RL · 8-K · 20260806PR053896
Geographic Market Commentary
RALPH LAUREN CORP · 2026-08-06 · Importance 64 · Surprise 56 · No source text
Asia was the strongest reported geography, with revenue increasing 24% and constant-currency revenue increasing 25%. China revenue grew more than 40%, while Asia comparable store sales increased 23%, including 32% digital-commerce growth and 22% brick-and-mortar growth. North America revenue increased 13%, with comparable store sales up 9%, including 8% digital-commerce growth and 10% brick-and-mortar growth. Europe revenue increased 7% reported and 5% in constant currency, while comparable store sales rose 1% and digital commerce increased 6%.
Key facts
- First quarter Asia revenue: $589 million, increased 24% on a reported basis and 25% in constant currency. source
- First quarter North America revenue: $740 million, increased 13% on a reported basis. source
- First quarter Europe revenue: $594 million, increased 7% on a reported basis and 5% in constant currency. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +5.8% | First quarter Asia revenue: $589 million, increased 24% on a reported basis and 25% in constant currency. |
| revenue | positive | realized | +4.3% | First quarter North America revenue: $740 million, increased 13% on a reported basis. |
| revenue | positive | realized | +2.0% | First quarter Europe revenue: $594 million, increased 7% on a reported basis and 5% in constant currency. |