Ralph Lauren SEC Filings

Ralph Lauren Corporation files its annual report describing a global luxury lifestyle business spanning apparel, accessories, fragrances, home and hospitality across retail, wholesale and licensing channels. The company operates 594 retail stores, 307 outlet stores and 644 concession-based shop-within-shops worldwide, plus extensive digital commerce.

North America, Europe and Asia contribute roughly 41%, 31% and 26% of Fiscal 2026 net revenues, with about 59% earned outside the U.S. Ralph Lauren is controlled by the Lauren family, which held about 85% of voting power as of March 28, 2026. The filing outlines a multi-year Next Generation Transformation project, significant global citizenship and sustainability initiatives, detailed sourcing, competitive and regulatory dynamics, and comprehensive risk factors tied to macroeconomic, operational, technology, and sustainability issues.

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.

Ralph Lauren Corp reported a Schedule 13G showing Vanguard Capital Management beneficially owned 2,782,790 shares of Common Stock, equal to 7.19% of the class. The filing states Vanguard has sole dispositive power for 2,782,790 shares and sole voting power for 337,237 shares. The disclosure explains these holdings include securities managed across Vanguard affiliates and funds.

Ralph Lauren Corp ownership filing shows Vanguard Portfolio Management reports beneficial ownership of 1,957,240 shares of Common Stock as of 03/31/2026. The holding represents 5.06% of the class with 6,376 shares of sole voting power and sole dispositive power over the full 1,957,240 shares.

The filing states these shares include interests held for Vanguard funds and managed accounts and that no single outside person is known to hold over 5% of the class on their own. The form is signed by Ashley Grim on 04/29/2026.

Zhang Wei reported acquisition or exercise transactions in this Form 4 filing.

RALPH LAUREN CORP director Zhang Wei received additional equity compensation through restricted stock units. On the reported date, Zhang was granted 1.41 shares of Class A Common Stock in the form of restricted stock units credited as a result of a cash dividend. These units relate to previously granted awards under Ralph Lauren’s 2019 Long-Term Stock Incentive Plan and are payable solely in shares. After this dividend-equivalent grant, Zhang’s directly held Class A Common Stock, including restricted stock units, totals 2,903.53 shares.

Ralph Lauren Corp director Darren Walker reported a small stock-based compensation event. He acquired 1.4100 restricted stock units of Class A Common Stock at $0.0000 per unit, increasing his directly held balance to 8040.5300 shares-equivalent.

The new units were credited as a result of a cash dividend paid on Ralph Lauren’s Class A Common Stock and are payable solely in shares issued under the company’s 2019 Long-Term Stock Incentive Plan. This reflects routine, non-cash director compensation rather than an open-market purchase or sale.

RALPH LAUREN CORP executive chair Ralph Lauren reported an equity award tied to dividend payments. On April 10, 2026, he acquired 1,260.310 shares of Class A Common Stock via restricted stock units credited at a grant price of $0.00 per share as a result of a cash dividend on existing awards.

After this award, he directly holds 788,594.180 shares of Class A Common Stock and indirectly holds 35,854 shares through a revocable trust of which he is sole trustee and sole beneficiary.

RALPH LAUREN CORP director Valerie B. Jarrett received an automatic stock-based award tied to a dividend. On April 10, 2026, she acquired 1.41 restricted stock units (RSUs) of Class A Common Stock at a stated price of $0.00 per unit.

The filing explains these RSUs were issued as dividend equivalents on previously granted RSUs under the company’s 2019 Long-Term Stock Incentive Plan. Following this grant, Jarrett directly holds 6,084.53 shares or RSUs of Class A Common Stock in total, reflecting routine compensation rather than an open-market share purchase.

RALPH LAUREN CORP director Michael A. George received an equity award rather than buying shares on the market. He acquired 1.4100 shares of Class A Common Stock through restricted stock units that were credited due to a cash dividend on the company’s Class A Common Stock.

These restricted stock units are payable solely in shares under the company’s 2019 Long-Term Stock Incentive Plan and relate to units previously granted. After this grant, George directly holds a total of 16,146.5300 shares of Class A Common Stock.