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How Canadian outerwear brands are navigating new tariffs

With luxury prices soaring, outerwear brands like Moose Knuckles and Soia & Kyo are seizing a market gap. But rising tariffs are making North America a tougher bet, forcing Canadian brands to look abroad for profitable growth. Also, a bright outlook for luxury from HSBC, news to know and the Glossy podcast featuring Casey Lewis, author of the After School Substack. For tips or comments, email me at zofia@glossy.coLuxury outerwear is expensive. Moncler and Canada Goose, two dominant players, aver...
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Too many sales, not enough Ssense: The fall of fashion's favorite independent retailer

“I’m on page 74 of the Ssense sale.” What started as a joke on TikTok and Reddit became a meme that defined the platform’s identity.Once seen as a bridge between culture and commerce, the Canadian e-commerce company — founded in 2003 by Syrian-Palestinian brothers Rami, Bassel and Firas Atallah — is now in administration. It filed for creditor protection in Canada under the Companies’ Creditors Arrangement Act (CCAA) on August 28, following internal restructuring, layoffs and a damaged brand ima...
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Glossy Podcast: Abercrombie’s earnings, Kelce’s AE role and eBay's branded resale — plus, back-to-school trends with After School's Casey Lewis

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 the Glossy Podcast, senior fashion reporter Danny Parisi and international fashion reporter Zofia Zwieglinska break down some of the biggest fashion news of the week. This week, they discuss Abercrombie’s continued earnings winning streak and how its sub-brand, Hollister, and NFL...
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Luxury Briefing: Victoria Beckham’s beauty-led growth sets the stage for longevity, strategic options

In this week’s luxury briefing, a deep dive into why beauty is leading the charge for Victoria Beckham, and why it could lead to a buyout. Also, news to know and Glossy’s podcast featuring Vicky Picca, president of sports fashion brand Off Season. For tips or comments, email me at zofia@glossy.co.On Tuesday, Victoria Beckham Holdings Ltd. reported 2024 revenues of £112.7 million ($146 million), up 26% from 2023. EBITDA grew 22% to £2.2 million ($2.9 million), or 47% when excluding the fragrance...
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Why Aligne is betting on Nordstrom to scale in the US

Aligne, the British womenswear brand behind TikTok-viral tailored styles and 12,000-person waitlists for its dresses, is entering a new phase of growth via expansion in the U.S.This week, the 5-year-old label launched in 20 Nordstrom stores and on Nordstrom.com, marking its largest retail partnership to date and its most visible push into omnichannel. For founder and CEO Ginny Seymour, the move follows two years of direct-to-consumer growth and customer learnings, including a surge in U.S. deman...
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Inside Aritzia x Sperry: How the brands sparked big demand for boat shoes

The boat shoe is the unexpected shoe of the summer. Prada helped bring it back into the fashion conversation with its fall 2024 menswear show, and brands like Bally, Miu Miu and Valentino featured it in their spring 2025 collections. But it wasn’t until Aritzia and the supposed boat-shoe originator, Sperry, collaborated that access to a fashion spin on the classic was democratized — and took off as a popular trend. Their collaboration landed at a moment of overlapping pressures: rising tariffs,...
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Exclusive: Can bridal take off in resale?

When Emily Gittins, founder of the technology platform Archive, was preparing for her wedding last August, she knew one thing for certain: She didn’t want to buy a brand-new wedding dress. “It just didn’t make sense to me,” said Gittins. “I knew I was only going to wear it once, and it felt wasteful to invest in something that wouldn’t be worn again.” After weeks of scouring online platforms and secondhand boutiques in both the U.S. and the U.K., she found her perfect gown at The Loop, a resale-...
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Inside Estée Lauder’s $14 billion reset: AI, brand trouble and a travel retail retreat

Estée Lauder is leaning on AI, digital expansion and product innovation to turn around three years of sales declines. On Tuesday, the company reported fiscal 2025 revenue of $14.3 billion, down 8% year over year, and confirmed it has brought on advisors for a strategic portfolio review — signaling possible brand exits as it works to streamline and recover.“Beauty Reimagined,” the transformation plan launched in May 2024 under CEO Stéphane de La Faverie, is beginning to show early momentum. “We a...
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Bag first, charm later — Coach’s formula for repeat Gen-Z luxury spending

In this week’s luxury briefing, a look at how Coach is gaming the “charm economy.” Plus, Prada is the most impersonated brand online, and Arc’teryx is betting on luxury retail amid slowed growth. And the latest Glossy podcast features a sneaker roundtable with executives from Culture Media and StockX. For tips or comments, email me at zofia@glossy.co Bag charms started as playful styling flourishes when they emerged onto the scene last year, but at Coach, they’ve become a serious business driver...
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Coach CEO Todd Kahn on navigating tariffs and the sudden end of de minimis

Coach is entering its new fiscal year from a position of strength, but an unexpected policy change has thrown a multimillion-dollar hurdle in its path. Parent company Tapestry reported a record fourth quarter for 2025 while sharing its full-year 2025 fiscal year results, with Coach delivering the strongest year in its 85-year history: It saw 10% revenue growth, a mid-teens percentage increase in average unit retail (AUR) for handbags in the fourth quarter, and 4.6 million new North American cust...
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Luxury Briefing: Inside On’s latest play for the luxury-lifestyle crown

In this week’s luxury briefing, a deep dive into On Holding’s Zendaya-led apparel strategy, and why the brand is betting on tennis and premiumization. Also, exclusive new data from StockX, new data on the appreciation of luxury bags, the latest Glossy podcast and news to know. For comments or tips, email me at zofia@glossy.coZendaya is bringing her star power to On’s apparel push, with a co-designed collection launching in September. The actress, an ambassador since June 2024, follows her “Chall...
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Astrid & Miyu targets 50% US revenue growth with Madison Avenue store opening

Luxury customers are rethinking how they buy jewelry, increasingly pairing contemporary, design-led pieces with their high-end staples. In step, the 13-year-old British jewelry brand Astrid & Miyu is opening its second New York store this October on NYC’s Madison Avenue.Known for stackable gold styles and in-store experiences like piercings and bracelet welding, the London-based brand sees the move as a strategic bet on a customer who values quality, design and immediacy over legacy logos. Astri...
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David Allemann on On’s $853 million quarter, tennis push and Loewe lift

On Holding delivered $853 million in second-quarter net sales, up 32% year-over-year and 38.2% on a constant currency basis. Direct-to-consumer sales jumped 47.2% to a record 41.1% of revenue, apparel grew 67.5%, and Asia-Pacific revenue more than doubled. Gross profit margin expanded to 61.5%, with the company’s full-year guidance already factoring in new 40% U.S. tariffs on its Vietnamese-made footwear. On now expects at least 31% constant-currency net sales growth in 2025, or about $3.33 bill...
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Ralph Lauren’s handbag bet gains ground as Q1 sales beat expectations

Ralph Lauren is doubling down on handbags, and early results suggest the strategy is working.In the company’s fiscal first-quarter earnings report, released on Thursday, handbags were named among the brand’s top-performing categories, growing at a strong double-digit pace and outpacing overall company growth. CEO Patrice Louvet called handbags a key accelerator for the business, alongside women’s apparel and outerwear.“Our high-potential categories, including women’s apparel, outerwear and handb...
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Luxury Briefing: Chanel data breach signals rising luxury cyber risks

This week, a look at the growth of credential stuffing to hack luxury houses for customer data, as well as Hugo Boss’s earnings and news to know. For comments or tips, email me at zofia@glossy.coCybersecurity has quietly become a frontline issue for luxury houses. That reality sharpened late last week as luxury brand Chanel disclosed a data breach affecting U.S. customers, joining a growing list of fashion names grappling with increasingly sophisticated attacks.In a letter sent to clients, Chane...
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Glossy+ Research: From content scaling to live-selling pivots, how emerging brands are evolving their marketing playbooks

Small, fast-scaling brands are finding that today’s marketing challenges extend beyond ad spend and algorithms. Also due to the nonstop demand for fresh content, the economics of live selling and the complexities of attribution, founders are making fundamental changes to how they operate.During a recent Glossy+ focus group, founders from swimwear, intimates, and jewelry brands shared the strategies reshaping their day-to-day marketing strategies.Focus group members: 


Meeting content demands w...
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Glossy Podcast: American Eagle's controversy, Vogue’s AI ad, Quince’s mega-valuation — and Ty Haney's return

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 Glossy Podcast, international fashion reporter Zofia Zwieglinska joined editor-in-chief Jill Manoff to discuss three major stories shaping fashion this week. First, we discuss American Eagle Outfitters’s “Sydney Sweeney Has Great Jeans” campaign and the criticism aroun...
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As AI changes discovery, Nyx Professional Makeup doubles down on Roblox for brand awareness

Nyx Professional Makeup is taking back-to-school to the metaverse with a full takeover of Roblox’s Bayside High, making it the first beauty brand to fully integrate into the platform’s popular virtual high school. “This is what the future of beauty looks like: interactive, community-driven and rooted in creativity and fun,” said Yasmin Dastmalchi, gm of Nyx Professional Makeup USA.Players can race through the Smushy Track Race inspired by the new Smushy Matte Lip Balm, pair desserts to lip balm...
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Luxury Briefing: New tariffs offer relief, but headwinds remain — plus, the Lyst Index and a new influencer-creative director

In this week’s luxury briefing, a look at earnings from LVMH and Kering, as well as the reformatting of runway shows from their brands. Also, why TikTok educational creator Tanner Leatherstein is joining British leather bag brand Stow as creative director, and how smart glasses are winning the game. For comments or tips, email me at zofia@glossy.coTariff deal news and earnings announcements have dominated the week. Europe’s luxury sector breathed a sigh of relief on July 27, when the U.S. and th...
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Executive Action Items: From TikTok to ChatGPT, fashion brand execs weigh in on the future of brand discovery

Welcome to Executive Action Items, a Glossy+ member-exclusive series driven by monthly focus groups with subject matter experts. The bi-weekly series offers immediately actionable takeaways for workers navigating the rapidly evolving beauty and fashion industries.This month, Glossy brought together founders from swimwear, intimates and jewelry brands to discuss how paid advertising strategies are evolving and how they’re preparing for AI-driven shopping.Focus group members:


Bette Bentley, fou...
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'I can’t carry the store on my back': Personal shoppers on the frontlines of luxury’s service gap

In this week’s Store Associates Strategies series, Glossy spotlights the high value of strong store associates amid consumers’ return to retail. Store associates and in-house personal shoppers are finally getting overdue attention, at least on paper. According to John Antonini, former svp of store growth at Saks Fifth Avenue and Neiman Marcus, luxury retailers are rethinking how they attract and retain this top client-facing talent.“Retaining the best in-store advisors is a growing focus,” said...
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Luxury Briefing: Brazil’s tariff shock has luxury brands rethinking distribution

In this week’s Luxury Briefing, a look at the evolving tariff situation in Brazil. Also, the value of Tapestry’s Gen Phoenix investment, the NYFW schedule and the new Poshmark-Klarna partnership. For tips or comments, reach me at zofia@glossy.coA 50% tariff on Brazilian imports to the U.S., announced by President Donald Trump and set to take effect on August 1, is prompting luxury and fashion brands to make swift adjustments. The threat, laid out in a July 10 letter to Brazil President Luiz Inác...
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American Eagle is investing in Sydney Sweeney and the Sphere for its largest-ever fall campaign

American Eagle is hoping a two-week takeover of the Las Vegas Sphere can help turn around a difficult year.On July 23, the retailer is launching its largest fall campaign to date, led by actress Sydney Sweeney and displayed on the 580,000-square-foot Exosphere, the LED-covered exterior of the Sphere, which has quickly become a high-profile platform for brands looking to drive cultural relevance. The campaign includes the launch of a new hero product, the Sydney Jean, with all net proceeds suppor...
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Inside the Loro Piana scandal: Labor abuse, court oversight and the myth of sustainable luxury

Loro Piana, the ultra-luxury Italian brand owned by LVMH, was placed under judicial administration on July 14, after the Milan Tribunal found evidence of worker exploitation in its Italian supply chain. The 26-page court ruling, reviewed by Glossy, reveals how the brand subcontracted the production of its garments through front companies to Chinese-owned factories in Lombardy. The factories were operating in breach of multiple safety and labor laws.The court’s findings show a systemic model of o...
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