The company added 1.4 million direct-to-consumer customers in Q4, driving a 16% rise in average unit retail.
Ralph Lauren reported full-year revenues exceeding $8 billion for fiscal 2026, marking a record under its ‘Next Great Chapter: Drive’ strategy. Growth was fueled by a diversified model across regions and channels, with a shift toward younger, higher-value consumers.
Direct-to-consumer (DTC) channels gained 1.4 million new customers in Q4 alone, while core product sales rose mid-teens. High-growth categories like women’s apparel, outerwear, and handbags surged over 20%, outpacing overall company growth. China revenue accelerated to over 50% in Q4, supported by Lunar New Year activations.
Average unit retail (AUR) increased 16% in Q4, extending a 36-quarter growth streak. Reduced discounting and a push into higher-priced luxury tiers drove the gain, alongside AI-driven supply chain and consumer tools.