Ralph Lauren outpaced expectations for the fourth quarter of fiscal 2026, reporting revenue of $1.98 billion against analyst estimates of $1.85 billion. Driven by strong demand for its signature Polo shirts and cable-knit sweaters, full-year revenue grew 15% to a record $8.1 billion. Global direct-to-consumer comparable store sales jumped 17% in the quarter and 13% for the year, boosted by full-price retail trends. Quarterly growth was led by international markets, with Asia sales surging 31%, Europe rising 18%, and North America growing 8%. This momentum yielded a quarterly gross profit of $1.4 billion (69.7% margin) and adjusted earnings per share of $2.80. The brand also expanded its global brick-and-mortar footprint, opening new stores in London, Chengdu, Sydney, and Bangkok.
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