earnings
confidence high
sentiment positive
materiality 0.85
Ralph Lauren Q1 beats: revenue +14%, adj. EPS $3.77, raises full-year outlook
RALPH LAUREN CORP
2026-Q1 EPS reported
$3.52
revenue$1,719,100,000
- 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.