The Growing Global Good Guy Brand Ralph Lauren Soars in Asia

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, 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.