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Ralph Lauren raised Fiscal 27 constant-currency revenue growth guidance to 6% to 7%, up from 5% to 6%, and expects operating margin expansion of 80 to 100 basis points; second-quarter revenue rose 10%.
Ralph Lauren Corporation reported second-quarter net revenues of $2.193 billion and net income of $296.6 million for the three months ended September 26, 2026, up 9.1% and 43.0%, respectively; operating margin reached 16.6%.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Ralph Lauren exceeded second-quarter revenue and profitability expectations, delivered broad regional growth, 22% adjusted EPS growth and margin expansion, and raised its full-year revenue, margin, North America and Asia outlooks. Headwinds include a lower Europe outlook, a slower second half and third quarter, higher operating expenses and foreign-currency pressure.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted operating expense margin in reported currency non-GAAP | 55% | Three Months Ended June 27, 2026 | — |
| adjusted operating margin non-GAAP | 18.7% | first quarter of Fiscal 2027 | — |
| Adjusted operating margin in constant currency non-GAAP | 18.5% | Three Months Ended June 27, 2026 | — |
| Adjusted operating margin in reported currency non-GAAP | 18.7% | Three Months Ended June 27, 2026 | — |
| Asia brick and mortar comparable store sales | 22% | first quarter of Fiscal 2027 | +0.0% |
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| Asia comparable store sales | 23% | first quarter of Fiscal 2027 | — |
| Asia digital commerce comparable sales | 32% | first quarter of Fiscal 2027 | — |
| Asia digital commerce comparable store sales | 32% | Three Months Ended June 27, 2026 | +0.0% |
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| Average Unit Retail (AUR) growth across direct-to-consumer network | 15% | first quarter of Fiscal 2027 | — |
| Brick and mortar comparable store sales | 12% | the three months ended June 27, 2026 filing | +0.0% |
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| Class A Common Stock repurchased | $250M | first quarter of Fiscal 2027 | — |
| Concessions | 632 | June 27, 2026 | — |
| Concessions - Asia | 603 | June 27, 2026 | — |
| Digital commerce comparable store sales | 13% | the three months ended June 27, 2026 filing | +0.0% |
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| Europe comparable store sales | 1% | first quarter of Fiscal 2027 | — |
| Europe digital commerce comparable sales | 6% | first quarter of Fiscal 2027 | — |
| Europe digital commerce comparable store sales | 6% | Three Months Ended June 27, 2026 | +0.0% |
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| Gross profit margin in constant currency non-GAAP | 73.6% | Three Months Ended June 27, 2026 | — |
| new consumers in our direct-to-consumer businesses | 1.5M | first quarter of Fiscal 2027 | — |
| new owned and partnered stores opened | 22 | first quarter of Fiscal 2027 | — |
| North America brick and mortar comparable store sales | 10% | first quarter of Fiscal 2027 | — |
| North America comparable store sales | 9% | first quarter of Fiscal 2027 | — |
| North America digital commerce comparable sales | 8% | first quarter of Fiscal 2027 | — |
| North America digital commerce comparable store sales | 8% | Three Months Ended June 27, 2026 | +0.0% |
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| Outlet Stores - Asia | 86 | June 27, 2026 | — |
| Outlet Stores - Global Directly Operated Stores and Concessions | 306 | June 27, 2026 | — |
| Ralph Lauren Stores - Asia | 183 | June 27, 2026 | — |
| Ralph Lauren Stores - Global Directly Operated Stores and Concessions | 294 | June 27, 2026 | — |
| social media followers | 70M | first quarter of Fiscal 2027 | — |
| Total Asia comparable store sales | 23% | Three Months Ended June 27, 2026 | +0.0% |
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| Total comparable store sales | 12% | the three months ended June 27, 2026 filing | +0.0% |
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| Total Directly Operated Stores | 600 | June 27, 2026 | — |
| Total Directly Operated Stores - Asia | 269 | June 27, 2026 | — |
| Total Licensed Partner Stores | 138 | June 27, 2026 | — |
| Total North America comparable store sales | 9% | Three Months Ended June 27, 2026 | +0.0% |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
RL
this stock
Ralph Lauren Corp
|
$22.26B | +6.5% | +14.6% | 21.6 | 3.9% |
|
HMRZF
H&M Hennes & Mauritz AB
|
$28.16B | -12.2% | — | — | 1.2% |
|
MONRF
Moncler S.p.A.
|
$14.66B | -20.7% | — | — | 1.1% |
|
LEVI
Levi Strauss & Co
|
$8.77B | +10.3% | +4.1% | 15.4 | 2.3% |
|
VFC
V F Corp
|
$8.01B | +12.6% | -18.2% | 31.8 | 9.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Ralph Lauren Corporation reported second-quarter net revenues of $2.193 billion and net income of $296.6 million for the three months ended September 26, 2026, up 9.1% and 43.0%, respectively; operating margin reached 16.6%.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| RL | -4.2% | +1.4% | +15.6% | -4.2% | +6.5% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | -1.5% | +7.0% | +16.0% | -1.5% | -1.3% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
