RL · 8-K · 20260806PR053896
Segment Revenue Performance
RALPH LAUREN CORP · 2026-08-06 · Importance 59 · Surprise 48 · No source text
North America revenue increased 13% to $740.3 million, including 9% comparable-store growth and 22% wholesale growth. Europe revenue increased 7% to $594.4 million, or 5% in constant currency, with retail comparable-store sales up 1% and wholesale revenue up 11% reported. Asia revenue increased 24% to $589.3 million, or 25% in constant currency, with comparable-store sales up 23%. China revenue increased more than 40% year over year, contributing to Asia's strongest regional growth.
Key facts
- North America operating income in the quarter: $171 million and operating margin 23.1%, up 240 basis points vs prior year. source
- Asia operating income in the quarter: $198 million and operating margin 33.5%, up 280 basis points vs prior year. source
- Three months ended June 27, 2026: net revenues by segment — North America $740.3m, Europe $594.4m, Asia $589.3m, Other $35.8m; total net revenues $1,959.8m. source
- Europe operating income in the quarter: $157 million and operating margin 26.4%, flat to last year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +0.9% | North America operating income in the quarter: $171 million and operating margin 23.1%, up 240 basis points vs prior year. |
| operating_income | positive | realized | +0.8% | Asia operating income in the quarter: $198 million and operating margin 33.5%, up 280 basis points vs prior year. |
| operating_income | unclear | realized | — | Europe operating income in the quarter: $157 million and operating margin 26.4%, flat to last year. |
| margin | unclear | realized | 0.0% | Europe operating income in the quarter: $157 million and operating margin 26.4%, flat to last year. |