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The ‘Ralph Lauren Christmas’ trend is marketing gold

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The ‘Ralph Lauren Christmas’ trend is marketing gold


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Bloomberg

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December 12, 2025

If you’ve been scrolling through social media lately, you won’t have escaped the plaid trimmings, pine garlands, and rich red ribbons, all warmed by the glow of a roaring fire.

A Ralph Lauren festive store display – Ralph Lauren- Facebook

Welcome to “Ralph Lauren Christmas.” The aesthetic, which demonstrates how to create Ralph Lauren Corp.’s signature style for the holidays, has been trending recently, sending the brand’s visibility soaring.

This viral moment has been years in the making. Ralph Lauren has been polishing its image and honing its product range for the best part of a decade. And luck has been on its side, with the company squarely in the intersection of several fortunate trends.

Preppy style is having a major fashion moment and Ralph Lauren is the look, thanks to its traditional staples such as cable-knit sweaters, blazers, and rugby shirts. Even the quarter zip craze, which heralds a return to more sophisticated casual dressing, is contributing to the brand’s popularity, Laurent Vasilescu, analyst at BNP Paribas SA, wrote in a recent note.

Social media narratives take inspiration not just from how we dress but also how we feel. In uncertain times- particularly over the holidays- we often take comfort from the traditions of the past. Add in the old money vibe of quiet luxury, which might be in its final throes of popularity but refuses to disappear, and searches for “Ralph Lauren inspired Christmas” on Pinterest are up 3,000% in the four weeks to November 15 compared with the year earlier. 

So, how did the company position itself for this moment in the viral sun? Under chief executive officer Patrice Louvet, who took the reins in 2017- and of course its eponymous founder, who remains actively involved- Ralph Lauren has moved closer to the European luxury houses such as LVMH Moet Hennessy Louis Vuitton SE. It’s done so by taking its image upmarket and cutting back on selling through less chichi retailers. Even its outlet stores, which play an important but undisclosed role in the business, have undergone a glow up.

As part of this strategy, Ralph Lauren has invested in its core stores- where its particular holiday look is very much in evidence- and concentrated on the products it is best known for. The timing has been fortuitous: the brand is looking both luxe and accessible even as European rivals have aggressively increased prices.

The turnaround has been augmented by effective marketing, such as taking its Polo Bear from merchandise to the big screen, with the mascot’s first animated film. And through its cafes and restaurants, the brand has been at the forefront of luxury’s push into hospitality.

While Ralph Lauren Christmas grew organically, the company has encouraged an association with the season. This includes  holiday pop-ups in Seoul, Tokyo, Los Angeles, and London, where in Sloane Square visitors can sip hot chocolate, buy a holiday gift, make a seasonal floral display, or visit Santa’s grotto. 

The queues for selfies by the vintage red pick-up truck- with some sporting the signature Polo Bear sweater- underline Ralph Lauren’s marketing genius. The founder himself is Jewish, born Ralph Lifshitz in the Bronx. Yet his ability to draw people from all walks of life into his particular vision of the American dream has made his company as much a Christmas staple as eggnog and It’s a Wonderful Life. And it’s worth noting that he’s done so by embracing rather than ignoring the country’s diversity. For an example, look to the retailer’s 2022 collaboration with two historically Black colleges, which continued this year with a collection celebrating Oak Bluffs, a town on Martha’s Vineyard that is a summer haven for Black Americans.

Ralph Lauren isn’t the only one to benefit from the Christmas trend, according to retail intelligence company Edited. Styles featuring a palette of red, burgundy, and green, punctuated by hints of gold, as well as tartans and teddy bear motifs are appearing in chains on both sides of the Atlantic. Vans, for example, has gone big on plaid. Some social media posts show how to get the look for less at the likes of Amazon.com Inc. At the other end of the price spectrum, Hugo Boss AG has collaborated with teddy bear maker Steiff, while Burberry Group Plc has created a Gund bear as part of its tie-up with Macy’s Inc.’s Bloomingdale’s.

But given that the style is so intrinsically linked with Ralph Lauren, the company is likely to be the biggest winner. The holiday pop ups have so far generated about $6 million in value from social media posts, engagement and articles, according to Launchmetrics.

Revenue in the all important golden quarter looks to be benefiting as well. Based on Bloomberg Second Measure data for the third quarter to date, Ralph Lauren’s sales through its own US stores and website are tracking well ahead of consensus expectations for North American sales growth, according to Mary Ross Gilbert, an analyst at Bloomberg Intelligence.

The shares, which slipped after some investors were underwhelmed by the next stage of the turnaround outlined in September, hit a fresh high in late November.

Social media fads can quickly fade: Google and Pinterest data indicate that the Ralph Lauren holiday aesthetic may have already peaked. But the halo around the brand over the past couple of months should have helped it deepen its connection with shoppers.

The narrative has also highlighted Ralph Lauren’s home décor and hospitality offerings, reinforcing its broader lifestyle credentials, something the company is keen to develop.

And when the preppy look wanes, as it naturally will, Ralph Lauren should be able to adapt. It is one of the few luxury companies to retain distinct sub-brands, from its high-end Purple Label to the heritage workwear of Double RL, so it has a good chance of tapping into whatever fancy comes next. Its strategy of growing in womenswear, particularly handbags, is another way to make up any shortfall.

There is scope for Ralph Lauren to continue flexing its marketing muscles, too. It recently revealed the uniforms that the US Olympic and Paralympic teams will wear for the winter games opening and closing ceremonies in Milan in February, and will outfit athletes again for the Los Angeles summer games in 2028. Ralph Lauren should consider an LVMH-style takeover of the event on its home turf to keep its name at the forefront of consumers’ minds.

Ralph Lauren looks well positioned to adjust to changing seasons- and changing fashions. If so, the buzz around the brand should linger long after the pine needles have dropped and the tree trims have been packed away.



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Netherlands’ goods exports to US fall 4.7% in Jan-Oct 2025

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Netherlands’ goods exports to US fall 4.7% in Jan-Oct 2025



Goods exports from the Netherlands to the United States declined in the first ten months of 2025, with total export value falling 4.7 per cent year-on-year (YoY) to €27.5 billion (~$33 billion), according to the Statistics Netherlands (CBS). Exports had stood at €28.9 billion in the same period of 2024. The downturn began in July 2025, after steady growth in the first half of the year.

The data showed that the decline was driven mainly by weaker domestic exports, with goods produced in the Netherlands down 8 per cent YoY. In contrast, re-exports to the US rose 3.9 per cent during the period. Exports to the US have fallen every month on a YoY basis since July, CBS said in a press release.

Trade flows were influenced by uncertainty around US import tariffs. In the first half of 2025, trade between the two countries continued to grow, possibly as companies advanced shipments ahead of announced tariff measures.

Goods exports from the Netherlands to the United States fell 4.7 per cent YoY to €27.5 billion (~$33 billion) in the first ten months of 2025, driven by an 8 per cent drop in domestic exports, according to CBS.
Re-exports rose 3.9 per cent, while tariff uncertainty weighed on trade.
Imports from the US increased 1.9 per cent to €48.1 billion (~$57.7 billion).

Meanwhile, imports from the United States rose 1.9 per cent YoY to €48.1 billion (~$57.7 billion) in the first ten months of 2025.

Fibre2Fashion News Desk (SG)



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Philippines revises Q3 2025 GDP growth down to 3.9%

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Philippines revises Q3 2025 GDP growth down to 3.9%



The Philippines’ economic growth for the third quarter (Q3) of 2025 has been revised slightly lower, with gross domestic product (GDP) expanding 3.9 per cent year on year (YoY), down from the preliminary estimate of 4 per cent.

Gross national income growth for the quarter was also revised to 5.4 per cent from 5.6 per cent, while net primary income from the rest of the world was adjusted to 16.2 per cent from 16.9 per cent.

The Philippine Statistics Authority has revised down the country’s third-quarter 2025 GDP growth to 3.9 per cent from an earlier estimate of 4 per cent.
Gross national income growth was also lowered to 5.4 per cent, while net primary income from abroad eased to 16.2 per cent.
The PSA said the adjustments reflect its standard, internationally aligned revision policy.

The Philippine Statistics Authority said the revisions were made in line with its approved revision policy, which follows international standards for national accounts updates.

Fibre2Fashion News Desk (HU)



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US’ Levi Strauss reports solid FY25, driven by organic growth

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US’ Levi Strauss reports solid FY25, driven by organic growth



Levi Strauss & Co (LS&Co) has delivered a strong performance in fiscal 2025 (FY25) ended November 30, marked by accelerated revenue growth, improved profitability and robust cash generation. Reported net revenues rose 4 per cent year on year (YoY) to $6.3 billion, while organic revenues increased 7 per cent. Gross margin expanded by 110 basis points (bps) to 61.7 per cent, reflecting improved pricing, product mix and operational efficiencies.

Operating margin improved sharply to 10.8 per cent from 4.4 per cent in FY24, while adjusted EBIT margin increased to 11.4 per cent from 10.7 per cent, marking the third consecutive year of margin expansion. The net income from continuing operations more than doubled to $502 million from $210 million, with adjusted net income rising to $537 million.

Levi Strauss & Co has delivered a strong FY25, with net revenues rising 4 per cent to $6.3 billion and organic growth of 7 per cent, alongside sharp margin expansion and higher profitability.
Q4 saw 5 per cent organic growth, led by Europe, Asia and DTC, which accounted for nearly half of revenues.
The company expects mid-single digit growth and further margin gains in FY26.

Diluted EPS from continuing operations increased to $1.26 from $0.52 in the previous year, while adjusted diluted EPS rose to $1.34 from $1.24. The company generated $530 million in operating cash flow and $308 million in adjusted free cash flow. The company returned $363 million to shareholders during the fiscal, up 26 per cent YoY, LS&Co said in a press release.

In the fourth quarter (Q4) ended November 30, 2025, the company reported net revenues of $1.8 billion, up 1 per cent on a reported basis and 5 per cent organically compared with Q4 FY24. Growth was broad-based, supported by strong momentum in Europe, Asia and Beyond Yoga, alongside high-single digit comparable growth in direct-to-consumer (DTC).

Europe recorded reported revenue growth of 8 per cent and organic growth of 10 per cent, while Asia delivered growth of 2 per cent reported and 4 per cent organically. In the Americas, revenues declined 4 per cent reported but increased 2 per cent organically, with the US business flat on an organic basis. Beyond Yoga continued to outperform, posting reported growth of 37 per cent and organic growth of 45 per cent.

DTC revenues increased 8 per cent on a reported basis and 10 per cent organically, driven by strength across all regions. E-commerce revenues rose 19 per cent reported and 22 per cent organically, with DTC accounting for 49 per cent of total quarterly revenues. Wholesale revenues declined 5 per cent reported and were flat organically.

Operating margin in the quarter was stable at 11.9 per cent, while adjusted EBIT margin declined to 12.1 per cent from 13.9 per cent a year earlier due to tariff-related pressure on gross margins and higher adjusted SG&A expenses. Gross margin stood at 60.8 per cent versus 61.8 per cent in Q4 FY24. Net income from continuing operations was $160 million, with diluted EPS of $0.4 and adjusted diluted EPS of $0.41.

“Over the past few years, we’ve taken bold steps towards becoming a DTC-first, head-to-toe denim lifestyle brand,” said Michelle Gass, president and CEO of Levi Strauss & Co. “We are well on our way toward realising our strategic ambitions. We have narrowed our focus, improved operational execution and built greater agility across the organisation. As a result, we’ve elevated the Levi’s brand and delivered faster growth and higher profitability as reflected by our Q4 and full year 2025 results. While we still have important work ahead, the company is at an inflection point—emerging as a stronger, more resilient global business ready to define the next chapter of LS&Co.”

“We are sustaining our momentum, delivering 5 per cent organic growth in the fourth quarter on top of 8 per cent growth in the prior year. Our success in denim lifestyle has enabled us to expand our addressable market, positioning us for mid-single digit growth in 2026 and beyond,” said Harmit Singh, chief financial and growth officer of Levi Strauss & Co. “Our disciplined approach to converting growth into profitability has improved adjusted EBIT margin again in 2025 for the third year in a row, and we are on track to expand margins further as we strive toward 15 per cent. Our confidence in this trajectory is reflected in a new $200 million ASR program.”

Looking ahead, the company expects mid-single digit revenue growth in fiscal 2026 alongside further adjusted EBIT margin expansion, supported by continued DTC momentum, disciplined cost management and ongoing brand strength, added the release.

Fibre2Fashion News Desk (SG)



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