earnings
confidence high
sentiment positive
materiality 0.75
Ralph Lauren Q1 adjusted EPS $2.70 (+15% YoY) beats; revenue +3% constant currency; reaffirms FY outlook
RALPH LAUREN CORP
2025-Q1 EPS reported
$2.61
revenue$1,512,200,000
- Adjusted EPS $2.70 vs $2.34 YoY; reported EPS $2.61 vs $1.96 YoY (+33%).
- Revenue $1.5B, +1% reported (+3% constant currency), led by Europe (+7%) and Asia (+9%) in constant currency.
- Global DTC comparable store sales +5%; gross margin 70.5% (+170 bps); adjusted operating margin 14.3% (+90 bps).
- Inventory down 13% YoY to $1.0B; returned $225M to shareholders via dividends and $176M in buybacks.
- FY2025 outlook reaffirmed: low-single-digit revenue growth and 100-120 bps operating margin expansion in constant currency.