Ralph Lauren Corporation will report its fourth-quarter fiscal 2025 earnings on 22 May, with analysts expecting solid gains in both sales and profits.

The Zacks Consensus Estimate pegs earnings at $1.96 per share, up 14.6% from last year, and revenue at $1.63 billion, a 4.1% increase. Ralph Lauren has consistently beaten earnings expectations, with a four-quarter average surprise of 6.5%.

Driving optimism are the company’s strong digital and DTC growth, AI integration, and a rising global customer base—including 1.9 million new consumers last quarter. Management expects 6–7% revenue growth (cc) and margin expansion, fueled by improved gross margins.

However, currency volatility remains a major concern. A stronger U.S. dollar could reduce Q4 revenue by 3% and compress margins by 60–80 basis points, according to Zacks and Yahoo Finance. For fiscal 2025 overall, forex may shave off up to 150 bps in revenue.

Despite this, Ralph Lauren’s Earnings ESP of +2.72% and Zacks Rank #3 suggest it could once again beat forecasts.