Ralph Lauren (RL) Q4 FY26 earnings call

Ralph Lauren delivered a strong Q4 FY26, exceeding expectations with broad-based growth across all regions and channels, driven by brand elevation and diversified product offerings. The company's strategic plan, Next Great Chapter Drive, is progressing well, supported by robust new customer acquisition and sustained AUR growth. While the FY27 outlook reflects prudence regarding macro conditions and energy costs, management remains confident in its ability to balance continued investment with margin expansion, leveraging its agile supply chain and core product strength.