Overview
- Ralph Lauren achieved an 8% revenue increase for fiscal 2025, reaching $7.1 billion, driven by strong international sales in Europe, Asia, and China.
- Fourth-quarter revenues rose 8.3%, with net income up 42%, surpassing analyst expectations for both metrics.
- International markets now represent the majority of Ralph Lauren's profits, with Q4 sales in Europe up 16%, Asia up 13%, and China exceeding 20% growth.
- The company forecasts low-single-digit revenue growth for fiscal 2026, with North America expected to decline by low- to mid-single digits while Asia and Europe continue to grow.
- To offset tariff pressures, Ralph Lauren plans additional price increases for fall 2025 and spring 2026, relying on its pricing power and high-end consumer demand.