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Ralph Lauren (RL) investor relations material
Ralph Lauren AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Executive Chairman welcomed attendees, introduced board nominees, and called the meeting to order.
Chief Legal Officer outlined meeting procedures, agenda, and rules of conduct, including Q&A guidelines and technical support.
Notice of meeting was properly given, and a quorum was confirmed, allowing the meeting to proceed.
Board and executive committee updates
Director nominees for both Class A and Class B common stock were presented for election.
No other nominations were made, and nominations were declared closed.
Financial performance review
Full-year revenues surpassed $8 billion for the first time, with growth across all channels and regions.
Operating margin exceeded expectations, driven by gross margin expansion and disciplined expense management.
Both top and bottom-line results outperformed expectations in the first year of the new strategic plan.
- Q2 revenue up 17% and adjusted EPS up 49%, with raised outlook amid global growth.RL
Q2 20268 Jul 2026 - Q1 revenue up 3% constant currency, EPS $2.61, strong Europe/Asia growth, outlook reaffirmed.RL
Q1 20258 Jul 2026 - Quarterly revenue up 12.2%, net income up 21.6%, and outlook raised on strong global results.RL
Q3 20268 Jul 2026 - Director elections, auditor ratification, and say-on-pay up for virtual shareholder vote.RL
Proxy filing18 Jun 2026 - Record financial results, robust governance, and strong ESG progress highlighted in annual proxy.RL
Proxy filing18 Jun 2026 - Revenue and earnings surpassed expectations, with strong global growth and higher shareholder returns.RL
Q4 202625 May 2026 - Q2 revenue up 6% to $1.7B, EPS $2.31, margins expanded, and FY25 outlook raised.RL
Q2 202516 Jan 2026 - Q3 revenue up 11% with margin and EPS gains, raising full-year outlook amid global growth.RL
Q3 20258 Jan 2026 - Targets mid-single digit revenue CAGR and margin expansion through FY28, led by Asia and Europe.RL
Investor Day 202517 Dec 2025
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