FASHION
Rachel Strugatz
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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
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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
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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
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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
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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
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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
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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
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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
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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.
Lauren Sherman & Sarah Shapiro
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October 21, 2025
Wales Bonner’s Hermès Ascension & A Grailed Horror Story
A roundup of fashion world intel: Grace Wales Bonner’s historic appointment as the creative director of menswear at Hermès; the latest potential victim of the jitters in the resale market; and the brash return of the logo belt.
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.