What is Ralph Lauren's latest dividend and current dividend yield?

What guidance did Ralph Lauren's management provide for the next earnings period?

What does Ralph Lauren do and what are its main business segments?

What is the market's earnings forecast for Ralph Lauren next quarter?

What were the key takeaways from Ralph Lauren's earnings call?

What is the revenue and EPS growth rate for Ralph Lauren year over year?

What were the key takeaways from Ralph Lauren’s earnings call?

What factors drove the changes in Ralph Lauren's revenue and profit?

- **Revenue Surpass**: 14% YoY growth, exceeding expectations across all regions.
- **Brand Strength**: 1.5M new DTC customers, 67M social followers, and 67B global impressions from activations.
- **Profit Expansion**: Operating margin +210bps to 13.5%, AUR +12%, with Q4 facing tariff headwinds but long-term margin expansion plans.
- **China Dominance**: 30% sales growth driven by digital and selective expansion, with low double-digit long-term target.
- **Strategic Focus**: Core products +mid-teens, high-potential categories +double-digits, and cautious North America wholesale outlook.

**【CEO Summary Section】**
- **Revenue Growth**: Total revenue increased 14% year-over-year, driven by double-digit growth in all regions (Asia +16%, Europe +15%, North America +13%).
- **Brand Momentum**: 1.5 million new DTC customers added, 67 million social media followers, and 67 billion global impressions from sports and lifestyle activations.
- **Strategic Pillars**: Core products (cotton, sweaters, jackets) grew mid-teens, while high-potential categories (women's apparel, outerwear, handbags) expanded double-digits.
- **Key Cities**: Global retail comps +13%, with China sales up over 30% and digital ecosystem growth across regions.

**【CFO Financial Commentary】**
- **Top Line**: Adjusted revenue +14%, exceeding high single-digit guidance, with AUR growth 12% (Q2) and expected high single-digits for H2.
- **Profitability**: Adjusted operating margin expanded 210bps to 13.5%, driven by expense leverage (marketing as % of sales down 100bps) and gross margin +70bps to 67.7%.
- **Guidance Update**: Full-year revenue growth raised to 5-7% (vs. low/mid-single digits), with operating margin expansion 60-80bps and AUR growth 10-30bps.
- **Tariff Impact**: Q4 expected to face significant headwinds, but long-term mitigation strategies (sourcing shifts, pricing) support 50-100bps annual margin expansion over 3 years.

**【Q&A Highlights】**
- **Consumer Behavior**: Resilient core consumer with balanced growth across age cohorts; no meaningful changes in spending patterns despite macro caution.
- **North America Wholesale**: Q2 growth 13% (vs. 11pts from timing shifts), with planned Q4 off-price reductions and cautious outlook for U.S. consumer elasticity.
- **China Growth**: 30% Q2 sales driven by digital expansion (Douyin, LINE) and selective store openings; long-term low double-digit growth target maintained.
- **Supply Chain**: Diversified sourcing and innovation mitigate tariffs; outlet closures and full-price store expansion support brand elevation.


RL

RL fundamentals

You can ask Aime