RL · 8-K · 20260806PR053896
Supply Chain and Inventory
RALPH LAUREN CORP · 2026-08-06 · Importance 43 · Surprise 32 · No source text
Inventory at quarter-end was $1.2 billion, down 5% from the prior-year period and described by the company as well-positioned to global demand. The company said strong full-price demand and lower-than-planned promotions supported product sell-through. Gross margin expansion more than offset incremental pressure from tariffs and other product costs, indicating some cost pressure in the product supply chain. The release did not identify specific material shortages, supplier constraints, or lead-time disruptions in the reported quarter.
Key facts
- Inventory at the end of Q1 FY2027 was $1.2 billion, down 5% compared to the prior year period. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | negative | realized | — | Inventory at the end of Q1 FY2027 was $1.2 billion, down 5% compared to the prior year period. |