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Luxury Briefing: ‘Made in America’ gets a luxury menswear revival

In this week’s Luxury Briefing, a focus on “Made in America” menswear as the missing piece from NYFW, including insights from Robert Talbott president Alex Angelchik. Also, a look at how new U.K. luxury competitor Rise & Fall is taking on Quince in the U.S. And a Nordstrom buyer’s take on NYFW and key pieces to watch. Plus, news to know including executive shifts at Kering and Gucci, and the Glossy podcast with Hillary Taymour of Collina Strada. For tips or comments, reach me at zofia@glossy.coA...
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Cynthia Rowley on brand longevity as she hosts her 101st NYFW show

On Saturday, Cynthia Rowley staged her brand’s 101st runway show this New York Fashion Week season against the backdrop of the newly renovated Wagner Park, with sailboats circling the tip of Manhattan and the Statue of Liberty in view. The collection featured the designer’s signature “pretty meets sporty” aesthetic, with reimagined windbreakers and running shorts shown alongside fluid dresses. For the first time, the runway also included men’s looks, with TikTok star “Henry” (@henryhenryhenryhen...
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NYFW Podcast: Collina Strada’s Hillary Taymour on runway value and independent brand survival

Subscribe: Apple Podcasts • SpotifyFor the latest NYFW designer episode, international fashion reporter Zofia Zwieglinska sat down with Hillary Taymour, founder and creative director of Collina Strada, to discuss her Spring-Summer 2026 collection. The collection’s show featured a striking visual: Every colorful look was mirrored by a black duplicate, like a “shadow” that followed each model down the runway. The doubled styling underscored how progress, in fashion and in politics, is never free f...
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Collina Strada’s Hillary Taymour is bringing fashion business lessons to OnlyFans

At New York Fashion Week, Hillary Taymour has made her mark by turning the runway into a stage for social commentary. As the founder and creative director of disruptive NYC-based brand Collina Strada, she’s staged shows with grass-covered catwalks, transformed heirloom wedding dresses into modern couture and even introduced AI-generated prints. This September, her Spring-Summer 2026 show on Thursday evening featured perhaps her most literal metaphor yet: every colorful Collina look was trailed b...
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Tapestry’s $10 billion balancing act

Coach will debut its Spring 2026 collection at New York Fashion Week on Monday. The show will draw headlines, but the bigger story is off the runway: In a crowded accessories market, Coach has quietly established itself as a winner, growing sales at double digits while raising prices and adding millions of new customers.In fiscal 2025, the brand posted its strongest year yet, with 10% revenue growth, mid-teen percentage price increases in handbags, and 4.6 million new customers in North America,...
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NYFW begins its long game toward a US Open-style spectacle

In this week’s luxury briefing, a look at the long-term ambitions of NYFW under production company KFN’s leadership. Plus, why executive diversity should be a priority for luxury brands and why Alo is delving deeper into luxury. Also, executive moves and news to know. For tips or comments, email me at zofia@glossy.coWhen New York Fashion Week kicks off this week, it does so with a clear new ambition: to become more than a fragmented series of runway shows. Reimagining itself as a city-wide cultu...
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Oakley’s new Denver store doubles as a smart glasses testing ground

Smart glasses have struggled to earn cultural legitimacy. With its new store in Denver’s industrial RiNo district, Oakley is betting that performance, rather than lifestyle, will become the unlock for widespread adoption.When Essilor-Luxottica-owned Oakley opened its new flagship store in Denver this month, it marked a bigger step than just a retail expansion. The space, modeled after its brutalist Foothill Ranch headquarters, is being used as a live testing ground for Meta’s latest smart glasse...
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Culture is expensive: American Eagle bets on buzz as tariffs and rivals close in

American Eagle has become the loudest voice in the denim wars. The brand’s high-profile campaigns with Sydney Sweeney and Travis Kelce have drawn 40 billion impressions, sold out products and brought in more than 800,000 new customers since late July. But as supply chain costs surge and pricing pressure builds, investors are asking whether American Eagle’s focus on cultural heat is coming at the cost of sustainable growth.“In Q2, we were the No. 1 brand for 15‑ to 25‑year‑olds and the No. 2 jean...
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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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