Ralph Lauren (RL) Q4 2026 (USD): EPS 2.45 (exp. 2.53), Revenue 2.0bln (exp. 1.84bln)

  • Operating margin 9.5%. 
  • Gross margin 69.7%.
  • Approves 10% dividend increase.
  • Global direct-to-consumer comparable store sales up 17% in Q4, 13% for FY2026.  
  • Outlook fiscal 2027 constant currency REVs to increase about mid-single digits.
  • For Q1, expects REVs to increase about mid- to high-single digits to last year on a constant currency basis.
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