HighGravityDataRalph Lauren — Feb 5, 2026 release
Fiscal 2026 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001628280-26-005615
Showing in the filing
Revenue growth (constant currency)
“increase approximately mid-single digits”
Period
Q4 FY2026
Measure
Company-defined measure
Source
Prose
All guidance in this release · 14
Revenue growth (constant currency) for FY2026
“increase high-single to low-double digits”
Revenues for FY2026
“increase high-single to low-double digits on a constant currency basis, up from its prior outlook of a 5% to 7% increase”
Foreign currency benefit to revenue growth for FY2026
“approximately 200 to 250 basis points”
Operating margin for FY2026
“expand approximately 100 to 140 basis points in constant currency, up from 60 to 80 basis points previously”
Operating margin expansion (constant currency) for FY2026
“expand approximately 100 to 140 basis points”
Revenue growth (constant currency) for Q4 FY2026
“increase approximately mid-single digits”
Revenues for Q4 FY2026
“increase approximately mid-single digits on a constant currency basis”
Foreign currency impact on revenue growth for Q4 FY2026
“benefit revenue growth by approximately 200 to 300 basis points in the quarter”
Foreign currency benefit to revenue growth for Q4 FY2026
“approximately 200 to 300 basis points”
Operating margin for Q4 FY2026
“contract approximately 80 to 120 basis points in constant currency”
Operating margin (constant currency) for Q4 FY2026
“contract approximately 80 to 120 basis points”
Tax rate for Q4 FY2026
“in the range of approximately 19% to 21%”
Effective tax rate for Q4 FY2026
“approximately 19% to 21%”
Capital expenditures (% of revenue) for FY2026
“approximately 4% to 5%”
Exhibit 99.1 · the passage around this item
… earlier in the release
The Company now expects operating margin for Fiscal 2026 to expand approximately 100 to 140 basis points in constant currency, up from 60 to 80 basis points previously, driven by gross margin expansion and operating expense leverage. Foreign currency is now expected to benefit gross and operating margins by approximately 20 and 50 basis points, respectively. For the fourth quarter, the Company expects revenues to increase approximately mid-single digits on a constant currency basis. Foreign currency is expected to benefit revenue growth by approximately 200 to 300 basis points in the quarter. Operating margin for the fourth quarter is expected to contract approximately 80 to 120 basis points in constant currency, reflecting an increase in U.S. tariffs and higher marketing spend to support key global activations over a seasonally smaller revenue base. Foreign currency is expected to benefit gross and operating margins by approximately 50 and 100 basis points, respectively. The Company's full year Fiscal 2026 and fourth quarter tax rates are each expected to be in the range of approximately 19% to 21%. The Company continues to expect capital expenditures for Fiscal 2026 of approximately 4% to 5% of revenue. 4 Conference Call As previously announced, the Company will host a conference call and live online webcast today, Thursday, February 5, 2026, at 9:00 A.M. Eastern. Listeners may access a live broadcast of the conference call on the Company investor relations website at http://investor.ralphlauren.com or by dialing 517-623-4963 or 800-857-5209. To access the conference call, listeners should dial in by 8:45 A.M. Eastern and reque
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.