Perfume Maker Givaudan’s Sales Beat Estimates, Tariff Paybacks Weigh on Shares
Givaudan’s second-quarter organic sales came in ahead of market estimates on Thursday, but its shares fell 5 percent on litigation costs and tariff repayments.
artificial-intelligence
Retail
Executive Memo | How to Cut Costs While Investing for the Future
Fashion is facing a crunch as consumers grow more cautious and the full impact of tariffs comes into view. Brands and retailers need to cut their expenses, but they can’t stop investing towards the future if they want to win in the long-term.
Executive Memo | How to Cut Costs While Investing for the Future
Fashion is facing a crunch as consumers grow more cautious and the full impact of tariffs comes into view. Brands and retailers need to cut their expenses, but they can’t stop investing towards the future if they want to win in the long-term.
Technology
AI’s Transformation of Online Shopping Is Just Getting Started
A rapidly growing share of consumers is using AI to find and buy products. Brands need to be ready, says the BoF-McKinsey State of Fashion 2026.
AI’s Transformation of Online Shopping Is Just Getting Started
A rapidly growing share of consumers is using AI to find and buy products. Brands need to be ready, says the BoF-McKinsey State of Fashion 2026.
Technology
How Brands Stand Out in AI Search
To ensure their products are surfaced on platforms like ChatGPT, brands are turning to startups such as Profound, whose CEO James Cadwallader offers his view on what brands need to know in the BoF-McKinsey State of Fashion 2026.
How Brands Stand Out in AI Search
To ensure their products are surfaced on platforms like ChatGPT, brands are turning to startups such as Profound, whose CEO James Cadwallader offers his view on what brands need to know in the BoF-McKinsey State of Fashion 2026.
Partner Content
Reinventing the Online Customer Journey in 2026
At BoF VOICES 2025, BoF and Amazon Fashion & Sports hosted a lunch for fashion business and creative leaders to discuss the future of discovery, loyalty and assisted shopping in e-commerce and beyond.
Reinventing the Online Customer Journey in 2026
At BoF VOICES 2025, BoF and Amazon Fashion & Sports hosted a lunch for fashion business and creative leaders to discuss the future of discovery, loyalty and assisted shopping in e-commerce and beyond.
Technology
Smart Glasses Are Ready for a Breakthrough Year
The category is reaching an inflection point as more brands release style-conscious frames equipped with capabilities like AI, according to the BoF-McKinsey State of Fashion 2026.
Smart Glasses Are Ready for a Breakthrough Year
The category is reaching an inflection point as more brands release style-conscious frames equipped with capabilities like AI, according to the BoF-McKinsey State of Fashion 2026.
Retail
EssilorLuxottica Thinks It Cracked the Code on Smart Glasses
The eyewear giant and Meta are just getting started as they mount the most credible effort yet to make smart glasses a mainstream hit, EssilorLuxottica chief wearables officer Rocco Basilico says in the BoF-McKinsey State of Fashion 2026.
EssilorLuxottica Thinks It Cracked the Code on Smart Glasses
The eyewear giant and Meta are just getting started as they mount the most credible effort yet to make smart glasses a mainstream hit, EssilorLuxottica chief wearables officer Rocco Basilico says in the BoF-McKinsey State of Fashion 2026.
Beauty
Peloton’s New AI-Powered Bikes, Treadmills Get Off To Slow Start
Peloton Interactive Inc. has so far seen sluggish sales for its new artificial intelligence-powered exercise equipment, billed as the catalyst for a long-promised turnaround.
Peloton’s New AI-Powered Bikes, Treadmills Get Off To Slow Start
Peloton Interactive Inc. has so far seen sluggish sales for its new artificial intelligence-powered exercise equipment, billed as the catalyst for a long-promised turnaround.
Beauty
Black Friday Beauty Goes Beyond the Discount
This weekend beauty brands and retailers will need to use every tool at their disposal — from AI to TikTok Shop to BNPL — to get the biggest return.
Black Friday Beauty Goes Beyond the Discount
This weekend beauty brands and retailers will need to use every tool at their disposal — from AI to TikTok Shop to BNPL — to get the biggest return.
Retail
Alibaba Revenue Exceeds Estimates Driven by AI
While the company’s Chinese e-commerce business bounced back, it was a 34 percent surge in its AI arm that drove its revenue beat.
Alibaba Revenue Exceeds Estimates Driven by AI
While the company’s Chinese e-commerce business bounced back, it was a 34 percent surge in its AI arm that drove its revenue beat.
Luxury
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.
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.
Beauty
What’s Driving the Pocket Dermatology Boom
Brands like Methodiq, the newest label to launch out of US beauty conglomerate Oddity, want to put dermatologists in every person’s pocket — and disrupt a decades-old system in the process.
What’s Driving the Pocket Dermatology Boom
Brands like Methodiq, the newest label to launch out of US beauty conglomerate Oddity, want to put dermatologists in every person’s pocket — and disrupt a decades-old system in the process.
Luxury
The State of Fashion 2026: When the Rules Change
The 10th annual State of Fashion report by McKinsey & Company and BoF Insights, The Business of Fashion’s data and advisory team, reveals how changes in trade, technology and consumer behaviour will challenge businesses in 2026. Download the full report to understand the 10 themes that will shape the industry and opportunities for growth in the year ahead.
The State of Fashion 2026: When the Rules Change
The 10th annual State of Fashion report by McKinsey & Company and BoF Insights, The Business of Fashion’s data and advisory team, reveals how changes in trade, technology and consumer behaviour will challenge businesses in 2026. Download the full report to understand the 10 themes that will shape the industry and opportunities for growth in the year ahead.
The News in Brief
Trump to Impose Forced Labour Duties on Friday as Temporary 10% US Tariffs Expire
The move is the White House’s latest effort to restore Trump’s campaign vision of a near-global tariff after the US Supreme Court in February struck down his ‘reciprocal’ duties.
LVMH Appoints General Manager of Fragrance
Givenchy executive Yann Musquin will lead the group’s fragrance portfolio, succeeding longtime division head Romain Spitzer.
India Changes Rule in Win for Foreign E-Commerce Companies
In a major win for Amazon, which lobbied for the change, the government will allow foreign e-commerce companies to buy products directly from Indian sellers and sell them to overseas customers.
Skincare Brand Prequel Appoints C-Suite
The dermatologist-developed label has named Nathalie Kristo as its first chief executive officer and Toral Patel as chief marketing officer.
Moncler Group Second-Quarter Sales Rise 5% as Stone Island Brand Outperforms
Stone Island’s strong performance helped offset slower growth at the Moncler brand, as the group continues its push to become less dependent on its iconic winter outerwear.
Mulberry Quarterly Sales Jump 23% as Turnaround Gathers Pace
The British luxury handbag maker reported a strong start to fiscal 2027 as CEO Andrea Baldo’s strategy gains traction and the brand gears up for designer Christopher Kane’s runway debut in September.
Phillip Lim Announces New Brand PlayLoveWin
The designer departed his namesake label 3.1 Phillip Lim in November 2024 to pursue personal projects.