Financial Data and Key Metrics Changes - The company reported a total revenue growth of 11% in the first quarter, exceeding the high single-digit outlook, driven by strong performance in direct-to-consumer channels [21][22] - Adjusted gross margin expanded by 160 basis points to 72.1%, influenced by average unit retail (AUR) growth and a favorable mix shift towards full-price and international businesses [24][25] - Adjusted operating margin increased by 230 basis points to 16.6%, with operating profit rising by 29%, both ahead of guidance [26] Business Line Data and Key Metrics Changes - Core product sales, which represent over 70% of the business, grew in the mid-teens, driven by seasonal items and new product offerings [12][13] - High-potential categories, including women's apparel, outerwear, and handbags, saw strong double-digit growth, outpacing total company growth [13] - Direct-to-consumer (DTC) retail comps increased by 13%, with double-digit growth in both digital and brick-and-mortar stores [14][27] Market Data and Key Metrics Changes - Asia led performance with a 19% increase in revenue, followed by Europe at 10% and North America at 8% [22][23] - China experienced over 30% growth, significantly outpacing competitors, driven by brand-building initiatives and strong consumer response [16][30] - North America maintained healthy trends with high single-digit growth, supported by strong DTC channels and stabilization in wholesale [16][27] Company Strategy and Development Direction - The company focuses on three long-term strategic pillars: elevating the lifestyle brand, driving core products, and winning in key cities through a consumer ecosystem [7][19] - Continued investment in technology, AI, and analytics is emphasized to enhance consumer service and operational efficiency [6][18] - The company plans to expand its presence in key city ecosystems, leveraging brand desirability and diverse growth drivers [48][49] Management's Comments on Operating Environment and Future Outlook - Management remains cautious about the second half of the year due to potential tariff-related pressures on consumer behavior, despite a strong start to the fiscal year [6][19] - The company expects low to mid-single-digit revenue growth for the full year, with a focus on maintaining operational discipline amid macroeconomic uncertainties [34][36] - Management highlighted the importance of brand desirability and value proposition in sustaining growth, particularly in a challenging economic environment [46][48] Other Important Information - The company ended the quarter with $2.3 billion in cash and short-term investments, and $1.6 billion in total debt, indicating a strong balance sheet [31] - Inventory increased by 18% year-over-year, primarily due to strategic pull-forwards to mitigate tariff impacts, with expectations for inventory levels to align with sales as the year progresses [31][91] - The company was recognized as one of America's Best Employers for Women by Forbes, reflecting its commitment to diversity and inclusion [18] Q&A Session Summary Question: What have been the largest drivers of upside and how sustainable are they? - Management noted the shift towards a more elevated full-price consumer base and the resilience of core consumers across regions as key drivers of upside, emphasizing the durability of these drivers [46][48] Question: Can you walk us through your updated guidance assumptions? - The updated guidance reflects over-delivery in Q1 and a positive outlook for Q2, with tariff impacts remaining broadly in line with previous expectations [56][57] Question: What is the outlook for the handbag business? - The handbag category is seen as a high-potential area, with strong initial responses to new product launches and a focus on building long-term capabilities [60][62] Question: How do you view the growth rates in Europe moving forward? - Management expects continued momentum in Europe but anticipates some deceleration in the second half due to timing shifts and macroeconomic pressures [71][72] Question: Can you comment on inventory levels and expectations for alignment with sales? - Inventory levels increased due to strategic pull-forwards related to tariffs, but management expects inventory growth to moderate and align with sales as the year progresses [89][91]

Ralph Lauren’s sales topped Wall Street expectations in another sign that the apparel company can overcome sluggish demand in many parts of the consumer sector. https://t.co/OYhZ4dbVPi ...

EXHIBIT 99.1 RALPH LAUREN REPORTS FIRST QUARTER FISCAL 2026 RESULTS EXCEEDING EXPECTATIONS AND RAISES FULL YEAR OUTLOOK NEW YORK -- (BUSINESS WIRE) -- August 7, 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 $3.52, up 35% to prior year on a reported basis and $3.77, up 40% on an adjusted basis, excluding restructuring-related and other net charges, for the first quarter of Fisca ...

Core Viewpoint - Ralph Lauren Corporation (RL) is expected to report first-quarter fiscal 2026 results on August 7, with revenue estimates at $1.65 billion, indicating an 8.8% growth year-over-year, and earnings per share estimated at $3.45, suggesting a 27.8% increase from the previous year [1][2]. Group 1: Financial Performance Expectations - The consensus estimate for revenues is $1.65 billion, reflecting an 8.8% growth from the prior year's quarter [1]. - The earnings consensus is $3.45 per share, indicating a 27.8% increase from the year-ago actual [1]. - Management anticipates revenues to grow in the high-single digits on a constant-currency basis for the fiscal first quarter [6][11]. Group 2: Business Trends and Strategies - Ralph Lauren's performance is likely to benefit from a strong brand presence, diverse product portfolio, and expanding e-commerce capabilities [3]. - The company is focusing on innovation and integrating AI technology to enhance its market position [3]. - Investments in digital and omnichannel business are expected to support both top and bottom-line results [4][11]. Group 3: Market Conditions and Challenges - The company faces challenges from international exposure, particularly due to fluctuating foreign exchange rates and a strengthening U.S. dollar [7]. - Ongoing macroeconomic and geopolitical uncertainties, inflationary pressures, and supply-chain disruptions are impacting the operating landscape [8][9]. - Management noted no change in underlying business trends from the previous quarter into the current one [8]. Group 4: Valuation and Stock Performance - Ralph Lauren's stock is trading at a forward price-to-earnings ratio of 21.35X, higher than its median of 18.07X and the industry average of 10.63X [14]. - The stock has risen 28.4% in the past three months, contrasting with an 8.1% decline in the industry [15].

Core Insights - Analysts expect Ralph Lauren (RL) to report quarterly earnings of $3.45 per share, reflecting a year-over-year increase of 27.8% [1] - Projected revenues for the quarter are $1.65 billion, which represents an 8.8% increase from the same quarter last year [1] - The consensus EPS estimate has been revised upward by 1.4% in the past 30 days, indicating a reassessment by covering analysts [1][2] Revenue Breakdown - 'Net revenues- Retail' are expected to reach $1.15 billion, indicating an 11.8% increase year-over-year [4] - 'Net revenues- Wholesale' are projected at $462.23 million, reflecting a 3.7% increase from the prior-year quarter [4] - 'Geographic Net revenues- Other- Licensing' are forecasted to be $34.00 million [4] Geographic Revenue Estimates - 'Geographic Net revenues- North America' are anticipated to be $643.45 million, suggesting a 5.8% year-over-year change [5] - 'Geographic Net revenues- Europe' are expected to reach $535.22 million, indicating an 11.7% increase from the prior-year quarter [5] - 'Geographic Net revenues- Asia' are projected at $434.37 million, reflecting an 11.1% year-over-year increase [5] Market Performance - Ralph Lauren shares have returned +5% over the past month, outperforming the Zacks S&P 500 composite, which saw a +0.6% change [6] - The company holds a Zacks Rank 2 (Buy), suggesting expectations of beating overall market performance in the near future [6]

Donald Trump's August 1st deadline is here. Well, almost. Tomorrow is the day new tariffs are set to take effect.The president's 90-day pause gave importers a chance to stockpile at a lower tariff rate, and many companies planned ahead, but some brands are already announcing price hikes. Joining us now, former chair of the Council of Economic Adviserss under President Biden, Jared Bernstein, and director of economic policy research at Veta Partners, Henrietta Trees. And Henrietta, starting with you, we know ...

Core Insights - The conference "Going Global with Craftsmanship" aims to provide a platform for companies to explore globalization strategies and opportunities in various sectors such as consumption, technology, e-commerce, finance, and new energy [1] - The event features discussions on the collaboration between products, technology, and ecosystems to enhance sustainable global expansion capabilities for enterprises [1] Group 1: AI Empowerment in Global Expansion - The presentation by SenseTime's executive director focuses on how generative AI can enhance operational, marketing, and service aspects of companies going global [3] - SenseTime is recognized as the world's first publicly listed pure AI company, emphasizing its commitment to developing industry-specific tools for easier implementation [3] - The discussion highlights three main areas of AI application: digital human live streaming, content generation, and AR product effects [4][6][8] Group 2: Digital Human Live Streaming - Digital human live streaming balances efficiency and cost, providing interactive experiences similar to real human hosts while being able to respond to audience queries in real-time [4] - This technology allows for quick adaptation to various scenarios and creates a full marketing loop, generating promotional content and managing online reputation [4][6] - A single digital human can operate across multiple platforms, replicating the style of popular influencers, thus enabling cost-effective scaling [5] Group 3: Content Generation with AIGC - AIGC (AI-Generated Content) streamlines the marketing process by integrating content creation, distribution, and optimization, significantly reducing costs [6] - It enables the generation of high-quality advertising materials from simple product descriptions, facilitating efficient marketing across different platforms [6][7] - The technology can lower operational costs by over 50% compared to traditional marketing methods [7] Group 4: AR Technology for Enhanced Experience - Collaboration with Zhejiang University has led to the development of AR applications that improve product interaction and customer experience [8] - Virtual try-ons for cosmetics and accessories enhance user engagement and efficiency, reducing the need for physical trials [8] - The technology extends to various sectors, including e-commerce, supply chain management, and smart home applications, showcasing its versatility [8][9] Conclusion - AI is viewed as a revolutionary tool that transforms the cost-efficiency-experience triangle in global marketing strategies, with ongoing advancements expected to unlock further value across industries [10]

RT Ignas | DeFi (@DefiIgnas)Before crypto, I couldn't comprehend the magnitude of large numbers.In my mid-20s: $1.8B market cap token? Is that a lot?"Compared to what?My anchor numbers I 'understood' were $5 meal, $300 rent, $1 ice cream.$1M felt like infinite wealth. $100M+? Just "crazy lots of money."And $500m? A billion? 10 billion?A WHOLE TRILLION?Our brains suck at magnitudes beyond lived experience.I had no scale to anchor it.The picture below visualizes the magnitude.Now, the MC of $DOGE is $36B. Wha ...

Louis Vuitton, the latest luxury name to report results, giving us some clues about how how the high-end consumer is holding up. Robert Frank is here with that story. Better than the low-end consumer, right.>> Certainly. And it was really interesting stock action this morning with LVMH. It was down initially.Now it's bouncing back after that initial fall. And that's because it was a weak quarter for the world's largest luxury company. Overall sales down 4%.Its core fashion and leather goods. That's the big ...

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, with Ralph Lauren identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Ralph Lauren has a historical EPS growth rate of 51%, with projected EPS growth of 11.4% for the current year, significantly outperforming the industry average of -4.1% [5]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 10.2%, which is notably higher than the industry average of -5.4% [6]. - Over the past 3-5 years, Ralph Lauren's annualized cash flow growth rate has been 5.4%, compared to the industry average of 4.8% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Ralph Lauren have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [8]. Group 4: Overall Assessment - Ralph Lauren holds a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating its potential as a solid choice for growth investors [9][10].