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Mar 29, 2025
Ralph Lauren Q4 2025 Earnings Report
Ralph Lauren posted stronger-than-expected Q4 results with growth across all regions and higher adjusted margins.
Key Takeaways
Ralph Lauren beat expectations in Q4 2025, with revenue rising 8% to $1.7B and adjusted EPS climbing to $2.27. Sales were driven by strong direct-to-consumer performance and double-digit growth in Europe and Asia. Gross and operating margins expanded notably, reinforcing brand strength and pricing power.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Ralph Lauren expects low-single-digit revenue growth and modest operating margin expansion in FY26, despite global macroeconomic uncertainties.
Positive Outlook
- Revenue growth expected in low-single digits for FY26
- Operating margin projected to expand modestly
- AUR growth and favorable mix to support gross margin
- Minimal FX impact forecasted
- Capex planned at 4–5% of revenue to support growth
Challenges Ahead
- Tariffs expected to pressure gross margins
- Higher non-cotton material costs
- Caution on global operating environment
- Consumer spending-related headwinds remain
- Uncertainty around restructuring-related charges
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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