FASHION
Lauren Sherman
& Sarah Shapiro
•
July 29, 2025
Kering’s De Meo Waiting Game & American Eagle’s Substack Misfire
A close look at Kering’s first-half results and the anticipation for Luca de Meo’s start at Gucci; the drama surrounding Nick Vogelson’s New York-based indie mag Document Journal; and American Eagle’s failure to launch on Substack.
Sarah Shapiro
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July 29, 2025
Polène In
For a luxury industry struggling with oversaturation and tight margins, the success of Polène—and their Cyme tote, in particular—seems to prove that accessible luxury can generate a decently sized business with just a few stores and limited awareness. At least for the time being.
Lauren Sherman
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July 28, 2025
Versace’s Dario Vitale Calculus & More Vogue Succession Speculation
News and notes on the postponement of Dario Vitale’s debut runway show at Versace, and the rise of another Wintour loyalist in the American Vogue succession sweepstakes.
Lauren Sherman
•
July 28, 2025
LVMH’s Marc Jacobs Discount Sale
After months of blustery denial, a strategic leak suggests that LVMH is indeed looking to off-load Marc Jacobs—a generationally iconic brand with a still-active founder that no longer fits the paradigm of modern superscale luxury. The only surprise is the price.
Sarah Shapiro
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July 25, 2025
The Row’s Scarcity Strategy & A Nightgown Renaissance
News and notes on why the internet lost its marbles over The Row’s $620 Ama slides; the brands reinventing the nightwear market; the latest store openings, collabs, and launches worth tracking; and much more.
Sarah Shapiro
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July 25, 2025
The Week in Shopping: The Claire’s Conundrum
The nostalgic mall brand had every advantage to capitalize on the exploding tchotchke market and maintain its ear piercing dominance. Instead, it’s teetering on the verge of bankruptcy.
Vogue’s Eva Chen Murmurs & Netflix’s Harry-Meghan Separation
A roundup of the latest fashion world intel: The chatter that Anna Wintour protégé Eva Chen has emerged as a leading candidate to take over American Vogue; the first-half report from LVMH and what it portends for luxury’s ongoing slump; and why Netflix decided against renewing Meghan Markle and Prince Harry’s overall deal.
Fashion’s Celebrity Snooze Cruise
Fashion brands are more beholden than ever to big-ticket celebrities and their stylists, even though consumers care less and less about the culture’s predictable parade of interchangeable stars.
Lauren Sherman & Rachel Strugatz
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July 23, 2025
The Moncler Bellwether & A ‘Devil 2’ Mystery Solved
A punchy dispatch on the fashion world’s latest micro-developments: the identity of the costume designer for the ‘Devil Wears Prada’ sequel, notes on TSG Consumer Partners' mega-deal for Sephora-favorite fragrance brand Phlur, and what Moncler’s earnings report signals about the state of luxury.
Rachel Strugatz
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July 23, 2025
Sephora or Against?
The beloved makeup brand Ami Colé is shutting down despite its nearly four-year partnership with Sephora. The development resurfaced one of the most pressing questions in the beauty business: Is a deal with Sephora still the best way to get ahead in the industry?
Sarah Shapiro
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July 22, 2025
More ‘Devil 2’ Details & Ralph Lauren’s Wimbledon Sweep
News and notes from the fashion front lines: How Ralph Lauren scored big at Wimbledon this summer without dressing a single player; fresh details about the ‘Devil Wears Prada’ sequel; and a close look at the travel brand Paravel, which quietly filed for Chapter 7 bankruptcy in May.
Sarah Shapiro
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July 22, 2025
The Right Stripes
A wide-ranging conversation with La Ligne’s Molly Howard about how she and her partners turned the French girl aesthetic into a legit business.
Lauren Sherman & William D. Cohan
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July 21, 2025
An Arnault Bros. Dilemma & The Kering Waiting Game
News and notes from the fashion front lines: the micro-scandal swirling around Loro Piana and the implications for the Arnault heirs in charge; the chatter inside Kering as the company prepares for incoming C.E.O. Luca de Meo’s debut in September; the early signs that Burberry C.E.O. Joshua Schulman’s turnaround strategy is working; and more.
Sarah Shapiro
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July 18, 2025
A Ralph Lauren Resurgence & Net-a-Porter’s Anniversary Trends
A bundle of fashion retail intel: The revival of the great American “flag sweater” phenomenon, a look at Net-a-Porter’s bestselling items from its 25 years in business, and a new survey revealing U.S. consumers’ tariff resilience (at least when it comes to clothes).
Sarah Shapiro
•
July 18, 2025
The Week in Shopping: Welcome to Miami
The South Florida shopping scene contains multitudes—and Miami’s various shopping districts somehow manage to coexist without cannibalization.
Sephora’s Secret Fragrance & Zoë Kravitz’s New Stylist
A packet of fashion and beauty-industry intel: The launch of Sephora’s new top-secret fragrance, and what it portends for category competitors; details on Barneys’ long-rumored resuscitation plan; and some notes on Zoë Kravitz’s new celebrity stylist.
Ssense and Sensibility
For the no-counter-culture generation, the Canadian retailer established itself as a place to discover new brands, and rode high during the pandemic e-commerce boom: The company was valued at $4 billion, growing in China, and seemingly flirting with an I.P.O. Four years later, though, the market has changed, and tariffs aren’t going anywhere. At some point, something has to give.