Ralph Lauren Tops $8B Revenue, Q4 Sales Up 17% and EPS Hits $16.59
UA•Ralph Lauren surpassed $8 billion in revenue, drove Q4 sales 17% higher and boosted adjusted EPS to $16.59 from $12.33 while raising its dividend 10%. FY26 capex jumped to $408 million to fund new stores in Chengdu, Sydney, Bangkok and Newport Beach plus the Polo Blaze handbag launch.
1. Financial Performance
Ralph Lauren posted record annual revenue of over $8 billion, lifted Q4 sales by 17% and raised adjusted EPS to $16.59 from $12.33, alongside a 10% dividend increase.
2. Regional Sales Drivers
Asia led reported growth with a 31% jump driven by Lunar New Year demand in China, while Europe sales rose 18% and North America climbed 8% on double-digit direct-to-consumer comps.
3. Brand Elevation Strategy
The “Next Great Chapter: Drive” plan focuses on full-price selling, higher average unit retail, category extensions in women’s, outerwear and handbags, and the upcoming Polo Blaze line.
4. Capex and Store Expansion
FY26 capital spending climbed to $408 million to acquire real estate and open new stores in Chengdu, Sydney, Bangkok and Newport Beach as part of global expansion.
