FASHION
Sarah Shapiro
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July 1, 2025
Is Vuori Too Big to Fail?
Nearly a year after the company’s significant $825 million capital raise, the post-parody athleisure brand seems primed for a liquidity event, whether an I.P.O. or a sale to a strategic.
Lauren Sherman
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July 1, 2025
Roberto Cavalli on the Block & A Bezos-Sánchez Wedding Postmortem
News and notes on the potential sale of Italian brand Roberto Cavalli, Saks’s $120 million interest payment to creditors, the industry reaction to the Bezos-Sánchez nuptials in Venice, and a quick point of order from Rick Owens.
Lauren Sherman
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June 30, 2025
Dior Than Meets the Eye
The industry breathed a sigh of relief when Jonathan Anderson’s Dior was good and featured things people actually might want to buy. But one hit collection can’t save an industry battling numerous headwinds—the changing behaviors of Chinese consumers, the price misalignments, the downstream effects of secondhand retail, etcetera—and Anderson’s inspiring debut has only crystallized this reality.
Sarah Shapiro
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June 27, 2025
Nordstrom’s Summer Bummer & The Bally Effect
A close look at Nordstrom’s lackluster anniversary sale; how brands like Bally, The Row, and Prada are putting a kitschy twist on a prep classic; and why Suzie Kondi’s terry sets keep selling out.
Sarah Shapiro
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June 27, 2025
Le Vibe en Rose
Clare Vivier, the founder of Clare V., explains her commitment to Silverlake before it was cool, and her thoughtful, neighborhood-centric, very personal retail expansion. The inevitable question: Can the brand scale?
Wintour in Winter
The surprising and yet totally expected news that Anna Wintour is dropping her day-to-day American Vogue responsibilities has the industry in a predictable tizzy. Here’s what the replacement leaderboard looks like.
Gap’s Beauty Gambit & Demna’s Balenciaga Swan Song
Fresh intel from the fashion front lines: A scoop about Gap’s plans to launch a beauty line; Saks tossing out a $600 billion life preserver; scenes from Demna’s final days at Balenciaga; and front-row chatter from the latest Paris fashion shows.
Lauren Sherman & Sarah Shapiro
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June 25, 2025
Venture Capital Goes Shopping & Nike’s Turnaround Timeline
News and notes on V.C. firms’ renewed ambitions in the commerce tech space; another high-level Condé exit that will matter to fashion people; and what Wall Street will be looking out for during Nike’s earnings call tomorrow.
Rachel Strugatz
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June 25, 2025
Raiders of the Glossier Ark
The sudden departure of C.E.O. Kyle Leahy is merely the latest setback for the decade-old Millennial beauty brand, which is struggling to raise fresh capital at even half the valuation it achieved in 2021. “Everyone is balking at the price,” said a person with knowledge of the situation. And the private equity vultures are beginning to circle.
Lauren Sherman
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June 24, 2025
The Chavarria-Fendi Rumor Mill
Was the leaked news that Fendi and American designer Willy Chavarria were in talks about a potential gig a way for LVMH to test the market response to a potential appointment? An insidious gesture to cajole another candidate into making a decision? Or were people on either side just chatting too much?
Sarah Shapiro
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June 24, 2025
Reliable Sourcers
The summer fashion feeding frenzy is on, forcing hardcore customers to cut deals with a shadow network of sourcers who hunt down the season’s “sold-out-but-not-really” must-haves from Miu Miu, Chanel, The Row, Pucci, Alaïa, and more.
Lauren Sherman
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June 23, 2025
Dior’s Jonathan Anderson Split Screen & A Condé Nast Exit
A close look at the creative marketing push behind Jonathan Anderson’s Dior debut; the departure of longtime Condé Nast executive Natalia Gamero del Castillo; and a dispatch from Telfar Clemens’ latest fashion show.
Lauren Sherman
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June 23, 2025
Is Fashion Ready for Lauren Sánchez Bezos?
The industry news on the wedding of the century is beginning to leak out: Anna Wintour is very involved with the looks of the bride and the groom (though she won’t make it to the Grand Canal) while Jonathan Anderson is debuting his Dior for the real fashion crowd on the same weekend—seemingly a million miles away.
Lauren Sherman & Sarah Shapiro
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June 20, 2025
Victoria’s Secret Activist Pressure & Luxury Psychedelia
News and notes on Brent Neale’s anti-dupe pivot; the mounting pressure on Victoria’s Secret’s still-new chief, Hillary Super; and a mind-boggling Loewe x Grateful Dead collaboration.
Lauren Sherman
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June 20, 2025
What’s a Store For?
Luxury conglomerates like Kering and LVMH snapped up real estate and opened locations in the era of cheap capital, but they can no longer afford the barely-breaking-even, store-as-billboard model. Newmark global retail advisor Jonathan Schley explains it all for you.
Lauren Sherman
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June 19, 2025
Ryan Murphy Addresses the Carolyn Bessette Kennedy Discourse
Amid the outcry over early images from his new FX show, ‘American Love Story,’ Murphy sets out to prove that he knows what he’s doing with the J.F.K. Jr.–C.B.K. saga, and explains why the ongoing obsession with their clothes reflects the very reason he took this project in the first place.
Kering’s Comeback Kid
For decades, François-Henri Pinault executed a playbook that transformed his father’s retail business into a modern luxury superconglomerate. But macroeconomic headwinds and internal havoc call for a new playbook. Does Luca de Meo, who turned around Renault, have the magic touch?