Latest News & Analysis

Coach’s Tabby Handbag Fuels Blowout Holiday Quarter for Parent Tapestry
Tapestry raised annual earnings targets again after strong demand for Coach’s Tabby handbags helped it comfortably beat holiday-quarter estimates.

Does Beauty Really Care About the Super Bowl?
While fashion brands have flocked to the big game for activations and sponsorships, cosmetics, skincare and hair care lines have largely sat on the sidelines.

Ssense Owners Receive Court Approval to Buy Back Company
The closing of the transaction that will see the embattled e-tailer’s founders retain ownership is still pending regulatory approval, according to an internal memo viewed by BoF.

Vestiaire Collective Expects First Profit in 2026
The fashion resale platform expects to rake in its first annual profit more than 15 years after its launch as it eyes expansion in the US.

What Is ‘Ski Care’ and Why Are Beauty Brands Obsessed With it?
Beauty has joined the winter sports rush, pitching skincare and sunscreen as equipment every bit as essential as goggles and poles.

Estée Lauder Forecasts Annual Results Below Estimates as Marketing Costs Increase
The US cosmetics giant projected annual sales and profit slightly below estimates on Thursday, as it navigates a brand reset with increased marketing spend while it navigates tariff-related headwinds.

Pieter Mulier to Design Versace, Prada Group Confirms
The outgoing Alaïa designer and long-time lieutenant of Prada co-creative director Raf Simons will be tasked with revitalising Prada Group’s new acquisition, following the ouster of Dario Vitale in December.

Nykaa Profit More Than Doubles Amid Beauty Demand Surge in India
Indian fashion-to-beauty retailer Nykaa posted a more than two-fold jump in quarterly profit on Thursday, helped by steady demand for brands like Estée Lauder and Kay Beauty.

Abbvie Shares Fall as Wall Street Focuses on Filler Weakness
The Botox maker's 2026 profit forecast surpassed Wall Street’s expectations, though investors saw vulnerabilities in the company's filler brand Juvéderm.

KKR Prepares Wella Company for US IPO
The Investment firm is preparing OPI nail polish owner Wella Company to go public as soon as this year, in an offering that could value the company at more than the $4.3 billion KKR paid for it.

Is the Storm Blowing Over for Watchmakers? Yes and No
It’s a case of winners and losers for Swiss watchmakers, as the strongest brands shoot ahead, widening the gap with their smaller rivals, writes Robin Swithinbank. Plus, Rolex’s LIV Golf tie-up and The Honourable Merchants Group’s pause.

How Dior and Chanel Are Tackling Fashion’s Pricing Problem
France’s biggest couture giants are bulking up their assortments of handbags and small accessories at the lower end of their offer as they seek to reengage customers after years of some of the industry’s punchiest price hikes.