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Analysis and advice from the front lines of the retail transformation.

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Latest News & Analysis

Reformation Targets $1 Billion Valuation in IPO

The Permira-backed ​retailer said on Monday that it and some of ​its selling shareholders aim to raise up to $239.1 million in the IPO.

Reformation Targets $1 Billion Valuation in IPO

The Permira-backed ​retailer said on Monday that it and some of ​its selling shareholders aim to raise up to $239.1 million in the IPO.


India’s Tata Group Plans 100 Annual Stores for Its Westside Brand

The Mumbai-based conglomerate aims to double the pace of store openings for its premium clothing brand to reinvigorate growth.

India’s Tata Group Plans 100 Annual Stores for Its Westside Brand

The Mumbai-based conglomerate aims to double the pace of store openings for its premium clothing brand to reinvigorate growth.


How Nili Lotan Is Finding Growth in a Crowded Market

On track to generate $150 million in sales this year, the New York label is entering footwear for the first time as it looks to expand beyond its signature wardrobe staples.

How Nili Lotan Is Finding Growth in a Crowded Market

On track to generate $150 million in sales this year, the New York label is entering footwear for the first time as it looks to expand beyond its signature wardrobe staples.


Why Shein Is Worth Far Less Than Before

This week, Shein received approval for a long-awaited IPO targeting a valuation of around $40 billion, a steep markdown from its peak valuation of $100 billion in 2022 due to slowing growth, regulatory hurdles and a weak consumer environment.

Why Shein Is Worth Far Less Than Before

This week, Shein received approval for a long-awaited IPO targeting a valuation of around $40 billion, a steep markdown from its peak valuation of $100 billion in 2022 due to slowing growth, regulatory hurdles and a weak consumer environment.


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Shein IPO Faces Lower Valuation as E-Commerce Crackdown Starts to Bite

Shein's ambitions for a valuation of up to $50 billion face a tough test from investors as new fees in Europe on e-commerce imports threaten to dent its growth.

Shein IPO Faces Lower Valuation as E-Commerce Crackdown Starts to Bite

Shein's ambitions for a valuation of up to $50 billion face a tough test from investors as new fees in Europe on e-commerce imports threaten to dent its growth.


The Debrief | The Anti-Unicorn Playbook That Beat Fashion’s DTC Boom

BoF editor Diana Pearl joins Sheena Butler-Young to unpack how a generation of independent brands rejected the venture-backed DTC playbook — and why that slower, more disciplined approach ultimately paid off.

The Debrief | The Anti-Unicorn Playbook That Beat Fashion’s DTC Boom

BoF editor Diana Pearl joins Sheena Butler-Young to unpack how a generation of independent brands rejected the venture-backed DTC playbook — and why that slower, more disciplined approach ultimately paid off.


Beyond the Hamptons: Where Brands Are Popping Up This Summer

More fashion brands are opening stores and staging events in upscale US summer destinations from Nantucket to Newport, hoping to replicate the retail magic they’ve conjured out east, as rich Americans continue to spend.

Beyond the Hamptons: Where Brands Are Popping Up This Summer

More fashion brands are opening stores and staging events in upscale US summer destinations from Nantucket to Newport, hoping to replicate the retail magic they’ve conjured out east, as rich Americans continue to spend.


The Independent Retailer Built on Prioritising Black Buying Power

James Whitner’s multibrand business, which includes stores like A Ma Maniére and Social Status, is manoeuvring through a tough retail environment by serving Black communities that fashion has traditionally overlooked.

The Independent Retailer Built on Prioritising Black Buying Power

James Whitner’s multibrand business, which includes stores like A Ma Maniére and Social Status, is manoeuvring through a tough retail environment by serving Black communities that fashion has traditionally overlooked.


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GLP-1’s Fashion Impact Spreads to Britain

Uptake of weight loss drugs is accelerating in the UK, shifting consumers tastes for fashion, beauty and wellness products and denting sales of large sizes. ‘These drugs are reshaping the plus-size fashion market at remarkable speed,’ BeigePlus CEO Hennie Fearnley said.

GLP-1’s Fashion Impact Spreads to Britain

Uptake of weight loss drugs is accelerating in the UK, shifting consumers tastes for fashion, beauty and wellness products and denting sales of large sizes. ‘These drugs are reshaping the plus-size fashion market at remarkable speed,’ BeigePlus CEO Hennie Fearnley said.


The Debrief | Luxury’s New Reality

As luxury shoppers push back against relentless price hikes and uninspiring boutique environments, BoF's Mimosa Spencer and Robert Williams break down why emotional connection has overtaken heritage as the primary driver of high-end shopping.

The Debrief | Luxury’s New Reality

As luxury shoppers push back against relentless price hikes and uninspiring boutique environments, BoF's Mimosa Spencer and Robert Williams break down why emotional connection has overtaken heritage as the primary driver of high-end shopping.


Americana Sells. Why Are Brands Afraid of Celebrating America?

The resurgence of Americana has fuelled growth for brands like Ralph Lauren, but America’s 250th anniversary is exposing how difficult it has become to separate national identity from politics.

Americana Sells. Why Are Brands Afraid of Celebrating America?

The resurgence of Americana has fuelled growth for brands like Ralph Lauren, but America’s 250th anniversary is exposing how difficult it has become to separate national identity from politics.


What France’s Anti-Fast Fashion Law Means for Shein

The new legislation introduces advertising restrictions and financial penalties aimed squarely at ultra-fast fashion platforms like Shein and Temu while largely sparing European players such as Zara and H&M.

What France’s Anti-Fast Fashion Law Means for Shein

The new legislation introduces advertising restrictions and financial penalties aimed squarely at ultra-fast fashion platforms like Shein and Temu while largely sparing European players such as Zara and H&M.