Gap Sales Miss Expectations After Old Navy, Athleta Fall Short
The brands Gap and Banana Republic beat comparable sales estimates.
Retail
Analysis and advice from the front lines of the retail transformation.
H&M’s Big Bet on Fashion’s Elusive Middle
In an exclusive interview, CEO Daniel Ervér outlined his strategy to turn the Swedish fast-fashion giant’s greatest weakness – its positioning above Shein but below Zara in the category’s pricing hierarchy – into a strength. It all kicks off with a collection due out next month.
H&M’s Big Bet on Fashion’s Elusive Middle
In an exclusive interview, CEO Daniel Ervér outlined his strategy to turn the Swedish fast-fashion giant’s greatest weakness – its positioning above Shein but below Zara in the category’s pricing hierarchy – into a strength. It all kicks off with a collection due out next month.
This Week: Which Retailers Win When Customers Trade Down?
Macy’s is betting on refreshed stores and better merchandise even as shoppers hunt for bargains. The company will give an update on its turnaround efforts with quarterly results this week.
This Week: Which Retailers Win When Customers Trade Down?
Macy’s is betting on refreshed stores and better merchandise even as shoppers hunt for bargains. The company will give an update on its turnaround efforts with quarterly results this week.
The Top Priority for Victoria’s Secret’s New CEO
The surprise appointment of Savage X Fenty’s Hillary Super to the top job gives the beleaguered lingerie brand one more chance to show confused consumers what it stands for.
The Top Priority for Victoria’s Secret’s New CEO
The surprise appointment of Savage X Fenty’s Hillary Super to the top job gives the beleaguered lingerie brand one more chance to show confused consumers what it stands for.
Can ‘Emily in Paris’ Catapult Vestiaire Collective Into the American Mainstream?
In the new season of the hit Netflix show, the resale platform makes a cameo, hoping that the appearance will boost its US business, which now accounts for 20 percent of its sales.
Can ‘Emily in Paris’ Catapult Vestiaire Collective Into the American Mainstream?
In the new season of the hit Netflix show, the resale platform makes a cameo, hoping that the appearance will boost its US business, which now accounts for 20 percent of its sales.
How the Streetwear Customer Is Evolving
Streetwear is by no means dead, but its customers are changing. Today they're embracing a diverse wardrobe that mixes logo T-shirts with heritage brands and traditional menswear or luxury.
How the Streetwear Customer Is Evolving
Streetwear is by no means dead, but its customers are changing. Today they're embracing a diverse wardrobe that mixes logo T-shirts with heritage brands and traditional menswear or luxury.
Revolve Makes a Case for Free Returns
The e-commerce retailer recorded the first drop in its return rate in more than three years, and unlike many of its peers, has held fast to its policy of free shipping for online returns.
Revolve Makes a Case for Free Returns
The e-commerce retailer recorded the first drop in its return rate in more than three years, and unlike many of its peers, has held fast to its policy of free shipping for online returns.
American Fashion Soldiers Through a Volatile Market — For Now
The global stock market tumble this week raised alarm among economists over the likelihood of a US recession happening this year. The consumer economy, however, has held strong and the savviest retailers are still posting growth through offering a compelling value proposition.
American Fashion Soldiers Through a Volatile Market — For Now
The global stock market tumble this week raised alarm among economists over the likelihood of a US recession happening this year. The consumer economy, however, has held strong and the savviest retailers are still posting growth through offering a compelling value proposition.
Madison Avenue Finds a New Groove
Rents on New York City’s prestigious Upper East Side retail corridor are ticking up for the first time in a decade, as luxury stalwarts and newcomers alike look to tap into the neighbourhood’s affluent customer base.
Madison Avenue Finds a New Groove
Rents on New York City’s prestigious Upper East Side retail corridor are ticking up for the first time in a decade, as luxury stalwarts and newcomers alike look to tap into the neighbourhood’s affluent customer base.
WGSN Launches AI-Driven Platform for Buyers
The company’s new platform will use AI to help buyers navigate the fast pace of trends.
WGSN Launches AI-Driven Platform for Buyers
The company’s new platform will use AI to help buyers navigate the fast pace of trends.
The Red-Hot Retail Real Estate Market, in 6 Charts
For years, American retail was strained by a glut of supply. But after the pandemic, the mismatch between supply and demand dramatically reversed. Today, brands hoping to expand face steep competition from a growing mix of tenants and a dwindling pool of available spaces.
The Red-Hot Retail Real Estate Market, in 6 Charts
For years, American retail was strained by a glut of supply. But after the pandemic, the mismatch between supply and demand dramatically reversed. Today, brands hoping to expand face steep competition from a growing mix of tenants and a dwindling pool of available spaces.
How the Korean Resale Market Is Evolving
In the first edition of Bunjang’s ‘Korean Luxury Resale Report,’ the re-commerce platform examines the exponential growth of the secondhand market in the region and the defining trends to know now. Discover key insights from the report here, alongside BoF analysis.
How the Korean Resale Market Is Evolving
In the first edition of Bunjang’s ‘Korean Luxury Resale Report,’ the re-commerce platform examines the exponential growth of the secondhand market in the region and the defining trends to know now. Discover key insights from the report here, alongside BoF analysis.
This Week: Checking in on Fashion’s Unexpected Dealmakers
VF Corp. and Revolve both made surprising changes to their portfolios recently, and have an opportunity to give an update on their strategic visions when they release results this week.
This Week: Checking in on Fashion’s Unexpected Dealmakers
VF Corp. and Revolve both made surprising changes to their portfolios recently, and have an opportunity to give an update on their strategic visions when they release results this week.
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.
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.
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.
Abercrombie & Fitch Forecasts Muted Annual Sales Amid Tariff Uncertainty
The retailer said it was accounting for the 15 percent tariff announced by US president Donald Trump after the Supreme Court struck down most of his earlier tariffs.
EBay Is Laying Off About 800 Workers
The cuts affect roughly 6 percent of the company’s global workforce and comes a week after it said it would acquire Depop.
Steven Madden Yanked Guidance After Supreme Court Tariff Ruling
Chief executive Edward Rosenfeld told analysts the sudden change in trade policy makes it difficult to calculate the cost of tariffs in the coming months.