FASHION
Sarah Shapiro
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October 21, 2025
Malbon Golf’s $200M Full Swing
Led by a recent $33 million Series B, and a Nike vet at the helm, Stephen and Erica Malbon are betting they can transition Malbon Golf from a niche disruptor to a scaled lifestyle empire.
Lauren Sherman
& Rachel Strugatz
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October 20, 2025
Meghan Markle’s Cover Comeback & Kering’s Beauty Retreat
News and notes from the fashion universe: Meghan Markle’s next magazine cover; the chatter surrounding the Academy Museum Gala; the business impact of the Victoria’s Secret Fashion Show; and Kering’s head-spinning plan to offload its beauty unit.
Lauren Sherman
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October 20, 2025
Axel’s Rose
Scenes from the opening of Hermès’s new Nashville store, where the ill-timed retirement announcement of its longtime menswear head only underscored the steady hand of the brand’s sixth-generation heir and executive chairman, Axel Dumas.
Sarah Shapiro
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October 17, 2025
The Week in Shopping: Fashion Month Halo Effects & Outlet Mall Blues
News and notes on how last month’s runway shows translated into search interest and sales in the secondhand market. Plus: A stunning divergence in foot traffic between outlet malls and off-price retailers, and why everyone is cutting back on their SKUs.
A V.S. Fashion Show Postmortem & Another WSJ. Goodbye
News and notes on the new-look Victoria’s Secret Fashion Show, the latest departure from WSJ., and a check-in on itinerant fashionworld characters that might have slipped off your radar.
Vestiaire’s Bittner End
Trump’s tariffs, Brexit, and strategic miscalculations derailed Maximilian Bittner’s vision to create a French rival to TheRealReal. Now, Bittner is out, streamlining seems inevitable, and a potential sale could be next.
Lauren Sherman
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October 15, 2025
Guiducci’s VF Debut & Yumi Shin’s Next Move
News and notes on retail veteran Yumi Shin’s jump to Nordstrom, Mark Guiducci’s first official Vanity Fair issue, and the waning era of the working model.
Rachel Strugatz
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October 15, 2025
Beauty’s New Goldfinger V.C.
Prelude Growth’s Alicia Sontag has carved out a sweet spot in beauty, investing in ascendant but proven brands just as they’re hitting their stride, and then applying her retail expertise and post-D.T.C. strategy to help them thrive. In the small world of beauty investors, she’s the new queen.
Lauren Sherman & Sarah Shapiro
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October 14, 2025
An LVMH Q3 Postmortem & More Trump Tariff Shenanigans
News and notes from the fashion frontlines: A comprehensive breakdown of LVMH’s third-quarter results; the shoppers, vendors, and retailers scrambling over Trump’s latest tariff threat; and what to make of the Alex Eagle–J.Crew collaboration.
Sarah Shapiro
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October 14, 2025
Swimming With Charvet
In an era of endless expansion, private equity fervor, and imitation luxury, sometimes the most radical business strategy is simply refusing to grow.
Lauren Sherman
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October 14, 2025
More Chanel-Blazy Chatter & Victoria Beckham’s New Doc
A fashion world dispatch: the emerging discourse surrounding Matthieu Blazy’s Chanel debut and a review of Netflix’s new Victoria Beckham documentary.
Lauren Sherman
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October 13, 2025
Is NikeSkims a Hit?
As it turns out, despite the rather anticlimactic debut of one of the most-hyperventilated-about brand mashups in modern history, Nike recorded its most successful apparel launch ever, at least in dollar terms. The question is, why didn’t it look that way?
Lauren Sherman & Sarah Shapiro
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October 10, 2025
De Meo’s Kering Manifesto & Aritzia’s Q3 Paradox
Fashion’s latest micro-developments: Luca de Meo’s new vision for Kering, Aritzia’s Trump problem, and notes on Jen Rubio’s forthcoming New York store.
Sarah Shapiro
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October 10, 2025
The Week in Shopping: September’s ShopMy Favorites
An exclusive look at what shoppers are craving this fall, from Staud and Loeffler Randall boots to Gucci’s Giglio tote, Khaite’s $600 jeans, La Ligne’s Mini Marin sweater, and other autumnal standards.
Versace’s Dario Vitale Boom & A Christen Mystery Resolved
A tidy roundup of fashion world intel: The ripple effects from Dario Vitale’s estimable Versace debut, the investor behind Nina Christen’s new store off Place Vendôme, and what’s happening with The Webster now that owner Laure Hériard Dubreuil has sold her majority stake.
Blazy of Glory
The Matthieu Blazy and Jonathan Anderson debuts (at Chanel and Dior, respectively) offered an inflection point for the fashion industry, and perhaps an epiphany, too, about its path forward.
Lauren Sherman & Rachel Strugatz
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October 8, 2025
Paris Retail Therapy & The GLP-1 Runway Effect
News and notes on the return of the low-rise trouser silhouette and the revival of hip bones on the runway, observations from the shopping scene in Paris, and the post-boutique fitness boom.