Ralph Lauren FY26 Revenue Crosses US$ 8 Billion On Strong Global Demand
Ralph Lauren Corporation reported stronger-than-expected fourth quarter and full-year fiscal 2026 results, driven by robust global demand, higher full-price sales and strong direct-to-consumer growth.
FY26 revenue increased 15% to US$ 8.1 billion on a reported basis, marking the first time the company’s annual revenue surpassed the US$ 8 billion mark. Net income rose to US$ 941 million from US$ 743 million in FY25, while adjusted earnings per share increased to US$ 16.59 from US$ 12.33.
Fourth-quarter revenue grew 17% to US$ 2 billion, with adjusted earnings per share rising to US$ 2.80 from US$ 2.27 a year earlier. Global direct-to-consumer comparable store sales increased 17% during the quarter, supported by strong digital commerce and full-price selling trends.
Patrice Louvet, President and CEO said the company exceeded its FY2026 financial commitments despite a volatile macroeconomic environment.
Regionally, Asia led growth with fourth-quarter sales up 31%, followed by Europe at 18% and North America at 8%.
Ralph Lauren also reported gross and operating margin expansion during FY26, supported by favourable product mix, pricing improvements and lower cotton costs.
The company ended the fiscal year with more than US$ 2 billion in cash and short-term investments and returned over US$ 700 million to shareholders through dividends and share buybacks. The Board also approved a 10% increase in the quarterly dividend.
