Ralph Lauren (RL) Q3 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 5, 2026 astatine 9:30 AM CST 45 min read

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Thursday, February 5, 2026 astatine 9:00 a.m. ET

• President and Chief Executive Officer — Patrice Louvet

• Chief Financial Officer — Justin Picicci

Patrice Louvet, the company's President and Chief Executive Officer, and Justin Picicci, Chief Financial Officer. After prepared remarks, we volition unfastened up the telephone for your questions, which we inquire that you bounds to 1 per caller. During today's call, our fiscal show volition beryllium discussed connected a changeless currency adjusted basis. Our reported results, including overseas currency, tin beryllium recovered successful this morning's property release. We volition besides beryllium making immoderate forward-looking statements wrong the meaning of the national securities laws, including our fiscal outlook. Forward-looking statements are not guarantees, and our existent results whitethorn disagree materially from those expressed oregon implied successful the forward-looking statements. Our expectations incorporate galore risks and uncertainties.

Principal risks and uncertainties that could origin our results to disagree materially from our existent expectations are elaborate successful our SEC filings. To find disclosures and reconciliations of non-GAAP measures that we usage erstwhile discussing our results, you should notation to this morning's net merchandise and to our SEC filings that tin beryllium recovered connected our Investor Relations website. With that, I volition crook the telephone implicit to Patrice. Thank you, Corey.

Patrice Louvet: Good morning, everyone, and convey you for joining today's call. We delivered beardown 3rd 4th results and advancement connected our Next Great Chapter Drive program this holiday. A play defined by warmth, joy, and a tone of giving, Ralph Lauren Corporation's halfway values imagination of a amended life, clip good spent with family, quality, and authenticity, enabled america to link profoundly with consumers astir the world. Across generations, cultures, and markets, radical are stepping into our manner and the iconic mode of dressing. This almighty engagement with consumers is besides translating to beardown fiscal results. In our astir important 4th of the year, we exceeded our commitments connected some the apical and bottommost line.

With broad-based show crossed geographies, channels, and merchandise categories. Full terms sell-throughs were meaningfully amended than we expected this holiday. As our marque experiences and products resonated astir the world. This beardown request enabled america to proceed driving our semipermanent elevation travel with improved prime of income and gross borderline enlargement successful each region. More than offsetting the interaction of higher US tariffs arsenic we began to travel done much merchandise nether the caller rates. Our show was besides balanced crossed our retail and wholesale channels this holiday. Reflecting our increasing marque desirability and pricing powerfulness globally. This drove steadfast precocious single-digit comp maturation on with double-digit maturation successful wholesale.