RL · 8-K · 20260806PR053896

Market Demand Trends

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

Ralph Lauren reported broad-based first-quarter demand across geographies, channels, and consumer segments, with total revenue increasing 14% on a reported basis and 13% in constant currency. Global direct-to-consumer comparable store sales increased low-double-digits, supported by both digital and brick-and-mortar retail, while wholesale sales accelerated to mid-teens growth on healthy underlying demand. Core business increased mid-teens, and high-potential categories including Women's Apparel, Outerwear, and Handbags grew more than 20% in constant currency. The company also acquired 1.5 million new consumers in its direct-to-consumer businesses and reported continued loyalty momentum.