RL · 8-K · 20260806PR053896

Revenue Performance and Mix

RALPH LAUREN CORP · 2026-08-06 · Importance 54 · Surprise 40 · Contradicted

First-quarter Fiscal 2027 net revenue increased 14% year over year to $1,959.8 million, or 13% in constant currency, with foreign currency contributing approximately 60 basis points. Retail revenue increased to $1,369.3 million from $1,201.2 million, while wholesale revenue rose to $554.7 million from $483.5 million. Global direct-to-consumer comparable store sales increased 12% in constant currency, supported by 15% AUR growth and lower-than-planned promotions. Core business revenue grew mid-teens, while Women's Apparel, Outerwear, and Handbags increased more than 20% in constant currency.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+12.3%First quarter fiscal 2027 net revenue: $1.96 billion, increased 14% on a reported basis and 13% in constant currency.