FASHION
Lauren Sherman
& Rachel Strugatz
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November 14, 2025
Victoria Beckham’s $100M Surprise & Big Luxury’s Rosy Earnings
News and notes from the fashion front lines: A scoop on Victoria Beckham Beauty’s booming business and M&A prospects; a jarring report on the relationship between Ozempic and consumer spending; and the happy ending to Big Fashion’s earnings season.
Sarah Shapiro
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November 14, 2025
The Week in Shopping: October’s Top 10 & The RealReal’s Hunt for Profitability
Shoppers continue to pillage influencers’ closets, while The RealReal proves that scaling “unique” is a great way to grow everything except actual profit.
Why Did Kim & Jens Need Another $225M?
Yes, Skims’ new $225 million capital raise, and $5 billion valuation, is a fabulous headline. But why is the company searching for new funding on the private market in advance of a presumably forthcoming I.P.O.? Is it a sign of strength or distress?
Lauren Sherman
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November 12, 2025
Balmain’s New Creative Director & Valentino’s $100M Cash Infusion
News and notes on Antonin Tron’s appointment as Balmain’s new creative director, Valentino’s $100 million capital boost, and Authentic Brands Group’s interest in acquiring Missoni.
Rachel Strugatz
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November 12, 2025
Trend It Like Beckham
Victoria Beckham Beauty is winning discerning customers and finding new channels to grow into the luxury brand it has long aspired to be. It’s increasingly clear that if Beckham cashes out, it’s going to be thanks to makeup—not apparel.
Lauren Sherman & Sarah Shapiro
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November 11, 2025
Guiducci Staffs Up & Santo Domingo’s ShopMy Play
News and notes on Mark Guiducci’s new hires at Vanity Fair, Lauren Santo Domingo’s investment in ShopMy, and department stores’ fall foot traffic patterns.
Sarah Shapiro
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November 11, 2025
Coach Upgrade
Coach is back. Revenue is way up and the Brooklyn and Tabby bags seem to be everywhere. Is it a passing viral episode or something to build on?
Lauren Sherman
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November 10, 2025
The Chalamet-Vogue Discourse & Swift’s Thom Browne Twist
News and notes on Timothée Chalamet’s question-stirring Vogue cover, a new image-reference showroom in NYC, Dior’s pricing strategy for Jonathan Anderson’s first ready-to-wear collection, and Taylor Swift’s Thom Browne connection.
Lauren Sherman
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November 10, 2025
Michael Burke’s Patriot Act
Back from the brink of retirement, Michael Burke, LVMH’s newish North American C.E.O., has been tasked with lifting a market that’s been one of the luxury conglomerate’s few bright spots in recent years. Luckily, the role befits an executive who seems happiest when there’s competition or the need for change.
Lauren Sherman & Sarah Shapiro
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November 7, 2025
Condé Layoffs Fallout & Balmain’s Post-Rousteing Buzz
News and notes on the aftermath of Condé Nast’s recent staff reductions, Balmain’s secondhand-market surge, and Gen Z’s pajama-bottom obsession.
Sarah Shapiro
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November 7, 2025
The Week in Shopping: Inside Gwyneth’s Paltrowpalooza
In many ways, Paltrow’s appearance at her Marin Country Mart trunk show fulfilled the ideal of what Goop has always promised: the experience of shopping Paltrow’s own home. But the brand has fallen a long way from the days when it dominated the cultural conversation.
LVMH’s Acquisition Playbook & Dua Lipa’s Skincare Launch
News and notes on LVMH’s shifting acquisition strategy after the ABG–Marc Jacobs deal collapse, the mounting challenges at Mayhoola and Balmain, and Dua Lipa’s new skincare line from Augustinus Bader.
The Bloomingdale’s-Nordstrom Turf War
With Saks preoccupied with post-merger integration and financial restructuring, Nordstrom and Bloomingdale’s are battling it out to scoop up as much of its market share as possible. That means retail talent is up for grabs, brands are being wooed, and the fight for number two is heating up.
Lauren Sherman & Sarah Shapiro
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November 5, 2025
Mamdani’s Stylist & The Marc Jacobs–ABG Collapse
News and notes on Authentic Brands Group’s nixed deal to acquire Marc Jacobs, cuts at Condé Nast, the stylist dressing Zohran Mamdani, and fashion's most popular items from Q3.
Rachel Strugatz
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November 5, 2025
Hold, Sell, Acquire: Estée Lauder Companies Edition
Estée Lauder boss Stéphane de La Faverie seems to have ushered in a new era of common-sense leadership and fiscal responsibility. But what if he took a page from Kering’s Luca de Meo and did something radical, like sell off the brands diverting attention from the priority businesses?
Lauren Sherman
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November 4, 2025
Teen Vogue’s Swan Song & Inside CFDA ’25
News and notes on the end of Teen Vogue, and a dispatch from this year’s CFDA Fashion Awards.
Teri Agins
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November 4, 2025
Whatever Happened to the Michelle Obama Effect?
Throughout the eight years she occupied the White House, the former first lady had an outsize influence on American fashion. A new book demonstrates how much work that took—and why it hasn’t happened with another first lady since.