RL · 10-Q · 2026Q2 · Full report

Supply Chain Constraints

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

Inventory levels decreased year over year, improving operating working capital. The prior-year inventory balance was elevated by tariff impacts in North America and the earlier timing of deliveries in Europe. The filing indicates that these inventory and delivery effects influenced comparative cash generation, but it does not quantify the related inventory reduction or identify ongoing supplier or lead-time constraints.

Key facts

• The company reported experiencing some shipping delays affecting timing of inventory receipts due to ongoing military conflicts and related disruptions in the Middle East. source