Fashion Business Daily
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
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
Tariffs Split North American Fashion as AI Try-On Chases Fit — September 03, 2026
Canada-US trade war is hitting fashion brands with 50% tariffs on nearly $30 billion of Canadian goods, threatening a less integrated North American market as startups pitch AI closets, try-on tools and IRL demand tests as the next growth levers.
In this episode:
Top stories:
1. Inside the Canada-US trade war's impact in brands — Glossy
https://www.glossy.co/fashion/fashion-briefing-the-canada
Fashion’s DTC Reset Meets AI-Fueled Retail Expansion — September 02, 2026
Everlane’s reported $80 million sale to Shein frames a broader DTC reset: fashion survivors like Cuyana and Faherty are leaning into omnichannel discipline, while Atorie, Fjällräven and Rodan + Fields chase growth through AI, stores, Amazon and Ulta.
In this episode:
Top stories:
1. Atorie Raises $9.5M Seed Funding to Grow AI-Powered Fashion Marketplace - — Global Startups Insights
https://www
Off-White Loses Its Director as Shein Faces Market Reality — September 01, 2026
Off-White and Shein frame a reset for fashion growth: Ib Kamara exits the post-Abloh streetwear brand, while Shein’s Hong Kong debut tests whether ultra-fast fashion can satisfy public investors under tariff and scrutiny pressure.
In this episode:
Top stories:
1. As Off-White creative director Ib Kamara exits, has the brand lost its way? — Glossy
https://www.glossy.co/fashion/as-off-white-crea
Purple Style Labs IPO Tests Fashion’s Growth Math — August 31, 2026
Purple Style Labs opens Pernia’s Pop-Up Shop’s ₹680-crore IPO under pressure from losses, while Anthropologie adds Nike to a sneaker push and TJX’s margin gain shows tariff refunds still reshaping retail earnings.
In this episode:
Top stories:
1. Pernia’s Pop-Up Shop IPO: Inside Purple Style Labs’ ₹680-Crore Luxury Bet on Rent, Stores and Indian Wedding Fashion — Open Magazine
https://openthem
Tariff Refunds Pad Fashion Retail’s Blowout Q2 — August 28, 2026
Abercrombie & Fitch, Urban Outfitters and Burlington all posted strong Q2 results, but big IEEPA tariff refunds are muddying the read on real margin strength, pricing strategy and how much benefit shoppers actually see.
In this episode:
Top stories:
1. Abercrombie Fitch Co (ANF) 8-K Earnings Release - Aug 2026 — Abercrombie & Fitch Co.
https://last10k.com/sec-filings/anf/0001018840-26-000041.h
Target Turns Into Fashion’s Off-Mall Test Lab — August 27, 2026
Target is becoming fashion’s test lab: Hollister says its dorm line is drawing new shoppers, while Target Beauty Studio will bring 1,600 products from 90 brands to 600-plus stores. The stakes are wholesale reach, beauty discovery and growth beyond apparel.
In this episode:
Top stories:
1. Hollister is acquiring new customers through Target as it looks beyond apparel — Glossy
https://www.glossy
Sneaker Turnarounds and Shein’s Valuation Reset — August 26, 2026
Dick’s Sporting Goods cut Foot Locker’s annual comp outlook as sneaker demand stays promotional, while Shein’s IPO math and eComID’s funding show investors repricing both fast-fashion risk and fashion-tech execution.
In this episode:
Top stories:
1. Dick's Sporting Goods is 'still early in the Foot Locker turnaround' — Modern Retail
https://www.modernretail.co/operations/dicks-sporting-goods-s
Fashion’s Growth Bets: Tech Chiefs, Sephora, AI Voices — August 25, 2026
Victoria’s Secret adds Adrian Butler as CTO and a Starbucks tech veteran to its board, while Byredo heads into Sephora and Willy Chavarria tests AI voice commerce — signals that growth now runs through tech, distribution and margin discipline.
In this episode:
Top stories:
1. Victoria's Secret Names New CTO, Adds Tech-Focused Board Director - DTC Dispatch — DTC Dispatch
https://dtcdispatch.com
ABFRL Bets on AI Try-Ons as Ross and Rolex Resale Surge — August 24, 2026
Aditya Birla Fashion is taking PointAI’s virtual try-on tech into stores as Ross outpaces TJX in off-price, CaaStle’s founder gets prison time, Liverpool defends margins, and women’s Rolex resale prices jump.
In this episode:
Top stories:
1. Aditya Birla Fashion brings AI-based virtual try-ons to its stores; PointAI powers the tech - The Times of India — The Times of India
https://timesofindia
Frasers’ Luxury Push Puts Harvey Nichols—and Brands—on Edge — August 21, 2026
Harvey Nichols and Frasers Group are testing luxury’s trust in distressed retail dealmaking, while Ralph Lauren turns the U.S. Open into a longer retail season and brands crowd into Los Angeles stores. The through-line: growth is coming from sharper physical and experiential plays.
In this episode:
Top stories:
1. Why Mike Ashley’s growing luxury empire has the fashion industry on edge — Glossy
Target’s Tariff Windfall Tests Retail Price Cuts — August 20, 2026
Target received $994 million in pre-tax tariff refunds, giving the retailer a margin tailwind it says will flow into price cuts. The same earnings cycle shows TJX adding stores and Estée Lauder returning to growth.
In this episode:
Top stories:
1. Target receives almost $1 billion in tariff refunds, plans to lower prices — Modern Retail
https://www.modernretail.co/operations/target-receives-al
Retail’s Winners Pull Ahead as AI Fashion Tools Scale — August 19, 2026
LSEG’s U.S. retail preview shows Q2 growth concentrating around broadline giants, while MySize, Higgsfield and Fabletics point to fashion’s next bets: fit tech, AI content infrastructure and licensed college apparel.
In this episode:
Top stories:
1. Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth — Lipper Alpha Insight
https://lipperalpha.refinitiv.com/2026/08/q2-2026-u-s-retail-pr
Retailers Pay Up to Keep Shoppers—and Shelves—Moving — August 18, 2026
Sephora, Capri and Nuuly show retailers spending harder to protect loyalty, inventory and attention: air freight is absorbing supply-chain shocks, beauty rewards are getting experiential, and fashion rental is turning branded content into social-native entertainment.
In this episode:
Top stories:
1. Air freight is becoming a costly fix for inventory issues — Modern Retail
https://www.modernret
Frasers’ Harvey Nichols Bet Opens a Costlier Retail Era — August 17, 2026
Frasers Group’s Harvey Nichols takeover puts Mike Ashley’s luxury strategy under pressure, while India’s Style Union and Purple Style Labs chase fresh capital and U.S. retailers face a record-low store-space crunch.
In this episode:
Top stories:
1. Inside Frasers’ £40m Harvey Nichols bet, can Mike Ashley finally crack luxury? - Retail Gazette — Retail Gazette
https://www.retailgazette.co.uk/bl
Fashion’s Growth Hunt: Resale Resets, Beauty Deals, AI Selling — August 14, 2026
Vestiaire Collective is resetting under new product and tech leadership, targeting double-digit growth after a profitability push, while Douglas’ earnings miss shows price-sensitive beauty shoppers and AI tools chase faster fashion-commerce production.
In this episode:
Top stories:
1. Vestiaire Collective: New management, returning to growth, AI and a culture of 'delivery' — FashionUnited
http
Samsonite Buys BÉIS as Shein’s Model Takes Fresh Hits — August 13, 2026
Samsonite’s BÉIS deal gives the luggage group a digital-native travel brand, while Shein’s pre-IPO reset deepens: a possible sub-$30B listing, a $1.1B investor make-whole, and a retreat from Vietnam all point to tariff-driven strain.
In this episode:
Top stories:
1. Samsonite Group S.A. to Acquire BÉIS, Expanding its Lifestyle Portfolio and Enhancing Digital Capabilities — PR Newswire
https://
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