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拉夫劳伦 Ralph Lauren(RL) 2026财年第三季度及全年业绩报告「NYSE」(英文版)(21页).pdf

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1、 1 RALPH LAUREN REPORTS STRONG THIRD QUARTER FISCAL 2026 HOLIDAY RESULTS,AHEAD OF EXPECTATIONS,AND RAISES FULL YEAR OUTLOOK Third Quarter Revenue Increased 12%on a Reported Basis and 10%in Constant Currency,Exceeding Expectations,Reflecting Healthy Demand Across Geographies Global Direct-to-Consumer

2、 Comparable Store Sales Grew High-Single-Digits,Driven by Balanced Growth Across Stores and Digital;Global Wholesale Sales Increased Double-Digits Adjusted Gross and Operating Margin Expansion Were Ahead of Outlook,with Strong Full-Price Sales and Expense Leverage More Than Offsetting Increased Tari

3、ffs,Marketing and Ecosystem Investments Maintained Strong Balance Sheet with$2.3 Billion in Cash and Short-Term Investments and Well-Positioned Inventories at Quarter-End Returned Approximately$500 Million to Shareholders Through Our Dividend and Repurchase of Class A Common Stock This Fiscal Year-t

4、o-Date Raised Full Year Fiscal 2026 Constant Currency Revenue and Operating Margin Expansion Outlook,Reflecting Stronger than Anticipated Performance Year-to-Date NEW YORK-(BUSINESS WIRE)-February 5,2026-Ralph Lauren Corporation(NYSE:RL),a global leader in the design,marketing,and distribution of lu

5、xury lifestyle products,today reported earnings per diluted share of$5.82,up 25%to prior year on a reported basis and$6.22,up 29%on an adjusted basis,excluding restructuring-related and other net charges,for the third quarter of Fiscal 2026.This compared to earnings per diluted share of$4.66 on a re

6、ported basis and$4.82 on an adjusted basis,excluding restructuring-related and other net charges for the third quarter of Fiscal 2025.Our Holiday collection was inspired by the rugged landscapes of the American West,which have long-been both a place of refuge and inspiration for me,said Ralph Lauren

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1. **业绩表现**:Ralph Lauren 2026财年第三季度营收24亿美元(同比增12%,固定货币增10%),每股收益5.82美元(同比增25%),超预期。 2. **业务增长**:全球直营同店销售高个位数增长,批发销售双位数增长;亚洲营收增22%(中国超30%),欧洲增12%,北美高个位数增长。 3. **利润与效率**:毛利率69.9%(同比升1.5个百分点),调整后运营利润率20.9%(升2.2个百分点),受益于全价销售和成本控制。 4. **战略进展**:新增32家门店(覆盖成都、悉尼等),新增210万直营消费者,社交媒体粉丝超6800万。 5. **财务展望**:上调全年营收预期(固定货币高个位数至低双位数增长),运营利润率预计扩张100-140个基点。
**业绩超预期?** **中国市场增长?** **利润率提升?**
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