Ralph Lauren Corp ($RL) Q4 2026 Earnings Call
Ladies and gentlemen thank you for standing by welcome to the Ralph Lauren fourth quarter fiscal year 2026 earnings call at thisΒ ...
President, Chief Executive Officer & Director, Ralph Lauren
Search every verified Patrice Louvet interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. Patrice Louvet, President and CEO of Ralph Lauren, reported on the company's fiscal year 2026 fourth quarter and full-year results in May 2026. He stated that the company's reported full-year revenues surpassed $8 billion for the first time, driven by growth across retail and wholesale channels in every region. Louvet attributed the performance to the company's diversified model and its shift toward a "more elevated, younger, less price sensitive" consumer base. He noted that the company's core consumer remained resilient across all three regions and that the company's outlook was on track with its three-year targets. Louvet also mentioned that the company is not a sponsor of the World Cup but plans to activate in its stores around the event. Louvet discussed the company's strategic priorities, including brand-building activations, product breadth, and innovative retail and digital experiences. He stated that there is "no ceiling" to marketing investment as a percentage of revenue, with the key driver being return on investment. The company expects full-year constant currency revenue to increase mid-single digits in fiscal 2027, with an outlook that includes a sequential increase in tariff headwinds in the second half of the year. Louvet also noted that the board of directors approved a 10% increase in the annual dividend. In previous calls, Louvet emphasized the company's long-term approach in China and its agility in navigating a volatile environment, including tariff pressures.
“Our reported full-year revenues surpassed 8 billion for the first time, driven by growth across our retail and wholesale channels in every region. Operating margins exceeded our expectations, reflecting gross margin expansion more than offsetting the meaningful impact of tariffs and disciplined expense leverage with ou...”
“We continue to be on offense. Our performance is the result of delivering across our multiple drivers of growth. There's no single or one-time element that drove the outperformance. That's really the power of our diversified model.”
“There is no ceiling to our marketing investment as a percentage of revenue. The key driving factor here is the return on investment that we get. And I have to say our marketing teams around the world have done an excellent job expanding the portfolio of activation so that we one continue the strong new consumer recruit...”
“We're in China not just to win this year, but we're in China trying to win for the next 10 and 20 years and really make sure we're building the right foundations for the long term and staying close to that consumer and making sure that he and she sees both the luxury perception the way we intend it and also sees the va...”
Ladies and gentlemen thank you for standing by welcome to the Ralph Lauren fourth quarter fiscal year 2026 earnings call at thisΒ ...
05/21/2026 Q&A: 32:11 Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe,Β ...
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