The Growing Global Good Guy Brand Ralph Lauren Soars in Asia

Ralph Lauren posts 28% quarterly increase in Asia;

6% in North America.

Ralph Lauren Corp revenues for quarter ending Sept. 26, 2026 rose 9% to $2.2 billion, beating Wall Street estimates. Net income rose a staggering 43 percent to $296.6 million, or $4.87 a diluted share. Adjusted EPS hit $4.64, coming in 38 cents ahead of the $4.26 analysts forecast, according to WWD.

The Ralph Lauren performance in Asia is stunning. Checking for China only, Ralph Lauren’s quarter ended with a 35% increase, writes ‘Morning Star’.

AOC believes that in Asia, in particular, Ralph Lauren now paces itself in revenue comparable to — perhaps more than — the revenue of LVMH brand Christian Dior.

Rather than just reporting cold numbers, Anne of Carversville is turning a new and fresh lens on brands of similar revenues and scale globally. The success of Ralph Lauren in Asia is a growing threat to Dior in Asia. In fact, AOC sees Dior as caught in a three-way pincer with Chanel bearing down on Dior from the top and Ralph Lauren putting competitive pressure on Dior from the bottom up.

The third pincer is the expected move of designer Chemena Kamali from Chloé to Kering brand Saint Laurent, to fill the vacancy of departed designer Anthony Vaccarello. All information we have about Dior is that the VICs are on the move. LVMH denies this alleged reality, maintaining that the VICs are loyal to the Dior brand, and not a specific designer.

Anne of Carversville just does not see the situation through this lens. And every time we launch a search into new data to support the argument that Dior is rolling, we come up with the opposite reality. This week we looked at the global resale markets, where Ralph Lauren Purple and Ralph Lauren Collection have a strong resale value. Dior, on the other hand, is considered to be a high risk purchase by women in China, especially. As for Chanel, it’s off the charts.

I imagine that the Arnault family LVMH executives scoff at the idea that Dior is caught in a pincer between Chanel and Ralph Lauren. The chatter runs like this:

“How can that silly Anne make the point that Ralph Lauren brands are a threat to Dior in China and across Asia. It’s a stupidly American idea. In France, we do not utter Ralph Lauren and Christian Dior in the same breath.”

“As for Chemena Kamali at Saint Laurent acting as an exciting, third pincer, with nothing to do but drive around Shanghai picking up confused Dior customers who are unclear where they want to land after their Anderson exodus — doesn’t Anne ever stop with her fantasy futures? We used to like her writing in the good ‘ol days. Today, Anne has gone rogue. What a turncoat.”