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Ralph Lauren is on a winning streak

  • Ralph Lauren revenue increased 14% year over year to $2 billion in the first quarter of fiscal 2027, beating the company’s previous estimates and driven by strong growth in North America and Asia.
  • North America revenue grew 13% to $740 million for the quarter. Year-over-year comps for the company’s largest region rose 9%, with a 10% increase in brick-and-mortar growth and an 8% increase in digital. Wholesale revenue in the region was up 22%.
  • Asia revenue increased 24% to $589 million, led by China, which was up more than 40% year over year. Meanwhile, Europe revenue grew 7% to $594 million, where there has been “ongoing uncertainty in the consumer environment from elevated energy costs and disruption to Middle East partner sales and tourism,” CFO Justin Picicci said on a call with analysts.

Ralph Lauren is on a winning streak | Retail Dive

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