Every material Form 8-K Ralph Lauren filed with the SEC in 2025, 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 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Ralph Lauren filing is on SEC EDGAR ↗. 8-K briefs of other companies →