Ralph Lauren Corporation beat its own expectations in its most recent earnings release, reporting US $ 1.7 billion in fourth-quarter revenue, an 8 per cent year-over-year increase, and finishing fiscal 2025 with a 7 per cent gain to US $ 7.1 billion in total revenue.
President and CEO Patrice Louvet in a statement said that this robust conclusion to their three-year ‘Next Great Chapter: Accelerate’ strategy demonstrates the increasing vigour of their brand and the rigorous execution of their team in a volatile world.
The firm posted strong performance in a number of key markets, with Europe at the lead—regional comparable retail sales increased 18 per cent, driven by 16 per cent growth in physical stores and a 25 per cent increase in digital. Wholesale revenue in Europe grew 10 per cent, driven by strong reorders.
Asia likewise fared well on the retail front, with comparable store sales rising 15 per cent, divided among 13 per cent increases in physical stores and 27 per cent on the web. The region suffered a steep 33 per cent decline in wholesale revenue, which mirrors continued distribution realignments.
North American same-store retail sales rose 9 per cent, with both in-store and digital channels enjoying equitable growth. North American wholesale revenue rose 1 per cent, as expected internally.
For fiscal 2026, the company estimated low single-digit revenue growth, with gains to be weighted in the first half of the year. For the first quarter, Ralph Lauren expects high-single-digit revenue growth year over year. Currency fluctuations will have only a “minimal impact” on revenue and margins, the company said.
With macroeconomic uncertainty notwithstanding, Louvet indicated that the company is starting fiscal 2026 with an “offensive” attitude. He said that they will keep driving their multiple engines of growth—lifestyle, geography, and channel—while remaining agile and fiscally responsible, pointing to Ralph Lauren’s diversified supply base and robust balance sheet as strategic strengths.
