Every material Form 8-K Ralph Lauren filed with the SEC in 2026, 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
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 →