Retail Trends
Sarah Shapiro
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November 14, 2025
The Week in Shopping: October’s Top 10 & The RealReal’s Hunt for Profitability
Shoppers continue to pillage influencers’ closets, while The RealReal proves that scaling “unique” is a great way to grow everything except actual profit.
Sarah Shapiro
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November 11, 2025
Coach Upgrade
Coach is back. Revenue is way up and the Brooklyn and Tabby bags seem to be everywhere. Is it a passing viral episode or something to build on?
Lauren Sherman & Sarah Shapiro
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November 7, 2025
Condé Layoffs Fallout & Balmain’s Post-Rousteing Buzz
News and notes on the aftermath of Condé Nast’s recent staff reductions, Balmain’s secondhand-market surge, and Gen Z’s pajama-bottom obsession.
Lauren Sherman & Sarah Shapiro
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November 5, 2025
Mamdani’s Stylist & The Marc Jacobs–ABG Collapse
News and notes on Authentic Brands Group’s nixed deal to acquire Marc Jacobs, cuts at Condé Nast, the stylist dressing Zohran Mamdani, and fashion's most popular items from Q3.
Sarah Shapiro
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October 31, 2025
The Week in Shopping: Xs, Rated
As a frothed-over Nike x Palace linkup arrives this week, it’s time to check in on fashion’s love-hate relationship with collabs. In a world where the novelty has largely worn off, are all these eye-rolling brand marriages still worth it? (When each side gets something out of it, yes.)
Sarah Shapiro
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October 28, 2025
Gigi Hadid’s Soft Power
The supermodel’s cashmere label, Guest in Residence, has quietly become a $30 million business—profitable, well-liked, and largely unrecognized as hers.
Sarah Shapiro
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October 24, 2025
The Week in Shopping: Recession Signals Edition
Is the deceleration of consumer spending, and the resurgence of Rent the Runway and The RealReal, a leading indicator of economic doom? Or is this simply an indication that shoppers are changing how they fill out their wardrobes? (This is not investment advice!)
Rachel Strugatz & Sarah Shapiro
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October 22, 2025
The LVMH-Fenty Divorce & ShopMy’s $1.5B Valuation
News and notes on LVMH’s decision to dump its 50 percent stake in Rihanna’s Fenty Beauty, what ShopMy’s $70 million raise portends for the affiliate marketing wars, and the juxtaposition between the designer skirt revival and the latest fall retail data.
Lauren Sherman & Sarah Shapiro
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October 21, 2025
Wales Bonner’s Hermès Ascension & A Grailed Horror Story
A roundup of fashion world intel: Grace Wales Bonner’s historic appointment as the creative director of menswear at Hermès; the latest potential victim of the jitters in the resale market; and the brash return of the logo belt.