Gap Sales Miss Expectations After Old Navy, Athleta Fall Short
The brands Gap and Banana Republic beat comparable sales estimates.
Opinions
Retail
Poor Payors: Assessing the Storm Around Saks
The department store operator’s letter to brands is a sign of a growing power imbalance in the wholesale market that increasingly favours big retailers, threatening the overall health of the fashion ecosystem.
Poor Payors: Assessing the Storm Around Saks
The department store operator’s letter to brands is a sign of a growing power imbalance in the wholesale market that increasingly favours big retailers, threatening the overall health of the fashion ecosystem.
Luxury
The Problems With Gucci and Dior
After recently doubling their sales in less than five years, LVMH’s Dior and Kering’s Gucci are both facing serious headwinds, but their predicaments are as different as they are similar, writes Luca Solca.
The Problems With Gucci and Dior
After recently doubling their sales in less than five years, LVMH’s Dior and Kering’s Gucci are both facing serious headwinds, but their predicaments are as different as they are similar, writes Luca Solca.
Luxury
Why Luxury Is Broken
The sheer number of changes at the top of big brands this week is a sign the industry is still searching for a way out of its current troubles.
Why Luxury Is Broken
The sheer number of changes at the top of big brands this week is a sign the industry is still searching for a way out of its current troubles.
Luxury
Why Louis Vuitton Went Back to Murakami
Plus, Hollywood versus Silicon Valley, Frieze and the Oscars after the LA fires, Spotify enters video with The Weeknd, and more from arts columnist Marc Spiegler.
Why Louis Vuitton Went Back to Murakami
Plus, Hollywood versus Silicon Valley, Frieze and the Oscars after the LA fires, Spotify enters video with The Weeknd, and more from arts columnist Marc Spiegler.
Sustainability
Misguided Regulation Is Putting the Sustainable Fashion Movement at Risk
A backlash against complex and costly new rules is threatening Europe’s pioneering efforts to make the industry operate more responsibly. Failure to address valid criticisms risks undermining the whole endeavour, argues Kenneth P. Pucker.
Misguided Regulation Is Putting the Sustainable Fashion Movement at Risk
A backlash against complex and costly new rules is threatening Europe’s pioneering efforts to make the industry operate more responsibly. Failure to address valid criticisms risks undermining the whole endeavour, argues Kenneth P. Pucker.
Luxury
Op-Ed | Louis Vuitton Needs Noughties Nostalgia and Taylor Swift
LVMH reported better-than-expected sales growth in the fourth quarter, but its performance lagged behind rivals like Richemont and Burberry. A Taylor Swift tie-up and nostalgic collaborations with Japanese artist Takashi Murakami may give the group a boost, writes Andrea Felsted.
Op-Ed | Louis Vuitton Needs Noughties Nostalgia and Taylor Swift
LVMH reported better-than-expected sales growth in the fourth quarter, but its performance lagged behind rivals like Richemont and Burberry. A Taylor Swift tie-up and nostalgic collaborations with Japanese artist Takashi Murakami may give the group a boost, writes Andrea Felsted.
Luxury
Op-Ed | Why Luxury Needs Trump
Bernard Arnault’s appearance at the US President’s inauguration raised some eyebrows, but it was good business sense for the LVMH chairman, argues Andrea Felsted.
Op-Ed | Why Luxury Needs Trump
Bernard Arnault’s appearance at the US President’s inauguration raised some eyebrows, but it was good business sense for the LVMH chairman, argues Andrea Felsted.
Luxury
Op-Ed | Not All of Luxury Can Glitter Like Cartier
Cartier owner Richemont has two attributes that make its recent sales performance particularly sparkling, writes Andrea Felsted.
Op-Ed | Not All of Luxury Can Glitter Like Cartier
Cartier owner Richemont has two attributes that make its recent sales performance particularly sparkling, writes Andrea Felsted.
Beauty
Op-Ed | How Female Athletes Are Shaping the Future of Business
In an op-ed for The Business of Beauty, five-time Grand Slam champion Maria Sharapova looks back on how brand partnerships shaped her career — and how the stakes have shifted for female athletes today.
Op-Ed | How Female Athletes Are Shaping the Future of Business
In an op-ed for The Business of Beauty, five-time Grand Slam champion Maria Sharapova looks back on how brand partnerships shaped her career — and how the stakes have shifted for female athletes today.
Beauty
Op-Ed | The Cost of Growth in Beauty
More competition and challenging external factors have made it more difficult for beauty brands to maintain momentum, said Barclays' Lauren Lieberman.
Op-Ed | The Cost of Growth in Beauty
More competition and challenging external factors have made it more difficult for beauty brands to maintain momentum, said Barclays' Lauren Lieberman.
Luxury
Lessons From Karl Lagerfeld For Chanel’s Next Designer
As the industry awaits the official announcement of Chanel’s new creative director, Imran Amed extracts lessons from the strategy successfully employed by the great Karl Lagerfeld, encapsulated in the words of Goethe that the designer loved so much: ‘Create a better future with the expanded elements of the past.’
Lessons From Karl Lagerfeld For Chanel’s Next Designer
As the industry awaits the official announcement of Chanel’s new creative director, Imran Amed extracts lessons from the strategy successfully employed by the great Karl Lagerfeld, encapsulated in the words of Goethe that the designer loved so much: ‘Create a better future with the expanded elements of the past.’
Sustainability
Why Fashion Isn’t Making Climate Progress and What Needs to Change
Big brands are focused on buzzy, marketable ‘solutions’ and face little accountability for failing to deliver on decarbonisation targets, but there are ways to unlock more effective action, writes Kenneth P. Pucker.
Why Fashion Isn’t Making Climate Progress and What Needs to Change
Big brands are focused on buzzy, marketable ‘solutions’ and face little accountability for failing to deliver on decarbonisation targets, but there are ways to unlock more effective action, writes Kenneth P. Pucker.
The News in Brief
Fashion Startup Founder Pleads Guilty in $300 Million Fraud
Christine Hunsicker admitted she falsified financial statements to promote CaaStle Inc. as a valuable, growing business when in reality it was struggling.
Victoria’s Secret Forecasts Its Best Year Since L Brands Split
The underwear company is anticipating net sales of at least $6.85 billion in the current fiscal year, exceeding analyst estimates and marking the highest revenue since its split from L Brands Inc in 2021.
Uniqlo Aims to Grow Tenfold in India With Summer-Centric Clothes
The Japanese brand is accelerating its expansion in India to capture a greater share of the rapidly growing apparel market and affluent consumer base.
Oasis Pressures Kao in Latest Japan Activist Investor Push
Activist fund Oasis Management Co. is calling on the Japanese personal care company to convene an extraordinary general meeting, seeking a probe into its supply-chain risk management and internal control.
American Eagle Forecasts Sales Growth Above Estimates on Demand From Wealthy Shoppers
The retailer surpassed annual sales forecasts but expects a $60 million drag from import tariffs in the first half of 2026.
Missoni Family Exits Namesake Brand
The transaction gives FSI, a Milan-based private equity fund, a controlling share in the Italian luxury house, as more founder-owned brands turn to investors to fund growth and weather a tough global market.
Ross Stores Forecasts Annual Sales Above Estimates on Resilient Demand for Discounted Apparel
Spend growth at off-price chains is among the strongest in retail, with gains across all income segments.