FASHION
Lauren Sherman
•
November 3, 2025
J. Press’s Preppy Handbook
For decades, J. Press was content to remain a backwater Ivy League WASP clothier, marooned in sleepy enclaves like New Haven and Cambridge. But the resurgence of prep has motivated its Japanese owner and new creative director to scale to once unfathomable heights. Will it work, Old Sport?
Lauren Sherman
& Sarah Shapiro
•
October 31, 2025
A Kering Market Overreaction & The Row’s Sample Sale
News and notes on market reactions to Luca de Meo’s first moves as Kering’s new C.E.O., The Row’s annual sample sale frenzy, and Margiela’s evolving Tabi playbook.
Sarah Shapiro
•
October 31, 2025
The Week in Shopping: Xs, Rated
As a frothed-over Nike x Palace linkup arrives this week, it’s time to check in on fashion’s love-hate relationship with collabs. In a world where the novelty has largely worn off, are all these eye-rolling brand marriages still worth it? (When each side gets something out of it, yes.)
Chip Wilson’s Lululemon War & A Saks Global Shake-Up
A potpourri of fashion intel: Why Lululemon founder and former C.E.O. Chip Wilson decided to go nuclear against the company’s current management team; the surprising departure of Saks Global’s president and chief commercial officer; and how Estée Lauder Cos.’ fragrance bets are paying off.
Armani Dealers
Amid the endless Hedi Slimane murmurs, a talmudic reading of all the potential outcomes for the Armani saga.
Lauren Sherman
•
October 29, 2025
A Condé Nast Halloween Mystery & More Kering Musical Chairs
News and notes on the latest micro-drama circulating around One World Trade, the must-see Swarovski exhibition in Hollywood, and a C-suite shake-up at Gucci.
Rachel Strugatz
•
October 29, 2025
On the Rhode
A recent S.E.C. filing from Rhode’s new parentco revealed surprising new financial details about Hailey Bieber’s lip gloss juggernaut. But the more salient takeaway was what it seemed to signal about E.l.f.’s anxieties regarding the growth trajectory of its new portfolio company.
Sarah Shapiro
•
October 28, 2025
Lululemon’s NFL Strategy & A Consigner’s Tariff Guidebook
A roundup of the latest retail intel: How consignment boutiques are navigating the present economic headwinds; the athleisure brands banking on the NFL’s 140 million fans to juice sales; and pre–Black Friday layoffs coming to Amazon and Target.
Sarah Shapiro
•
October 28, 2025
Gigi Hadid’s Soft Power
The supermodel’s cashmere label, Guest in Residence, has quietly become a $30 million business—profitable, well-liked, and largely unrecognized as hers.
Lauren Sherman
•
October 27, 2025
Kering-McQueen Divorce Chatter & Hollywood’s V.I.C. Economy
A roundup of the latest fashion world murmurs: That Kering C.E.O. Luca de Meo is getting ready to possibly offload McQueen, the bull case for the ABG—Marc Jacobs deal, and the proliferation of Very Important Client fashion events in Hollywood.
Lauren Sherman
•
October 27, 2025
Brave New Vogue World
Even after the fourth (mostly) well-received iteration of Vogue World, this time set on the Paramount lot in Los Angeles, many industry observers remain uncertain about the actual purpose of the traveling pop-up magazine. Naturally, much of the head-scratching ties back to the fact that Condé Nast is in cost-cutting mode.
Lauren Sherman & Sarah Shapiro
•
October 24, 2025
Ty Haney’s Legal Dustup & The G.W.B. Resale Boomlet
News and notes on O.V. founder Tyler Haney’s legal headache out in Colorado, the secondhand market falling over itself for Wales Bonner, and the end of the road for the once-buzzy bra maker Parade.
Sarah Shapiro
•
October 24, 2025
The Week in Shopping: Recession Signals Edition
Is the deceleration of consumer spending, and the resurgence of Rent the Runway and The RealReal, a leading indicator of economic doom? Or is this simply an indication that shoppers are changing how they fill out their wardrobes? (This is not investment advice!)
Luxury’s Rosy Q3 Earnings & Fashion Second-Order Musical Chairs
News and notes on a cautiously optimistic earnings season for the major fashion houses; a wave of personnel changes at Loewe, Dior, Louis Vuitton, and more; and the emergence of specialized micro-agencies.
Marc Jacobs Enters His ABG Era
After not knowing what to do with Marc Jacobs, LVMH is finally unloading the brand. The likely winner? Jamie Salter’s ABG, a license-first asset flipper that recently took to acquiring real businesses.
Rachel Strugatz & Sarah Shapiro
•
October 22, 2025
The LVMH-Fenty Divorce & ShopMy’s $1.5B Valuation
News and notes on LVMH’s decision to dump its 50 percent stake in Rihanna’s Fenty Beauty, what ShopMy’s $70 million raise portends for the affiliate marketing wars, and the juxtaposition between the designer skirt revival and the latest fall retail data.
Rachel Strugatz
•
October 22, 2025
Kering Beauté & The Beast
Inside C.E.O. Luca de Meo’s decision to abruptly abandon the company’s long-term beauty strategy—and what it means for the L’Oréal regime.