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Retail

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

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.

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.


Shein Posts $99 Million Quarterly Loss Ahead of IPO

The retailer swung to a loss as sales ​slowed after the US removed the de minimis exemption on small packages and it incurred a hefty one-time accounting charge.

Shein Posts $99 Million Quarterly Loss Ahead of IPO

The retailer swung to a loss as sales ​slowed after the US removed the de minimis exemption on small packages and it incurred a hefty one-time accounting charge.


Can Jonathan Saunders Spark a Kate Spade Revival?

Saunders, the brand’s first creative director in five years and a skilled colourist, promises to give Kate Spade the clarity it has long lacked. Now, Tapestry must apply the same long-term brand-building discipline that fueled Coach’s success.

Can Jonathan Saunders Spark a Kate Spade Revival?

Saunders, the brand’s first creative director in five years and a skilled colourist, promises to give Kate Spade the clarity it has long lacked. Now, Tapestry must apply the same long-term brand-building discipline that fueled Coach’s success.


UK Retail Sales Get Surprise Boost From Hot Weather and World Cup

Sales rose unexpectedly in June as shoppers increased spending on clothing and air conditioning, adding to signs of a pickup spurred by record temperatures and the World Cup.

UK Retail Sales Get Surprise Boost From Hot Weather and World Cup

Sales rose unexpectedly in June as shoppers increased spending on clothing and air conditioning, adding to signs of a pickup spurred by record temperatures and the World Cup.


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.

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.


Nike to Slash Number of Online Distributors in China

The sportswear ‌giant aims to direct consumers to official Nike channels in a bid to clean up the marketplace as it continues losing ground to domestic rivals.

Nike to Slash Number of Online Distributors in China

The sportswear ‌giant aims to direct consumers to official Nike channels in a bid to clean up the marketplace as it continues losing ground to domestic rivals.


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.


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.