RL · 8-K · 20260806PR053896

Macroeconomic Consumer Pressure

RALPH LAUREN CORP · 2026-08-06 · Importance 17 · Surprise 24

Management stated that its Fiscal 2027 and second-quarter outlook reflects the current geopolitical and macroeconomic environment, including inflationary pressures and consumer-spending-related headwinds. The outlook also incorporates global supply-chain disruptions and foreign-currency volatility. These factors are presented as constraints considered in the company’s forward revenue, margin, and investment planning for Fiscal 2027.