FASHION
Lauren Sherman
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May 5, 2025
The Met Gala’s $31M Night & Phoebe Philo’s ‘Financial Times’ Takeover
News and notes on the Met Gala’s $31 million haul and ‘Superfine: Tailoring Black Style’ exhibition, the legal showdown between the co-founders of Online Ceramics, and a candid assessment of Phoebe Philo’s guest edit of the Financial Times’s HTSI weekend supplement.
Lauren Sherman
& Sarah Shapiro
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May 2, 2025
An NYFW Modest Proposal & The Fall Fashion Forecast
Notes on a proposal to revitalize the staid New York Fashion Week format, the dour market outlook for fashion retailers this fall, and a roundup of the latest pop-ups and collabs worth tracking.
Sarah Shapiro
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May 2, 2025
The Week in Shopping: We All Need an Outlet
The outlet mall is evolving from a discount location into a more sophisticated retail ecosystem—and people are willing to commute for it.
Kim K’s Dream Weaver & Phoebe Philo’s ‘FT’ Edit
The latest chatter around the fashion universe: Notes on the partnership between Kim Kardashian and her new stylist; the forthcoming Phoebe Philo–edited issue of HTSI, the Financial Times weekend supplement; and a P.S.A. for brands owed money by Naked Cashmere.
Is Saks Too Big to Fail?
Wall Street is getting nervous that the company can’t repay its creditors. Vendors are worried about outstanding invoices. And the tariff pain hasn’t even hit yet. Can Saks Global turn things around with “synergies” and an Amazon store? And what happens if it can’t?
Lauren Sherman & Sarah Shapiro
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April 30, 2025
Luxury’s Tariff Price Hikes & Loewe’s Jonathan Bump
News and notes on the looming tariff-related price increases across Kering-owned fashion brands and the Prada Group, Blake Lively’s no-strategy red carpet strategy, and the official Lyst rankings detailing the hottest brands of Q1.
Rachel Strugatz
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April 30, 2025
The Shape of Lauder
All is eerily quiet at Estée Lauder, despite a brand new C.E.O., ongoing layoffs, underperforming brands, and Stéphane de La Faverie’s executive search for someone to finally lead makeup.
Lauren Sherman, Sarah Shapiro & Julie Brener Davich
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April 29, 2025
Shein’s Price Hike & The Met Gala Afterparty Circuit
News and notes on the impact of tariffs on the fast fashion game, a throwback Nike collaboration with Chicago gallerist Isimeme “Easy” Otabor, and a roundup of the most-anticipated Met Gala afterparties.
Sarah Shapiro
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April 29, 2025
HommeGirls Gone Wild
Fashion entrepreneur/designer/publisher Thakoon Panichgul has been an editor, launched his own label, and founded a print magazine. Now he’s transformed a Manhattan dry cleaner into the first retail outpost for his label, HommeGirls, and is doubling down on analog treasures in a digital world.
Lauren Sherman & Rachel Strugatz
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April 28, 2025
More Saks Global Fallout & The “Boy Smells 2.0” Scandalette
A punchy analysis of the Saks Global debt debacle, the beauty industry’s micro-drama du jour, the Met Gala sponsors left out in the cold, and more.
Lauren Sherman
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April 28, 2025
Barneys in the Bardo
The late, great New York department store lives on—well, sort of, and in name only, really, inside a few Saks stores, a gated community in Tulum, and a 2010s zombieland in Tokyo. Efforts to resurrect the brand have sputtered and failed, and maybe for good reason, but that hasn’t stopped people from trying.
Sarah Shapiro
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April 25, 2025
Adidas’s Q1 Turnaround Tale & Retail’s Tariff “Bloodbath”
News and notes on Adidas’s sneaker strategy and healthy Q1 results, the anxious chatter from fashion executives about the tariff “bloodbath” coming for retail, and a handful of new stores and collaborations to monitor.
Sarah Shapiro
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April 25, 2025
The Week in Shopping: Slow Retail & A Dries Destination
A crop of contrarian retailers (Outline, HommeGirls, etcetera) are stepping back from (or doing away with) e-commerce, building their models around stuff you can touch, like physical stores and catalogs. Plus, a trunk show tour!
The Mytheresa-YNAP Shake-Up & Frankel’s Vera Wang Boomerang
A roundup of fashion industry intel: Notes on the frenzied (and surprisingly overlooked) C-suite reorg at LuxExperience, the rise of Danielle Frankel’s bridal dress empire, the departure of J.Crew’s longtime top merchant, and more.
Pinault Man’s Land
The luxury behemoths LVMH and Kering may be able to weather Trump’s tariffs—the ultra-rich aren’t going anywhere—but more pressing challenges, including a glut of stores, Gucci’s uncertain future, and luxury no longer being cool, are complicating the picture.
Lauren Sherman
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April 23, 2025
Kamala Met Gala Chatter & ‘Vanity Fair’ Micro Updates
A fresh batch of fashion industry intel: Notes on Kering’s disappointing Q1, Vanity Fair’s E.I.C. shortlist, Saks Global’s new headache, and an intriguing potential Met Gala appearance.
Rachel Strugatz
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April 23, 2025
Panic in the Beauty Aisle
Nearly every beauty brand is exposed to China, adding to the anxiety that’s keeping industry executives up at night. But smaller and mid-market brands are feeling the tariff squeeze most of all.