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Ralph Lauren Reports Strong Q4 Earnings but Warns of Slower Growth Ahead

The company exceeded profit and revenue forecasts, but projects low-single-digit sales growth for the next fiscal year due to consumer sentiment and tariff challenges.

A person looks at a shop window branded by Ralph Lauren at the department store Kaufhaus des Westens "KaDeWe" during Christmas season in Berlin, Germany, December 18, 2023.  REUTERS/Lisi Niesner/File Photo
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Guests wait after viewing the latest Ralph Lauren collection in New York City, U.S., April 17, 2025.

Overview

  • Ralph Lauren's Q4 net income rose 42% to $129 million, with adjusted earnings per share of $2.27, surpassing analysts' expectations by $0.23.
  • Quarterly revenue grew 8.3% to $1.7 billion, outperforming the 5.1% increase forecasted by analysts.
  • Full-year revenue increased by 7% to $7.1 billion, with an 8% rise in constant currencies, reflecting strong international demand.
  • The company anticipates a slowdown in sales growth to low-single digits for the upcoming fiscal year, citing weakened consumer confidence in the U.S., U.K., and China.
  • CEO Patrice Louvet highlighted potential inflationary effects from U.S. tariffs, expected to impact consumer pricing in the second half of the year.