Core Insights - Ralph Lauren reported $2.01 billion in revenue for the quarter ended September 2025, marking a year-over-year increase of 16.5% and exceeding the Zacks Consensus Estimate of $1.9 billion by 6.04% [1] - The company's EPS for the same period was $3.79, up from $2.54 a year ago, representing a surprise of 9.86% compared to the consensus estimate of $3.45 [1] Revenue Performance - North America net revenues reached $832.4 million, surpassing the estimated $778.58 million, reflecting a year-over-year increase of 12.6% [4] - Other Licensing revenues were reported at $44.4 million, exceeding the average estimate of $40.27 million, with a year-over-year change of 9.9% [4] - Asia net revenues amounted to $445.6 million, above the estimated $436.3 million, showing a year-over-year increase of 17.2% [4] - Europe net revenues were $688.3 million, compared to the average estimate of $640.76 million, representing a year-over-year change of 21.6% [4] - Retail net revenues totaled $1.26 billion, exceeding the average estimate of $1.22 billion, with a year-over-year increase of 15.3% [4] - Wholesale net revenues were reported at $701.8 million, surpassing the estimated $633.44 million, reflecting a year-over-year increase of 19.1% [4] Stock Performance - Ralph Lauren shares have returned -3.7% over the past month, while the Zacks S&P 500 composite has changed by +1.3% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]