Latest News & Analysis

Exclusive: The North Face Unveils First Aimé Leon Dore Collaboration
Aimé Leon Dore’s founder Teddy Santis details what he hopes to be a recurring collaboration with The North Face, which is aspiring to lean further into lifestyle apparel as it seeks to double its revenue.

Estée Lauder Companies Says Its Turnaround Is Working — Slowly
The company’s recovery plan is underway, and green shoots are appearing in key areas like China. But its core brands are still struggling, and competition is stacking up.

Why Off-Price Is Entering a New Golden Age
With stronger-than-expected sales, a higher annual forecast and a playbook built for tariff turbulence, TJX is proving that off-price is not just resilient but ascendant in fashion — leaving traditional retail competitors scrambling to keep up.

Coty Annual Revenue Slides 4%, Eyes Turnaround in 2026
Chief executive Sue Y. Nabi said the US conglomerate had returned to a healthier baseline as it plans to double down on fragrance mists and designer beauty launches over the next year.

Hoyeon Stars in La Beauté Louis Vuitton’s First Campaign
The luxury giant’s inaugural makeup collection was shot by Steven Meisel and features the ‘Squid Game’ actress alongside a cast of models.

Laopu Gold Sales, Profit Growth Beat on Robust China Demand
Laopu’s rapid growth comes in sharp contrast to the struggles of some high-end Western retailers in China, defying a consumer pullback in an uncertain economy.

TJ Maxx Parent Tops Expectations as Bargain Goods Still Sell
TJX has been aggressively snapping up excess merchandise from brands looking to clear out piles of unsold goods.

Guess Will Go Private in $1.4 Billion Deal With Authentic Brands
Shareholders will get $16.75 a share in cash, a 26 percent premium to the stock’s closing price on Tuesday.

BoF Masterclass | The New Rules for Getting Acquired
Watch on demand a BoF Professional Masterclass that explores the topic in our latest report, “The New Rules for Getting Acquired.”

Valentino Names Riccardo Bellini CEO With Kering Deal At Stake
After taking the helm of parent company Mayhoola earlier this year, the former Margiela and Chloé chief will now focus on turning around the Qatari-owned group’s biggest brand.

Opinion: How ‘Optimisation’ Hijacked Men’s Wellness
We solved the problem of getting men into wellness. Now we have the bigger problem of what we’ve turned them into, writes meditation teacher Manoj Dias.

Estée Lauder Forecasts Lower Profits on Tariff Impact, Full-Year Sales Decline 8%
The American beauty giant said its 2026 profits would come in below Wall Street expectations on Wednesday, and reported another year of sales declines.