Latest News & Analysis

Inside Luxury Retailers’ Bare-Knuckle Fight to Win the Holidays
With market leader Saks struggling and Ssense in bankruptcy, competitors from Bloomingdale’s to Mytheresa to FWRD see a rare opportunity to grab market share. They are openly courting top customers, vendors and even the employees of their struggling competitors.

Rolex Rejects Retail Push Amid Industry Upheaval
In a rare public appearance, CEO Jean-Frédéric Dufour reaffirmed the brand’s wholesale model and urged unity as Swiss watchmakers battle a market downturn.

BoF VOICES 2025: Untangling the Fashion Industry’s Future
In the second session of BoF’s 10th annual VOICES gathering, a cross-section of fashion insiders discussed the industry slowdown, the future of Versace under Prada, brands versus influencers and more.

The Debrief | Can Fashion Still Meet Its Climate Promises?
As COP30 unfolds, BoF’s Sarah Kent and Shayeza Walid unpack why most big brands aren’t set to meet their 2030 goals — and what it would really take to get them back on track.

Interparfums Stock Dips After Trimming 2025 Forecast
The perfume maker’s stock tumbled by nearly 10 percent on Wednesday after lowering its 2025 net sales forecast and withholding 2026 guidance.

Mytheresa Parent Company Reports Sales and Profit Declines
LuxExperience reported a 4 percent dip in overall sales as Yoox Net-a-Porter’s declines overshadowed Mytheresa’s continued growth.

What Happens for Luxury if AI Goes Bust?
Investors are worried about the scale and concentration of US’ AI investment ahead of Nvidia’s earnings Wednesday night. A correction would have big consequences for high-end brands. Plus: Kering’s leaked strategy memo, Azzedine Alaïa’s Dior archive, highlights from BoF VOICES.

The Anti-Fashion Manifesto, 10 Years Later
Nearly a decade after Li Edelkoort issued a call-to-action for a fashion industry she called ‘old fashioned,’ the trend forecaster returned to the BoF VOICES stage to share her view on how fashion has changed since then — and where it’s going next.

Target Posts Bigger-Than-Expected Drop In Quarterly Sales, Readies for Key Holiday Period
The company has suffered as consumers pull back discretionary spending on apparel and home decor.

Azeem Azhar and Kenneth Cukier: If This Is an AI Bubble, What Comes Next?
You can view the BoF VOICES 2025 on-demand video below.

Sophia Kianni and Phoebe Gates: Trends and Shopping Habits in the Age of AI
You can view the BoF VOICES 2025 on-demand video below.

Gianni Serazzi and Fabrizio Cardinali: AI and the Future of Fashion E-Commerce Content
You can view the BoF VOICES 2025 on-demand video below.