RL Ralph Lauren Corporation

FY2025 10-K
Filed: May 22, 2025
Consumer Discretionary
Men's & Boys' Furnishgs, Work Clothg, & Allied GarmentsSEC EDGAR

Ralph Lauren Corporation (RL) filed its fiscal year 2025 10-K annual report with the SEC on May 22, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business: Global luxury lifestyle design, marketing, and distribution across apparel, accessories, home, fragrances, and hospitality
  • No new products or segments introduced; focus maintains on established brands and global retail, wholesale, licensing channels
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Management Discussion & Analysis

  • Net revenue $X, with North America segment contributing 43%, Europe 31%, Asia 24% in Fiscal 2025 (YoY $ amounts not specified)
  • Restructuring charges related to Next Generation Transformation project $25.2M in Fiscal 2025 vs $5.1M in Fiscal 2024
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Risk Factors

  • Regulatory risk from European Union's anti-tax avoidance directive removal of $13.1M tax benefit in Fiscal 2025, increasing effective tax rate by 500 bps to 21.9%
  • Geopolitical impact of Russia-Ukraine war caused $10M non-routine inventory charges in Fiscal 2023 affecting gross profit comparability
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Financial Summary
XBRL

Revenue

$7.1B

Net Income

$743M

Gross Margin

68.6%

Operating Margin

13.2%

Net Margin

10.5%

ROE

28.7%

Total Assets

$7.0B

EPS (Diluted)

$11.61

Operating Cash Flow

$1.2B

Source: XBRL data from Ralph Lauren Corporation FY2025 10-K filing on SEC EDGAR. All figures in USD.

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