Under Armour Forecasts Steeper Annual Sales Decline
The athletic apparel maker is struggling with weak consumer demand amid macroeconomic uncertainty in its key North American market.
Retail
Analysis and advice from the front lines of the retail transformation.
H&M: Stuck in the Middle With You
Squeezed between low-priced Shein and Zara’s push upmarket, H&M is struggling to deliver on a turnaround, with first quarter earnings coming in below already muted expectations.
H&M: Stuck in the Middle With You
Squeezed between low-priced Shein and Zara’s push upmarket, H&M is struggling to deliver on a turnaround, with first quarter earnings coming in below already muted expectations.
How Men’s Dress Shirts Became Cool Again
Demand for the menswear classic has ballooned in the last year as a new generation of fashion-obsessed men pursue a more polished look. But the modern dress shirt isn't the stuffy office staple it used to be as brands find new ways to give it an update.
How Men’s Dress Shirts Became Cool Again
Demand for the menswear classic has ballooned in the last year as a new generation of fashion-obsessed men pursue a more polished look. But the modern dress shirt isn't the stuffy office staple it used to be as brands find new ways to give it an update.
At Serax, Championing Global Craftsmanship and Creative Collaboration
As consumers look to spend more on categories like home décor and invest in quality craftsmanship, Belgian homeware brand Serax is poised to capture consumer interest through a strategy anchored in collaboration with designers and responsible sourcing. BoF sits down with Serax’s chief marketing officer, Dries Stuer, to learn more.
At Serax, Championing Global Craftsmanship and Creative Collaboration
As consumers look to spend more on categories like home décor and invest in quality craftsmanship, Belgian homeware brand Serax is poised to capture consumer interest through a strategy anchored in collaboration with designers and responsible sourcing. BoF sits down with Serax’s chief marketing officer, Dries Stuer, to learn more.
Nike Dunk, Once the World’s Hottest Sneaker, Is Fading Away
Sales of the Nike Dunk are expected to drop 70 percent over two years as new CEO Elliott Hill scales classic sneakers back to make way for new designs. Hill seeks to remedy Nike’s inventory problem by renewing its longtime strategy of maintaining enough supply scarcity to boost popularity among consumers.
Nike Dunk, Once the World’s Hottest Sneaker, Is Fading Away
Sales of the Nike Dunk are expected to drop 70 percent over two years as new CEO Elliott Hill scales classic sneakers back to make way for new designs. Hill seeks to remedy Nike’s inventory problem by renewing its longtime strategy of maintaining enough supply scarcity to boost popularity among consumers.
Shopify Takes Steps To Pull In Billions From Passive Funds
Since announcing last week that the e-commerce company would transfer its US-listed shares to the marketplace, Shopify has risen 16 percent. Even after the company moves to Nasdaq, it will maintain a dual listing on the Toronto Stock Exchange.
Shopify Takes Steps To Pull In Billions From Passive Funds
Since announcing last week that the e-commerce company would transfer its US-listed shares to the marketplace, Shopify has risen 16 percent. Even after the company moves to Nasdaq, it will maintain a dual listing on the Toronto Stock Exchange.
Op-Ed | Target’s DEI Flip-Flop Came at a Price
Early data indicates Target and Walmart’s store traffic has declined since their DEI exit, while Costco’s has grown, signalling that we may be entering a new era of consumer boycotts.
Op-Ed | Target’s DEI Flip-Flop Came at a Price
Early data indicates Target and Walmart’s store traffic has declined since their DEI exit, while Costco’s has grown, signalling that we may be entering a new era of consumer boycotts.
This Week: Is H&M’s Turnaround Working?
The fast fashion retailer, which reports its first-quarter results Thursday, is aiming to return to growth after a marketing blitz starring Charli XCX.
This Week: Is H&M’s Turnaround Working?
The fast fashion retailer, which reports its first-quarter results Thursday, is aiming to return to growth after a marketing blitz starring Charli XCX.
Hudson’s Bay to Begin Liquidating Most Stores on Monday
An Ontario court approved the retailer’s proposal to liquidate most stores while trying to find restructuring solutions with creditors and landlords on Friday.
Hudson’s Bay to Begin Liquidating Most Stores on Monday
An Ontario court approved the retailer’s proposal to liquidate most stores while trying to find restructuring solutions with creditors and landlords on Friday.
Making Sense of This Week’s Big Fashion Bankruptcies
News of Forever 21 and Hudson’s Bay facing liquidation this week rang alarm bells for an industry already facing macroeconomic challenges this year. But their failures could have been avoided.
Making Sense of This Week’s Big Fashion Bankruptcies
News of Forever 21 and Hudson’s Bay facing liquidation this week rang alarm bells for an industry already facing macroeconomic challenges this year. But their failures could have been avoided.
Nike Comeback Bid Is Threatened by Inventory Reset, Tariffs
The activewear brand’s shares dropped almost 5 percent after CFO Matthew Friend said he expects fourth-quarter revenue to decline by more than analyst expectations in Nike’s third-quarter earnings call. Nike’s turnaround effort faces weak consumer spending and fallout from President Donald Trump’s escalating trade war.
Nike Comeback Bid Is Threatened by Inventory Reset, Tariffs
The activewear brand’s shares dropped almost 5 percent after CFO Matthew Friend said he expects fourth-quarter revenue to decline by more than analyst expectations in Nike’s third-quarter earnings call. Nike’s turnaround effort faces weak consumer spending and fallout from President Donald Trump’s escalating trade war.
The Increasingly Popular Solve to Fashion’s Wholesale Woes
A challenging wholesale environment is pushing more fashion brands to sell on marketplaces where they directly fulfil customers orders. But the model requires a higher level of collaboration between brands and retailers to make it a mutually beneficial investment.
The Increasingly Popular Solve to Fashion’s Wholesale Woes
A challenging wholesale environment is pushing more fashion brands to sell on marketplaces where they directly fulfil customers orders. But the model requires a higher level of collaboration between brands and retailers to make it a mutually beneficial investment.
Behind the Rise of the ‘It’ Sweatshirt
Brands like Parke and The Bar have turned a relatively ordinary item into a must-have for thousands of Gen-Z customers, building hype with limited drops and careful product design.
Behind the Rise of the ‘It’ Sweatshirt
Brands like Parke and The Bar have turned a relatively ordinary item into a must-have for thousands of Gen-Z customers, building hype with limited drops and careful product design.
THE NEWS IN BRIEF
Skims to Enter India Through Partnership With Reliance Brands
The luxury arm of Reliance Retail will operate the Skims brand across physical and digital channels, beginning with Delhi and Mumbai.
EBay Gives Solid Outlook, Says It Paid More to Acquire Depop
The resale marketplace beat sales and profit expectations but said its purchase price for Depop was $200 million more than initially announced.
Shopify Shares Soar as Revenue Outlook Beats Estimates
Shares surged after the company's third-quarter revenue outlook beat expectations, strengthening the view that it faces limited disruption from AI.
Next Upgrades Profit Outlook Again on Strong Summer Spending
The UK retailer said it benefited from sunny weather and the release of some “pent-up demand” in the Middle East and northern Europe.
Report: Abercrombie to Seek Fresh Backers for China Business
The US-listed company is conducting a review of its Chinese assets and may sell a stake in the unit, which could be valued at several hundred million dollars, Bloomberg reported.
Shein Seeks $30 Billion to $40 Billion Valuation for August IPO, Sources Say
The valuation target marks a dramatic reset for Shein, which plans to launch its IPO as early as mid-August, three people familiar with the matter said.
Zalando Narrows Profit Outlook, Sees Growth at Lower End of Range
The online fashion retailer said 2026 revenue and growth will land in the lower half of its previously guided range and narrowed its adjusted operating profit outlook.