韩女风

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开春后,年轻人把拉夫劳伦抢成了优衣库?
36氪· 2025-04-19 14:52
Core Viewpoint - Ralph Lauren is experiencing a resurgence in popularity among younger consumers in China, particularly with its classic linen shirts, which are seen as a symbol of middle-class aspiration and style [4][8][10]. Group 1: Market Trends - The demand for Ralph Lauren's women's clothing, especially the classic linen shirts, has surged, with reports of continuous stock shortages in stores [5][8]. - The brand is increasingly popular among younger consumers, referred to as "Ralph Lauren girls," who are drawn to its aesthetic and perceived status [10][11]. - Social media plays a significant role in driving the brand's popularity, with hashtags related to "Ralph Lauren girls" garnering millions of views [13]. Group 2: Consumer Behavior - Younger consumers are actively seeking ways to purchase Ralph Lauren products at lower prices, often through overseas purchasing channels or outlet stores [30][39]. - The brand's diverse product line allows consumers to find items that fit their budget, from entry-level to high-end luxury [24][26]. - Many consumers are now opting for men's or children's sizes to achieve a more relaxed fit while saving money [40][42]. Group 3: Financial Performance - Ralph Lauren Corp. reported an 11% revenue growth in Q3 of fiscal year 2025, reaching $2.1 billion, significantly outperforming other luxury brands [45][46]. - The company's strategic shift towards high-end positioning and reduced reliance on discounting has contributed to its financial success [46][47]. Group 4: Brand Positioning - Ralph Lauren's branding is closely tied to the concept of the "American Dream," appealing to consumers' aspirations for a luxurious lifestyle [50][58]. - The brand's recent fashion show in Shanghai highlights its commitment to maintaining a luxurious image while expanding its market presence in China [58][60].