FASHION
The First Monday of Mayhoola
Rumors abound regarding Mayhoola, the Qatari royal family–backed investment vehicle that once aspired to challenge LVMH and Kering before pivoting. Now, it seems, it’s pivoting again…
Lauren Sherman
& Sarah Shapiro
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June 11, 2025
Kering M&A Murmurs & Arnault in Sun Valley
News and notes on the corporate scaffolding behind France’s luxury triumvirate (LVMH, Hermès, and Kering); the invite list for this year’s Allen & Co. conference in Sun Valley, from LVMH's Alexandre Arnault to former Nike C.E.O. John Donohoe; and the jarring revival of crinkle fabrics.
Rachel Strugatz
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June 11, 2025
Drunk Elephant in the Room
How a viral-hit bronzer, post-exit blues, and Shiseido’s bungling of the clean beauty pioneer sobered up Drunk Elephant.
Lauren Sherman & Sarah Shapiro
•
June 11, 2025
Vanity Fair’s Mark Guiducci Era & Apple’s WWDC Guest List
A primer on the latest fashion world rumblings: What media insiders are saying about Mark Guiducci’s appointment to lead Vanity Fair’s post-Radhika era; a close reading of the guest list for Apple’s annual developers conference; and a feel-good retail story from the wilds of San Francisco.
Sarah Shapiro
•
June 10, 2025
Is the Abercrombie Boom About to Bust?
Both Abercrombie and its kid sister, Hollister, are surviving tariff shocks by ignoring the teen striptease of yore (and the toxic culture behind the scenes) and focusing on data to beat Temu and Shein at the TikTok game.
Lauren Sherman
•
June 9, 2025
Kering’s Soft Luxury Problem & A Louis Vuitton H.R. Saga
News and notes on Kering’s 2H25 challenges as François-Henri Pinault’s conglomerate navigates a sluggish market for soft luxury goods; the oil-and-water saga of a Louis Vuitton comms chief parting ways with the luxury giant; and the talent behind Old Navy’s brilliant Lindsay Lohan activewear ad.
Lauren Sherman
•
June 9, 2025
Just Kardashian It
Nike has a lot riding on its Skims collaboration, which is set to launch this summer. But the company’s issues with female consumers, from loss of market share to the lingering hangover of its old culture, run far deeper than any partnership—even one with Kim K—can fix.
Lauren Sherman & Sarah Shapiro
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June 6, 2025
Copenhagen Retail Diaries & A Secondhand Market Surprise
An insider’s guide to Copenhagen’s elegant shopping and dining scene, plus notes on the latest collabs, launches, and openings worth your time.
Sarah Shapiro
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June 6, 2025
The Week in Shopping: New York State of Mind
A flâneur’s guide to Madison Avenue’s luxury retail fiefdoms, Broadway’s stretch of tween outfitters, SoHo’s arcadian boutiques, and Printemps’ shoe-and-beauty perfection in FiDi.
Rome’s Fashion Rumspringa & A Saks Global Middle East Mystery
A compact bundle of international fashion intel: whether Saks Global is actually looking for a $1 billion investment from a Middle East partner to expand Bergdorf Goodman; notes on the frothy fashion and art scene in Rome; and a brief dispatch from the Global Fashion Summit in Copenhagen.
The Book of Jonathan
After quietly working at Dior for several months, Jonathan Anderson has officially and publicly taken over the men’s and women’s collections. Now he’ll have to achieve something that’s never been done before, at arguably the most challenging time in Dior’s history.
Lauren Sherman & Sarah Shapiro
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June 4, 2025
Bally’s Vanishing Act & Condé Strike Threats
News and notes from the fashion frontlines: a regrettable coda to the Simone Bellotti era at Bally; strike threats from the Condé Nast Italia art department; and the Wall Street beatdowns for Gap and Abercrombie after their latest earnings reports.
Rachel Strugatz
•
June 4, 2025
The Real Housewife of Montecito
The Duchess of Sussex’s cringey farm-style brand—with its signature jams and ginger tea—has been marred by mixed messages, a curious ownership arrangement with Netflix’s consumer products, and mostly, the sense that Montecito’s ranking royal is just in it for the money.
Sarah Shapiro
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June 3, 2025
The Millennial D.T.C. Brands’ Midlife Crisis
A decade ago, the direct-to-consumer revolt was in full bloom, with sky-high valuations and the promise that every brand could be the Warby Parker of something. So… how’s that going?
Lauren Sherman
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June 2, 2025
The Celine Leak & A Sander Lak Revival
News and notes on the Celine F/W 2025 menswear leak and what it portends for Michael Rider’s debut, designer Sander Lak’s forthcoming post–Sies Marjan project, and a potential hurdle for the Loewe Foundation Craft Prize.
Lauren Sherman
•
June 2, 2025
Scenes From the Kardashians-Grede Marriage
Over the past decade, Emma and Jens Grede turbocharged the Kardashian/Jenner business empire—driving sales of denim and bodysuits and dish soap—while creating the mold for celebrity brands. But the Gredes also have businesses of their own, and their holdco, Popular Culture, and the Kardashian family businesses seem to be slowly but surely drifting apart.
Lauren Sherman & Sarah Shapiro
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May 30, 2025
Saks’ New Money & Tuckernuck’s Madison Avenue Play
News and notes on the “unexpected” payments to Saks vendors this week, the MAGA-coded Beltway brand Tuckernuck’s Madison Avenue gamble, the rise of the “Boatkin” bag, and the latest openings and collabs worth tracking.