Lululemon Sees Annual Revenue, Profit Below Estimates Amid Board, Demand Challenges
CEO Calvin McDonald stepped down in December following months of share price weakness and lack of design freshness.
consumers
Retail
The Increasingly Popular Solve to Fashion’s Wholesale Woes
A challenging wholesale environment is pushing more fashion brands to sell on marketplaces where they directly fulfil customers orders. But the model requires a higher level of collaboration between brands and retailers to make it a mutually beneficial investment.
The Increasingly Popular Solve to Fashion’s Wholesale Woes
A challenging wholesale environment is pushing more fashion brands to sell on marketplaces where they directly fulfil customers orders. But the model requires a higher level of collaboration between brands and retailers to make it a mutually beneficial investment.
Beauty
Glossier Needs More Than ‘You’ to Grow
The 11 year-old beauty brand has seen success with its fragrance franchise — which adds a new scent, Fleur, this month — but is focused on building multiple categories to broaden its appeal.
Glossier Needs More Than ‘You’ to Grow
The 11 year-old beauty brand has seen success with its fragrance franchise — which adds a new scent, Fleur, this month — but is focused on building multiple categories to broaden its appeal.
Sports
What Comes After Adidas’ Samba?
The women’s sneaker market is growing alongside rising interest in women’s sports and casualised dress codes that prioritise comfort. Yet there’s more to addressing female sneaker shoppers than just releasing another trendy low-profile silhouette.
What Comes After Adidas’ Samba?
The women’s sneaker market is growing alongside rising interest in women’s sports and casualised dress codes that prioritise comfort. Yet there’s more to addressing female sneaker shoppers than just releasing another trendy low-profile silhouette.
Retail
How Retailers Are Bracing for a Potentially Grim Year
Facing uncertainty around tariffs and fears of a potential recession, the strongest and weakest fashion companies alike have issued a cautious outlook for 2025. Even so, low consumer confidence does not guarantee a pullback from spending. For the savviest players, there is still room for growth.
How Retailers Are Bracing for a Potentially Grim Year
Facing uncertainty around tariffs and fears of a potential recession, the strongest and weakest fashion companies alike have issued a cautious outlook for 2025. Even so, low consumer confidence does not guarantee a pullback from spending. For the savviest players, there is still room for growth.
Fashion Week
5 Brands That Dominated the Social Conversation During Milan Fashion Week
DSquared2, Moschino and Versace led the user-generated conversation on social media during Milan Fashion Week according to BoF's new social intelligence tool BoF INSIGHTS PULSE, powered by Quilt.AI.
5 Brands That Dominated the Social Conversation During Milan Fashion Week
DSquared2, Moschino and Versace led the user-generated conversation on social media during Milan Fashion Week according to BoF's new social intelligence tool BoF INSIGHTS PULSE, powered by Quilt.AI.
Beauty
What It Takes to Sell Beauty on Douyin
Much like its Western counterpart TikTok, the short-form video app Douyin has become a vital part of the beauty marketing and e-commerce playbook in China. But growth on the app can be just as ephemeral as its trends.
What It Takes to Sell Beauty on Douyin
Much like its Western counterpart TikTok, the short-form video app Douyin has become a vital part of the beauty marketing and e-commerce playbook in China. But growth on the app can be just as ephemeral as its trends.
Direct-to-Consumer
How Brands Keep Customers Loyal in a Polarised World
With many labels investing in the concept of 'community', and consumers becoming more sceptical of the brands they buy from, companies are pushing local events and initiatives that reinforce their values to maintain a grip on die-hard fans.
How Brands Keep Customers Loyal in a Polarised World
With many labels investing in the concept of 'community', and consumers becoming more sceptical of the brands they buy from, companies are pushing local events and initiatives that reinforce their values to maintain a grip on die-hard fans.
Beauty
The Hot Competition Behind Heatless Curls
The pursuit of loose, wavy curls with the promise of less heat damage is driving intense competition in the hair tools space, thanks to innovations from brands like Dyson and TikTok-fueled demand for new products and processes.
The Hot Competition Behind Heatless Curls
The pursuit of loose, wavy curls with the promise of less heat damage is driving intense competition in the hair tools space, thanks to innovations from brands like Dyson and TikTok-fueled demand for new products and processes.
Luxury
Inside Coupang’s Tug of War With Farfetch
A year into its ownership of the embattled luxury e-tailer, the South Korean e-commerce giant is whipping Farfetch into shape, reaching near breakeven in its latest quarter. But company insiders say Coupang has gone from cutting fat to cutting muscle, stripping Farfetch of its ability to compete for the attention and dollars of key ultra-wealthy shoppers who account for 30 percent of its annual sales.
Inside Coupang’s Tug of War With Farfetch
A year into its ownership of the embattled luxury e-tailer, the South Korean e-commerce giant is whipping Farfetch into shape, reaching near breakeven in its latest quarter. But company insiders say Coupang has gone from cutting fat to cutting muscle, stripping Farfetch of its ability to compete for the attention and dollars of key ultra-wealthy shoppers who account for 30 percent of its annual sales.
Retail
Revolve Will Test Its Offline Muscle With New LA Store
After opening its first store in Aspen last year, the retailer is continuing its slow push into brick-and-mortar as e-commerce growth slows and shoppers look to buy in person.
Revolve Will Test Its Offline Muscle With New LA Store
After opening its first store in Aspen last year, the retailer is continuing its slow push into brick-and-mortar as e-commerce growth slows and shoppers look to buy in person.
Beauty
Can You Sell Sexual Wellness Without Sex?
The once-promising sector is now facing setbacks in the US. As mainstream retailers retreat and social media censorship restricts digital marketing, brands are rethinking their approach to retail partnerships and are finding creative ways to navigate the shift towards cultural conservatism.
Can You Sell Sexual Wellness Without Sex?
The once-promising sector is now facing setbacks in the US. As mainstream retailers retreat and social media censorship restricts digital marketing, brands are rethinking their approach to retail partnerships and are finding creative ways to navigate the shift towards cultural conservatism.
Luxury
Resale Prices Are All Over the Place. Here’s Why That’s a Problem.
In a fragmented market, resale prices are more scattergun than ever. This leads to confused buyers, disillusioned sellers and market stagnation.
Resale Prices Are All Over the Place. Here’s Why That’s a Problem.
In a fragmented market, resale prices are more scattergun than ever. This leads to confused buyers, disillusioned sellers and market stagnation.
The News in Brief
Puig Announces New CEO
Jose Manuel Albesa will succeed Marc Puig, becoming the first non-family member to lead the Spanish conglomerate in more than 20 years.
Spandex Maker Lycra Files for Bankruptcy After Years of Stress
The company has been hampered with disruptions to supply chains, elevated inflation, growing competition from low-cost manufacturers and trade tariffs.
US SEC Preparing to Eliminate Quarterly Reporting Requirement, WSJ Says
The proposal would give companies the option to share results twice a year.
Kering Unveils New Jewellery Unit, Merges Fashion Brand Reporting
Kering’s newly created jewellery division regroups Boucheron, Pomellato, Dodo and Qeelin brands as the company aims to pool resources. The conglomerate is also regrouping fashion brand reporting, shielding smaller labels from investor scrutiny.
Bondholders Approve Saks Global’s Five-Year Business Plan
Saks is moving towards exiting bankruptcy and tapped an additional $300 million of its Chapter 11 financing package.
Luxury Stocks Face Most Bearish Sentiment in Years, UBS Says
War in the Middle East, the luxury industry’s fastest-growing market, threatens to delay a long-expected rebound in demand.
Trump Signs Order to Combat Fraudulent ‘Made in America’ Labels, White House Says
The executive order directs the FTC chairman to prioritise enforcement of existing laws against sellers and manufacturers who falsely claim products are made in America.