Fashion Business Daily
Fashion Business Daily — Lantern Podcasts 37 episodes Nov 10, 2026
Fashion Business Daily is a weekday briefing on the business side of fashion. It covers luxury group earnings and strategy at companies like LVMH, Kering, Hermes, Richemont, and Prada, along with creative director appointments and designer moves. Episodes also track retail news from Zara, H&M, Shein, and department stores, plus the sneaker and streetwear business at Nike, adidas, and challenger brands. The show follows deals, tariffs, supply chains, resale, fashion tech and AI, and the economics behind fashion week for people working in fashion, retail, or luxury goods.
Episodes
The Children's Place files for Chapter 11 as Centric Brands goes management-owned and Morgan Stanley trims luxury targets — November 10, 2026
The Children's Place filed for Chapter 11 on Sunday with bids due December 9, Jason Rabin closed a management buyout of Centric Brands from Blackstone, Ares and HPS, and Morgan Stanley cut its price targets on LVMH, Hermès, Kering and Richemont over weak demand in China, France and South Korea.
In this episode:
1. The Children’s Place, in search of new ownership, files for bankruptcy | Retail Div
Balenciaga confirms Martine Rose as store fleets shrink at Liberty Woman and TFG — November 09, 2026
Kering confirmed Martine Rose as Balenciaga's creative director, starting November 16, a day after announcing Pierpaolo Piccioli's exit. In retail, German womenswear chain Liberty Woman filed for self-administered insolvency, and South Africa's TFG said it will close another 60 to 80 stores.
In this episode:
1. Martine Rose appointed Creative Director of Balenciaga | Kering — Kering
https://ww
Coach and Ralph Lauren Lift Outlooks as Fashion's Winners Pull Ahead — November 06, 2026
Tapestry raised its outlook as Coach sales climbed 16%, while Ralph Lauren also lifted guidance after broad-based growth. Their results sharpen the contrast between brands sustaining demand and businesses confronting restructuring, distribution disputes and closure.
In this episode:
Top stories:
1. Tapestry, Inc. Reports Fiscal 2027 First Quarter Results and Raises Full Year Outlook – Tapestry, I
David Jones enters administration; Authentic closes Lee deal — November 05, 2026
David Jones has entered administration after landlord talks broke down, leaving staff and fashion suppliers exposed before Christmas. Separately, Authentic Brands Group has completed its acquisition of Lee’s intellectual property in a deal valued at up to $1 billion.
In this episode:
Top stories:
1. David Jones calls in administrators, leaving retailer's future in doubt - ABC News — ABC News
h
Hugo Boss cuts its 2026 outlook in its first report under Frasers control — November 04, 2026
Hugo Boss lowers its sales and profit guidance after a weaker third quarter, its first results since Frasers Group took majority control. Plus, Marks & Spencer's fashion arm grows in a shrinking UK clothing market, and Interbrand puts Hermès ahead of Louis Vuitton while Gucci's brand value falls almost a third.
In this episode:
1. Hugo Boss lowers outlook on softer demand in Q3 - FashionNetwork U
BHV Marais Gets Court Protection, Style Capital Buys N°21, David Jones Weighs Closures — November 03, 2026
A Paris court put BHV Marais into bankruptcy protection on Monday, with the court document calling it insolvent, and Style Capital bought N°21 out of the Gilmar restructuring. In Australia, the Financial Review reports that David Jones's owner is in advanced talks with landlords about closing more than half its stores.
In this episode:
1. Iconic Paris department store BHV Marais granted bankruptc
Rip Curl's Owner Enters Exclusive Talks With Bluestar, Modella Eyes Joseph, and Musinsa Standard Hires a Designer-Led Creative Director — November 02, 2026
KMD Brands, owner of Rip Curl and Kathmandu, has granted Bluestar Alliance exclusivity on a possible takeover, while The Times reports Modella Capital is weighing a bid for Onward's Joseph. In Seoul, Musinsa Standard names JiyongKim founder Kim Ji-yong creative director of its menswear.
In this episode:
1. Rip Curl’s owner in takeover talks with US retail giant — The Sydney Morning Herald
http
Capri Shrinks but Raises Its Outlook, Europe's Parcel Fees Could Raise Six Billion Euros a Year, and Nanushka Closes Its Stores — October 31, 2026
Capri Holdings beat expectations and nudged up its full-year outlook as Jimmy Choo grew and Michael Kors cut promotions, while a Commission document seen by Reuters puts Europe's cheap-parcel fees at six billion euros a year just as a new two-euro charge arrives. Nanushka has closed all its stores and cut to 20 staff while it negotiates a restructuring.
In this episode:
1. Capri Holdings Limited
The RealReal Posts a Record Quarter and Raises Its Outlook, Crocs Lifts Guidance Again as HEYDUDE Grows, and Zara Adds a Dior Veteran to Galliano's Team — October 30, 2026
The RealReal reported record third-quarter GMV of $642 million and raised its full-year outlook, while Crocs raised guidance for a third time as HEYDUDE returned to growth. Former Dior and Carven designer Serge Ruffieux says he has joined Inditex as design director for John Galliano's Zara collections.
In this episode:
1. The RealReal, Inc - THE REALREAL ANNOUNCES THIRD QUARTER 2026 RESULTS — The
Shein Warns of Mexico Permit Chaos, Adidas Fills In Its Record Quarter, and VF Says Vans Is Growing Direct Again — October 29, 2026
Shein warns that stalled renewals of Mexico's T1 courier permits put its business there at risk, while Adidas's full third-quarter results show apparel up 19 percent and lifestyle footwear still stuck. VF Corp beats its own guidance as Vans' direct business grows for the first time in almost five years.
In this episode:
1. Shein Warns of Online Shopping Chaos Over Permit Delay in Mexico | BoF — T
BHV Marais Seeks Court Protection, Iceberg Licensee Gilmar Files to Restructure, and Roots Goes Private as Its CEO Steps Down — October 28, 2026
Paris department store BHV Marais asks for court-supervised administration and blames its landlord, Brookfield, which denies owing anything, while Italian licensee Gilmar plans to wind down its Iceberg and No. 21 licensing business. Roots completes its C$160.7 million sale to Marquee Brands, and CEO Meghan Roach steps down.
In this episode:
1. BHV Marais seeks to be placed under court-supervised
David Jones Directors Weigh Solvency, Marc Jacobs Licenses Greater China to I.T Group, and Debenhams Returns to Profit — October 27, 2026
The Australian Financial Review reports that David Jones broke a loan covenant and its lender Hilco could wind it up, though Hilco says it remains supportive and has just funded Christmas stock. Marc Jacobs's new owners hand the Greater China business to I.T Group under a long-term license, and Debenhams posts its first pre-tax profit since 2021.
In this episode:
1. David Jones: Retail icon on li
Louis Vuitton Creates a Chief Brand Creative Role, Nike Signs Our Legacy for Running, and Gokaldas Plans Its Pivot to Europe — October 26, 2026
Louis Vuitton hires Tiffany's Hector Muelas into a new chief brand creative officer post, Nike and Our Legacy announce a running line for spring 2027, and Indian supplier Gokaldas Exports tells Reuters it wants Europe to make up as much as 30 percent of its exports.
In this episode:
1. Louis Vuitton appoints Hector Muelas as new chief brand creative officer - FashionNetwork USA — FashionNetwork
Adidas Books a Record Quarter, Birkin Resale Premiums Shrink, and Puck Reports Martine Rose Has Signed at Balenciaga — October 25, 2026
Adidas's preliminary third quarter brought record revenue and operating income while Nike shrinks, and Reuters finds Birkin resale premiums falling as more bags reach the secondhand market. Puck reports Martine Rose has signed to replace Pierpaolo Piccioli at Balenciaga, which Kering has not confirmed.
In this episode:
1. How High Can Adidas Climb? | BoF — Mike Sykes
https://www.businessoffash
Frasers Takes Control of Hugo Boss, Shein Reportedly Pays $100 Million to Settle FTC Probe, and Zegna Grows in China — October 24, 2026
Frasers Group crossed 50 percent of Hugo Boss on Friday, making the German brand a subsidiary of Mike Ashley's group. Reuters reports Shein will pay $100 million to settle a US FTC probe over deliveries, and Zegna posted growth in China in a season when its luxury peers mostly shrank there.
In this episode:
1. Mike Ashley's Frasers Says It's Taken Control of Hugo Boss — The Business of Fashion
Gucci Falls 6% and Kering Shares Drop 11%, Miu Miu Slips for the First Time in Four Years, and Tariff Refunds Lift Deckers — October 23, 2026
Kering's Q3 sales fell 1% on a comparable basis as Gucci dropped 6%, and the shares fell 11% on Friday. Prada grew just 1% as Miu Miu fell for the first time in more than four years, while Deckers posted record revenue with help from tariff refunds.
In this episode:
1. Kering Sales Down 1% as China Weighs on Gucci Revamp | BoF — The Business of Fashion
https://www.businessoffashion.com/news/lu
Hermès Slows to Its Weakest Growth Since 2020, Moncler Goes Flat, and Castore Talks to Anta and Li Ning — October 22, 2026
Hermès missed third-quarter expectations as ready-to-wear and accessories shrank on weak Chinese demand, while Moncler's revenue was flat with Stone Island doing the lifting. Castore is in early sale talks with Anta Sports, Li Ning and US footwear brands, with no deal agreed.
In this episode:
1. Hermes revenue growth slows as weak China demand hits accessories | live — live
https://live.eurone
Ferragamo's China Problem, ME+EM's American Run, and Converse Dragging on Nike — October 21, 2026
Ferragamo's third-quarter revenue fell 3.5% as China weakened and wholesale shrank, a setback after its second-quarter return to growth. British label ME+EM grew revenue 29% on US demand, while Fortune reports Converse is weighing on Nike's turnaround.
In this episode:
1. Ferragamo Quarterly Sales Decline in Setback For Turnaround Efforts | BoF — The Business of Fashion
https://www.businessoff
Kering Loses McQueen's Designer Days Before Luxury's Big Earnings Week, as US Apparel Tariffs Climb to 22.7% — October 19, 2026
Seán McGirr exits McQueen as Kering clears out its creative ranks ahead of Thursday's results, while BoF flags a cooling American luxury shopper going into reports from Hermès, Kering and Prada. Plus, August data shows US apparel tariffs rising again under Section 301.
In this episode:
1. Seán McGirr Departs McQueen | Vogue — Laure Guilbault
https://www.vogue.com/article/sean-mcgirr-departs-mc
LVMH Fashion Sales Drop 5% as China Turns, While Shein's UK Arm Passes £2.5bn — October 14, 2026
LVMH opened luxury's third-quarter season with fashion and leather goods down 5%, worse than consensus, as Chinese demand weakened. Shein's UK filings show £2.58bn in sales ahead of the end of the £135 duty break, and a Fashionphile report has Matthieu Blazy's Chanel bags reselling above retail.
In this episode:
1. LVMH’s Fashion Sales Fall 5% in Q3 | Vogue — Vogue
https://www.vogue.com/articl
Kim Jones Goes Solo: Ex-Dior Star Revives His Label as DTC Play — October 13, 2026
Kim Jones, the former Dior Men and Fendi artistic director, is reviving his namesake label as a direct-to-consumer lifestyle brand, launching online in mid-2027 with a Hong Kong flagship. Also: AI-generated imagery takes aim at the catalog shoot, and Grunt Style closes most of its stores.
In this episode:
Top stories:
1. What Kim Jones Did Next | BoF — The Business of Fashion
https://www.busin
Saint Laurent's Next Designer Already Picked, Kering Tells Analysts — October 12, 2026
Saint Laurent's next designer has already been chosen, Kering told analysts. The brief points to daywear, menswear, leather goods and a China push, though Bernstein warns the group's creative-director track record adds risk. Universal Standard also tests size inclusion as GLP-1 use spreads.
In this episode:
Top stories:
1. Saint Laurent Set for ‘New Chapter’ — WWD
https://wwd.com/fashion-news/
Nike's Turnaround Slips to Fiscal 2029 as Prime Day Lifts Apparel Basics — October 10, 2026
Nike's first quarter without a tariff refund lifted gross margin 60 basis points, but guidance points to a high-single-digit revenue decline and most Pace savings arrive only in fiscal 2029 and 2030. Meanwhile Prime Day lifted apparel basics, and LVMH and Kering toughened their model charter.
In this episode:
Top stories:
1. Nike Q1 FY2027: the quarter after the tariff refund, and Pace · Convexit
Vaccarello Exits Saint Laurent as Kering's Designer Reset Reaches Its Last Holdout — October 09, 2026
Saint Laurent confirmed Anthony Vaccarello's exit after a decade, putting Kering's second-biggest brand into creative transition ahead of Q3 sales. Elsewhere: Aritzia posts 44% revenue growth, Chanel and F.P. Journe buy Ebel, and Paris buyers push back on luxury pricing.
In this episode:
Top stories:
1. Anthony Vaccarello Bows Out at Saint Laurent | British Vogue — British Vogue
https://www.vo
Uniqlo's West Overtakes Greater China as Fast Retailing Books a Fifth Record Year — October 08, 2026
Fast Retailing's fiscal 2026 results show Europe and North America outselling Greater China at Uniqlo for the first time, while ANTA closes on its Puma stake. Levi's direct business stumbles on a back-to-school miss, and the Weston family agrees to buy Boots for $8.9 billion.
In this episode:
1. 【Fast Retailing FY2026 Earnings Call】Fast Retailing posts record results for fifth straight year with
Zalando Hands Returns to Robots as Trent's Zudio Passes 1,000 Stores — October 07, 2026
Zalando, CEVA Logistics and Sereact have put AI-powered robots into live returns processing in Germany and Poland. Tata's Trent posted 23% revenue growth, Frasers formalized a luxury division, and Australian label Suboo went into liquidation.
In this episode:
Top stories:
1. CEVA Logistics taps Sereact AI robotic systems for Zalando returns handling at Germany, Poland sites — Retail Technology In
Chanel Says It's Outrunning the Luxury Slump as Goldman Blames the Industry's Own Price Hikes — October 06, 2026
Chanel's fashion president says the house is significantly outperforming the market a year into Matthieu Blazy, while Goldman Sachs argues luxury's slowdown came from 60% price increases and slow innovation. Plus Marc Jacobs' new owners lay out a diffusion plan, and Donatella Versace launches a venture with Revolve.
In this episode:
1. Chanel Fashion Boss on Success, Strategy and Matthieu ... — W
UBS and Goldman Turn Sellers on Hermès as the Scarcity Story Wears Thin — October 05, 2026
UBS and, per GuruFocus, Goldman Sachs move Hermès to sell, with UBS arguing non-quota bags and resale supply are making demand cyclical. Plus Frasers Group's luxury push and Harvey Nichols plans, CP Brands' licensing revival of The Limited, and Cue Clothing's collapse next to Hallenstein Glasson's profit jump.
In this episode:
1. UBS downgrades Hermès as weaker scarcity points to more cyclical de
Kering Strikes a Cautious Tone and Analysts Cut Targets Ahead of Its October 22 Sales — October 03, 2026
Kering's pre-close analyst call left Barclays, Citi, Jefferies and others cutting targets, while Goldman Sachs bought $220 million of Shein stock to steady its listing. Plus Galeria's fourth insolvency in six years and ChatGPT's new virtual try-on.
In this episode:
1. Kering confirms a challenging end to summer for luxury | MarketScreener — Thomas Barnet
https://www.marketscreener.com/news/ker
Nike Guides to a High-Single-Digit Revenue Drop and Rations the Jordan Retros — October 02, 2026
Nike's first quarter shows running recovering while Sportswear, Jordan and Greater China drag, and a new restructuring called Pace is on the way. Also: Galliano's Zara collection lands, Oxy Capital bids €115 million for Aeffe's businesses, and Neiman Marcus closes its downtown Dallas flagship.
In this episode:
1. Running was a bright spot for Nike in an otherwise gloomy quarter — Modern Retail
Arnaults Plan to Fold LVMH Control Into One Listed Holding as Luxury Stocks Slide — October 01, 2026
Christian Dior has unveiled an Arnault family plan to consolidate control of LVMH in a single listed partnership, while Kering's Luca de Meo talks winning back lost customers, Armani hires its first outside creative director, and Hermès takes another analyst downgrade on China.
In this episode:
1. France's Christian Dior plans Agache merger to reshape LVMH control - Daily Hollywood News — by
h
M&S Brings Sephora to 100 Stores as Shein's First Public Results Slump — September 30, 2026
Marks & Spencer is bringing Sephora shop-in-shops to about 100 UK stores from spring 2027. Shein's first results as a public company showed second-quarter adjusted profit down 67%, and Armani prepares minority-stake talks with LVMH, L'Oréal and EssilorLuxottica.
In this episode:
Top stories:
1. M&S and Sephora partnership to rollout new beauty destination - set for 100 UK stores | Insider Media —
Hanna Andersson Hits Amazon With a 90% Platform-Exclusive Assortment — September 29, 2026
Hanna Andersson opens an Amazon storefront Oct. 1, and 90% of what it sells there is exclusive to the platform. It is betting marketplace convenience brings incremental customers without cannibalizing its DTC core. Hoka, meanwhile, fights Nike, On and New Balance for New York's marathon runners.
In this episode:
Top stories:
1. Brands Briefing: Hanna Andersson is joining Amazon, with a 90% unique
Burton at 50: New CEO, Manhattan Flagship, Streetwear and China Push — September 28, 2026
Burton marks 50 years with a new CEO, former Vans and Dickies executive Denny Bruce, plus a Manhattan flagship and plans for streetwear and China. New World Department Store China swings to a loss of up to HKD 780 million on impairments.
In this episode:
Top stories:
1. Burton at 50: The snowboard icon sets its sights on streetwear and China — Glossy
https://www.glossy.co/fashion/burton-at-50-
Tesco Tests Virtual Try-On; London Fashion Week Wins Buyers, Loses Buzz — September 25, 2026
Tesco is trialling in-store virtual try-on screens for about 1,500 F&F pieces, bringing AI fitting tech to the mass grocery aisle. Meanwhile, London Fashion Week drew 41% more international buyers even as online attention fell.
In this episode:
Top stories:
1. Tesco trials virtual fitting screens so shoppers can try on clothes without getting changed — GB News
https://www.gbnews.com/lifestyle/
Retail Earnings Show Growth Still Comes With Pain — September 24, 2026
JD Sports Fashion posted a 19.7% drop in adjusted profit before tax as Stitch Fix, Myer and KMD Brands showed the same split-screen retail story: some sales growth, but margin pressure, impairments and fragile consumer demand still define the recovery.
In this episode:
Top stories:
1. JD SPORTS FASHION | JD Sports Fashion - HALF YEAR RESULTS 2026/27 — Stockopedia
https://www.stockopedia.com/s
Sephora Joins TikTok Shop as Fashion-Tech Moves Upstream — September 23, 2026
Sephora TikTok Shop launch puts social commerce back at the center of beauty retail, while Lectra’s Apogy and airport skincare AI show fashion-tech moving deeper into product development and point-of-sale personalization.
In this episode:
Top stories:
1. With Sephora joining TikTok Shop, is the social shopping platform becoming too big to ignore? — Glossy
https://www.glossy.co/beauty/with-seph
Carter’s Tariff Hit Meets Fashion’s Fiber and AI Bets — September 22, 2026
Carter’s reported strong first-quarter demand but tariff, inflation and interest costs weighed on profit, while fashion operators also got a new FTC-approved fiber category, rising fuel-surcharge risk and another fit-tech push into agentic shopping.
In this episode:
Top stories:
1. Carter’s, Inc. Reports First Quarter Fiscal 2026 Results | lifestyle.washingtonguardian.com — Washington Guardian
Lotte Cuts, Target’s K-Beauty Bet, and Net-a-Porter’s Whale Hunt — September 21, 2026
Lotte Department Store opened voluntary retirement applications for long-tenured staff, signaling restructuring despite strong sector earnings, while Target’s Beauty Studio pushes K-beauty deeper into U.S. mass retail and Net-a-Porter’s winback math raises the cost of courting luxury whales.
In this episode:
Top stories:
1. Lotte Department Store Implements Voluntary Retirement After 5 Years... O
Boohoo and Net-a-Porter Chase the Turnaround Math — September 18, 2026
Boohoo’s Debenhams Group reported accelerating GMV growth and a 14% adjusted EBITDA gain, while Net-a-Porter and Mr Porter returned to quarterly sales growth but lost active customers. The bigger thread is turnaround discipline: marketplace mix, top-client retention and efficiency tech.
In this episode:
Top stories:
1. BOOHOO | Trading update for the six months ended 31 August — Stockopedia
ht
Brooks Brothers chases $1B as retail’s data race heats up — September 17, 2026
Brooks Brothers is using New York Fashion Week to sell its post-bankruptcy turnaround and billion-dollar ambitions, while August retail sales beat forecasts and Walmart’s Scintilla upgrades show supplier data and AI becoming a bigger competitive moat.
In this episode:
Top stories:
1. Fashion Briefing: Inside Brooks Brothers’ turnaround plan and billion-dollar ambitions — Glossy
https://www.glo
TikTok Shop makes luxury resale a livestream business — September 16, 2026
TikTok Shop US says 94% of its luxury resale revenue now comes from livestreams, while Carter’s, Stanley, Lectra and Daydream show fashion commerce chasing younger shoppers through rebrands, collaborations and AI-assisted buying.
In this episode:
Top stories:
1. Livestreams dominate luxury resale buys on TikTok Shop US — Modern Retail
https://www.modernretail.co/operations/nearly-all-luxury-re
Shoe Station Stumbles as Fashion Week Tests AI and Shoppable Runways — September 15, 2026
Shoe Station Group cut fiscal 2026 guidance after a promotional footwear market hit Q2 sales and margins, while New York Fashion Week becomes a test bed for Google AI tools, Kendra Scott’s shoppable jewelry play, and Tanner Fletcher’s bridal growth.
In this episode:
Top stories:
1. Shoe Station Group Reports Second Quarter 2026 Results | lifestyle.washingtonguardian.com — Lifestyle Washington Gua
Meta takes AI glasses retail national as fashion commerce rewires — September 14, 2026
Meta Lab is nearly doubling its standalone store footprint as AI glasses move from gadget demos toward fitted retail, while UniqYou funding and Coreli’s LTK integration underline how fashion commerce is being rebuilt around data, creators and owned customer funnels.
In this episode:
Top stories:
1. Meta Lab, known for AI glasses, is nearly doubling its retail store footprint — Modern Retail
ht
Macy’s Turnaround Gets Real as Bloomingdale’s Defies Luxury Slump — September 11, 2026
Macy’s raised guidance after 2.7% comp growth, with Bloomingdale’s up 11.3% as luxury peers struggle. Reformation’s first public earnings and Uniqlo’s U.S. expansion add a broader theme: selective retail winners are still finding growth.
In this episode:
Top stories:
1. Macy's (M) Q2 2026 earnings - CNBC — CNBC
https://www.cnbc.com/2026/09/10/macys-m-q2-2026-earnings.html
2. Why Bloomingdale’s
Meta Pushes AI Checkout as Aerie Carries AEO — September 10, 2026
Meta’s Muse pushes social shopping from discovery into checkout, while AEO’s back-to-school read shows Aerie carrying momentum as American Eagle keeps rebalancing denim. The connective tissue is conversion: AI agents, fit tools and styling tech are chasing fewer abandoned carts.
In this episode:
Top stories:
1. Aerie soars in back-to-school sales, while American Eagle works to ‘balance’ denim — M
Shein Sheds $5B as AI Try-On Race Heats Up — September 09, 2026
Shein’s Hong Kong IPO has already erased about US$5 billion in market value, sharpening doubts over fast fashion’s tariff-hit growth model, while PointAI and SPREEAI make virtual try-on the week’s more investable AI-commerce story.
In this episode:
Top stories:
1. Shein's value down US$5 billion, among HK's worst post-IPO weeks - The Business Times — The Business Times
https://www.businesstime
Estée Lauder Bets on Shopify as DTC Fashion Scales Up — September 08, 2026
Estée Lauder Companies is moving MAC and most of its e-commerce estate onto Shopify by fiscal 2027, while Shein, Rothy’s and Hulken all point to the same pressure: fashion growth increasingly means platforms, partners and operational scale.
In this episode:
Top stories:
1. Beauty Briefing: Why the Estée Lauder Companies is moving some of its biggest brands to Shopify — Glossy
https://www.gloss
Shein’s valuation reset meets tariff-boosted retail earnings — September 07, 2026
Shein’s Hong Kong IPO reset frames a fashion market re-pricing growth, while Abercrombie and Kohl’s show margin gains from pricing discipline, tariff refunds and cost control even as sales momentum stays uneven.
In this episode:
Top stories:
1. The 3 reasons Shein is trading at a quarter of its previous valuation — Glossy
https://www.glossy.co/podcasts/the-3-reasons-shein-is-trading-at-a-quart
Lululemon Slumps as Shein’s Valuation Reset Bites — September 04, 2026
Lululemon’s 9% comp decline puts incoming CEO Heidi O’Neill on the clock, while Shein’s Hong Kong listing keeps testing public-market faith in fast fashion. The day’s fashion-business reset spans activewear, ultra-fast fashion, recommerce, and luxury’s limits on institutional redemption.
In this episode:
Top stories:
1. Lululemon’s identity crisis continues, with comp sales down 9%, as it prepare
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