Ralph Lauren Corporation
RL
$368.42 3.21%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Apparel Manufacturers
Q1 2025
Published: Aug 7, 2024

Earnings Highlights

  • Revenue of $1.51B up 1.1% year-over-year
  • EPS of $2.61 increased by 32.8% from previous year
  • Gross margin of 70.5%
  • Net income of 168.60M
  • ""We started year-three of our Next Great Chapter: Accelerate plan with continued momentumÒ€¦Our long-term strategy will continue to deliver, even through these dynamic times."" - Patrice Louvet
RL
Ralph Lauren Corporation

Executive Summary

In the first quarter of fiscal 2025, Ralph Lauren Corporation reported a revenue of $1.512 billion, marking a year-over-year increase of 1.05%. The company's net income rose significantly by 27.63% to $168.6 million, demonstrating strong profitability amidst a dynamic market environment. Management expressed confidence in their strategic plan, which focuses on brand elevation and direct-to-consumer (DTC) channels, positioning them well against macroeconomic challenges. Key highlights include a robust growth in international markets, particularly Asia and Europe, and a solid increase in Direct-to-Consumer revenue despite softer demand in North America wholesale channels. The company also reaffirmed its full-year guidance, maintaining a cautiously optimistic outlook fueled by strategic marketing investments and operational agility.

Key Performance Indicators

Revenue
Increasing
1.51B
QoQ: -3.55% | YoY: 1.05%
Gross Profit
Increasing
1.07B
70.48% margin
QoQ: 2.12% | YoY: 3.28%
Operating Income
Increasing
208.50M
QoQ: 93.41% | YoY: 25.30%
Net Income
Increasing
168.60M
QoQ: 85.89% | YoY: 27.63%
EPS
Increasing
2.67
QoQ: 89.36% | YoY: 32.84%

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 +10.8% View
Q2 2025 1,726.00 2.31 +5.7% View
Q1 2025 1,512.20 2.61 +1.1% View