Ralph Lauren Retail Comps Surge 17% in Q4

Earnings
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Summary · why it matters

Ralph Lauren's total company retail comparable sales rose 17% in the fourth quarter of fiscal 2026, accelerating from the prior quarter and building on a 13% increase a year ago. North America retail comps jumped 16%, led by a 21% rise in digital comps, while Asia retail comps climbed 25% and Europe retail comps increased 5%. Direct-to-consumer revenues remained a key growth driver, with North America DTC sales advancing 14%, Asia revenues climbing 28%, and China sales surging more than 50% year over year. The company added 1.4 million new direct-to-consumer customers during the quarter, marking a low double-digit increase from the prior year. High-impact marketing campaigns, including Team USA's Winter Olympics partnership and Lunar New Year activations, strengthened brand engagement and customer acquisition.

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Consumer Discretionary · 4 stocks
Ralph Lauren Corp Class A
RL
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Ralph Lauren's Q4 retail comps surged 17%, with strong DTC growth and 1.4M new customers, indicating robust product demand.