Wall St Engine(@wallstengine):RALPH LAUREN $RL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.0B (Est. $1.87B) 🟢; +14% YoY 🔹 Adj. EPS: $4.59 (Est. $4.32) 🟢; +22% YoY 🔹 Gross Margin: 73.7%; +140 bps YoY 🔹 Operating Income: $342M (Est. $343M) 🟡 Q2 Guide: 🔹 Revenue Growth: ~+5%-+6% CC 🔹 Operating Margin Expansion: +80-+100 bps CC 🔹 Tax Rate: 19% to 20% Raises FY27 Guide: 🔹 Revenue Growth: ~+5%-+6% CC 🔹 Operating Margin Expansion: +60-+80 bps CC; from prior outlook 🔹 Tax Rate: 21% to 22% 🔹 CapEx: 4% to 5% of revenue Segment Net Revenue: 🔹 North America: $740M; +13% YoY 🔹 Europe: $594M; +7% YoY 🔹 Asia: $589M; +24% YoY Other Q1 Metrics: 🔹 DTC Comparable Store Sales: Low-double-digits 🔹 AUR: 15% Comments: 🔸 “exceeding our expectations and driving an increase in our full year Fiscal 2027 outlook” 🔸 “Our iconic brand is resonating around the world”

2026.08.06 12:11

RALPH LAUREN $RL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.0B (Est. $1.87B) 🟢; +14% YoY 🔹 Adj. EPS: $4.59 (Est. $4.32) 🟢; +22% YoY 🔹 Gross Margin: 73.7%; +140 bps YoY 🔹 Operating Income: $342M (Est. $343M) 🟡 Q2 Guide: 🔹 Revenue Growth: ~+5%-+6% CC 🔹 Operating Margin Expansion: +80-+100 bps CC 🔹 Tax Rate: 19% to 20% Raises FY27 Guide: 🔹 Revenue Growth: ~+5%-+6% CC 🔹 Operating Margin Expansion: +60-+80 bps CC; from prior outlook 🔹 Tax Rate: 21% to 22% 🔹 CapEx: 4% to 5% of revenue Segment Net Revenue: 🔹 North America: $740M; +13% YoY 🔹 Europe: $594M; +7% YoY 🔹 Asia: $589M; +24% YoY Other Q1 Metrics: 🔹 DTC Comparable Store Sales: Low-double-digits 🔹 AUR: 15% Comments: 🔸 “exceeding our expectations and driving an increase in our full year Fiscal 2027 outlook” 🔸 “Our iconic brand is resonating around the world”