US apparel major Ralph Lauren Corporation has reported better-than-expected results for the second quarter ended 27th September 2025, with sales and profits rising year on year.
The company posted net revenues of US $ 2 billion, while net income increased to US $ 207.5 million, up from US $ 147.9 million in the same period last year. Operating income also rose to US $ 245.7 million, compared with US $ 178.9 million a year earlier.
Ralph Lauren attributed the strong performance to continued momentum in new customer acquisition and loyalty, adding 1.5 million new consumers to its direct-to-consumer business during the quarter. The company saw mid-teens growth in its core business and higher average unit retail in its direct-to-consumer network, surpassing expectations. This, it said, reflected the brand’s ongoing premium positioning, strong full-price sales and lower-than-planned promotional activity.
Across regions, revenue growth was in double digits globally, led by Asia and Europe, with North America registering 13% growth. Revenue from China rose by more than 30% year on year, matching the first quarter’s performance.
President and CEO Patrice Louvet said the company had made a strong start in executing its Next Great Chapter: Drive strategic plan, unveiled at its Investor Day in September. He noted that second-quarter performance exceeded expectations across all geographies, channels and consumer segments. Louvet added that Ralph Lauren’s “iconic brand and timeless products” continued to resonate with customers worldwide, reinforcing its position as an inclusive luxury lifestyle brand.
He further stated that, despite a dynamic global operating environment, the company remained encouraged by the brand’s continued momentum heading into the key Autumn/Holiday season, enabling it to raise its Fiscal 2026 outlook.
