Coty Tops Estimates on Prestige Brands Boost Amid Turnaround
The US cosmetics conglomerate said launches from Marc Jacobs and Burberry helped boost revenues, though its full-year guidance is below consensus.
retail / Fast Fashion
Retail
Opinion: Zara Isn’t the Only Star of the Inditex Show
The Spanish group has five other brands that are on their own paths to growth and appeal to different types of customers, writes Andrea Felsted.
Retail
Shein Warns of Online Shopping Chaos Over Permit Delay in Mexico
The fast-fashion retailer’s warning is part of growing alarm in the industry as 11 logistics operators have started losing their authorisations to clear large volumes of lower-value shipments.
Retail
Can Shein Build a Brand?
The ultra-fast-fashion giant’s share price sank to a record low after it released its first results as a public company earlier this week. With sales growth under pressure, the company must find a way to stand out in a hyper-competitive market.
Retail
Shein Posts 1% Revenue Growth in First Results Since IPO
Operating income fell 52.9 percent from the first half of 2025, extending a deterioration in profitability seen in the first three months of the year.
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Retail
H&M Founding Family Builds Stake as Turnaround Stumbles
The move is fueling speculation the billionaire Persson family could take the fast-fashion retailer private.
Retail
Did Shein Pass Its IPO Test?
The ultra-fast fashion retailer closed its first day of trading flat as investors weigh slowing growth and mounting challenges to its business model.
Retail
Shein Comes to Market… Finally
The retailer begins trading in Hong Kong at a valuation of about $26 billion, a quarter of the nearly $100 billion it commanded at its 2022 peak. What happened to fast fashion’s former darling?
Retail
Opinion: Shein’s IPO Has Only One Winner
Shein spent years trying to distance itself from China, only to discover that the supply chain underpinning its success was the one thing it couldn’t leave behind. That very ecosystem now appears to be the main beneficiary of a long, tortuous listing writes Bloomberg’s Juliana Liu.
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Retail
Shein’s IPO Won’t Mask Its Sustainability Challenges
The company has tried to address ESG concerns that have triggered regulatory investigations and fines in several countries, but many of those challenges remain and could weigh it down even after its market debut.
Retail
Shein’s Slowing Growth Tests Investor Appetite Ahead of Hong Kong IPO
The ultra-fast-fashion giant continues to field questions over its slowing growth and rising costs, even after trimming its expected IPO valuation by over $50 billion.
Retail
Shein Will Struggle to Justify Up to $50 Billion Hong Kong IPO Valuation
The ultra-fast-fashion giant’s valuation has fallen from $98.2 billion following a fundraising round in 2022 to $64 billion after another funding round in 2024.
Retail
Opinion: Francesco Risso Can Make GU the Anti-Shein
To become a meaningful fast-fashion challenger, Fast Retailing CEO Tadashi Yanai must expand GU aggressively while preserving the brand’s quality, writes Bloomberg’s Juliana Liu.
The News in Brief
E.l.f. Beauty Sales Lift 51%
The US cosmetics giant raised its full-year sales outlook to over $2 billion as Rhode’s global expansion continues to power its revenue growth.
Shein Invests €500 Million in Europe as Customs Rules Tighten
The online retailer said it will expand its logistics hub in Poland as it grapples with stricter customs regulations in Europe.
Remington Owner Spectrum Makes Unsolicited Push to Buy Helen of Troy
The owner of consumer brands like George Foreman and Remington said it has made multiple offers to buy the publicly listed parent company of Olive and June, Drybar and Hydro Flask.
PAI Partners to Acquire Elemis from L’Occitane
The French private equity group announced on Wednesday that it will buy the UK skin and body care brand for an undisclosed sum.
Estée Lauder Sets 2030 Growth, Margin Targets as Turnaround Advances
At its capital markets event in Shanghai, leadership said it aims to deliver mid-single-digit organic net sales growth through fiscal 2030, and unveiled a new cost-cutting and strategic roadmap.
Nykaa Quarterly Profit Nearly Triples on Beauty Demand, Margin Gains
The Indian beauty retailer said on Wednesday its second-quarter profit nearly tripled, as improved operating efficiency and strong demand for premium beauty products boosted margins.
Report: CVS Plans to Break Up Healthcare Conglomerate
The US retailer is planning to spin off its pharmacy business in what would be one of the biggest-ever breakups in the healthcare industry, according to reports.