Gap Sales Miss Expectations After Old Navy, Athleta Fall Short
The brands Gap and Banana Republic beat comparable sales estimates.
e-commerce
Technology
AI Shopping Is Here. Will Retailers Get Left Behind?
AI doesn't see the internet the same way human shoppers do, meaning retailers need to adapt as more consumers turn to AI to find products or even make purchases.
AI Shopping Is Here. Will Retailers Get Left Behind?
AI doesn't see the internet the same way human shoppers do, meaning retailers need to adapt as more consumers turn to AI to find products or even make purchases.
Technology
AI Shopping Platform Daydream Launches in the US
The site, co-founded by Julie Bornstein, aims to reimagine online shopping with the capabilities of the large language models underlying AI tools such as ChatGPT.
AI Shopping Platform Daydream Launches in the US
The site, co-founded by Julie Bornstein, aims to reimagine online shopping with the capabilities of the large language models underlying AI tools such as ChatGPT.
Partner Content
BoF Insights | The New Era of Fashion E-Commerce
Based on a proprietary survey of fashion shoppers across the EU5 — those in the UK, Germany, France Italy and Spain — and BoF Insights intelligence, this new report, developed in collaboration with Amazon Fashion & Sports in Europe, reveals how fashion brands can meet rising customer expectations and nurture long-term loyalty in an increasingly competitive online retail landscape.
BoF Insights | The New Era of Fashion E-Commerce
Based on a proprietary survey of fashion shoppers across the EU5 — those in the UK, Germany, France Italy and Spain — and BoF Insights intelligence, this new report, developed in collaboration with Amazon Fashion & Sports in Europe, reveals how fashion brands can meet rising customer expectations and nurture long-term loyalty in an increasingly competitive online retail landscape.
Retail
Surprise! Why Apparel Prices Are Actually Falling
The latest US inflation data, covering the weeks after the Trump administration’s tariffs kicked in, shows prices for clothing declined at their fastest pace in years. Consumers shouldn’t get complacent though — many experts say sticker shock is still coming.
Surprise! Why Apparel Prices Are Actually Falling
The latest US inflation data, covering the weeks after the Trump administration’s tariffs kicked in, shows prices for clothing declined at their fastest pace in years. Consumers shouldn’t get complacent though — many experts say sticker shock is still coming.
Beauty
The State of Fashion: Beauty Report — Solving the Growth Puzzle
Beauty’s era of effortless growth is giving way to a more complex landscape. Download the second volume of BoF and McKinsey & Company’s industry report to learn how to navigate evolving consumer expectations, market deceleration and regional volatility in the years ahead.
The State of Fashion: Beauty Report — Solving the Growth Puzzle
Beauty’s era of effortless growth is giving way to a more complex landscape. Download the second volume of BoF and McKinsey & Company’s industry report to learn how to navigate evolving consumer expectations, market deceleration and regional volatility in the years ahead.
Retail
Resale Welcomes a Wave of ‘Tariff-ied’ New Customers
While resale businesses are booming with a surge of new customers seeking value by shopping used amidst tariff-induced economic uncertainty, it creates more urgency for resale to innovate.
Resale Welcomes a Wave of ‘Tariff-ied’ New Customers
While resale businesses are booming with a surge of new customers seeking value by shopping used amidst tariff-induced economic uncertainty, it creates more urgency for resale to innovate.
Retail
Why So Many Brands Are Saying ‘I Do’ to Bridal
Brands that have not traditionally offered bridalwear are flocking to the category, banking on driving revenue through seamless production crossover and weddings’ ability to drive social media visibility and customer loyalty.
Why So Many Brands Are Saying ‘I Do’ to Bridal
Brands that have not traditionally offered bridalwear are flocking to the category, banking on driving revenue through seamless production crossover and weddings’ ability to drive social media visibility and customer loyalty.
Partner Content
The Future of E-Commerce, Powered by Generative AI
BoF’s latest white paper, in partnership with Zalando, unpacks the opportunities in leveraging the next generation technology across the e-commerce value chain, from optimising customer experience and content displays, to understanding legal and ethical frameworks.
The Future of E-Commerce, Powered by Generative AI
BoF’s latest white paper, in partnership with Zalando, unpacks the opportunities in leveraging the next generation technology across the e-commerce value chain, from optimising customer experience and content displays, to understanding legal and ethical frameworks.
Retail
Will the End of De Minimis Kill the Shein Haul?
As the de minimis loophole is set to close in the US, the fate of fast-fashion purveyors Shein and Temu, who announced price increases effective today, hangs in the balance.
Will the End of De Minimis Kill the Shein Haul?
As the de minimis loophole is set to close in the US, the fate of fast-fashion purveyors Shein and Temu, who announced price increases effective today, hangs in the balance.
Retail
As Foreign Tourists Stay Away, US Retailers Dust Off Their Covid Playbooks
International visits to the US are falling fast due to tariffs and growing tensions between America and the rest of the world. The silver lining for retailers: they’ve been down this road before.
As Foreign Tourists Stay Away, US Retailers Dust Off Their Covid Playbooks
International visits to the US are falling fast due to tariffs and growing tensions between America and the rest of the world. The silver lining for retailers: they’ve been down this road before.
Marketing
Explainer: The Digital Advertising Disruption Coming for Fashion
With Google’s online advertising business declared an illegal monopoly and Meta at risk of spinning off Instagram, the digital advertising market could be headed for an overhaul with a looming recession in the backdrop.
Explainer: The Digital Advertising Disruption Coming for Fashion
With Google’s online advertising business declared an illegal monopoly and Meta at risk of spinning off Instagram, the digital advertising market could be headed for an overhaul with a looming recession in the backdrop.
Retail
Price Hike on Shein? How Trump Tariffs Could Shift the US’s Love of Fast Fashion
The ending of the de minimis loophole on cheap goods from China may push consumers to seek other alternatives like secondhand shopping.
Price Hike on Shein? How Trump Tariffs Could Shift the US’s Love of Fast Fashion
The ending of the de minimis loophole on cheap goods from China may push consumers to seek other alternatives like secondhand shopping.
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.