Ralph Lauren Corporation (RL) posted impressive third-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. The third quarter results put an emphasis on better-than-expected holiday sales as the key driver behind higher revenue growth and provide a more optimistic FY25 view.RL reported adjusted earnings per share of $4.82, which surpassed the consensus estimate of $4.48. Also, the bottom line increased 16% from $4.17 per share in the year-earlier quarter.Stay up-to ...

Key TakeawaysRalph Lauren shares surged to a record high Wednesday after the company's third-quarter results topped estimates.Sales and profits each beat expectations, and the retailer's revenue forecasts also came in above projections.The luxury clothing brand was one of the biggest gainers in the S&P 500 on Thursday. Ralph Lauren Corporation was among the biggest gainers in the S&P 500 as shares surged to a record high on Thursday after the company's third-quarter results came in better than expected. Ral ...

Ralph Lauren reported strong earnings growth that surpassed estimates and raised its outlook for the coming year.Ralph Lauren (RL 11.36%), a name synonymous with luxury fashion, unveiled its third-quarter fiscal 2025 results on Feb. 6, 2025. The earnings release revealed a strong performance, with results surpassing Wall Street expectations. The company reported an adjusted earnings per share (EPS) of $4.82, outpacing the estimated $4.53. Its revenue saw a robust climb to $2.1 billion, outperforming the ant ...

Ralph Lauren (RL) reported $2.14 billion in revenue for the quarter ended December 2024, representing a year-over-year increase of 10.8%. EPS of $4.82 for the same period compares to $4.17 a year ago.The reported revenue represents a surprise of +6.56% over the Zacks Consensus Estimate of $2.01 billion. With the consensus EPS estimate being $4.48, the EPS surprise was +7.59%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

Financial Performance - For the third quarter of Fiscal 2025, the company reported net revenues of $1.2 billion, a 5% increase compared to the same period last year[165]. - For the three months ended December 28, 2024, the company reported net revenues of $2.143 billion, a 10.8% increase compared to $1.934 billion for the same period in 2023[180]. - Net revenues increased by $209.5 million, or 10.8%, to $2.143 billion for the three months ended December 28, 2024, compared to the prior year[198]. - Net revenues for the nine months ended December 28, 2024, increased by $318.2 million, or 6.3%, to $5.3817 billion, with growth across all reportable segments[223]. - North America net revenues increased by $62.6 million, or 2.7%, driven by an $85.7 million increase in retail, despite a $23.1 million decline in wholesale[226]. - Europe net revenues rose by $150.6 million, or 10.0%, with a significant contribution from retail sales and favorable foreign currency effects[227][228]. - Asia net revenues increased by $105.5 million, or 9.0%, for the nine months ended December 28, 2024, compared to the prior year, with a constant currency increase of $138.7 million, or 11.8%[229]. Profitability - Net income for the three months ended December 28, 2024, was $297.4 million, up from $276.6 million in the prior year, resulting in net income per diluted share of $4.66, an increase of $0.47[180][184]. - Net income increased to $613.9 million for the nine months ended December 28, 2024, up from $555.6 million in the prior year[243]. - Net income per diluted share rose to $9.57, an increase of $1.26 from $8.31 in the prior year[244]. - Operating income increased by $128.5 million, or 19.8%, to $777.1 million, with operating income as a percentage of net revenues improving to 14.4%[235]. - Total operating income increased by $72.0 million to $389.7 million, with an operating margin improvement of 180 basis points to 18.2% for the three months ended December 28, 2024[212]. Expenses and Costs - Selling, general, and administrative expenses as a percentage of net revenues decreased by 30 basis points to 49.7% for the three months ended December 28, 2024, due to operating leverage on higher revenues[183]. - SG&A expenses increased by $178.6 million, or 6.6%, to $2.873 billion, with SG&A as a percentage of net revenues rising to 53.4% from 53.2%[232]. - The company incurred other charges of $9.1 million and $17.1 million related to the preliminary phase of the Next Generation Transformation project during the three-month and nine-month periods ended December 28, 2024, respectively[173]. - The company experienced a net restructuring-related charge of $12.2 million during the three months ended December 28, 2024, which reduced net income by $10.5 million[186]. Cash Flow and Investments - The company ended the third quarter of Fiscal 2025 with a net cash and short-term investments position of $1.001 billion, up from $642.7 million at the end of Fiscal 2024[187]. - Net cash provided by operating activities was $1.113 billion for the nine months ended December 28, 2024, compared to $948.7 million for the same period in 2023[188]. - Cash and cash equivalents increased by $278.0 million to $1.940 billion as of December 28, 2024, compared to March 30, 2024[245]. - The company generated $1.113 billion in net cash flows from operations during the nine months ended December 28, 2024[254]. - Net cash used in investing activities rose to $224.4 million, compared to $204.2 million in the previous year, marking a $20.2 million increase primarily driven by capital expenditures[250]. - Net cash used in financing activities increased to $571.2 million from $491.8 million, with a $75.8 million rise in cash used for share repurchases, totaling $348.5 million during the nine months ended December 28, 2024[252]. Market Performance - Approximately 55% of Fiscal 2024 net revenues were generated outside the U.S., indicating strong international performance[169]. - The North America segment accounted for about 44% of Fiscal 2024 net revenues, primarily from retail and wholesale sales in the U.S. and Canada[170]. - The Europe segment represented approximately 30% of Fiscal 2024 net revenues, with a diverse mix of retail and wholesale sales across various countries[170]. - The Asia segment contributed around 24% to Fiscal 2024 net revenues, with significant sales through both retail and wholesale channels[170]. - Digital commerce sales increased by 8%, while brick-and-mortar sales rose by 13%, leading to total comparable store sales growth of 12%[199]. Strategic Initiatives - The company plans to enhance its digital commerce capabilities to expand its direct-to-consumer presence[161]. - The company is focused on maintaining its brand image and reputation while responding to changing fashion trends and consumer demands[161]. - The company aims to achieve its sustainability goals, including those related to climate change and supply chain practices[161]. - The company is actively managing inventory levels to address pressures on margins in a highly promotional retail environment[160]. - The company is exploring strategic acquisitions to integrate new businesses into its existing operations[164]. Economic Environment - The global economic environment continues to be challenging, with inflationary pressures and geopolitical uncertainties impacting consumer sentiment and spending[174][175]. Accounting and Compliance - A qualitative approach was used for the annual goodwill assessment, concluding that fair values of reporting units significantly exceed their carrying values[282]. - There have been no significant changes in the application of critical accounting policies since March 30, 2024[281]. - The company has not identified any reporting units at risk of impairment based on the latest qualitative assessment[282]. - Recent accounting standards may impact the company's consolidated financial statements in future reporting periods[283].

Ralph Lauren (RL) came out with quarterly earnings of $4.82 per share, beating the Zacks Consensus Estimate of $4.48 per share. This compares to earnings of $4.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.59%. A quarter ago, it was expected that this upscale clothing company would post earnings of $2.43 per share when it actually produced earnings of $2.54, delivering a surprise of 4.53%.Over the last four quarters, th ...

EXHIBIT 99.1 RALPH LAUREN REPORTS THIRD QUARTER FISCAL 2025 HOLIDAY RESULTS ABOVE EXPECTATIONS AND RAISES FULL YEAR OUTLOOK NEW YORK -- (BUSINESS WIRE) -- February 6, 2025 -- Ralph Lauren Corporation (NYSE:RL), a global leader in the design, marketing, and distribution of luxury lifestyle products, today reported earnings per diluted share of $4.66, up 11% to prior year on a reported basis and $4.82, up 16% on an adjusted basis, excluding restructuring-related and other net charges, for the third quarter of ...

Ralph Lauren Corporation (RL) is set to report third-quarter fiscal 2025 results on Feb. 6, before market open. The Zacks Consensus Estimate for revenues is pegged at $2.01 billion, which indicates growth of 4% from the year-ago quarter’s reported figure.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The consensus estimate for earnings is pegged at $4.46 per share, which indicates growth of 7% from the year-earlier actual. The consensus mark for earnings has moved down a penny in t ...

In its upcoming report, Ralph Lauren (RL) is predicted by Wall Street analysts to post quarterly earnings of $4.46 per share, reflecting an increase of 7% compared to the same period last year. Revenues are forecasted to be $2.01 billion, representing a year-over-year increase of 4%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 1.7% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this ...

Ralph Lauren Corporation (RL) reached a new 52-week high of $256.71 yesterday, a significant milestone that has caught investors’ attention. The company's ongoing strategic initiatives and favorable economic conditions set a positive tone for its performance, leaving investors pondering whether it's time to buy the stock, hold their positions or book profits.In the past six months, Ralph Lauren has risen 59.2% compared with the industry’s growth of 33.1%. It has outperformed the broader Consumer Discretiona ...