| RL |
Report |
Fiscal Q1 2027 revenue |
BEAT |
pred ~$1.90B vs. cons $1.86B |
MEDIUM |
| RL |
Report |
Fiscal Q1 2027 adjusted gross margin |
BEAT |
pred ~74.1% vs. cons 73.25% |
MEDIUM |
| RL |
Report |
Fiscal Q1 2027 adjusted EPS |
BEAT |
pred ~$4.52 vs. cons $4.29 |
MEDIUM |
| RL |
Guide |
Constant-currency revenue growth |
BETTER |
guide ~5.0%-6.0% vs. cons 5.2% (FY2027) |
MEDIUM |
| RL |
Guide |
Constant-currency operating-margin expansion |
LOWER |
guide ~40-60 bps vs. cons 65 bps (FY2027) |
MEDIUM |
| RL |
Guide |
Constant-currency revenue growth |
LOWER |
guide ~3%-5% vs. cons 5.0% (Fiscal Q2 2027) |
LOW |
| RL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| RL |
Return |
5-day cumulative residual |
-4.6% (FOLLOW-THROUGH) |
A strong Q1 beat is likely overshadowed by an unchanged ~40-60 bps FY2027 operating-margin guide versus 65 bps consensus; after an estimated ~180 bps Q1 gross-margin expansion versus ~95 bps consensus, the unchanged annual range implicitly lowers margin expectations for Q2-Q4 as newer tariffs flow through inventory, driving estimate cuts after the initial print. |
MEDIUM |