The Estée Lauder/Puig merger was universally perceived by financial markets as not beneficial for both companies. The consensus among analysts for Lauder: Restore some order to your balance sheet, stop the downward sales trajectory of the past several years, and then maybe consider a deal of this magnitude. In other words, get healthy again and then maybe think about becoming the next L’Oréal.
Why the Estée Lauder/Puig Talks Broke Down Read More »
The new Marc Jacobs Beauty line sold DTC through the Marc Jacobs website, and Sephora feels like the odd man out in the beauty industry. Its playful maximalism and bright colors go against the grain of the market nowadays, and at a time when both Coty and prestige cosmetics are under significant pressure, the venture isn’t just the reinvention of a makeup line, but a big gamble for everyone involved.
Marc Jacobs Beauty: The Comeback Kid Read More »
Part of the Doc Martens revival has been driven by fashion’s ongoing focus on authenticity; the brand has benefited from being viewed as timeless rather than trendy. Unlike earlier generations who discovered Dr. Martens through music and sports, Gen Z buyers are often discovering the brand through social media influencers, vintage styling videos, and celebrity endorsements.
What Happened to Doc Martens? Read More »
Everlane, which brought a new sense of values and design to the fashion world, is being acquired by Shein, the Chinese-derived direct seller best known for cheap knockoffs and highly disposable merchandise. This follows Allbirds fire sale to a brand aggregator and, just to make matters worse, its announcement that it was transitioning into some sort of an AI company. Really?
Everlane: The Robin Report Retail Miss of the Week, 05. 23. 26 Read More »
The economic shockwaves of the Iran war have spread far beyond average American consumers, shaking their heads in disbelief or cursing at the gas pump. The businesses that depend on that shopper, which include every grocery retailer, food manufacturer, and CPG brand in the country, are sounding the alarm.
The Domino Effect of the Iran War Read More »
We’re taking a hard-boiled look at the billion-dollar fraud lurking behind wine labels, olive oil, honey and the scallop on your dinner plate. These are true crimes happening in the grocery industry, and the detective work is novel worthy.
Retail Fraud: A Detective Noir Crime Story Read More »
Join Shelley and TRR contributors Arick Wierson and Pamela Danziger as they deconstruct the impact of the war and challenge the conventional wisdom driving luxury brand strategy.
Luxury’s Future After the War in Iran Read More »
Airports are growth retail markets for travelers of all ages. Purchasing decisions are increasingly emotional and experiential, and we shop and dine in blended, seamless ways where we live, work, play and travel. So, what does a future ready airport look like? Imagine landside and airside experiences that rival the best high streets, cultural institutions, and lifestyle centers.
Airports Are Retail Cities Read More »
Resort activations allow brands to test new markets and formats with limited capital commitment. And arguably more important, they allow them to reach consumers in a leisure mindset, open to inspiration, primed to share on social media and psychologically removed from the friction of everyday life.
The Resort Retail Opportunity Read More »
Tariff-driven cost inflation is likely here to stay, and now, with an ongoing Iranian war, potentially explosive expense inflation is upon us. More than ever before, you need to refine and carefully manage a framework of decision analytics that examines the dynamics of costs, price increases, demand changes, plus newly added expense burdens – all as they will affect your profitability. Successfully managing through the pandemic and the “Liberation Day” madness could very well be mere warm-ups for what’s coming.
What Now? What to Do Read More »
