Macy’s CEO Points to E-Shaped Economy, Signalling Consumer Shift
The mention of a forked economy by the head of America’s largest department store signals a heightened wariness that middle-income Americans will continue to spend at the same pace.
Retail
Analysis and advice from the front lines of the retail transformation.
Unpacking Farfetch’s Big Sales Miss
Farfetch reported disappointing sales and lowered its outlook for the rest of the year. Its own brands, including Off-White and a Reebok license, were hardest hit.
Unpacking Farfetch’s Big Sales Miss
Farfetch reported disappointing sales and lowered its outlook for the rest of the year. Its own brands, including Off-White and a Reebok license, were hardest hit.
Is There Room for Another Activewear Giant?
A giant investment from Softbank in 2021 turbocharged expansion plans at Vuori, which is now eyeing global expansion and a takeover of its customers’ closets. But Lululemon, Nike and a host of direct-to-consumer competitors stand in its way.
Is There Room for Another Activewear Giant?
A giant investment from Softbank in 2021 turbocharged expansion plans at Vuori, which is now eyeing global expansion and a takeover of its customers’ closets. But Lululemon, Nike and a host of direct-to-consumer competitors stand in its way.
H&M Probes Myanmar Factory Abuses as Pressure Intensifies
The Swedish fast fashion giant is investigating 20 alleged instances of labour abuse at its Myanmar suppliers just weeks after top rival Inditex said it was phasing out factories in the Southeast Asian country.
H&M Probes Myanmar Factory Abuses as Pressure Intensifies
The Swedish fast fashion giant is investigating 20 alleged instances of labour abuse at its Myanmar suppliers just weeks after top rival Inditex said it was phasing out factories in the Southeast Asian country.
As World Cup Breaks Records, Adidas, Nike Navigate Bumps in Retail Demand
Adidas and Nike and retailers like Dick’s Sporting Goods and Fanatics have made significant investments in merchandise. Total sponsorship value grew to at least $349 million, from $342 million in 2019, according to GlobalData, with many brands aligning themselves with themes of women’s empowerment.
As World Cup Breaks Records, Adidas, Nike Navigate Bumps in Retail Demand
Adidas and Nike and retailers like Dick’s Sporting Goods and Fanatics have made significant investments in merchandise. Total sponsorship value grew to at least $349 million, from $342 million in 2019, according to GlobalData, with many brands aligning themselves with themes of women’s empowerment.
Pandora Lifts Outlook as Jeweller Pushes Lab-Grown Diamonds
Pandora A/S raised its revenue forecast on strong demand as the Danish jewellery chain expands sales of lab-grown diamonds, aiming to popularise the cheaper alternatives to mined gems.
Pandora Lifts Outlook as Jeweller Pushes Lab-Grown Diamonds
Pandora A/S raised its revenue forecast on strong demand as the Danish jewellery chain expands sales of lab-grown diamonds, aiming to popularise the cheaper alternatives to mined gems.
Can Me+Em Sell British Style to American Women?
London-based DTC womenswear brand Me+Em is betting that its lego-like approach to fashion, which built it a following in its home country, will translate to the US market.
Can Me+Em Sell British Style to American Women?
London-based DTC womenswear brand Me+Em is betting that its lego-like approach to fashion, which built it a following in its home country, will translate to the US market.
Why Analytics and Agility Are Critical to Success in Today’s Retail Market
SKYPAD, a B2B SaaS platform which offers sell-through data distribution and streamlined reporting to partner retailers like Saks and fashion brands including Robert Graham, is designed to meet industry needs around increased transparency on product performance and agility in a changeable market.
Why Analytics and Agility Are Critical to Success in Today’s Retail Market
SKYPAD, a B2B SaaS platform which offers sell-through data distribution and streamlined reporting to partner retailers like Saks and fashion brands including Robert Graham, is designed to meet industry needs around increased transparency on product performance and agility in a changeable market.
How Retailers Convince Coveted Brands to Go on Sale
Consumers can find discounts from countless retailers year round. Getting sought-after labels to join the fray is just one way the merchandiser’s job has grown more complex.
How Retailers Convince Coveted Brands to Go on Sale
Consumers can find discounts from countless retailers year round. Getting sought-after labels to join the fray is just one way the merchandiser’s job has grown more complex.
Is Inflation Beaten? Depends on Where You Look
This week will bring more readings on consumer prices from Japan, the UK and Eurozone, plus a financial update from Tapestry, fresh off its acquisition of Capri. That, plus what else to watch for in the coming days.
Is Inflation Beaten? Depends on Where You Look
This week will bring more readings on consumer prices from Japan, the UK and Eurozone, plus a financial update from Tapestry, fresh off its acquisition of Capri. That, plus what else to watch for in the coming days.
How to Win in Retail: Less Science, More Art
After two decades of investing in the science of retail, it’s time for the industry to better balance technology solutions with a deeper understanding of art, writes Doug Stephens.
How to Win in Retail: Less Science, More Art
After two decades of investing in the science of retail, it’s time for the industry to better balance technology solutions with a deeper understanding of art, writes Doug Stephens.
Advent Buys Zimmermann in $1 Billion Deal
The private equity giant is acquiring a majority stake in Australian fashion brand from the founding family and Italian fund Style Capital.
Advent Buys Zimmermann in $1 Billion Deal
The private equity giant is acquiring a majority stake in Australian fashion brand from the founding family and Italian fund Style Capital.
The Hunt for Aspirational Shoppers Continues
This week, Ralph Lauren and Michael Kors owner Capri report financial results, and likely clues to how well-off, but not that well-off, consumers are spending their money. That, plus what else to watch for in the coming week.
The Hunt for Aspirational Shoppers Continues
This week, Ralph Lauren and Michael Kors owner Capri report financial results, and likely clues to how well-off, but not that well-off, consumers are spending their money. That, plus what else to watch for in the coming week.
THE NEWS IN BRIEF
France’s Bid to Suspend Shein’s Marketplace Rejected by Appeals Court
The decision from Paris’ Court of Appeal marked a win for the fast-fashion giant after a scandal over sex dolls resembling children for sale on its site.
Macy’s Issues ‘Prudent’ 2026 Guidance on Geopolitical Risks
The retailer issued a cautious full-year forecast for sales and profit despite strong performance at Bloomingdale’s, which has benefited from shoppers seeking alternatives to struggling rival Saks Global.
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.
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.
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.
Zalando Forecasts 2026 Profit Jump Driven by AI Boost
The European retailer forecast a rise in full-year adjusted operating profit and announced a share buyback, citing the productivity and cost-saving benefits of AI.