Every material Form 8-K Ralph Lauren has filed with the SEC since May 23, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Ralph Lauren Corporation reported second quarter fiscal 2027 revenue of $2.2 billion, up 9% on a reported basis, and raised its full-year constant currency revenue and operating margin outlook. Diluted earnings per share were $4.87 on a reported basis, compared to $3.32 in the prior year period. Shareholders benefit from strong demand, margin expansion, and over $600 million returned via dividends and share repurchases year-to-date.
Second quarter revenue increased 9% on a reported basis to $2.2 billion for the period ended September 26, 2026.
Reported diluted earnings per share reached $4.87, up from $3.32 in the second quarter of fiscal 2026.
The company repurchased $250 million of Class A common stock during the second quarter, totaling $500 million fiscal year-to-date.
Full-year fiscal 2027 constant currency revenue growth outlook was raised to a center around 6% to 7%.
Ralph Lauren said Chief Product & Merchandising Officer Halide Alagoz will become Chief Operating & Product Officer on November 29, 2026, when Chief Operating Officer Bob Ranftl retires. The company also expanded roles for the CFO, CMO and Chief Global Impact & Communications Officer as part of a broader leadership reshuffle.
Alagoz, 54, has been Chief Product & Merchandising Officer since March 2020 and will take on AI strategy and the architecture & design organization.
Ranftl notified the company of his retirement on August 31, 2026; the changes take effect November 29, 2026.
CFO Justin Picicci adds real estate and logistics; CMO Iris Langlois-Meurinne takes over licensing; Katie Ioanilli adds Design with Intent.
Ralph Lauren reported first-quarter fiscal 2027 revenue of $2.0 billion, up 14% on a reported basis, and diluted EPS of $4.28, up 22% from $3.52 a year earlier. The company raised its full-year fiscal 2027 constant-currency revenue growth outlook to be centered around 5% to 6% and its operating margin expansion outlook, citing stronger-than-expected first-quarter results.
Q1 fiscal 2027 revenue rose 14% to $2.0 billion reported, 13% in constant currency; diluted EPS was $4.28 reported and $4.59 adjusted, versus $3.52 and $3.77 a year earlier
Full-year fiscal 2027 constant-currency revenue growth is now centered around 5% to 6%, and operating margin is expected to expand approximately 60 to 80 basis points
Q1 net income was $262 million; the company repurchased approximately $250 million of Class A stock and paid dividends of $54.8 million in the quarter
Second-quarter guidance calls for constant-currency revenue growth centered around 5% to 6%, with foreign currency expected to reduce revenue growth by 100 to 150 basis points
Ralph Lauren reported fourth-quarter and full-year fiscal 2026 results that the company said were ahead of its expectations, with fourth-quarter revenue up 17% to $2.0 billion and reported earnings per diluted share of $2.45, compared with $2.03 a year earlier. The company also gave a preliminary fiscal 2027 outlook calling for constant-currency revenue growth of about 4% to 5% and higher operating margin, and its board approved a 10% increase in the quarterly dividend to $1.00 per share.
Q4 fiscal 2026 reported EPS $2.45 vs $2.03 a year earlier; adjusted EPS $2.80 vs $2.27
Full-year fiscal 2026 revenue rose 15% to $8.1 billion on a reported basis; reported EPS $15.11 vs $11.61
Preliminary fiscal 2027 outlook: constant-currency revenue growth centered around 4% to 5%, operating margin up about 40 to 60 basis points
Quarterly dividend raised 10% to $1.00 per share, payable July 10, 2026 to holders of record on June 26, 2026
Ralph Lauren reported fiscal third-quarter 2026 revenue of $2.4 billion, up 12% on a reported basis and 10% in constant currency, with reported diluted EPS of $5.82 versus $4.66 a year earlier. The company raised its full-year fiscal 2026 constant-currency revenue growth outlook and operating margin expansion outlook, but expects fourth-quarter operating margin to contract.
Q3 revenue $2.4 billion, up 12% reported and 10% constant currency; net income $362 million
Diluted EPS $5.82 reported, up 25% from $4.66; adjusted diluted EPS $6.22 versus $4.82
Fiscal 2026 revenue growth outlook raised to high-single to low-double digits in constant currency, up from 5% to 7%
Fourth-quarter operating margin expected to contract 80 to 120 basis points in constant currency, reflecting higher U.S. tariffs and marketing spend
Ralph Lauren said its board elected Cesar Conde, Chairman of NBCUniversal News Group, as a Class B director effective January 15, 2026, and increased the board from eleven to twelve members. The filing discloses no financial results or guidance, so the appointment's direct effect on shareholders is limited to board composition.
Cesar Conde elected as a Class B director effective January 15, 2026, serving until the 2026 Annual Meeting of Stockholders
Board size increased from eleven to twelve members
Conde also serves on the Walmart and PepsiCo boards and will receive the same compensation as other non-employee directors
Ralph Lauren reported second-quarter fiscal 2026 results for the quarter ended September 27, 2025, with revenue up 17% to $2.0 billion on a reported basis and diluted earnings per share of $3.32, compared with $2.31 a year earlier. The company raised its full-year fiscal 2026 revenue and operating margin outlook, which is the key forward-looking change for shareholders.
Diluted EPS was $3.32 on a reported basis versus $2.31 a year earlier, and $3.79 adjusted versus $2.54 a year earlier.
Revenue rose 17% to $2.0 billion reported and 14% in constant currency; North America revenue rose 13% to $832 million.
Fiscal 2026 revenue is now expected to increase 5% to 7% in constant currency.
Fiscal 2026 operating margin is now expected to expand 60 to 80 basis points in constant currency, up from the prior outlook.
For the fiscal first quarter ended June 28, 2025, Ralph Lauren reported revenue of $1.7 billion, up 14% on a reported basis, and diluted earnings per share of $3.52 versus $2.61 a year earlier. The company raised its fiscal 2026 constant-currency revenue and operating margin expansion outlook while stating continued caution on the global operating environment in the second half of the year.
Revenue rose 14% to $1.7 billion on a reported basis and 11% in constant currency; net income was $220 million.
Diluted EPS was $3.52 versus $2.61; adjusted diluted EPS was $3.77 versus $2.70, excluding restructuring-related and other net charges.
Fiscal 2026 outlook now calls for constant-currency revenue growth of low- to mid-single digits and operating margin expansion of about 40 to 60 basis points, up from the prior outlook.
The company returned $300 million to shareholders in the quarter through dividends and repurchases, including about $250 million of Class A common stock.
Ralph Lauren Corporation completed an offering of $500 million in unsecured 5.000% senior notes maturing June 15, 2032. The company expects to use the proceeds for general corporate purposes, which may include repaying $400 million of 3.750% senior notes due September 15, 2025.
Notes: $500 million principal, 5.000% annual interest, paid semi-annually from December 15, 2025, maturing June 15, 2032
Early redemption allowed before April 15, 2032 at the greater of a make-whole price or 100% of principal; at par afterward
Change of control repurchase offer at 101% of principal plus accrued interest
Proceeds may repay $400 million of existing 3.750% notes due September 15, 2025
Ralph Lauren reported fourth-quarter and full-year fiscal 2025 results, with revenue and reported earnings per share both higher than a year earlier. The company also raised its quarterly dividend 10% and approved a new $1.5 billion share repurchase program, and it gave a preliminary fiscal 2026 outlook calling for low-single-digit constant-currency revenue growth.
Q4 revenue rose 8% to $1.7 billion on a reported basis and 10% in constant currency
Q4 reported EPS was $2.03 versus $1.38 a year earlier; adjusted EPS was $2.27 versus $1.71
Full-year fiscal 2025 revenue rose 7% to $7.1 billion; reported EPS was $11.61 versus $9.71
Quarterly dividend increased 10% to $0.9125 per share; new $1.5 billion repurchase program authorized
Ralph Lauren and Halide Alagoz signed Amendment No. 2 to her employment agreement on March 30, 2025. Her annual base salary will be no less than $1 million, and her target annual stock award grant value will be $2 million, starting with the fiscal 2026 grant cycle.
Agreement date: March 30, 2025 (Amendment No. 2 to Amended and Restated Employment Agreement)
Minimum annual base salary: $1 million
Target annual stock award grant value: $2 million, beginning with fiscal 2026 grant cycle
Ralph Lauren reported fiscal third-quarter 2025 results for the quarter ended December 28, 2024, with revenue up 11% to $2.1 billion and diluted earnings per share of $4.66, up 11% from $4.19 a year earlier. The company raised its full-year fiscal 2025 revenue and adjusted operating margin expansion outlook, which is a positive signal for shareholders.
Q3 diluted EPS was $4.66 reported and $4.82 adjusted, up 11% and 16% respectively from the prior year
Q3 revenue rose 11% to $2.1 billion, with North America up 7%, Europe up 16% and Asia up 14%
Full-year fiscal 2025 constant currency revenue growth is now expected at approximately 6% to 7%
Company repurchased approximately $74 million of Class A common stock in the third quarter
Ralph Lauren appointed Bob Ranftl, currently Regional CEO for North America, as Chief Operating Officer effective March 30, 2025, succeeding Jane Nielsen, whose planned departure was previously announced. Mercedes Abramo, formerly Deputy Chief Commercial Officer at Cartier, will join on March 1 as Regional CEO for North America. The filing covers a senior leadership change and sets out Ranftl's pay and severance terms, but it contains no financial results.
Robert Ranftl becomes COO effective March 30, 2025, succeeding Jane Nielsen.
Ranftl's employment agreement sets a base salary of not less than $1,000,000 and a target bonus of 100% of salary, with a maximum of 200%.
Beginning in fiscal 2026, Ranftl will receive an annual equity award valued at $2,250,000.
Mercedes Abramo joins from Cartier on March 1 as Regional CEO for North America, succeeding Ranftl in that role.
Ralph Lauren reported fiscal second-quarter 2025 results with revenue up 6% to $1.7 billion and reported diluted EPS of $2.31, up from $2.19. The company raised its full-year fiscal 2025 revenue and operating margin expansion outlook, citing brand momentum, which is a positive signal for shareholders.
Second-quarter revenue rose 6% to $1.7 billion on a reported basis, with Asia up 9%, Europe up 7% and North America up 3%.
Reported diluted EPS was $2.31 versus $2.19 a year earlier; adjusted diluted EPS was $2.54, up 21%.
Full-year fiscal 2025 constant currency revenue growth is now expected at about 3% to 4%, and operating margin expansion at about 110 to 130 basis points.
The company repurchased about $100 million of Class A stock in the quarter and ended with $1.7 billion in cash and short-term investments.
Ralph Lauren reported first quarter fiscal 2025 results for the quarter ended June 29, 2024, with diluted earnings per share of $2.61, up 33% from $1.96 a year earlier, and revenue up 1% to $1.5 billion. The company reaffirmed its full-year fiscal 2025 outlook of low-single-digit constant-currency revenue growth and 100 to 120 basis points of adjusted operating margin expansion, and it said first quarter results exceeded its expectations.
Diluted EPS was $2.61 versus $1.96 a year earlier, up 33%; adjusted EPS was $2.70, up 15%.
Revenue rose 1% to $1.5 billion (3% in constant currency); Europe grew 6%, Asia 4%, and North America fell 4%.
Full-year fiscal 2025 outlook reaffirmed: low-single-digit constant-currency revenue growth and 100 to 120 basis points of operating margin expansion.
Cash and short-term investments were $1.8 billion; the company repurchased approximately $176 million of Class A common stock in the quarter.
Ralph Lauren reported fourth-quarter fiscal 2024 revenue of $1.6 billion, up 2% on a reported basis, and reported diluted EPS of $1.38 versus $0.48 a year earlier. The company also gave fiscal 2025 guidance calling for revenue growth of about 2% to 3% in constant currency, announced a 10% dividend increase, and named Justin Picicci as chief financial officer effective May 23, 2024.
Q4 fiscal 2024 revenue rose 2% to $1.6 billion reported and 3% in constant currency; adjusted EPS was $1.71 versus $0.90 a year earlier
Fiscal 2025 outlook: revenue up about 2% to 3% in constant currency; operating margin expected to expand about 100 to 120 basis points in constant currency
Quarterly dividend increased 10% to $0.825 per share, payable July 12, 2024 to holders of record on June 28, 2024
Justin Picicci named CFO effective May 23, 2024; Jane Nielsen remains COO through fiscal 2025
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