Ralph Lauren 二季度营收增 10% 至 22 亿美元，亚洲领涨
Ralph Lauren Revenues Climb 10% in Q2, Beating Expectations
Ralph Lauren 交出了一份超预期的季度财报：2027 财年第二季度营收同比增长 10% 至 22 亿美元。增长由亚洲领跑——该地区营收增 28% 至 5.71 亿美元，其中中国销售增长逾 35%，日本与韩国也都是双位数增长；北美增 6% 至 8.85 亿美元，欧洲增 3% 至 6.96 亿美元。直营业务本季新增 170 万客户。不过由于第三季度增长指引（低至中个位数）低于预期，股价当日早盘仍下跌。公司同时上调全年指引，预计营收增长 6–7%，高于此前 5–6% 的区间。署名：颜如玉编辑台。
- Ralph Lauren said revenues were up 10% year-on-year to $2.2 billion for the second quarter of fiscal 2027.
- North America revenues increased 6% to $885 million, Europe revenues rose 3% to $696 million, and Asia revenues saw 28% growth to $571 million.
- While revenues beat analyst estimates, shares still dipped in Thursday morning trading due to a lower-than-expected Q3 forecast of low to mid single-digit growth.
- In Q2, Ralph Lauren added 1.7 million new customers to its direct-to-consumer (DTC) business, led by its own stores.
- Ralph Lauren increased its full-year guidance, now anticipating revenues to grow 6-7%, up from a range of 5-6% previously.
The breakdown
“In a consumer landscape often shaped by ever-changing trends, the clarity of Ralph Lauren’s values and timeless style continues to set us apart. We stay true to who we are, and we have a proven ability to evolve with today’s consumer,” president and CEO Patrice Louvet told investors on Thursday. “This is a powerful competitive advantage, and it is translating into sustained momentum and a resilient core consumer with significant opportunities ahead.”
Louvet noted Ralph Lauren’s investment in its brand, products, and lifestyle experiences, highlighting its Wimbledon and US Open activities as standouts in Q2. “These activations are driving strong sustainable growth in new customer acquisition and retention,” he said.
By region, Asia led growth for the quarter. China sales remained strong, Louvet told investors, increasing more than 35%, while Japan and Korea were also up double digits, which he credited to continued investment in localized brand activations and experiences. (The brand recently hosted PoloFest in Tokyo, though the impact of this will be seen in Q3.)
Louvet attributed Europe’s slower growth (up 3% vs 5% in Q1) to the prior year’s strong comparison base, coupled with industry headwinds. CFO Justin Picicci also flagged weaker store traffic in key European markets. North America’s growth beat expectations. “I would argue that we’re actually in the very early innings of our elevation journey in North America, with significant growth opportunities across the region, particularly in the West Coast” Louvet added.
The full-year outlook raise is a result of the quarter’s better-than-expected results, while this morning’s shares decline was down the company’s lowered Q3 projections. “We continue to expect first-half [2027] growth to be stronger than second-half growth, reflecting the timing of this year’s marketing activations and other investments, the timing of planned wholesale shipment shifts and strategic off-price reductions, and more challenging year-over-year comparisons in certain of our key markets,” Picicci said on Thursday’s call.
“As we turn to holidays, we will continue inviting consumers to step into the cinematic worlds that Ralph created with timeless high-quality products and a compelling value proposition,” Louvet said, noting that last year’s trending ‘Ralph Lauren Christmas’ is already back for 2027. “Ralph Lauren Christmas is trending again this year, emerging organically as consumers celebrate and share their love for Ralph Lauren’s iconic products, particularly the bear product in our home collection.”
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来源：颜如玉编辑台 · vogue.com