Ralph Lauren Corporation
RL
Jodie read · what matters now
Revenue increased 14.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to RL, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-K filed 2026-05-21 against the comparable filing from 2025-05-22.
What improved
- Revenue increased 14.6% versus the comparable filing period.
- Operating margin improved 1.4 percentage points.
- Net income increased 26.7% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The decrease in our net cash and short-term investments position at March 28, 2026 as compared to March 29, 2025 was primarily due to our use of cash to support Class A common stock repurchases of $623.8 million, including withholdings in satisfaction of tax obligations for stock-based compensation awards, to invest in our business through $408.1 million in capital expenditures, and to make dividend payments of $216.5 million, partially offset by our operating cash flows of $1.154 billion.”
“The improvement in operating income as a percentage of net revenues was primarily driven by the increase in our gross margin and the reduction in SG&A expenses as a percentage of net revenues, partially offset by higher net restructuring-related charges and certain other charges recorded during Fiscal 2026 as compared to the prior fiscal year, all as previously discussed.”
“The $92.5 million net increase in cash used in investing activities was primarily driven by: • a $191.9 million increase in capital expenditures.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind RL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 2 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
RL is currently a Participant in the organic co-movement group Rental & Building Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.