Ralph Lauren Corporation (RL) Analyst/Investor Day Transcript


Ralph Lauren Corporation (NYSE:RL) Analyst/Investor Day September 16, 2025 10:30 AM EDT

Company Participants

Corinna Van Der Ghinst
Patrice Louvet – President, CEO & Director
David Lauren – Vice Chairman, Chief Branding & Innovation Officer and Strategic Advisor to the CEO
Iris Langlois-Meurinne
Halide Alag z
Shin Hwee Chua
Ashley Potter – Regional CEO of EMEA & Emerging Markets and Chief Lifestyle Officer
Mercedes Abramo – Regional Chief Executive Officer for North America
Naveen Seshadri
Justin Picicci – Chief Financial Officer
Iris Langlois-Meurinne – Global Chief Marketing Officer
Hwee Shin – Regional Chief Executive Officer for Asia Pacific
Halide Alagoz – Chief Product & Merchandising Officer

Conference Call Participants

Matthew Boss – JPMorgan Chase & Co, Research Division
Jay Sole – UBS Investment Bank, Research Division
Laurent Vasilescu – BNP Paribas Exane, Research Division
Dana Telsey – Telsey Advisory Group LLC
Michael Binetti – Evercore Inc.
John Kernan – TD Cowen, Research Division
Christopher Nardone – BofA Securities, Research Division
Brooke Roach – Goldman Sachs Group, Inc., Research Division
Paul Lejuez – Citigroup Inc., Research Division
Paul Kearney – Barclays Bank PLC, Research Division
Marni Shapiro – The Retail Tracker
Tom Nikic – Needham & Company, LLC, Research Division
Rakesh Patel – Raymond James & Associates, Inc., Research Division

Presentation

Corinna Van Der Ghinst

Welcome to Ralph Lauren’s Investor Day 2025. I’m Corinna Van der Ghinst, Head of Investor Relations here at Ralph Lauren. We’re so excited to have all of you here today, both in the room here in New York City as well as on the live stream. Before we get started today, we’re going to share some disclosures with you all. While you are diligently studying these disclosures, I’ll share the program with you.

We’ve got a great lineup of leaders speaking to you today. We’re going to have a lunch break where I encourage you all to check out the insanely gorgeous product displays that our team has put



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