Latest News & Analysis

The Pumpkin Spice Shortage Is Here
How climate change and YouTube bakes made beauty brands panic — and pivot — from one of their favourite ingredients this year.

Nike Is Restructuring — Again
Elliott Hill is continuing to build out his vision for Nike with yet another round of C-Suite changes, but can that vision be a bit more solidified for 2026?

Estée Lauder Driving Growth With New Brands and Global Focus, said CEO
The US beauty giant is focused on expanding market share and increasing sales by developing new brands, Stéphane de La Faverie said on Thursday.

Luxury Stocks Look Ready for a Stronger Year After Their ‘Detox’
Optimism is building that a second-half rally in Europe’s luxury-goods sector can extend into the new year as signs point to better times for the continent’s flagship equity sector.

France Seeks Three-Month Suspension of Shein Website in Court Hearing
The fast-fashion company returns to court as the French government requests to suspend its website for three months.

Westwood and Kawakubo: Two Revolutionaries, One Spirit
Longtime collaborator Stephen Jones meditates on the limitless creativity of rule-breaking radicals Rei Kawakubo and Vivienne Westwood as they get a major exhibition at the National Gallery of Victoria in Australia.

How Centring Community Kickstarted Kotn’s Growth
After growing a post-pandemic cult following and making a shift towards community-first brand building, the independent Egyptian-Canadian brand is now expanding its global footprint.

Succession at LVMH? We Don’t Talk About It, Says Arnault’s Wife
‘It's a topic that the two of us almost never discuss,’ Helene Mercier told a French publication.

Ulta Raises Outlook as Demand for Cosmetics Remains Robust
Ulta Beauty Inc. raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling out for cosmetics and hair supplies.

A Sephora Supplement Scoop; K-Beauty’s Dream Machine
This week I’m thinking about K-beauty's rapid innovation cycle, Sephora getting out of the vitamin business and the art of good merchandise.

The Estée Lauder Companies Announce New Middle East GM
Dubai-based Ossama Ogla, who assumed the role in September, joins the US conglomerate from roles at Dyson and L’Oréal.

Why Prada Moved on From Dario Vitale (and What Comes Next for Versace)
The news that Versace’s designer is exiting the brand comes two days after Prada’s acquisition of the brand, confirming months of speculation. What will Versace do next?