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Luxury Briefing: Shanghai Fashion Week draws global attention again as China bounces back

In this week’s Luxury Briefing, I interview designer Susan Fang ahead of her Shanghai Fashion Week show, as local presenting brands focus on a variety of growth strategies. Also, an HSBC forecast for 2026 luxury growth; executive moves at Carven, Valentino and Kering; and news to know. For comments or tips, email me at zofia@glossy.coShanghai Fashion Week ran from March 25 to April 1, drawing a stronger international turnout than in recent seasons. International buyers and editors returned to th...
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Macy’s reset: Bloomingdale’s momentum, beauty bets and the new department store model

This is an episode of the Glossy Fashion Podcast, which features candid conversations about how today’s trends are shaping the future of the fashion industry. More from the series →Subscribe: Apple Podcasts • SpotifyOn this week’s episode of the Glossy Podcast, international reporter Zofia Zwieglinska is joined by senior beauty reporter Emily Jensen to unpack Macy’s latest earnings and what they signal for the future of department stores amid the Saks bankruptcy. Macy’s reported $7.6 billion in...
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Exclusive: Fenty Beauty launches WhatsApp AI advisor as messaging becomes beauty’s next commerce channel

Fenty Beauty is taking its community-first strategy into messaging. On Wednesday, the Fenty Beauty brand launched “Rose Amber,” an AI-powered beauty advisor built for WhatsApp, marking its first formal partnership with the platform in the U.S.The experience allows users to chat directly with the brand in Whatsapp to get product recommendations, tutorials and reviews in a conversational format. It is designed to feel like texting a friend.“We’ve always wanted to partner with Meta more deeply,” sa...
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The 'Love Story' effect: Calvin Klein’s '90s reset drives demand for PVH

PVH is getting an unexpected boost from television.On Tuesday’s fourth-quarter earnings call, CEO Stefan Larsson pointed to the cultural impact of “Love Story”, the Hulu series that has reignited interest in Carolyn Bessette Kennedy-era style and, with it, Calvin Klein’s 1990s aesthetic. “It’s almost impossible to have a conversation about Calvin right now without ‘Love Story,’” he said on the call.And the timing of the series launch couldn’t be better for the brand’s results. PVH beat its fourt...
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Mejuri builds on its fastest-selling collection, with most shoppers buying 3 products

When Mejuri launched its Puzzle stacking rings last year, the collection quickly outperformed expectations. Within months, it became the brand’s fastest-selling product to date, driven in large part by how customers shop it. Rather than purchasing a single ring, 60% of shoppers buy three or more at once, turning the collection into a repeat purchase driver from the outset.On March 31, the brand built on that momentum. Mejuri expanded the Puzzle collection into sterling silver and introduced modu...
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Stitch Fix is targeting people mid-transition, from GLP-1 users to newly divorced men

For many consumers, getting dressed has become more complicated, not less.Weight-loss drugs are reshaping bodies faster than wardrobes can keep up. Dating apps are putting new pressure on how people present themselves. And in parts of the U.S., access to fashion retail is disappearing altogether.For Stitch Fix, those moments of friction are turning into opportunity. As the styling service works to reposition itself after a multi-year reset, CEO Matt Baer is betting less on traditional fashion de...
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The Glossy Podcast: As Middle East conflict escalates, luxury faces mounting pressure

This is an episode of the Glossy Fashion Podcast, which features candid conversations about how today’s trends are shaping the future of the fashion industry. More from the series →Subscribe: Apple Podcasts • SpotifyOn this week’s episode of the Glossy Podcast, senior fashion reporter Danny Parisi and international reporter Zofia Zwieglinska are joined by Achim Berg, founder of the fashion and luxury think tank FashionSights and former senior partner at McKinsey, to unpack how escalating conflic...
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Lancôme gets serious about longevity with new skin-care line

Longevity has quickly become one of beauty’s most crowded areas, fueled by demand for preventative health, supplements and clinic treatments. Now, Lancôme is making its play, and it’s doing so in a way that puts its claims under immediate scrutiny.On March 27, the brand will unveil its Absolue Longevity MD range at the American Academy of Dermatology Annual Meeting in Denver. The launch will coincide with the introduction of a Longevity MD Advisors Board, including David Luu, Tiffany Moon, Gabri...
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Luxury Briefing: In a volatile Middle East, the $250,000 bag charm is catching on

This week, I spoke with designer and founder of Bag Bijoux Ashna Mehta about why high jewelry is moving onto handbags. As charm culture scales at the entry level, a new category is emerging at the top end, shaped by Middle Eastern demand and ultra-wealthy clients. Also, Thom Browne x Asics and the Karla Otto Fall-Winter 2026 report. For tips or comments, email me at zofia@glossy.co.A new category is emerging at the intersection of jewelry and accessories: fine jewelry designed specifically for h...
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Pamela Anderson fronts Aerie’s anti-AI push as it bans generated bodies

Aerie is taking a clear stance against AI-generated bodies.In October 2025, the American Eagle Outfitters–owned intimates brand formalized its latest commitment: “100% Aerie Real,” a pledge to never use AI-generated people or bodies in its marketing. The move builds on its 2014 decision to stop retouching models, a policy that helped define the brand’s identity and set it apart in the intimates market.Now, the company is scaling that message with its most visible campaign to date, anchored by a...
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Reddit's new shopping ads are a play for beauty brands' business

Reddit is leaning further into shopping at a moment when beauty discovery is being reshaped by how consumers search, ask and validate information online.At Shoptalk 2026, the company introduced new tools tied to its Dynamic Product Ads business, including Collection Ads that combine lifestyle imagery with shoppable product tiles, as well as Reddit-specific overlays that highlight signals like “Redditors’ Top Pick” or surface discounts. The update follows a sharp rise in commercial activity on th...
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Ugg leans into craft and comedy for Fluff Yeah comeback campaign

When UGG brought back its Fluff Yeah sandal on March 16, the move was driven less by nostalgia and more by sustained consumer demand, according to the brand. The style, which first launched in fall 2018 at around $100, quickly became a celebrity favorite and a breakout product for the brand.Nearly eight years later, it is returning at a slightly higher price point, now retailing at $105-$140, depending on the variation.“We saw really strong signals across ugg.com. Consumers were actively looking...
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A fashion brand’s guide to tariff refunds, with ArentFox Schiff’s Angela Santos

This is an episode of the Glossy Fashion Podcast, which features candid conversations about how today’s trends are shaping the future of the fashion industry. More from the series →Subscribe: Apple Podcasts • SpotifyOn this week’s tariffs-focused edition of the Glossy Podcast, senior fashion reporter Danny Parisi is joined by Angela Santos, partner at the law firm ArentFox Schiff, for a legal perspective on tariff refunds, shifting trade policy and fashion brands’ best next steps.The conversatio...
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Luxury Briefing: Zara bets on Galliano to up its pricing power

In this week’s Luxury Briefing, I speak to luxury experts about Zara’s continued push upmarket as it embarks on a two-year partnership with John Galliano to reinterpret the Zara archive. Also, Revolve’s Raissa Gerona on the Revolve Los Angeles brand launch, and news to know. For tips or comments, email me at zofia@glossy.co.Zara’s partnership with John Galliano, centered on a creative collaboration, is focused on its target positioning as much as product sales, according to industry insiders. Th...
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Amid search for a CEO, Lululemon responds to a US slowdown with a product reset

Lululemon is entering 2026 at an inflection point. The company is navigating a slowdown in its North America business, leaning on international growth to offset it and continuing the search for a permanent CEO — all while trying to reestablish its footing as a premium, product-led brand.The pressure is showing up in store traffic. Visits slightly declined year over year in the fourth quarter of 2025, with softness building over several months and peaking in December, according to data from store...
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Why Nuuds is betting on the ‘forgotten middle’ with its first Nordstrom launch

Nuuds is stepping beyond its direct-to-consumer roots for the first time. But the brand isn’t following the typical fashion playbook.Instead of launching first in coastal fashion capitals, the fast-growing essentials label founded by Daryl-Ann Denner will debut in four Nordstrom stores across the country’s interior, in Houston, Denver, Austin and Charlotte. The assortment will also launch on Nordstrom.com on March 14.The rollout will include a temporary shop-in-shop activation lasting roughly 30...
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Luxury Briefing: ‘Clients have paused on purchases,' as Middle East conflict slows mall traffic

In this week’s Luxury Briefing, I speak to experts and luxury fashion sources about the impact of the war on luxury shopping in the Middle East. Also, a final buyer’s take on Paris Fashion Week as the show season wraps up, and news to know from Nina Ricci and GIII. For tips or comments, email me at zofia@glossy.coJust as the final shows of Paris Fashion Week wrapped on Wednesday, images of new-to-store pieces from Chanel began circulating on social media. For Gab Waller, the Sydney-based luxury...
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Why vintage sellers are taking resale live

Vintage resale has long been dominated by static product listings, with carefully photographed garments uploaded to marketplaces where they often sit for weeks waiting for the right buyer.But sellers are now experimenting with livestream sales to showcase rare items and create urgency around one-of-a-kind pieces.Stephania Garcia, who runs the vintage resale channel House of Costura on live-selling platform Whatnot, auctions Y2K dresses, archival handbags and embellished evening gowns several tim...
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Luxury Briefing: As cashmere spreads downmarket, luxury brands update their approach

For this week’s Luxury Briefing, I spoke to the CEO and creative director of Agnona Stefano Aimone about the brand’s new flagship store and material innovations. Also, insights on the relaunch of Robert Marc, a buyer’s take on Dior and news to know. For tips or comments, email me at zofia@glossy.coAt Milan Fashion Week, Agnona presented a collection centered on tactile materials like shearling, wool and technical cashmere. The show was well-timed, with the company preparing to open a new flagshi...
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A buyer’s take on Milan Fashion Week, with Bloomingdale’s Marissa Galante Frank

This is an episode of the Glossy Fashion Podcast, which features candid conversations about how today’s trends are shaping the future of the fashion industry. More from the series →Subscribe: Apple Podcasts • SpotifyOn this week’s Milan Fashion Week edition of the Glossy Podcast, senior fashion reporter Zofia Zwieglinska is joined by Marissa Galante Frank, fashion director at Bloomingdale’s, for a buyer’s perspective on the Fall 2026 collections.The week included major creative director debuts a...
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On takes aim at Lululemon with proof-first leggings strategy

As Lululemon worked to contain fallout from its second, January 2026 see-through leggings controversy, On moved into the category with a $120 pair of SenseTec tights. The product boasted the brand’s biggest material innovation for 2026.In January, Lululemon paused online sales of its newly launched, $108 Get Low leggings in North America after widespread complaints that the fabric was not squat-proof. Videos demonstrating the transparency issues quickly circulated on social media. Founder Chip W...
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Creator marketing is becoming a loyalty play

Influencer marketing is being rebuilt in real time as loyalty programs and affiliates are starting to merge.In early February, American Eagle launched its revamped AE Creator Community, a centralized platform where anyone with at least 1,000 followers can apply to receive products, complete challenges, earn commission, and collect points redeemable for cash or merchandise. This follows a similar move by Gap Inc., which in October introduced a creator affiliate and advocacy hub spanning its Old N...
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Luxury Briefing: Joseph returns to the London Fashion Week runway amid a different fashion economy

For this week’s Luxury Briefing, I spoke with Joseph CEO Barbara Campos about the brand’s reentry into London Fashion Week, following years of financial repair and product discipline. The brand arrives at a moment when the middle of the luxury market is redefining its place, as customers shop for quality. Also, designers from Mithridate and Labrum London talk distribution, and a Harrods buyer weighs in on Maria Grazia Chiuri’s Fendi in Milan. For tips or comments, email me at zofia@glossy.coJose...
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A buyer’s take on London Fashion Week, with Mytheresa’s Tiffany Hsu

This is an episode of the Glossy Fashion Podcast, which features candid conversations about how today’s trends are shaping the future of the fashion industry. More from the series →Subscribe: Apple Podcasts • SpotifyOn this week’s London Fashion Week edition of the Glossy Podcast, senior fashion reporter Zofia Zwieglinska is joined by Tiffany Hsu, chief buying director at Mytheresa, for a buyer’s perspective on the Fall 2026 collections.The event’s highlights included a confident, outerwear-led...
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