Line Sheet Mailbag: Glossier Futures & A Designer Fantasy Draft

Glossier
Glossier raised a ton of money, blew past an exit when it was possible, and has to chug along until performance picks up or the board gets sufficiently impatient and sells to the best ABG-style buyer possible. Photo: Jonathan Wiggs/The Boston Globe/Getty Images
Lauren Sherman
May 25, 2026

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Everyone’s a critic, especially these days, as the overflow of information allows us to analyze every comment, incremental development, and micro-choice made by fashion founders, executives, and creatives. And yet, it’s hard to pin down how a brand or retailer is actually performing for that very reason—a dynamic that was evident in your questions for me this past week. Many of them boiled down to: What’s really going on? Fair!