Gap Sales Miss Expectations After Old Navy, Athleta Fall Short
The brands Gap and Banana Republic beat comparable sales estimates.
Opinions
Luxury
Fixing Luxury’s Value for Money Problem
As consumers sober up from post-pandemic exuberance and luxury’s value proposition faces increased scrutiny, brands need to take action on creativity, quality and pricing, writes Luca Solca.
Fixing Luxury’s Value for Money Problem
As consumers sober up from post-pandemic exuberance and luxury’s value proposition faces increased scrutiny, brands need to take action on creativity, quality and pricing, writes Luca Solca.
Sustainability
Unsustainable Fashion Is Pricing Out the Conscious Consumer
Brands that make products with little concern for environmental and social impact are benefitting from a ‘brown discount,’ undercutting industry efforts to operate more responsibly, writes Kenneth P. Pucker.
Unsustainable Fashion Is Pricing Out the Conscious Consumer
Brands that make products with little concern for environmental and social impact are benefitting from a ‘brown discount,’ undercutting industry efforts to operate more responsibly, writes Kenneth P. Pucker.
News & Analysis
Is Fashion Missing the Bigger Picture?
Imran Amed shares his perspectives on the precarious state of fashion — and the wider world — in the lead up to BoF VOICES 2024.
Is Fashion Missing the Bigger Picture?
Imran Amed shares his perspectives on the precarious state of fashion — and the wider world — in the lead up to BoF VOICES 2024.
Luxury
For LVMH, It’s a Battle for Market Share Now. Let the Games Begin
A shrinking market will require a renewed focus on creativity, greater innovation and a mindset shift among luxury leaders, writes Imran Amed.
For LVMH, It’s a Battle for Market Share Now. Let the Games Begin
A shrinking market will require a renewed focus on creativity, greater innovation and a mindset shift among luxury leaders, writes Imran Amed.
Luxury
What I Learned at Fashion Month
Imran Amed shares his key findings from recent fashion weeks in London, Milan and Paris as the industry grapples with a slowdown that has raised questions about the long-term business model of the luxury sector.
What I Learned at Fashion Month
Imran Amed shares his key findings from recent fashion weeks in London, Milan and Paris as the industry grapples with a slowdown that has raised questions about the long-term business model of the luxury sector.
Luxury
Op-Ed | Why Luxury Stocks Are Headed for the Clearance Bin
Shares in LVMH and Hermès are still waiting for a consumer rebound in China, writes Bloomberg’s Andrea Felsted.
Op-Ed | Why Luxury Stocks Are Headed for the Clearance Bin
Shares in LVMH and Hermès are still waiting for a consumer rebound in China, writes Bloomberg’s Andrea Felsted.
Luxury
Luxury’s Soft Patch Will Be Short
It’s tempting to think something is broken with the luxury sector, but the market slowdown is largely a macroeconomic issue and sales will grow by mid-single digits in 2025 in a base-case scenario, argues Luca Solca.
Luxury’s Soft Patch Will Be Short
It’s tempting to think something is broken with the luxury sector, but the market slowdown is largely a macroeconomic issue and sales will grow by mid-single digits in 2025 in a base-case scenario, argues Luca Solca.
Luxury
Opinion: Burberry’s Ray of Hope: A Britpop Revival
The British mega-brand’s recent show offered a few clues about new CEO Josh Schulman’s strategy. Oasis’ reunion tour and the rise of #Britishcore on TikTok could give his plan a boost.
Opinion: Burberry’s Ray of Hope: A Britpop Revival
The British mega-brand’s recent show offered a few clues about new CEO Josh Schulman’s strategy. Oasis’ reunion tour and the rise of #Britishcore on TikTok could give his plan a boost.
Sustainability
Beware Fashion’s Sustainability Retreat
Financial and political volatility are having a chilling effect on the industry’s environmental efforts. But failure to act now will bring bigger risks in the future, writes Kenneth P. Pucker.
Beware Fashion’s Sustainability Retreat
Financial and political volatility are having a chilling effect on the industry’s environmental efforts. But failure to act now will bring bigger risks in the future, writes Kenneth P. Pucker.
Beauty
Op-Ed | The Slippery Slope of Beauty Transparency
As the number and price of treatments and products spiral ever higher, endless content on how editors, influencers and celebrities achieve their perfect looks may be doing more harm than good, argues Sable Yong. Sometimes, ignorance really is bliss.
Op-Ed | The Slippery Slope of Beauty Transparency
As the number and price of treatments and products spiral ever higher, endless content on how editors, influencers and celebrities achieve their perfect looks may be doing more harm than good, argues Sable Yong. Sometimes, ignorance really is bliss.
China
Op-Ed | What’s Behind the Slump in China’s Luxury Sales?
The key question is whether the drop is due to a weakening economy or a shift in consumer perception towards luxury items as mere commodities.
Op-Ed | What’s Behind the Slump in China’s Luxury Sales?
The key question is whether the drop is due to a weakening economy or a shift in consumer perception towards luxury items as mere commodities.
Luxury
Is This an Inflection Point for Luxury Fashion?
As the fashion industry takes a breather in August, luxury brands grapple with creative leadership gaps, plummeting profits, and evolving consumer priorities, raising questions about whether current struggles signal a permanent shift in the market landscape, writes Imran Amed.
Is This an Inflection Point for Luxury Fashion?
As the fashion industry takes a breather in August, luxury brands grapple with creative leadership gaps, plummeting profits, and evolving consumer priorities, raising questions about whether current struggles signal a permanent shift in the market landscape, writes Imran Amed.
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.