The US fashion group Ralph Lauren Corporation achieved strong results in the third quarter of the 2025/2026 financial year thanks to solid demand in all regions and continued momentum in the most important product categories. The group exceeded market expectations and raised its forecast for the full year.
In the third quarter, which ended on December 27, 2025, Ralph Lauren increased its sales by twelve percent to 2.4 billion US dollars (2.0 billion euros). Adjusted for currency effects, sales increased by ten percent. The increase was based on growth in its own retail and wholesale business as well as the strong development of full-price sales.
Like-for-like sales in its own retail grew by a high single-digit percentage worldwide. Both brick-and-mortar stores and e-commerce contributed to this increase. Global wholesale sales increased in double digits.
The gross margin adjusted for special effects (69.9 percent) and the operating margin (19.6 percent) were above forecasts. Strong full-price sales and efficiency improvements offset increased tariffs, according to the company.
Demand is increasing in the core and growth categories
On the product side, Ralph Lauren saw continued momentum in its core business, which grew at a low double-digit rate year-over-year. Sweaters and knitted tops were the main growth drivers in this segment.
Categories with high potential performed above average. Women’s fashion, outerwear and handbags posted growth in the high teens. This was supported by strong demand for women’s sweaters, lightweight down jackets, coats and the company’s core handbag lines.
The group also benefited from a positive product mix and a higher average selling price per unit. This rose by 18 percent in our own retail sector. This was due to lower discounts and strong full-price sales.
Ralph Lauren recorded the most dynamic growth in Asia
Geographically, Asia experienced the strongest growth, with sales increasing by 22 percent. Revenues in China increased by more than 30 percent, which the company said was due to strong brand momentum and growing digital demand. Like-for-like sales in the region increased by 20 percent.
In Europe, sales grew by twelve percent (currency-adjusted +4 percent). Like-for-like sales increased slightly, reflecting a five percent increase in e-commerce. In stationary retail, however, sales in the region fell by one percent. Sales in the European wholesale business grew by 16 percent.
In North America, revenue increased by eight percent to $1.1 billion. Like-for-like sales rose by seven percent, with stationary retail increasing by six percent and e-commerce by seven percent. Wholesale sales increased by eleven percent.
Based on the results in the first nine months of the year, the company raised its forecasts for the full year. Currency-adjusted sales growth in the high single-digit to low double-digit percentage range as well as a further increase in the operating margin are now expected.
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