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.
This Week: Lululemon’s Low Expectations; A Potential Tariff Surprise
The athleisure giant has struggled this year, but there are bright spots. And the US Supreme Court may or may not issue its decision on Trump’s tariffs.
This Week: Lululemon’s Low Expectations; A Potential Tariff Surprise
The athleisure giant has struggled this year, but there are bright spots. And the US Supreme Court may or may not issue its decision on Trump’s tariffs.
How Centring Community Kickstarted Kotn’s Growth
After growing a post-pandemic cult following and making a shift towards community-first brand building, the independent Egyptian-Canadian brand is now expanding its global footprint.
How Centring Community Kickstarted Kotn’s Growth
After growing a post-pandemic cult following and making a shift towards community-first brand building, the independent Egyptian-Canadian brand is now expanding its global footprint.
How Staud Churns Out Hit After Hit
After a decade in business, Sarah Staudinger’s brand is profitable, on track to hit $250 million in annual sales, with an even split between ready-to-wear, shoes and accessories, wholesale and direct-to-consumer. She and co-founder George Augusto spoke to The Business of Fashion about how they did it — and what’s next.
How Staud Churns Out Hit After Hit
After a decade in business, Sarah Staudinger’s brand is profitable, on track to hit $250 million in annual sales, with an even split between ready-to-wear, shoes and accessories, wholesale and direct-to-consumer. She and co-founder George Augusto spoke to The Business of Fashion about how they did it — and what’s next.
Levi’s Answer to an Increasingly Complex World: Simplify
To weather tariffs and macroeconomic uncertainty, CEO Michelle Gass reveals how the denim brand is streamlining its business and emphasising profitability in the BoF-McKinsey State of Fashion 2026.
Levi’s Answer to an Increasingly Complex World: Simplify
To weather tariffs and macroeconomic uncertainty, CEO Michelle Gass reveals how the denim brand is streamlining its business and emphasising profitability in the BoF-McKinsey State of Fashion 2026.
Reinventing the Online Customer Journey in 2026
At BoF VOICES 2025, BoF and Amazon Fashion & Sports hosted a lunch for fashion business and creative leaders to discuss the future of discovery, loyalty and assisted shopping in e-commerce and beyond.
Reinventing the Online Customer Journey in 2026
At BoF VOICES 2025, BoF and Amazon Fashion & Sports hosted a lunch for fashion business and creative leaders to discuss the future of discovery, loyalty and assisted shopping in e-commerce and beyond.
Inside Toolio’s Vision for the Future of Retail Planning
Cloud-based merchandising platform Toolio provides fashion retailers with an AI-powered technology to optimise forecast planning and overcome excess inventory. BoF sits down with CEO Eytan Daniyalzade to learn more.
Inside Toolio’s Vision for the Future of Retail Planning
Cloud-based merchandising platform Toolio provides fashion retailers with an AI-powered technology to optimise forecast planning and overcome excess inventory. BoF sits down with CEO Eytan Daniyalzade to learn more.
How Brands Got Consumers to Shop on Black Friday
Despite consumer sentiment reaching an all-time low ahead of retail’s biggest shopping event, brands managed to entice cash-strapped consumers with concentrated discounts, new product launches and an emphasis on storytelling.
How Brands Got Consumers to Shop on Black Friday
Despite consumer sentiment reaching an all-time low ahead of retail’s biggest shopping event, brands managed to entice cash-strapped consumers with concentrated discounts, new product launches and an emphasis on storytelling.
Teen Retailers Win Over Black Friday’s In-Store Shoppers
Edikted, Brandy Melville and Kendra Scott were some of the busiest stores in the US on the official start to the holiday shopping season.
Teen Retailers Win Over Black Friday’s In-Store Shoppers
Edikted, Brandy Melville and Kendra Scott were some of the busiest stores in the US on the official start to the holiday shopping season.
This Year’s Black Friday Paradox
Shoppers feel worse than ever but are still spending — selectively. This holiday season turns on a widening wealth divide and a rising insistence on quality at a fair price.
This Year’s Black Friday Paradox
Shoppers feel worse than ever but are still spending — selectively. This holiday season turns on a widening wealth divide and a rising insistence on quality at a fair price.
Billionaire Zara Heir Stakes Family Fortune on Going Upmarket
Inditex’s flagship brand is trying to elevate its image and capture new growth in a market where Shein and Temu are luring young, budget-conscious shoppers.
Billionaire Zara Heir Stakes Family Fortune on Going Upmarket
Inditex’s flagship brand is trying to elevate its image and capture new growth in a market where Shein and Temu are luring young, budget-conscious shoppers.
Streetwear’s First IPO, Explained
Human Made shares begin trading in Tokyo on Thursday, a milestone in streetwear’s evolution from a subcultural fashion trend to a mature fashion category.
Streetwear’s First IPO, Explained
Human Made shares begin trading in Tokyo on Thursday, a milestone in streetwear’s evolution from a subcultural fashion trend to a mature fashion category.
Is This the Year Discount Mania Finally Ends? | The Debrief
Consumer sentiment is slumping, but spending hasn’t collapsed – it’s bifurcated. Brands are leaning into desirability, newness and sharp pricing over blanket promos, while luxury department stores chase high-spending customers amid a shake-up. BoF reporters Cat Chen and Malique Morris break down what’s working – and what isn’t.
Is This the Year Discount Mania Finally Ends? | The Debrief
Consumer sentiment is slumping, but spending hasn’t collapsed – it’s bifurcated. Brands are leaning into desirability, newness and sharp pricing over blanket promos, while luxury department stores chase high-spending customers amid a shake-up. BoF reporters Cat Chen and Malique Morris break down what’s working – and what isn’t.
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.