earnings
confidence high
sentiment positive
materiality 0.80
Ralph Lauren Q2 revenue $1.7B +6%, adjusted EPS $2.54 +21% YoY; raises FY guidance
RALPH LAUREN CORP
2025-Q2 EPS
reported $4.93
vs consensus $3.60
▲ beat
(+36.8%)
- Q2 revenue $1.7B (+6% reported & constant currency); adjusted EPS $2.54 vs $2.10 prior year, +21%.
- Global DTC comparable store sales +10%; AUR +10% across DTC network, driven by brand elevation.
- Europe revenue +6% constant currency, Asia +10%, North America +3%; China up low-teens.
- Raised FY2025 outlook: constant currency revenue growth ~3-4%, operating margin expansion +110-130 bps.
- Year-to-date returned ~$375M via dividends and buybacks; balance sheet with $1.7B cash, $1.1B debt.