Ralph Lauren Corporation
0KTS.L
$367.04 3.39%
Exchange: LSE | Sector: Consumer Cyclical | Industry: Apparel Retail
Q1 2025
Published: Aug 7, 2024

Earnings Highlights

  • Revenue of $1.51B down 21.8% year-over-year
  • EPS of $2.61 decreased by 37.3% from previous year
  • Gross margin of 70.5%
  • Net income of 168.60M
  • "N/A" - N/A
0KTS.L
Ralph Lauren Corporation

Executive Summary

Ralph Lauren Corporation delivered QQ1 2025 results that reflect a normalization phase after a period of elevated demand in prior periods. Reported revenue of $1.512B declined 21.8% year-over-year and 3.6% quarter-over-quarter, underscoring ongoing discretionary consumer softness in a high-value apparel category. Despite the top-line pressure, the company maintained a robust gross margin of 70.5%, and leveraged tight cost discipline to generate an operating margin of approximately 13.8% and a net margin of 11.1%, with net income of $168.6M and diluted EPS of $2.61. Free cash flow remained constructive at $243.9M, supported by solid operating cash flow of $277.3M and disciplined capital allocation including $201.2M of share repurchases and $47.5M in dividends.

Key Performance Indicators

Revenue
Decreasing
1.51B
QoQ: -3.55% | YoY: -21.81%
Gross Profit
Decreasing
1.07B
70.48% margin
QoQ: 2.12% | YoY: -13.17%
Operating Income
Decreasing
208.50M
QoQ: 93.41% | YoY: -34.04%
Net Income
Decreasing
168.60M
QoQ: 85.89% | YoY: -39.05%
EPS
Decreasing
2.67
QoQ: 89.36% | YoY: -37.32%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 1,719.10 3.53 +13.7% View
Q4 2025 1,697.30 2.03 +8.3% View
Q3 2025 2,143.50 4.66 +36.7% View
Q2 2025 1,726.00 2.31 -10.8% View
Q1 2025 1,512.20 2.61 -21.8% View