FASHION
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.
Lauren Sherman
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November 3, 2025
Demna’s Art+Film Gala Debut & The Prada-Versace Waiting Game
News and notes on Demna’s first Gucci outing at LACMA, the mounting anticipation around Prada’s expected Versace acquisition, and Me+Em’s revenue boomlet.
Lauren Sherman
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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
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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
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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.