Ralph Lauren Corporation
investor.ralphlauren.comWhat Do They Do?
Sells luxury apparel, handbags and home goods to consumers, department stores and specialty retailers.
10-K for FY2026, filed May 21, 2026Founded in 1967 by Mr. Ralph Lauren, we are a global leader in the design, marketing, and distribution of luxury lifestyle products…View ↗
We diversify our business by geography (North America, Europe, and Asia, among other regions) and channel of distribution (retail…View ↗
Our products, which include apparel and handbags, footwear & accessories for men, women, and children, as well as our fragrance and home…View ↗
How Do They Make Money?
Retail customers pay at purchase; wholesale sales count when products ship, or when customers receive them if Ralph Lauren remains responsible during shipment. Licensees generally pay sales-based royalties for trademark access quarterly.
10-K for FY2026, filed May 21, 2026Revenue from the Company's retail business is recognized when the customer takes physical possession of the products, which occurs either…View ↗
Revenue from the Company's wholesale business is generally recognized upon shipment of products, at which point title passes and risk of…View ↗
Revenue from the Company's licensing arrangements is recognized over time during the period that licensees are provided access to the…View ↗
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10-K for FY2026, filed May 21, 2026
FY2026 revenue by reportable segment ↗
$8.1B
-
10-K for FY2026, filed May 21, 2026
$8.1B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
North America Segment
Sold outright
10-K for FY2026, filed May 21, 2026 |
41%
FY2023: 47%
|
North America Segment, FY2026
$3.3B Sources
|
Sold outright |
|
Europe Segment
Sold outright
10-K for FY2026, filed May 21, 2026 |
31%
FY2023: 29%
|
Europe Segment, FY2026
$2.5B Sources
|
Sold outright |
|
Asia Segment
Sold outright
10-K for FY2026, filed May 21, 2026 |
26%
FY2023: 22%
|
Asia Segment, FY2026
$2.1B Sources
|
Sold outright |
|
Other non-reportable segments
Licensed
|
1.8%
FY2023: 2.4%
|
Other non-reportable segments, FY2026
$142.5M Sources
|
Licensed |
Who Are Their Customers?
Consumers buy directly through Ralph Lauren stores, concession shops and its digital sites. Department stores, specialty retailers and digital partners buy wholesale merchandise; licensed partners operate stores and sell designated products using the trademarks.
10-K for FY2026, filed May 21, 2026We diversify our business by geography (North America, Europe, and Asia, among other regions) and channel of distribution (retail…View ↗
Our global reach is extensive, as we sell directly to customers throughout the world via our 594 retail stores and 644 concession-based…View ↗
We have three key wholesale customers that generate significant sales volume. During Fiscal 2026, sales to our three largest wholesale…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 12 cents of every revenue dollar as net income in FY2026.
10-K for FY2026, filed May 21, 2026
How Are They Changing?
- Net income
-
Sources
10-Q for Q1 FY2027, filed Aug 6, 2026
$262.2MView ↗
- ▲ +19%
- vs $220.4M in Q1 FY2026
10-Q for Q1 FY2027, filed Aug 6, 2026
Open tableView ↗
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Aug 6, 2026
Raised full-year revenue and adjusted operating margin outlook
The company raised its full-year constant-currency revenue and adjusted operating margin expansion outlook after first-quarter results exceeded expectations.
Sources
8-K, filed Aug 6, 2026
RALPH LAUREN REPORTS BETTER THAN EXPECTED FIRST QUARTER FISCAL 2027 RESULTS AND UPDATES FISCAL 2027 OUTLOOKView ↗
Growing. Revenue grew 30% in 4 years, from $6.2B in FY2022 to $8.1B in FY2026, about 7% a year.
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