Fashion Business Daily

Episodet

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  Kering Strikes a Cautious Tone and Analysts Cut Targets Ahead of Its October 22 Sales — October 03, 2026 03.10.2026 8min

  Kering's pre-close analyst call left Barclays, Citi, Jefferies and others cutting targets, while Goldman Sachs bought $220 million of Shein stock to steady its listing. Plus Galeria's fourth insolvency in six years and ChatGPT's new virtual try-on. In this episode: 1. Kering confirms a challenging end to summer for luxury | MarketScreener — Thomas Barnet https://www.marketscreener.com/news/kering-confirms-a-challenging-end-to-summer-for-luxury-ce785ddadc8ef425 2. Goldman Sachs Shein IPO $220mn Greenshoe Purchase — Headlinesbriefing https://headlinesbriefing.com/market/ft-companies/goldman-sachs-shein-ipo-220mn-greenshoe-purchase-7da3c143 3. Galeria files for insolvency proceedings once again - FashionNetwork — FashionNetwork https://ww.fashionnetwork.com/news/Galeria-files-for-insolvency-proceedings-once-again,1872544.html 4. ChatGPT Adds Virtual Try-on, Upping Its Online Shopping Offering — Evan Clark https://wwd.com/business-news/technology/chatgpt-virtual-try-on-fashion-shopping-1239302870/ Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Nike Guides to a High-Single-Digit Revenue Drop and Rations the Jordan Retros — October 02, 2026 02.10.2026 7min

  Nike's first quarter shows running recovering while Sportswear, Jordan and Greater China drag, and a new restructuring called Pace is on the way. Also: Galliano's Zara collection lands, Oxy Capital bids €115 million for Aeffe's businesses, and Neiman Marcus closes its downtown Dallas flagship. In this episode: 1. Running was a bright spot for Nike in an otherwise gloomy quarter — Modern Retail https://www.modernretail.co/operations/running-was-a-bright-spot-for-nike-in-an-otherwise-gloomy-quarter/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. John Galliano’s Next Move: Remaking the Zara Archives Into Something “Almost Haute Couture” | Vogue Arabia — Shayeza Walid, Mimosa Spencer https://www.businessoffashion.com/news/retail/zara-john-galliano-collection-debut/ 3. Aeffe Group (Alberta Ferretti) confirms bidding offer of €115 million from Oxy Capital – CPP-LUXURY — CPP-LUXURY https://cpp-luxury.com/aeffe-group-alberta-ferretti-confirms-bidding-offer-of-e115-million-from-oxy-capital/ 4. The final day: Downtown Dallas says goodbye to Neiman Marcus — The Dallas Morning News https://www.dallasnews.com/business/retail/article/neiman-marcus-closing-last-day-22447822.php Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Arnaults Plan to Fold LVMH Control Into One Listed Holding as Luxury Stocks Slide — October 01, 2026 01.10.2026 7min

  Christian Dior has unveiled an Arnault family plan to consolidate control of LVMH in a single listed partnership, while Kering's Luca de Meo talks winning back lost customers, Armani hires its first outside creative director, and Hermès takes another analyst downgrade on China. In this episode: 1. France's Christian Dior plans Agache merger to reshape LVMH control - Daily Hollywood News — by https://dailyhollywoodnews.com/2026/09/30/frances-christian-dior-plans-agache-merger-to-reshape-lvmh-control/ 2. Kering, De Meo: “We have no intention of relocating. Italia remains a cornerstone of our strategy” - Il Sole 24 ORE — Il Sole 24 Ore https://en.ilsole24ore.com/art/kering-de-meo-has-no-intention-of-relocating-italia-remains-a-cornerstone-of-the-strategy-AJl5ECUB 3. Dario Vitale appointed Emporio Armani creative director in first outside hire - Brittany Bathgate — Diar Matahari https://daman.co.id/style/fashion-news/dario-vitale-creative-director-armani/ 4. Rothschild Redburn downgrades Hermes stock rating on China concerns By Investing.com — Investing https://za.investing.com/news/stock-market-news/rothschild-redburn-downgrades-hermes-stock-rating-on-china-concerns-93CH-4485668 Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  M&S Brings Sephora to 100 Stores as Shein's First Public Results Slump — September 30, 2026 30.09.2026 8min

  Marks & Spencer is bringing Sephora shop-in-shops to about 100 UK stores from spring 2027. Shein's first results as a public company showed second-quarter adjusted profit down 67%, and Armani prepares minority-stake talks with LVMH, L'Oréal and EssilorLuxottica. In this episode: Top stories: 1. M&S and Sephora partnership to rollout new beauty destination - set for 100 UK stores | Insider Media — Insider Media https://www.insidermedia.com/news/national/ms-and-sephora-partnership-set-for-100-uk-stores 2. Shein Net Profit Drops 67 Percent to 228 Million Dollars as Air Freight Squeezes Margins — RetailNews Asia https://retailnews.asia/shein-net-profit-drops-67-percent-to-228-million-dollars-as-air-freight-squeezes-margins 3. Armani to open stake sale talks with LVMH and L’Oréal - Retail Gazette — Retail Gazette https://www.retailgazette.co.uk/blog/2026/09/armani-to-open-stake-sale-talks-with-lvmh-and-loreal/ 4. Seibu Shibuya to Close Wed., Ending 58 Yrs of Shaping Youth Culture — Adnkronos https://www.adnkronos.com/internazionale/akieng/seibu-shibuya-to-close-wed-ending-58-yrs-of-shaping-youth-culture_2VhmGS3LMpKKh9nUcM9bYf 5. ThredUp Expands Into Live Shopping with Whatnot — GlobeNewswire https://www.globenewswire.com/news-release/2026/09/29/3370604/0/en/thredup-expands-into-live-shopping-with-whatnot.html Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Hanna Andersson Hits Amazon With a 90% Platform-Exclusive Assortment — September 29, 2026 29.09.2026 6min

  Hanna Andersson opens an Amazon storefront Oct. 1, and 90% of what it sells there is exclusive to the platform. It is betting marketplace convenience brings incremental customers without cannibalizing its DTC core. Hoka, meanwhile, fights Nike, On and New Balance for New York's marathon runners. In this episode: Top stories: 1. Brands Briefing: Hanna Andersson is joining Amazon, with a 90% unique assortment — Modern Retail https://www.modernretail.co/operations/brands-briefing-hanna-andersson-is-joining-amazon-with-a-90-unique-assortment/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. Behind Hoka’s bid to own the NYC marathon’s run-up period — Modern Retail https://www.modernretail.co/marketing/behind-hokas-bid-to-own-the-nyc-marathons-run-up-period/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 3. How Van Cleef & Arpels and The Wires are using AI for product discovery and personalization — Glossy https://www.glossy.co/fashion/how-van-cleef-arpels-and-the-wires-are-using-ai-for-product-discovery-and-personalization/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. 18 months, 31 prototypes and 1,700 hours of wear testing: How Knix brought its seamless cotton underwear to the market — Modern Retail https://www.modernretail.co/operations/18-months-31-prototypes-and-1700-hours-of-wear-testing-how-knix-brought-its-seamless-cotton-underwear-to-the-market/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Burton at 50: New CEO, Manhattan Flagship, Streetwear and China Push — September 28, 2026 28.09.2026 5min

  Burton marks 50 years with a new CEO, former Vans and Dickies executive Denny Bruce, plus a Manhattan flagship and plans for streetwear and China. New World Department Store China swings to a loss of up to HKD 780 million on impairments. In this episode: Top stories: 1. Burton at 50: The snowboard icon sets its sights on streetwear and China — Glossy https://www.glossy.co/fashion/burton-at-50-the-snowboard-icon-is-setting-its-sights-on-streetwear-and-china/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. New World Department Store China Limited Provides Unaudited Consolidated Earnings Guidance for the Financial Year Ended 30 June, 2026 | MarketScreener India — MarketScreener India https://in.marketscreener.com/news/new-world-department-store-china-limited-provides-unaudited-consolidated-earnings-guidance-for-the-f-ce785adfdf8ff126 3. Falc: 2026 turnover set to exceed €100 million; Flower Mountain partners with Norbit - FashionNetwork USA — FashionNetwork https://us.fashionnetwork.com/news/Falc-2026-turnover-set-to-exceed-100-million-flower-mountain-partners-with-norbit,1870387.html Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Tesco Tests Virtual Try-On; London Fashion Week Wins Buyers, Loses Buzz — September 25, 2026 25.09.2026 5min

  Tesco is trialling in-store virtual try-on screens for about 1,500 F&F pieces, bringing AI fitting tech to the mass grocery aisle. Meanwhile, London Fashion Week drew 41% more international buyers even as online attention fell. In this episode: Top stories: 1. Tesco trials virtual fitting screens so shoppers can try on clothes without getting changed — GB News https://www.gbnews.com/lifestyle/tesco-virtual-try-on-f-and-f 2. How Netflix’s ‘America’s Sweethearts’ fueled a Dallas Cowboys Cheerleaders brand boom — Glossy https://www.glossy.co/pop/netflix-dallas-cowboys-cheerleaders-brand-boom/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 3. London Fashion Week got more commercial. Did it get better? — Glossy https://www.glossy.co/podcasts/london-fashion-week-2026-mulberry-mcqueen-burberry/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Retail Earnings Show Growth Still Comes With Pain — September 24, 2026 24.09.2026 8min

  JD Sports Fashion posted a 19.7% drop in adjusted profit before tax as Stitch Fix, Myer and KMD Brands showed the same split-screen retail story: some sales growth, but margin pressure, impairments and fragile consumer demand still define the recovery. In this episode: Top stories: 1. JD SPORTS FASHION | JD Sports Fashion - HALF YEAR RESULTS 2026/27 — Stockopedia https://www.stockopedia.com/share-prices/jd-sports-fashion-LON:JD./news/01a0ccdb-59f5-7dc8-bff8-9de59164af99/ 2. Earnings Whispers | Stitch Fix Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results — Earnings Whispers https://beta.earningswhispers.com/article/SFIX/2609237507 3. Australia's Myer's FY26 sales rise 11.3% to $4.09 bn - Fibre2Fashion — Fibre2Fashion https://www.fibre2fashion.com/news/retail-results/australia-s-myer-s-fy26-sales-rise-11-3-to-4-09-bn-313712-newsdetails.htm 4. FY26 Annual Results Announcement | BusinessDesk — BusinessDesk https://businessdesk.co.nz/nzx-announcements/480346 5. AI startup Demoverse raises $600K to let consumers co-create products with brands - The Economic Times — The Economic Times https://economictimes.indiatimes.com/ai/ai-insights/ai-startup-demoverse-raises-600k-to-let-consumers-co-create-products-with-brands/articleshow/134404929.cms Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Sephora Joins TikTok Shop as Fashion-Tech Moves Upstream — September 23, 2026 23.09.2026 6min

  Sephora TikTok Shop launch puts social commerce back at the center of beauty retail, while Lectra’s Apogy and airport skincare AI show fashion-tech moving deeper into product development and point-of-sale personalization. In this episode: Top stories: 1. With Sephora joining TikTok Shop, is the social shopping platform becoming too big to ignore? — Glossy https://www.glossy.co/beauty/with-sephora-joining-tiktok-shop-is-the-social-shopping-platform-becoming-too-big-to-ignore/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. Lectra takes AI upstream with Apogy - Innovation in Textiles — Innovation in Textiles https://innovationintextiles.com/lectra-takes-ai-upstream-with-apogy/ 3. Ugg unveils international ‘Born to Feel’ brand platform to continue its hot streak — Glossy https://www.glossy.co/fashion/ugg-unveils-international-born-to-feel-brand-platform-to-continue-its-hot-streak/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Lagardère Travel Retail Brings AI-Powered Skincare Recommendations to Airports with Perfect Corp.’s Skincare Pro | MarketMinute — MarketMinute https://www.marketminute.com/article/bizwire-2026-9-21-lagardre-travel-retail-brings-ai-powered-skincare-recommendations-to-airports-with-perfect-corps-skincare-pro Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Carter’s Tariff Hit Meets Fashion’s Fiber and AI Bets — September 22, 2026 22.09.2026 7min

  Carter’s reported strong first-quarter demand but tariff, inflation and interest costs weighed on profit, while fashion operators also got a new FTC-approved fiber category, rising fuel-surcharge risk and another fit-tech push into agentic shopping. In this episode: Top stories: 1. Carter’s, Inc. Reports First Quarter Fiscal 2026 Results | lifestyle.washingtonguardian.com — Washington Guardian https://lifestyle.washingtonguardian.com/story/654639/carters-inc-reports-first-quarter-fiscal-2026-results/ 2. FTC Approves Renoa, The First New Apparel Fiber Classification In Nearly 25 Years, Made In The U.S. From Regenerated Textile Waste | Textile World — Textile World https://www.textileworld.com/textile-world/fiber-world/2026/09/ftc-approves-renoa-the-first-new-apparel-fiber-classification-in-nearly-25-years-made-in-the-u-s-from-regenerated-textile-waste/ 3. Gas price spikes could put a last-minute squeeze on holiday supply chains — Modern Retail https://www.modernretail.co/operations/gas-price-spikes-could-put-a-last-minute-squeeze-on-holiday-supply-chains/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. True Fit and Glance Bring Fit Intelligence to Agentic Commerce for Hundreds of Millions of Shoppers | FinancialContent — Business Wire https://www.financialcontent.com/article/bizwire-2026-9-21-true-fit-and-glance-bring-fit-intelligence-to-agentic-commerce-for-hundreds-of-millions-of-shoppers 5. Why Pinterest sponsored a phone-free London Fashion Week show — Glossy https://www.glossy.co/fashion/luxury/claudia-smith-pinterest-phone-free-london-fashion-week-debut/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Lotte Cuts, Target’s K-Beauty Bet, and Net-a-Porter’s Whale Hunt — September 21, 2026 21.09.2026 9min

  Lotte Department Store opened voluntary retirement applications for long-tenured staff, signaling restructuring despite strong sector earnings, while Target’s Beauty Studio pushes K-beauty deeper into U.S. mass retail and Net-a-Porter’s winback math raises the cost of courting luxury whales. In this episode: Top stories: 1. Lotte Department Store Implements Voluntary Retirement After 5 Years... Offering Up to 40 Months of Base Salary — SBS News https://news.sbs.co.kr/english/article.do?news_id=N1008763889 2. Target gets K-beauty brands to think beyond Sephora, Ulta with new Beauty Studio — Modern Retail https://www.modernretail.co/operations/target-gets-k-beauty-brands-to-think-beyond-sephora-ulta-with-new-beauty-studio/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 3. Step Back: Net-a-Porter wants its best customers back—but what actually makes a high-value luxury shopper return in 2026: better assortment, more personalized service, sharper pricing, or something else? And can those investments produce acceptable economics when brands are increasingly trying to own the customer relationship themselves? 4. How Rothy’s built a DTC footwear brand with staying power — Modern Retail https://www.modernretail.co/operations/how-rothys-built-a-dtc-footwear-brand-with-staying-power/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 5. Fresh off its viral influencer ‘bachelorette trip’, Swan Beauty attempts a NYFW blitz — Glossy https://www.glossy.co/beauty/fresh-off-its-viral-influencer-bachelorette-trip-swan-beauty-attempts-a-nyfw-blitz/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Boohoo and Net-a-Porter Chase the Turnaround Math — September 18, 2026 18.09.2026 8min

  Boohoo’s Debenhams Group reported accelerating GMV growth and a 14% adjusted EBITDA gain, while Net-a-Porter and Mr Porter returned to quarterly sales growth but lost active customers. The bigger thread is turnaround discipline: marketplace mix, top-client retention and efficiency tech. In this episode: Top stories: 1. BOOHOO | Trading update for the six months ended 31 August — Stockopedia https://www.stockopedia.com/share-prices/boohoo-LON:DEBS/news/trading-update-for-the-six-months-ended-31-august-01a0adf5-1214-7170-8090-0b8293a29178/ 2. Net-a-Porter wants its best customers back — Glossy https://www.glossy.co/fashion/luxury/net-a-porter-turnaround-ebay-shoppable-runway/ 3. Ravel Raises $8.2M Oversubscribed Seed Round to Scale Purification Recycling™ for Blended Textiles — PR Newswire https://www.prnewswire.com/news-releases/ravel-raises-8-2m-oversubscribed-seed-round-to-scale-purification-recycling-for-blended-textiles-302881246.html 4. Raspberry AI Transforms How Fashion Brands Go From Concept To Commerce With Launch Of New Agentic Platform — Raspberry AI https://www.prnewswire.com/news-releases/raspberry-ai-transforms-how-fashion-brands-go-from-concept-to-commerce-with-launch-of-new-agentic-platform-302879807.html 5. Vera Bradley (NASDAQ: VRA) Reports 8% Growth in Direct Revenue Despite Decline in Indirect Sales — Kalkine Media https://kalkinemedia.com/us/news/announcements/vera-bradley-nasdaq-vra-reports-8-growth-in-direct-revenue-despite-decline-in-indirect-sales Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Brooks Brothers chases $1B as retail’s data race heats up — September 17, 2026 17.09.2026 8min

  Brooks Brothers is using New York Fashion Week to sell its post-bankruptcy turnaround and billion-dollar ambitions, while August retail sales beat forecasts and Walmart’s Scintilla upgrades show supplier data and AI becoming a bigger competitive moat. In this episode: Top stories: 1. Fashion Briefing: Inside Brooks Brothers’ turnaround plan and billion-dollar ambitions — Glossy https://www.glossy.co/fashion/fashion-briefing-inside-brooks-brothers-turnaround-plan-and-billion-dollar-ambitions/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. U.S. Retail Sales Rebound in August, Exceeding Forecasts - Haver Analytics — Haver Analytics https://www.haver.com/articles/u-s-retail-sales-rebound-in-august-exceeding-forecasts 3. Walmart adds marketplace data, deeper AI features to Scintilla insights platform — Modern Retail https://www.modernretail.co/technology/walmart-adds-marketplace-data-deeper-ai-features-to-scintilla-insights-platform/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. Atorie Raises $9.5M to Sell Luxury Goods Minus Branding - Fundraise Insider — Fundraise Insider https://fundraiseinsider.com/blog/atorie-raises-9-5m-to-sell-luxury-goods-minus-branding/ 5. Slayd Raises ₹1.5 Crore Pre-Seed Led by ajvc — StartupFox — StartupFox https://startupfox.in/article/slayd-raises-1-5-crore-to-sell-the-clothes-its-own-data-says-will-sell Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  TikTok Shop makes luxury resale a livestream business — September 16, 2026 16.09.2026 9min

  TikTok Shop US says 94% of its luxury resale revenue now comes from livestreams, while Carter’s, Stanley, Lectra and Daydream show fashion commerce chasing younger shoppers through rebrands, collaborations and AI-assisted buying. In this episode: Top stories: 1. Livestreams dominate luxury resale buys on TikTok Shop US — Modern Retail https://www.modernretail.co/operations/nearly-all-luxury-resale-transactions-on-tiktok-shop-us-now-come-from-livestreams/ 2. Carter’s unveils brand refresh as it courts more Gen Z and millennial parents — Modern Retail https://www.modernretail.co/marketing/carters-unveils-brand-refresh-as-it-courts-more-gen-z-and-millennial-parents/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 3. Lectra unveils Apogy, the first solution embedding agentic — Lectra https://www.globenewswire.com/news-release/2026/09/15/3362519/0/en/lectra-unveils-apogy-the-first-solution-embedding-agentic-artificial-intelligence-to-reinvent-fashion-product-development.html 4. The Quencher once made up 80% of Stanley 1913’s business. Now, the brand is building its next act — Glossy https://www.glossy.co/fashion/stanley-1913-quencher-farm-rio-discount-strategy/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 5. Fashion app Daydream uses Apple Intelligence to help you shop the outfits in your camera roll | TechCrunch — TechCrunch https://techcrunch.com/2026/09/14/fashion-discovery-app-daydream-uses-apple-intelligence-to-help-you-shop-the-outfits-saved-in-your-camera-roll/ Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Shoe Station Stumbles as Fashion Week Tests AI and Shoppable Runways — September 15, 2026 15.09.2026 7min

  Shoe Station Group cut fiscal 2026 guidance after a promotional footwear market hit Q2 sales and margins, while New York Fashion Week becomes a test bed for Google AI tools, Kendra Scott’s shoppable jewelry play, and Tanner Fletcher’s bridal growth. In this episode: Top stories: 1. Shoe Station Group Reports Second Quarter 2026 Results | lifestyle.washingtonguardian.com — Lifestyle Washington Guardian https://lifestyle.washingtonguardian.com/story/867911/shoe-station-group-reports-second-quarter-2026-results/ 2. Beauty Briefing: Mary Phillips, Dr. Shereene Idriss and Mara Roszak on translating their expertise into a brand — Glossy https://www.glossy.co/beauty/beauty-briefing-mary-phillips-dr-shereene-idriss-and-mara-roszak-on-translating-their-expertise-into-a-brand/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 3. How Google's AI Tools Factored Into New York Fashion Week - Vogue — Vogue https://www.vogue.com/article/how-googles-ai-tools-factored-into-new-york-fashion-week 4. Kendra Scott’s NYFW return signals bigger fashion plans — Glossy https://www.glossy.co/fashion/kendra-scott-nyfw-patbo-yellow-rose-fashion-expansion/ 5. Wedding attire now makes up half of Tanner Fletcher's business — Glossy https://www.glossy.co/fashion/2-years-after-launching-bridal-wedding-attire-now-makes-up-half-of-tanner-fletchers-business/ Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Meta takes AI glasses retail national as fashion commerce rewires — September 14, 2026 14.09.2026 6min

  Meta Lab is nearly doubling its standalone store footprint as AI glasses move from gadget demos toward fitted retail, while UniqYou funding and Coreli’s LTK integration underline how fashion commerce is being rebuilt around data, creators and owned customer funnels. In this episode: Top stories: 1. Meta Lab, known for AI glasses, is nearly doubling its retail store footprint — Modern Retail https://www.modernretail.co/operations/meta-lab-known-for-ai-glasses-is-nearly-doubling-its-retail-store-footprint/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. Exclusive: Fashion startup UniqYou raises seed round at Rs 64 Cr valuation — Entrackr https://entrackr.com/exclusive/exclusive-fashion-startup-uniqyou-raises-seed-round-at-rs-64-cr-valuation-12530416 3. With LTK integration, Coreli wants to be the homepage for creator commerce — Glossy https://www.glossy.co/fashion/coreli-ltk-integration-creator-commerce/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Derek Lam’s NYFW strategy targets full-price shoppers — Glossy https://www.glossy.co/fashion/derek-lam-nyfw-full-price-wholesale-strategy/ Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Macy’s Turnaround Gets Real as Bloomingdale’s Defies Luxury Slump — September 11, 2026 11.09.2026 8min

  Macy’s raised guidance after 2.7% comp growth, with Bloomingdale’s up 11.3% as luxury peers struggle. Reformation’s first public earnings and Uniqlo’s U.S. expansion add a broader theme: selective retail winners are still finding growth. In this episode: Top stories: 1. Macy's (M) Q2 2026 earnings - CNBC — CNBC https://www.cnbc.com/2026/09/10/macys-m-q2-2026-earnings.html 2. Why Bloomingdale’s is outperforming luxury rivals — Glossy https://www.glossy.co/fashion/luxury/bloomingdales-sales-luxury-retail-strategy/ 3. Reformation says active customers grew 23% in first public earnings report — Modern Retail https://www.modernretail.co/operations/reformation-says-active-customers-grew-23-in-first-public-earnings-report/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. Glossy Podcast: Inside Uniqlo’s US expansion strategy with head of marketing Nico Cessot — Glossy https://www.glossy.co/podcasts/glossy-podcast-inside-uniqlos-us-expansion-strategy-with-head-of-marketing-nico-cessot/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 5. Investing in Highstock | Andreessen Horowitz — Andreessen Horowitz https://a16z.com/announcement/investing-in-highstock/ Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Meta Pushes AI Checkout as Aerie Carries AEO — September 10, 2026 10.09.2026 8min

  Meta’s Muse pushes social shopping from discovery into checkout, while AEO’s back-to-school read shows Aerie carrying momentum as American Eagle keeps rebalancing denim. The connective tissue is conversion: AI agents, fit tools and styling tech are chasing fewer abandoned carts. In this episode: Top stories: 1. Aerie soars in back-to-school sales, while American Eagle works to ‘balance’ denim — Modern Retail https://www.modernretail.co/operations/aerie-soars-in-back-to-school-sales-while-american-eagle-works-to-balance-denim/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. Meta’s New Muse AI Agent Can Shop For You | Vogue — Vogue https://www.vogue.com/article/metas-new-ai-agent-can-shop-for-you 3. As online eyewear matures, GlassesUSA’s parent company doubles down on vertical integration — Modern Retail https://www.modernretail.co/sponsored/glassesusa-online-eyewear-market-matures/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. Theater Raises Rs 56.25 Crore in Series A | Retail News India — Apparel Resources https://apparelresources.com/business-news/retail/theater-raises-rs-56-25-crore-series/ 5. UK fashion brand Never Fully Dressed taps Persi AI powered styling and personalisation technology — Retail Technology Innovation Hub — Retail Technology Innovation Hub https://retailtechinnovationhub.com/home/2026/9/8/uk-fashion-brand-never-fully-dressed-taps-persi-ai-powered-styling-and-personalisation-technology Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Shein Sheds $5B as AI Try-On Race Heats Up — September 09, 2026 09.09.2026 8min

  Shein’s Hong Kong IPO has already erased about US$5 billion in market value, sharpening doubts over fast fashion’s tariff-hit growth model, while PointAI and SPREEAI make virtual try-on the week’s more investable AI-commerce story. In this episode: Top stories: 1. Shein's value down US$5 billion, among HK's worst post-IPO weeks - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/sheins-value-down-us5-billion-among-hks-worst-post-ipo-weeks 2. PointAI launches physics-based AI platform for fashion and digital commerce | Khaleej Times — Khaleej Times https://www.khaleejtimes.com/kt-network/pointai-launches-physics-based-ai-platform-for-fashion-and-digital-commerce 3. How SPREEAI trains the model behind photorealistic virtual try-on — Lambda https://lambda.ai/blog/how-spreeai-trains-the-model-behind-photorealistic-virtual-try-on 4. Why Lands’ End is showing up at college football game days this fall — Modern Retail https://www.modernretail.co/marketing/why-lands-end-is-showing-up-at-college-football-game-days-this-fall/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 5. How 11 retail media networks are trying to differentiate themselves to advertisers — Modern Retail https://www.modernretail.co/marketing/how-11-retail-media-networks-are-trying-to-differentiate-themselves-to-advertisers/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]
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  Estée Lauder Bets on Shopify as DTC Fashion Scales Up — September 08, 2026 08.09.2026 9min

  Estée Lauder Companies is moving MAC and most of its e-commerce estate onto Shopify by fiscal 2027, while Shein, Rothy’s and Hulken all point to the same pressure: fashion growth increasingly means platforms, partners and operational scale. In this episode: Top stories: 1. Beauty Briefing: Why the Estée Lauder Companies is moving some of its biggest brands to Shopify — Glossy https://www.glossy.co/beauty/beauty-briefing-why-the-estee-lauder-companies-is-moving-some-of-its-biggest-brands-to-shopify/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. Step Back: Shein is seeking deals with other fast-fashion players to reignite growth—is that a genuine shift away from its asset-light, algorithm-led model, or simply a way to add distribution and inventory without fixing its underlying constraints? What would potential partners actually gain, and what risks would they be taking on? 3. At its 10th anniversary, Rothy’s is launching its biggest campaign yet — Glossy https://www.glossy.co/fashion/at-its-10th-anniversary-rothys-is-launching-its-biggest-campaign-ever/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Hulken races to build up inventory ahead of holiday season sales spike — Modern Retail https://www.modernretail.co/operations/hulken-races-to-build-up-inventory-ahead-of-holiday-season-sales-spike/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 5. DaMENSCH Raises INR 17.40 Cr at Flat Valuation of INR 600 Cr — Entrepreneur India https://india.entrepreneur.com/business-news/damensch-raises-inr-17-40-cr-at-flat-valuation-of-inr-600-cr Follow and rate Fashion Business Daily on Apple Podcasts. Feedback? Email [email protected]