Ralph Lauren beats Q4 estimates, shares jump 12% on strong luxury demand and growth guidance

Ralph Lauren reported Q4 fiscal 2026 revenue of $1.98 billion and adjusted EPS of $2.80, surpassing analyst expectations. Strong sales growth was seen across North America, Europe, and Asia, with Asia leading at 28% growth. The company raised its fiscal 2027 revenue guidance to mid-single digits growth and expects margin expansion, supported by higher prices, better product mix, and cost savings. This performance highlights resilient demand for premium fashion despite tariff uncertainties.