The earnings call reflects a positive sentiment with strong financial performance, significant growth in key markets, brand desirability, and sustainability achievements. However, there are challenges in North American wholesale and the UK market.

Company Guidance

In the Ralph Lauren second quarter fiscal year 2025 earnings call, the company reported robust performance across several key metrics, leading to an increase in their full-year outlook. Revenue growth was driven by a 10% increase in retail comparable sales, with retail average unit retail (AUR) rising by 10% as well. The company also achieved a gross margin expansion of 170 basis points, reaching 67.1%, and an adjusted operating margin expansion of 120 basis points to 11.7%. Ralph Lauren's direct-to-consumer channels outperformed, and the brand's strong international presence contributed significantly, with Asia's revenue up 10% and Europe showing mid-single-digit growth. The company remains optimistic, raising its full-year constant currency revenue growth expectation to 3% to 4% and projecting operating margin expansion of 110 to 130 basis points, indicating confidence in continued momentum across its strategic pillars.

Strong Second Quarter Performance

Ralph Lauren delivered strong second quarter performance with revenue growth of 6% exceeding expectations, driven by direct-to-consumer channels.

Retail Business Growth

The retail business across every region led the performance, delivering double-digit comp growth. Retail Average Unit Retail (AUR) was up 10%.

Brand Visibility and Engagement

Ralph Lauren was the #1 most visible fashion brand during the Paris Olympics. The brand added 1.5 million new consumers to DTC businesses, driven by younger, higher value cohorts.

Operating Margin Expansion

Adjusted operating margin expanded 120 basis points to 11.7%, with all regions contributing to the expansion.

Growth in Key Markets

Asia revenue increased by 10%, driven by growth in Japan and China. Europe revenue increased by 6%, with strong retail performance.

Sustainability Achievements

Achieved a 33% reduction in greenhouse gas emissions and created a 100% recycled cotton Polo Shirt.

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Ralph Lauren (DE:PRL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:PRL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2018	2019 (Q1)	- / 1.50	1.083	38.74% (+0.42)	―	―
Nov 06, 2018	2019 (Q2)	- / 2.21	1.942	13.57% (+0.26)	―	―
Feb 05, 2019	2019 (Q3)	- / 2.26	1.981	14.29% (+0.28)	―	―
May 14, 2019	2019 (Q4)	- / 1.04	0.878	18.89% (+0.17)	―	―
Jul 30, 2019	2020 (Q1)	- / 1.73	1.503	14.94% (+0.22)	―	―
Nov 07, 2019	2020 (Q2)	- / 2.49	2.205	12.83% (+0.28)	―	―
Feb 04, 2020	2020 (Q3)	- / 2.79	2.264	23.28% (+0.53)	―	―
May 27, 2020	2020 (Q4)	- / -0.66	1.044	-163.55% (-1.71)	―	―
Aug 04, 2020	2021 (Q1)	- / -1.78	1.727	-202.82% (-3.50)	―	―
Oct 29, 2020	2021 (Q2)	- / 1.40	2.488	-43.53% (-1.08)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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DE:PRL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 07, 2024	€191.43	€202.86	+5.98%
Aug 07, 2024	€144.72	€153.83	+6.29%
May 23, 2024	€151.28	€144.74	-4.32%
Feb 08, 2024	€133.13	€153.45	+15.26%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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