secwatch.observer — SEC 8-K summary
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Issuer:     RALPH LAUREN CORP (RL)
CIK:        0001037038
Form:       8-K
Filed at:   2025-11-06T23:59:59+00:00
Accession:  0001628280-25-049886
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ralph Lauren Q2 beats; revenue +17%, adj. EPS $3.79; raises FY2026 outlook
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1037038/000162828025049886/0001628280-25-049886-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1037038/000162828025049886/rl-20251106.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-049886

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer