FASHION
Rachel Strugatz
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April 9, 2025
In Search of Glossier Time
Four years after a Series E that valued Glossier at nearly $2 billion, the millennial beauty brand is seeking more capital from investors, this time at a valuation “south of a billion dollars.”
Lauren Sherman
& Sarah Shapiro
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April 8, 2025
Fendi Rumors & Tariff Silver Linings
Intel on the fashion industry chatter of the day: European maison musical chairs, Target’s retail woes, Saks’ tariff math, and a VF succession scooplet.
Sarah Shapiro
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April 8, 2025
Urban Legend
Urban Outfitters’ parentco is more than the sum of its boho-cheap parts, with an incubator spinning off new, synergistically inclined businesses—like their new secondhand concept, Reclectic—to monetize more of the product life cycle, and of course, capture more customer data.
Lauren Sherman
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April 7, 2025
Saks Damage Control & The Demna Transfer Portal
The latest fashion industry intel on Paul Helbers at Fear of God, the Balenciaga succession chatter, Marc Metrick’s face-saving campaign, and the long shadow of Frédéric Arnault.
Lauren Sherman
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April 7, 2025
Welch-Tightening
News and notes on the ‘Vanity Fair’ editor search: the fashion crowd’s enduring support for Mark Guiducci; Sara Moonves dark horse theories; and an emerging consensus that the title might just get tucked under Will Welch’s fiefdom.
Lauren Sherman & Sarah Shapiro
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April 4, 2025
‘Vanity Fair’ Succession Whispers & A Meghan Markle Mystery
An early look at the candidate pool to helm ‘Vanity Fair’ following Radhika Jones’s departure. Plus, notes on Meghan Markle’s investment portfolio, the fate of Miami’s John Elliott store, and other updates on the retail landscape.
Sarah Shapiro
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April 4, 2025
The Week in Shopping: “Mayhem at the Mart”
Reflections on Jim Rosenfield’s agreeably bougie mecca for Bay Area fashion worthies and families on weekends, plus some informed speculation about what comes next.
Radhika’s ‘Vanity Fair’ Exit & Luxury’s French Resistance Fantasy
Notes on the chatter surrounding Radhika Jones’s departure from Vanity Fair (plus the requisite succession speculation...), how the luxury world is bracing for knock-on effects from “Liberation Day,” scenes from the Skims flagship opening on Sunset Boulevard, and a look at Zac Posen’s GapStudio debut.
The LVMH Success Trap
While the luxury industry processes Trump’s multibillion-dollar assault on global trade, LVMH and Kering are confronting the consequences of their own success: greater exposure to macroeconomic trends, creative exhaustion, and consumer fatigue… at least until a new wave of designers arrives.
Lauren Sherman, Sarah Shapiro & Rachel Strugatz
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April 2, 2025
Fashion’s “Liberation Day” Fears & Meghan Markle’s ‘As Ever’ Debut
The latest industry chatter: A readout on how fashion executives are processing Trump’s “Liberation Day” tariff onslaught, an inside look at the Nordstrom-Sephora arms race, and notes on Meghan Markle’s brand-building myopia.
Rachel Strugatz
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April 2, 2025
An Ulta Cinderella Story
Mikayla Nogueira was working at an Ulta in Massachusetts when she parlayed her pandemic furlough into semi-stardom as a beauty influencer, and then to launching an actual business.
Lauren Sherman & Sarah Shapiro
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April 1, 2025
A Vogue Defection & More Thirteen Lune Questions
Dissecting two subjects of fashion world intrigue: Longtime Anna Wintour sidekick Willow Lindley is taking her talents to WSJ., and industry insiders weigh in on the Thirteen Lune T&E mini-scandal.
Sarah Shapiro
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April 1, 2025
Uniqlo: Lost in Translation
The Japanese fast retailer does almost everything right, with updated classics from top fashion talent at insane prices. But their online experience is still clumsy and dense, hamstrung by a digital divide between East and West. With hundreds of new stores opening in North America, will an e-commerce reboot be part of the expansion?
Lauren Sherman
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March 31, 2025
A Met Gala Scheduling Snafu & More Saks Global Existentialism
The latest fashion world chatter: A notable scheduling conflict surrounding Keith McNally’s book party at Balthazar, another round of LVMH C-suite musical chairs, and a rare silver lining in the Saks Global meltdown.
Lauren Sherman
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March 31, 2025
The Hunsicker Proxy
Back when everyone wanted to be a tech company, Caastle pitched itself as a miracle software solution for struggling retailers to turn deadstock into a rental business. Last week their C.E.O. abruptly exited, the company furloughed its employees, and the management team told the board to disregard the previous years’ financials. What could possibly go wrong?
Sarah Shapiro
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March 28, 2025
A Thirteen Lune Mini-Scandal & The A.I. Fashion Explosion
A dispatch from the fashion frontlines: Notes on a shareholder lawsuit accusing Thirteen Lune founder Nyakio Grieco of using the company card as her personal slush fund, how major retail brands are starting to embrace artificial intelligence for cost-cutting, and a close look at Brooks Brothers’ edge in the prep fashion revival.
Sarah Shapiro
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March 28, 2025
The Week in Shopping: “Friends & Family” Discounts & Fresh Golf Fashion
News and notes on the latest retail trends, from PGA chic to Miami’s design district.