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Ralph Lauren Corporation 8-K Filings

RL NYSE

Every 8-K that Ralph Lauren Corporation (RL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow RL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full RL filings page.

Rhea-AI Summary

Ralph Lauren Corporation (RL) reports leadership changes and expanded responsibilities for several senior executives. Halide Alagöz, currently Chief Product & Merchandising Officer, will become Chief Operating & Product Officer effective November 29, 2026, following the retirement of Chief Operating Officer Bob Ranftl, whose retirement notice was given on August 31, 2026.

Alagöz, age 54, has held multiple senior roles at the company since joining from H&M, where she spent 18 years, most recently as Head of Purchasing. Her new role adds leadership of AI strategy and architecture & design. Chief Financial Officer Justin Picicci will take on additional global responsibility for real estate and logistics, and Chief Marketing Officer Iris Langlois‑Meurinne will assume leadership of the licensing business. Chief Global Impact & Communications Officer Katie Ioanilli will expand her remit with the Design with Intent initiative, all in support of the company’s Next Great Chapter: Drive strategy.

Rhea-AI Summary

Ralph Lauren Corporation reported strong first quarter Fiscal 2027 results, with net revenues of $1.96 billion, up 14% on a reported basis and 13% in constant currency. Net income was $262 million, and diluted EPS was $4.28 reported and $4.59 on an adjusted basis, both 22% above the prior year.

Growth was broad-based: North America revenue rose 13% to $740 million, Europe 7% to $594 million, and Asia 24% to $589 million, with total comparable store sales up 12%. Gross margin improved to 73.7%, up 140 basis points, and adjusted operating margin reached 18.7%, up 170 basis points, supported by 15% Average Unit Retail growth and disciplined expenses.

The company ended the quarter with $1.9 billion in cash and short-term investments and $1.2 billion of total debt, repurchased approximately $250 million of Class A shares, and returned more than $300 million to shareholders including dividends. Management raised full-year Fiscal 2027 guidance to constant-currency revenue growth centered around 5–6% and operating margin expansion of 60–80 basis points, and expects second-quarter constant-currency revenue growth of 5–6% with 80–100 basis points of operating margin expansion.

Rhea-AI Summary

Ralph Lauren Corporation reported results of a stockholder meeting at which Class A and Class B directors were elected. Class A directors are elected by holders of Class A Common Stock, while Class B directors are elected by holders of Class B Common Stock.

Each owner of record of Class A Common Stock was entitled to one vote per share, and each owner of record of Class B Common Stock was entitled to ten votes per share. Among Class A nominees, Angela Ahrendts received 29,487,839 votes for and Linda Findley received 29,226,445 votes for. Darren Walker received 19,909,048 votes for.

Each Class B director nominee, including Ralph Lauren, Patrice Louvet and others, received 218,812,760 votes for and no votes withheld or non-votes. The filing also lists vote totals on two additional stockholder proposals, including one with 250,956,322 votes for and another with 247,311,631 votes for.

Rhea-AI Summary

Ralph Lauren Corporation reported strong fourth quarter and full-year Fiscal 2026 results ahead of expectations. Full-year revenue rose 15% to $8.1 billion (up 12% in constant currency), with gross margin improving to 69.9% and adjusted operating margin reaching 16.0%, 200 basis points above last year.

Net income for Fiscal 2026 increased to $941.1 million, or $15.11 diluted EPS on a reported basis, and $1.03 billion, or $16.59 diluted EPS, on an adjusted basis. Fourth quarter diluted EPS was $2.45 reported and $2.80 adjusted, both above the prior year.

Growth was broad-based, with North America revenue up 9%, Europe up 17%, and Asia up 23% for the year. Direct-to-consumer comparable store sales rose 13% for the full year. The company ended Fiscal 2026 with $2.1 billion in cash and short-term investments, repurchased about $500 million of stock, and announced a 10% dividend increase to an annual rate of $4.00 per share.

For Fiscal 2027, Ralph Lauren expects constant-currency revenue growth of roughly 4%–5% and operating margin expansion of about 40–60 basis points, with a 53rd week adding roughly 1 point of additional revenue growth.

Rhea-AI Summary

Ralph Lauren Corporation furnished an 8-K to disclose that it reported financial results for the fiscal quarter ended December 27, 2025. The company released these quarterly results in a press release dated February 5, 2026, which is attached as Exhibit 99.1.

The 8-K clarifies that the press release and related financial information are being furnished under Item 2.02 and are not deemed filed for liability purposes under the Exchange Act, unless specifically incorporated by reference in future SEC filings.

Rhea-AI Summary

Ralph Lauren Corporation reported that its Board of Directors elected Cesar Conde as a Class B director, effective January 15, 2026. He will serve until the 2026 Annual Meeting of Stockholders or until a successor is elected and qualified, or earlier death, resignation or removal.

The Board increased its size from eleven to twelve members in connection with his election. Mr. Conde was chosen by directors elected by holders of the Company’s Class B common stock. The company states there are no arrangements or understandings behind his selection and no related-party transactions reportable under Item 404(a) of Regulation S-K. He will receive the same compensation, indemnification and other benefits as other non-employee directors.

Rhea-AI Summary

Ralph Lauren Corporation furnished an update on its business by reporting results for the fiscal quarter ended September 27, 2025. The company provided its detailed financial and operating results in a press release furnished as Exhibit 99.1.

The disclosure was made under Item 2.02 and is expressly furnished, not filed, which limits potential liability and incorporation by reference. The filing also includes the Cover Page Interactive Data File as Exhibit 104.

Rhea-AI Summary

Ralph Lauren Corporation is hosting an investor meeting in New York City on September 16, 2025. Company management plans to provide an update on its strategic growth plan and key business initiatives, giving investors more insight into how the brand aims to develop over time.

The event is by invitation only for in-person attendance, but it is being streamed live through the company’s investor relations website starting at 10:30 a.m. Eastern. A replay of the webcast and the related presentation materials will remain available on the website after the event, allowing a wider audience to review the information shared.