Luxury fashion house Ralph Lauren closed fiscal 2026 on a high note after reporting stronger-than-expected fourth-quarter earnings, fueled by rising demand across Asia and Europe.
The upbeat results pushed the company’s shares nearly 10% higher in premarket trading as investors reacted to another quarter of steady global momentum.
For the quarter ended March 28, 2026, Ralph Lauren posted revenue of $2.0 billion, marking a 17% year-over-year increase on a reported basis. Adjusted earnings per share reached $2.80, comfortably ahead of Wall Street forecasts.
The latest figures also helped the company cross a major milestone, with annual revenue surpassing $8 billion for the first time.
Asia and Europe Lead Growth
Asia delivered the company’s strongest regional performance, with revenue climbing 31%. The increase came from stronger consumer spending, rising store traffic, and continued gains in digital commerce.
Europe also turned in impressive numbers, recording an 18% rise in revenue as luxury shoppers continued spending despite economic uncertainty in several markets.
North America remained comparatively steady, although pressure on margins continued in the region. Comparable store sales increased globally across both physical retail locations and e-commerce channels, signaling consistent customer demand across platforms.
Patrice Louvet, President and Chief Executive Officer of Ralph Lauren, credited the company’s execution strategy and adaptability for the performance.
“Our teams around the world executed with excellence and agility to deliver a strong first year of our Next Great Chapter: Drive strategic plan,” Louvet said. “While navigating a highly dynamic global operating environment, we exceeded our financial commitments in Fiscal 2026 with revenues surpassing $8 billion for the first time on healthy quality of sales.”
Fiscal 2027 Outlook
Looking ahead, Ralph Lauren expects constant currency revenue growth in the mid-single-digit range for fiscal 2027, projected around 4% to 5% on a 52-week comparable basis. For the first quarter, the company anticipates revenue growth in the mid- to high-single digits.
“Looking ahead, we remain focused on driving our multiple engines of growth while continuing to lay the groundwork for sustainable growth and value creation into the future,” Louvet added, while also highlighting investments in AI, new technologies, and operational discipline.
