Textiles, Apparel & Luxury Goods
Ralph Lauren Corporation delivered strong FY2026 results with net revenues up 14.6% to $8.115 billion, operating margin expanding 130 basis points to 14.5%, and diluted EPS growing 30.1% to $15.11, driven by broad-based growth across all reportable segments and AUR-led gross margin expansion.
Key risk: Tariff and Trade Policy Volatility
New U.S. tariffs under IEEPA were invalidated by the Supreme Court in February 2026, followed by a new tariff round under the U.S. Trade Act; refunds of previously collected tariffs are uncertain and profitability would be negatively impacted if tariffs increase significantly across the supply chain.
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