 69.9% on AUR growth and favorable mix, offsetting tariff headwinds.","Raised FY26 constant currency revenue outlook to high-single to low-double digits (from 5-7%) and operating margin expansion to 100-140bps (from 60-80bps).","Cash and short-term investments $2.3B; returned ~$500M to shareholders YTD via dividends and buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":12.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":6135800000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100521,"accession_number":"0000950142-26-000179","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ralph Lauren appoints NBCUniversal News Group Chairman Cesar Conde to Board","event_type":"leadership","confidence":"high","bullets":["Cesar Conde, Chairman of NBCUniversal News Group, elected to Ralph Lauren Board effective Jan 15, 2026.","Board size increased from 11 to 12 members to accommodate appointment.","Conde also serves on boards of Walmart and PepsiCo; brings media and digital expertise.","Conde will receive standard non-employee director compensation.","Appointment supports company's 'Next Great Chapter: Drive' strategy for long-term growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116841,"accession_number":"0001628280-25-049886","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ralph Lauren Q2 beats; revenue +17%, adj. EPS $3.79; raises FY2026 outlook","event_type":"earnings","confidence":"high","bullets":["Adj. diluted EPS of $3.79 (+49% YoY); reported EPS $3.32 (+44%); revenue $2.0B (+17% reported, +14% constant currency).","Global direct-to-consumer comparable store sales +13%, with double-digit growth in all regions; North America comps +13%.","Adjusted operating margin 14.1% (+270bps YoY); gross margin 68.0% (+100bps); AUR +12% with strong full-price demand.","Full-year FY2026 guidance raised: constant-currency revenue growth now +5–7%; operating margin expansion +60–80bps.","Returned ~$420M to shareholders YTD via dividends and buybacks; cash and short-term investments $1.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":6.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":3729800000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133284,"accession_number":"0000950142-25-002436","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Ralph Lauren targets mid-single-digit revenue CAGR, 100-150bps op margin expansion by FY2028","event_type":"other_material","confidence":"high","bullets":["Revenue to grow at mid-single-digit CAGR (constant currency) from FY2025 base through FY2028.","Operating margin to expand ~100-150 bps by FY2028, driven by gross margin and OPEX leverage.","Plans to return at least $2B cumulative excess FCF through FY2028 via dividends and buybacks.","Board increased quarterly dividend ~10% to $0.9125/share ($3.65 annual) at start of FY2026.","Capital expenditures expected ~4-5% of revenue annually through FY2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133283,"accession_number":"0001037038-25-000016","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ralph Lauren Q1 beats: revenue +14%, adj. EPS $3.77, raises full-year outlook","event_type":"earnings","confidence":"high","bullets":["Revenue $1.7B, +14% reported (+11% constant currency); adjusted EPS $3.77 vs $2.70 YoY, +40%.","Global DTC comps +13%; NA +8%, Europe +16%, Asia +21%; China up >30%.","Adjusted operating margin 17.0% (+270bps); FY revenue growth raised to low-mid single digits constant currency.","Returned $300M to shareholders via dividends and buybacks; cash $2.3B, debt $1.6B.","AUR +14% in DTC; inventory +18% YoY; opened 24 new owned/partnered stores."],"consensus_eps_estimate":null,"consensus_eps_actual":3.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":1719100000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133282,"accession_number":"0000950142-25-002098","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Ralph Lauren stockholders elect all directors, ratify auditor and say-on-pay at 2025 annual meeting","event_type":"other","confidence":"high","bullets":["All 12 director nominees elected; Class B directors received 218,812,760 votes each (100% for).","Ratification of Ernst & Young as auditor for FY2026 passed with 252,357,967 votes for.","Advisory say-on-pay proposal approved with 247,955,843 votes for (99.2% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149932,"accession_number":"0001104659-25-056866","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Ralph Lauren issues $500M of 5.000% Senior Notes due 2032","event_type":"debt","confidence":"high","bullets":["Issued $500M unsecured 5.000% Senior Notes maturing June 15, 2032, interest paid semiannually.","Underwriting agreement with BofA, Deutsche Bank, J.P. Morgan as representatives.","Net proceeds for general corporate purposes, may repay $400M of 3.750% notes due Sept 2025.","Notes rank equally with existing unsecured unsubordinated debt; redeemable at par after April 15, 2032."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149931,"accession_number":"0001037038-25-000010","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Ralph Lauren Q4 beats; revenue +8%, adj. EPS $2.27; raises dividend 10%, adds $1.5B buyback","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.7B (+8% reported, +10% CC); adj. EPS $2.27 vs $1.71 y/y, beating expectations.","Full-year FY25 revenue $7.1B (+7% reported, +8% CC); adj. EPS $12.33 vs $10.31; operating margin 14.0% (+150bps).","Board approves 10% dividend increase to $0.9125/qtr; authorizes new $1.5B share repurchase program.","FY26 outlook: revenue up low-single digits CC, operating margin expand modestly, gross margin flat incl. tariffs.","Q1 FY26 revenue expected up high-single digits CC; operating margin expand 150-200bps."],"consensus_eps_estimate":5.9849,"consensus_eps_actual":11.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":7079000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149930,"accession_number":"0000950142-25-000941","cik":1037038,"company_name":"RALPH LAUREN CORP","ticker":"RL","form_type":"8-K","filed_at":"2025-04-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ralph Lauren amends employment agreement with Halide Alagoz; sets base salary at $1M, target stock award at $2M","event_type":"other_material","confidence":"high","bullets":["Annual base salary set at no less than $1 million, effective March 30, 2025.","Target annual stock award grant value increased to $2 million, starting fiscal 2026 grant cycle.","Amendment No. 2 to Amended and Restated Employment Agreement with Halide Alagoz, a named executive officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}