US luxury lifestyle retailer Ralph Lauren closed fiscal 2026 (FY26) with fourth-quarter (Q4) net revenue of $1.97bn for the period ended 28 March 2026, lifted by strong regional performance and direct-to-consumer momentum.
Asia was the standout segment, with revenue climbing 31% on a reported basis and 28% in constant currency to $563.6m.
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Europe followed at $619.6m, up 18% reported and 6% in constant currency, while North America rose 8% to $762.7m.
Global direct-to-consumer comparable store sales advanced 17% in the quarter, supported by mid-teens growth in average unit retail.
Reported net income for the quarter came in at $151.6m, or $2.45 per diluted share, against $129m, or $2.03 per diluted share, a year earlier.
Adjusted diluted earnings per share (EPS) rose to $2.80 from $2.27 in Q4 FY25.
Operating income increased to $188.6m from $155m.
For the full fiscal year, net revenue reached $8.11bn, up 15% on a reported basis and 12% in constant currency, ahead of the company’s prior outlook, with foreign currency contributing.
Full-year reported net income was $941.1m compared with $742.9m in fiscal 2025.
Operating income for the year stood at $1.17bn, up from $932.1m, while adjusted diluted EPS advanced to $16.59 from $12.33.
On an annual basis, North America generated $3.32bn, up 9%, Europe rose 17% reported and 9% in constant currency to $2.53bn, and Asia grew 23% reported and 22% in constant currency to $2.10bn.
Full-year global direct-to-consumer comparable store sales rose 13%, underpinned by mid-teens average unit retail growth across regions and channels.
Looking ahead to FY27, the company anticipates constant currency revenue growth of approximately mid-single digits on a 52-week comparable basis, centred around 4% to 5%, alongside operating margin expansion of approximately 40 to 60 basis points in constant currency.
Fiscal 2027 is a 53-week year, with the additional week expected to add roughly one percentage point to revenue growth.
Foreign currency is projected to have a broadly neutral impact on both revenue and margins for the full year.
