| RL |
Report |
Revenue |
BEAT |
pred ~$1.892B vs. cons $1.869B |
MEDIUM |
| RL |
Report |
Operating EPS |
BEAT |
pred ~$4.380 vs. cons $4.323 |
MEDIUM |
| RL |
Report |
Asia revenue |
BEAT |
pred ~$552M vs. cons $546M |
MEDIUM |
| RL |
Guide |
FY27 constant-currency revenue growth |
UNCHANGED |
guide ~4%-5% vs. cons UNVERIFIED |
LOW |
| RL |
Guide |
FY27 operating-margin expansion |
UNCHANGED |
guide ~40-60 bps vs. cons UNVERIFIED |
LOW |
| RL |
Guide |
H2 tariff / gross-margin commentary |
UNCHANGED |
reiterate H2 tariff headwind and modest gross-margin expansion |
MEDIUM |
| RL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| RL |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit out-period cut risk |
LOW |