Fashion Business Daily

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%

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

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. P

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 co

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 custo

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

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 c

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 St

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%

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 m

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 pro

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 catego

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 Stud

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 act

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

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 shoppe

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 too

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 u

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

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.