RL

• Diluted EPS was $4.28 on a reported basis and $4.59 on an adjusted basis, up 22% year-over-year on both measures.
• Adjusted operating margin expanded 170 basis points to 18.7%, with gross margin up 140 basis points to 73.7%.
• Company raised full-year fiscal 2027 constant currency revenue growth outlook to approximately 5-6% and operating margin expansion to 60-80 basis points.
• Returned more than $300 million to shareholders in the quarter, including $250 million in share repurchases.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Annual meeting held July 30, 2026; all Class A and Class B director nominees elected.
• Class B directors, including Ralph Lauren and Patrice Louvet, each received 218,812,760 votes for with no votes withheld.
• Ratification of Ernst & Young as independent auditor for fiscal year ending April 3, 2027 passed with 250,956,322 votes for.
• Advisory approval of named executive officer compensation passed with 247,311,631 votes for.

5.07 Submission of Matters to a Vote of Security Holders

• Full year fiscal 2026 revenue increased 15% to $8.1 billion, with adjusted EPS of $16.59 versus $12.33 in fiscal 2025.
• Adjusted operating margin expanded 200 basis points for the full year to 16.0%, and 70 basis points in Q4 to 11.0%.
• Board approved a 10% increase in the quarterly dividend to $1.00 per share, payable July 10, 2026.
• Fiscal 2027 outlook: constant currency revenue growth of mid-single digits (centered around 4%-5%) and operating margin expansion of 40-60 basis points.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Reported diluted EPS was $5.82, up 25% year-over-year; adjusted EPS was $6.22, up 29%.
• Adjusted operating margin expanded 220 basis points to 20.9%, with gross margin at 69.9%.
• Asia revenue grew 22% in constant currency; China revenue was up more than 30%.
• Company raised full-year fiscal 2026 constant currency revenue growth outlook to high-single to low-double digits, and operating margin expansion to 100-140 basis points.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The Board increased its size from eleven to twelve members in connection with Conde's election.
• Conde was elected by directors chosen by Class B Common Stock holders, per the company's charter.
• Conde will receive the same compensation, indemnification, and benefits as other non-employee directors.
• Conde also serves on the boards of Walmart and PepsiCo and holds degrees from Harvard and Wharton.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Reported diluted EPS was $3.32, up 44% year-over-year; adjusted diluted EPS was $3.79, up 49%.
• Adjusted operating margin expanded 270 basis points to 14.1%, and gross margin was 68.0%, up 100 basis points.
• Company raised full-year fiscal 2026 constant currency revenue growth outlook to 5%-7% and operating margin expansion to 60-80 basis points.
• Returned approximately $420 million to shareholders year-to-date through dividends and share repurchases.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Ralph Lauren Corporation hosted an investor meeting on September 16, 2025, in New York City to present its updated strategic growth plan, 'Next Great Chapter: Drive'.
• Operating margin is expected to expand by approximately 100 to 150 basis points by Fiscal 2028 in constant currency.
• The company plans to return at least $2 billion in excess free cash flow to shareholders cumulatively through Fiscal 2028 via dividends and share repurchases.
• The Board increased the regular quarterly cash dividend by approximately 10% to $0.9125 per share (annual dividend of $3.65 per share) at the beginning of Fiscal 2026.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Reported diluted EPS was $3.52, up 35% year-over-year; adjusted diluted EPS was $3.77, up 40%.
• Gross margin expanded 180 basis points to 72.3%; adjusted operating margin expanded 270 basis points to 17.0%.
• Company raised full-year fiscal 2026 constant currency revenue growth to low- to mid-single digits and operating margin expansion to 40-60 basis points.
• Returned $300 million to shareholders in the quarter, including $250 million in share repurchases.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits