Ralph Lauren(US:RL)2025-09-16 14:30Financial Performance & Targets - The company aims for a high-single-digit percentage revenue CAGR and a mid-teens percentage adjusted EPS CAGR since FY22[57, 59] - Ralph Lauren has generated over $2 billion in free cash flow and achieved a 111% adjusted ROIC since FY22[64] - The company projects mid-single-digit percentage revenue CAGR through FY28, with operating margin expansion[94] - The company's revenue target for FY28 is $7.1 billion[765] - The company anticipates a gross margin expansion annually through FY28[794] - The company projects adjusted operating margin expansion of 100 to 150bps[807] Brand & Market Position - Ralph Lauren's brand market share is less than 2% of a $400 billion+ total market value[73, 71] - Ralph Lauren is the 1 most trusted fashion brand with the most loyal customers in the industry[77, 79] - The company has acquired over 16 million new customers[274] Regional Growth - APAC is the company's fastest-growing region, with a revenue CAGR of +17% and a double-digit percentage AUR growth since FY22[450, 451] - China has delivered a +24% revenue CAGR and added over 100 new stores since FY22[456, 458] - EMEA has achieved a +10% revenue CAGR and a +30% AUR increase since FY22[521]