secwatch.observer — SEC 8-K summary
======================================

Issuer:     RALPH LAUREN CORP (RL)
CIK:        0001037038
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001628280-26-005615
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ralph Lauren Q3 revenue up 12%, EPS $6.22 adj; raises FY revenue and margin outlook
--------------------------------------------------------------------------------

- Q3 revenue $2.4B (+12% reported, +10% constant currency); adjusted EPS $6.22 vs $4.82 last year, up 29%.
- Direct-to-consumer comps up high-single-digits; Asia revenue +22%, led by China (+30%).
- Gross margin expanded 150bps to 69.9% on AUR growth and favorable mix, offsetting tariff headwinds.
- Raised FY26 constant currency revenue outlook to high-single to low-double digits (from 5-7%) and operating margin expansion to 100-140bps (from 60-80bps).
- Cash and short-term investments $2.3B; returned ~$500M to shareholders YTD via dividends and buybacks.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1037038/000162828026005615/0001628280-26-005615-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1037038/000162828026005615/rl-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-005615

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