earnings
confidence high
sentiment positive
materiality 0.77
Ralph Lauren Q3 adjusted EPS $4.82 (+16% YoY), revenue +11%; raises full-year outlook
RALPH LAUREN CORP
2025-Q3 EPS
reported $9.57
vs consensus $3.54
▲ beat
(+170.1%)
- Revenue $2.1B, +11% YoY (constant currency); adjusted EPS $4.82 vs $4.17 last year.
- Global comparable store sales +12%; North America +8%, Europe +17%, Asia +14%.
- Adjusted operating margin 18.7% (+230 bps); gross margin 68.4% (+200 bps) on AUR +12%.
- Raised FY2025 outlook: constant-currency revenue growth ~6-7%, operating margin expansion ~120-160 bps.
- YTD returned ~$500M via dividends & buybacks; inventory down 5% to $1.0B.