RL · 8-K · 20260806PR053896

Distribution Channels

RALPH LAUREN CORP · 2026-08-06 · Importance 48 · Surprise 40 · In source text

Direct-to-consumer comparable store sales increased low-double-digits globally, driven by both digital and brick-and-mortar channels. North America retail comparable sales increased 9%, with brick-and-mortar up 10% and digital commerce up 8%. Europe retail comparable sales increased 1%, with flat brick-and-mortar performance and digital commerce up 6%. Asia retail comparable sales increased 23%, with brick-and-mortar up 22% and digital commerce up 32%; wholesale revenue also increased 22% in North America and 11% in Europe on a reported basis.

Key facts

• North America wholesale revenue increased 22% to prior year, including approximately 15 points of benefit from resumed shipments to a luxury wholesale account and a previously-announced shift in timing of shipments from Q4 FY2026. source
• Europe wholesale revenue increased 11% on a reported basis and 8% in constant currency, including ~5 points benefit from earlier timing of shipments from Q2 FY2027. source
• Global direct-to-consumer comparable store sales increased low-double-digits in the quarter, driven by both digital and brick-and-mortar retail channels and 15% AUR growth. source
• Comparable store sales in Asia increased 23% in the quarter, with brick-and-mortar up 22% and digital commerce up 32%. source
• Wholesale sales accelerated to mid-teens growth in the quarter. source
• North America retail comparable store sales increased 9% in the quarter, with brick-and-mortar up 10% and digital commerce up 8%. source
• Europe retail comparable store sales increased 1% in the quarter, with digital commerce up 6% and brick-and-mortar roughly flat. source

Impact estimates