The luxury retailer reported $1.97bn in Q4 revenue, driven by 31% growth in Asia and strong direct-to-consumer sales.
Ralph Lauren reported fourth-quarter net revenue of $1.97bn, a 17% increase year-over-year, led by a 31% surge in Asia and robust direct-to-consumer performance. Net income rose to $151.6m, or $2.45 per diluted share, up from $129m and $2.03 a year earlier. Adjusted EPS climbed to $2.80 from $2.27.
For fiscal 2026, full-year revenue reached $8.11bn, a 15% increase, exceeding prior guidance. Operating income grew to $1.17bn from $932.1m, while adjusted diluted EPS rose to $16.59 from $12.33. Asia revenue jumped 23% for the year, outpacing North America and Europe.
Global direct-to-consumer comparable store sales advanced 17% in Q4, supported by mid-teens growth in average unit retail. The company attributed the gains to strong regional demand and currency tailwinds.