Stock Movers Ralph Lauren Rises, Steve Madden Trades Higher, Ulta Beauty Pops
Dec 1, 2025
In this episode, Dana Telsey, founder of Telsey Advisory Group and a retail analyst, discusses the surge in Ralph Lauren's stock thanks to a viral social media trend and its innovative store experiences targeting younger shoppers. She highlights Steve Madden’s successful acquisition of Kurt Geiger, helping to expand its customer base. Telsey also shares insights on Ulta Beauty's impressive growth strategies, including new product launches and international expansion, as anticipation builds for its upcoming earnings report.
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Ralph Lauren's Multi-Channel Revival
- Ralph Lauren is capturing younger customers while expanding globally through stores, online, and enhanced wholesale channels.
- Experiential moves like in-store restaurants drive traffic and keep the brand top of mind.
Use Experiences To Drive Store Traffic
- Use in-store experiences like cafes to drive foot traffic and build brand awareness among younger shoppers.
- Turn retail visits into social experiences to create memories and repeat visits.
Steve Madden's Growth Through Acquisition
- Steve Madden gained reach by acquiring Kurt Geiger and opening its stores in the U.S. using Steve Madden's supply chain.
- The company moves fast to capture trends with a test-and-react model that keeps it relevant across generations.