RL · 10-Q · 2026Q2 · Full report

Supply Chain Diversification

RALPH LAUREN CORP · 2026-08-06 · Importance 29 · Surprise 24

Ralph Lauren states that it has proactively diversified its supply chain geographically. Management expects to mitigate cost pressure through disciplined inventory management, supplier negotiations, changes in country of origin, and pricing actions. The company reported some shipping delays affecting the timing of inventory receipts amid disruptions to key shipping routes, although operations were not significantly impacted. Tariffs and other product costs remained a cost pressure, partially offset by AUR growth and favorable channel and geographic mix.

Key facts

• The Company has proactively diversified its supply chain from a geographic perspective and states it can change country of origin to mitigate cost pressures. source