Lauren Sherman • May 2, 2024

Matches, Net-a-Porter & Retail Roulette

News and notes on a micro-industry in need of reinvention, a savior, and so much more.

Rachel Strugatz • May 1, 2024

“They Hired Vennette”

Vennette Ho, the Aryeh of beauty (Google it), is helping Sarah Gibson Tuttle’s nail brand, Olive & June, explore an exit. It’s the latest sign of a dynamic (and maybe even frothy) market and an ascendant banker pulling the strings.

Lauren Sherman • April 29, 2024

Strike a Posen

Three months into his surprising appointment at Gap Inc., Zac Posen has quelled his naysayers by being a good colleague, playing nice with others, and delegating to talented executives. But can any of that halt the company’s descent?

Lauren Sherman • April 25, 2024

Hedi’s Fate & The Arnault Succession Effect

Rumors that Hedi Slimane will be replaced at Celine could just as easily have been seeded by Hedi as by his bosses. But don’t discount the rise of Delphine Arnault, the eldest LVMH heir, in determining whatever happens next.

Rachel Strugatz • April 24, 2024

Beautycounter in the Eye of the Beholder

How Gregg Renfrew wrestled her company back from the supple palms of private equity.

Lauren Sherman • April 22, 2024

Capri-Tapestry Jitters & The Wrath of Khan

Fashion insiders are bracing for the activist F.T.C. crusader to take a shot at the Tapestry-Capri merger. Meanwhile, things are getting real in the Neiman Marcus-Saks negotiations. Would Khan hold a gun to that deal, too?

Lauren Sherman • April 18, 2024

Rebecca Minkoff’s Dramatic Comedy

The aughts-famous handbag designer is preparing for a revival on ‘The Real Housewives of New York,’ making her merely the latest fashion person to leverage the cringey show for a new look.

Rachel Strugatz • April 17, 2024

The Kylie Beauty Konundrum

Nearly a decade after her initial success, Kylie Jenner’s brand is out of date and her tactics have been mainstreamed. So what’s a Kardashian to do?

Lauren Sherman • April 15, 2024

Can Galliano Go Home Again?

Assessing all the endless, yet increasingly plausible, rumors suggesting Galliano’s LVMH homecoming—and where, precisely, he might land. And if it’s even true…

Lauren Sherman • April 11, 2024

Prada Liquidity Event Murmurs & Fashion Fire Sale Season

News and notes on fashion M&A great expectations: the Matches and YNAP nightmares, the Capri holdup, and all the Prada questions.

Rachel Strugatz • April 10, 2024

Merit-Based Economics

Merit is the latest beauty brand to hire Goldman Sachs to explore an exit—in part because its clever and connected founder, Katherine Power, shorted the D.T.C. trend all along.

Lauren Sherman • April 8, 2024

Jacq Attack

An oh-so-French boardroom comedy of manners belies genuine tensions inside the house of Jacquemus, a classic tale of a founder-led business that is not yet ready to operate without its founder (and a founder who is not ready to relinquish absolute control).

Lauren Sherman • April 4, 2024

The Arnault Olympics

LVMH, nearly twice the size of any other French company, isn’t merely the official sponsor of the Paris Olympics. It’s blending into the Games, crowding out rivals and wannabes, alike.

Rachel Strugatz • April 3, 2024

Dupes, I Did It Again

These days, perfumes at both the highest end of the market and the lowest are simultaneously booming. We’ve entered the Dupe Era.

Lauren Sherman • April 1, 2024

The Alessandro Resurrection

A post-Valentino-appointment consideration of fashion’s most famous sabbatical, the designer’s future in Rome, and various other burning counterfactuals and hypotheticals.