FASHION
Lauren Sherman
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April 21, 2025
The Line Sheet Mail Bag: Spring Breakers Edition
Your burning fashion industry questions—on Olivier Rousteing’s future at Balmain, Tory Burch’s runway strategy, whatever happened to Donna Karan, and much more—finally answered.
Sarah Shapiro
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April 18, 2025
This Week in Shopping: The Anti-Logo Rebellion & Tariff Truths
Notes on the evolution of fitness apparel beyond leggings and sports bras, the spike in high-end, non-tariff-related prices, and a Gen Z Sephora phenomenon.
Nikeology
A frank conversation with retail analyst Simeon Siegel about the current anxiety and uncertain future of Nike, as the storied sneaker brand works to win back mindshare within our disintegrating monoculture.
Rachel Strugatz
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April 16, 2025
Sephora’s Fragrance War
While beauty retailers face off over exclusivity for top-selling scents, TikTok Shop is siphoning off their online sales. Could its future owners—Amazon, Larry Ellison, the OnlyFans guy, or whomever—use the tech company to upend the fragrance business?
Sarah Shapiro
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April 15, 2025
LoveShackFancy’s Royalty Play
Rebecca Hessel Cohen’s ultra-pink, Versailles-chic sorority brand is expanding its business through traditional retail, wholesale, and a growing variety of licensing plays—everything from Pottery Barn rugs to press-on nails. How far can LSF reach before it overextends?
Lauren Sherman
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April 14, 2025
Louis Vuitton’s Texas Blues & Lululemon’s Pocket Deal
Notes on the drama swirling around Louis Vuitton’s Alvarado, Texas production facility, an unscientific power ranking of the best Alo competitors, and fresh insight into the Vanity Fair “global editorial director” sweepstakes.
Lauren Sherman
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April 14, 2025
Key Performance Metrick
Since last year’s Saks-Neiman marriage, Saks Global C.E.O. Marc Metrick has become the company’s convenient villain, blamed for withheld payments, layoffs, and store closures. Herewith, Metrick explains himself as he steers Saks Global through a rocky merger.
Sarah Shapiro
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April 11, 2025
Designer Money Jobs & More Liberation Day Aftershocks
A bundle of fashion industry intel: Notes on the high-end designers taking creative director roles at mall brands, how fashion industry insiders are bracing their businesses for Trump’s trade war, and a few new stores and collabs you may have missed.
Sarah Shapiro
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April 11, 2025
This Week in Shopping: Hamptons Mom Trucker Hats & Lululemon vs. Brandy Melville
News and notes on the latest Gen Z retail trends, the NikeSkims partnership, and the rapidly shrinking market for wallets in an Apple Pay world.
‘VF’ Search Diaries & Chiuri’s Dior Swan Song
Notes on the latest developments in Vanity Fair’s post-Radhika leadership search, and the European chatter surrounding Maria Grazia Chiuri’s Dior afterlife. Plus, the most important creative director move nobody is talking about.
Prada Family Values
Prada’s $1.4 billion acquisition of Versace provides a mini-bailout for Capri and a soft landing for Donatella. But the stakes are much higher for the Prada family: This deal represents an expensive opportunity to transform a beloved brand, further elevate Miu Miu, and allow an heir to create the empire that foiled his parents.
Lauren Sherman & Rachel Strugatz
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April 9, 2025
A Victoria’s Secret Shakeup & Bieber’s M&A Math
News and notes from Fashion Ave: Fresh blood at VS, Zozo acquires Lyst, and what we’re hearing about Rhode hiring bankers to explore a sale process.
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.