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Luxury

Will the Kering Hope Trade Hold Up?

In this week’s High Margin newsletter: Kering shares pop off again as its sales decline slows — despite a lack of clarity on Gucci’s next steps.

Luxury

Will the Kering Hope Trade Hold Up?

In this week’s High Margin newsletter: Kering shares pop off again as its sales decline slows — despite a lack of clarity on Gucci’s next steps.

Beauty

Estée Lauder Is Having Some Trouble at Home

International sales at brands like La Mer and Le Labo are improving, but the cosmetics conglomerate is still struggling to connect with American consumers.

Beauty

Estée Lauder Is Having Some Trouble at Home

International sales at brands like La Mer and Le Labo are improving, but the cosmetics conglomerate is still struggling to connect with American consumers.

Retail

Klarna Shares Climb 30% in Trading Debut After $1.37 Billion IPO

The company’s shares opened at $52 each in New York, above the IPO price of $40 apiece.

Retail

Klarna Shares Climb 30% in Trading Debut After $1.37 Billion IPO

The company’s shares opened at $52 each in New York, above the IPO price of $40 apiece.

Retail

Have Trump’s Tariffs Finally Put an End to Crocs’ 19-Year Reign?

The plastic clog maker’s share price is down nearly 30 percent — its lowest level for three years — and revenues are expected to drop by at least 9 percent in the current quarter.

Retail

Have Trump’s Tariffs Finally Put an End to Crocs’ 19-Year Reign?

The plastic clog maker’s share price is down nearly 30 percent — its lowest level for three years — and revenues are expected to drop by at least 9 percent in the current quarter.

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Retail

This Week: How Far Does the Power of Brand Go?

On Running and Tapestry report earnings this week amid rising inflation and cautious consumers. Following strong performances from Ralph Lauren and E.l.f. Beauty, these results will continue to test whether brand power is a match for economic uncertainty.

Retail

This Week: How Far Does the Power of Brand Go?

On Running and Tapestry report earnings this week amid rising inflation and cautious consumers. Following strong performances from Ralph Lauren and E.l.f. Beauty, these results will continue to test whether brand power is a match for economic uncertainty.

Marketing

The Rise of ‘Ugly-Cute’ Labubu Dolls, in Four Charts

The craze over Pop Mart’s toys speaks to a desire for escapism and customisation during increasingly uncertain economic times — but their popularity may be fleeting.

Marketing

The Rise of ‘Ugly-Cute’ Labubu Dolls, in Four Charts

The craze over Pop Mart’s toys speaks to a desire for escapism and customisation during increasingly uncertain economic times — but their popularity may be fleeting.

Retail

Kohl’s Skyrockets as Stock Becomes Traders’ Latest Meme Darling

The retailer’s stock price soared 38 percent to close at $14.34 after a wild day of trading that saw the shares more than double at an intraday peak.

Retail

Kohl’s Skyrockets as Stock Becomes Traders’ Latest Meme Darling

The retailer’s stock price soared 38 percent to close at $14.34 after a wild day of trading that saw the shares more than double at an intraday peak.

Retail

Fashion Stocks Soar After Trump Pauses Tariffs on All Countries But China

The US will temporarily impose a universal 10 percent tariff instead of the higher levies announced last week, but duties on China will climb to 125 percent.

Retail

Fashion Stocks Soar After Trump Pauses Tariffs on All Countries But China

The US will temporarily impose a universal 10 percent tariff instead of the higher levies announced last week, but duties on China will climb to 125 percent.

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Luxury

Explainer: How Trump’s Tariffs Threaten Luxury Fashion

The Trump administration’s radical changes to US trade policy won’t push retail prices up enough to directly dampen sales, but the effects on the global economy and consumer sentiment could seriously dent an industry still struggling to bounce back from a sharp downturn in demand.

Luxury

Explainer: How Trump’s Tariffs Threaten Luxury Fashion

The Trump administration’s radical changes to US trade policy won’t push retail prices up enough to directly dampen sales, but the effects on the global economy and consumer sentiment could seriously dent an industry still struggling to bounce back from a sharp downturn in demand.

Retail

Trump’s Tariffs Rock Fashion’s Supply Chain

Some of the most severe import duties announced Wednesday were aimed at apparel manufacturing hubs.

Retail

Trump’s Tariffs Rock Fashion’s Supply Chain

Some of the most severe import duties announced Wednesday were aimed at apparel manufacturing hubs.

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.

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.

Luxury

Mytheresa’s Profits Soar Ahead of Its YNAP Acquisition

The German luxury e-tailer more than doubled its adjusted earnings in its second fiscal quarter that ended in December, providing a glimpse into how it will fare once its deal to acquire its competitor, Yoox-Net-a-Porter, is approved.

Luxury

Mytheresa’s Profits Soar Ahead of Its YNAP Acquisition

The German luxury e-tailer more than doubled its adjusted earnings in its second fiscal quarter that ended in December, providing a glimpse into how it will fare once its deal to acquire its competitor, Yoox-Net-a-Porter, is approved.

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