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GLOSSY

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Luxury Briefing: Luxury’s recovery has a value-for-money problem

In this week’s Luxury Briefing, I take a deep dive into the most significant group of earnings in recent months, from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein’s Luca Solca. It seems that as brands are adjusting to slow growth, they’re trying to meet customers at all price points, not always successfully. Also, how Frasers is buying up and buying into more of the U.K. luxury space, and what Arnault said on X in reply to the Le...
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As Zendaya spins another 'Spider-Man' fashion story, has method dressing gone too far?

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 • SpotifyMethod dressing is once again dominating the red carpet.At the Los Angeles premiere of “Spider-Man: Brand New Day” on July 27, Zendaya arrived in an Ashi Studio fall 2026 gown with a plunging neckline framed by sculptural elements resembling a spider’s appendages. Three days later, s...
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Peach & Lily brings 'zombie cell' innovation to Ulta’s skin-care assortment

Peach & Lily is betting that, much like brands championing peptides, its focus on “zombie cells” can turn complicated science into a mainstream beauty category. On Monday, Peach & Lily launched its Advanced Rebound BioGlow Zombie Cream for $59, exclusively at Ulta Beauty. The product is rolling out across more than 1,500 Ulta stores and Ulta.com under a 12-month retail exclusivity agreement, following three years of research and development.The term “zombie cells” first became popular in aging r...
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Snif and Ulta are betting male teenage ‘fragheads’ can become a serious retail business

The U.S. men’s grooming market reached $7.1 billion in 2025, growing 6.9% year over year, according to NielsenIQ, with fragrance among the categories driving that growth. At the same time, fragrance has continued to outperform the wider prestige beauty market, helped by younger shoppers treating scent as a collectible and increasingly social category.Now, Snif and Ulta Beauty are betting that young male fragrance enthusiasts can become a meaningful new retail customer.On July 29, Snif, the digit...
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Luxury Briefing: Why Zegna is outperforming Moncler in luxury’s uneven recovery

For the Luxury Briefing, Glossy looked at the different second-quarter performances of Moncler and Ermenegildo Zegna Group. Moncler was held back by weaker tourism and delayed winter purchases, while Zegna benefited from strong DTC growth, high-spending clients and momentum in the U.S. Additionally, new Traackr data shows paid creator-marketing value for U.S. luxury fashion brands fell by more than half in June. For tips or comments, email me at zofia@glossy.co.Moncler and Ermenegildo Zegna Grou...
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American Eagle is turning RushTok and malls into its back-to-school sales engine

For this back-to-school season, American Eagle is filling sorority houses with denim, sending creators into malls and selling limited-edition jeans in its physical stores as it attempts to turn the back-to-school frenzy into customer acquisition and denim sales.The retailer’s 2026 back-to-school campaign, launched on July 22, spans approximately 10 weeks and combines mall events, campus partnerships and major talent. The latter includes Sydney Sweeney, recently signed country singer Ella Langley...
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Luxury Briefing: Private shopping is powering Toccin’s international expansion

In this week’s Luxury Briefing, Glossy looks at how contemporary womenswear brand Toccin is using private shopping events, trunk shows and full-look selling to fuel its expansion. Also, what Richemont’s latest results signal about the widening divide within luxury. Plus, executive moves at Bottega Veneta, Balmain and La Perla, and other industry news to know. For tips or comments, email me at zofia@glossy.co.Three weeks after opening its first U.K. shop-in-shop at Harrods, New York-based contemp...
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Victoria's Secret Pink's Gen-Z-focused holiday strategy, with president Ali Dillon

Subscribe: Apple Podcasts • SpotifyPink wants to be the first stop on a Gen-Z shopper’s trip to the mall this holiday season. To get there, the Victoria’s Secret-owned brand is expanding beyond the pajamas, fleece and intimates it is best known for, using accessories, denim, beauty and collaborations to position itself as a broader lifestyle brand for 18- to 24-year-old women.The strategy follows a period of renewed momentum. Pink delivered low-double-digit growth in the first quarter of 2026, s...
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The Nue Co. expects fragrance to reach 85% of sales as Ulta fuels growth

Two years ago, fragrance generated around 20% of The Nue Co.’s sales, with the company still best known for supplements and its subscription-led wellness business. This year, the category is expected to account for 85% of total company net sales, as the wellness company redirects its inventory, marketing and product pipeline around its fastest-growing business.The shift has been propelled by The Nue Co.’s expansion into 1,400 permanent Ulta Beauty stores in early 2026, with distribution extendin...
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Luxury Briefing: As luxury shoppers become more selective, couture is becoming a stronger VIC tool

In this week’s Luxury Briefing, Glossy digs into Haute Couture Week in Paris with luxury sourcer Gab Waller, designer Rahul Mishra and Bain senior partner Federica Levato — the brands taking part are increasingly looking to younger customers as their next long-term clients, the sources said. Also, why Pandora and Levi’s chose the event to launch new collaborations, and executive moves at Tory Burch. For tips or comments, email me at zofia@glossy.co.At Paris Haute Couture Week, which ran from Mon...
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Stripes Beauty expands to 448 Ulta stores as menopause care moves into the mainstream

Six months after entering four Ulta Beauty stores, Stripes Beauty is expanding into 448 locations, marking the Naomi Watts-founded menopause care brand’s first major national retail rollout.Across the 448 stores, beginning July 26, Stripes will expand its in-store assortment to five products spanning skin care, body care and intimate wellness: Rich & Tight, The Full Monty, Vag of Honor, Oh My Glide and Dew as I Do. The brand’s full assortment, which also includes hair care and supplements, is av...
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On is betting on robots and nearshoring to gain an advantage

On is exploring how to expand its automated LightSpray manufacturing system beyond Switzerland and South Korea, potentially establishing production in Europe and the U.S.For On, faster production closer to demand is ultimately about selling with less guesswork. The company could launch smaller quantities, restock winners more quickly and avoid committing as much inventory months before it knows what customers want. Over time, that could mean fewer markdowns, more regionally localized product dro...
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Inside On’s innovation engine and apparel ambitions, as its founders return to lead the next phase

With its apparel business growing 57.5% year over year and its LightSpray technology moving into scaled production, On gave media rare access to the Zurich labs behind its push to become a broader premium sportswear brand.During a tour of On’s Zurich performance lab in June, Swiss triathlete and Olympian Max Studer ran on a treadmill wearing a breathing mask and reflective markers fixed to his legs, waist and shoes. Cameras tracked his movement as data appeared on nearby monitors. Elsewhere in t...
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Luxury Briefing: How Wimbledon players became fine jewelry brands' ultimate ambassadors

In this week’s Luxury Briefing, international reporter Zofia Zwieglinska speaks to executives at Mejuri and Material Good about designing luxury jewelry for the new luxury class and stress-testing collections on courts like Wimbledon. Also, Mytheresa’s president of North America discusses its new mobile shopping concept. For tips or comments, email me at zofia@glossy.co.When Russian tennis player Mirra Andreeva’s bracelet snapped during play on Wimbledon’s Centre Court on Wednesday, the pearls s...
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Coty is betting its booming Boss fragrance franchise can win over women

Coty is expanding Boss Bottled, the nearly three-decades-old flagship franchise within its Boss fragrance business, to women’s fragrance for the first time. The aim is to turn its strength with male consumers into a broader, dual-gender business.Boss Bottled Beyond for Her will debut in travel retail before launching in Boss’s stronger European markets on September 1. The U.S. rollout will follow in February 2027. Jessica Chastain, Becky G and Olympic long-jump champion Tara Davis-Woodhall front...
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Victoria’s Secret is betting on creators to fuel its biggest fashion show yet

For years, getting into the Victoria’s Secret Fashion Show meant being a model, celebrity or particularly well-connected industry insider. Now, it can also mean being a highly active member of the brand’s creator community.Ahead of the brand’s fall show — the date still unknown, although last year’s was in October — Victoria’s Secret is dangling access to the buzzy event as a reward for the people posting, selling and talking about the brand online. Its VS & PINK Creator Program has grown to mor...
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Luxury Briefing: Canali is betting on leisurewear to lure younger customers

In this week’s Luxury Briefing, Canali’s incoming creative director, Alessio Lillocci, discusses his plan for the brand, which draws on lessons from his time at Brunello Cucinelli and Prada. Also, insights on how luxury customers are using AI, from the new Bain and Altagamma report, and executive moves at Balenciaga, Rabanne and Versace. Also, news to know. For tips or comments, email me at zofia@glossy.co.After generating approximately $233 million in 2025 revenue, Canali is betting that its ne...
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Poshmark opens its 120 million product listings to the Shazam of fashion

Poshmark is expanding its resale inventory beyond its own app through a partnership with the visual shopping platform Silvr, as the marketplace looks to reach consumers when fashion inspiration strikes.The integration, which launched in the U.S. this week across apparel and accessories, brings Poshmark’s more than 120 million active listings into Silvr’s visual-search app. Users can upload a screenshot or photograph an outfit they see on TikTok, on television or in real life, and Silvr will find...
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Exclusive: Claire’s turns its stores into a creator-commerce platform for Gen Alpha with Lana's Life launch

Claire’s is betting that the next phase of creator commerce will happen both in stores and on screens.On Thursday, the accessories retailer will debut a roughly 45-piece beauty, jewelry, accessories and collectibles collection with Lana Rae, the YouTube and Roblox creator behind gaming and lifestyle channel Lana’s Life, at VidCon. The assortment will then roll out to 866 of Claire’s 900 stores across the U.S. and Canada on June 30, with 15 styles available through a dedicated page on Claire’s we...
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Vaseline is turning 2008 beauty hacks into TikTok Shop sellouts

Unilever-owned beauty brand Vaseline’s latest launch began by building on how people were already using it.After selling out of its debut Vaseline Originals collection in Thailand, the Unilever-owned brand is expanding the limited-edition collection to Singapore and the Philippines in the coming days, where a limited number of the face primer product will be sold exclusively on TikTok Shop. The expansion comes after the Vaseline Originals campaign was shortlisted in the Titanium category at Cann...
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Luxury Briefing: Inside LuisaViaRoma’s NYC store closure and investor-backed next chapter

In this week’s Luxury Briefing, I look into the latest chapter of the department store saga: the closing of LuisaViaRoma’s New York store. Also, how luxury agencies are changing with AI, and news to know from Coperni, PMC and BHV Marais. For tips or comments, email me at zofia@glossy.co.LuisaViaRoma’s New York experiment — its first international store, at 1 Bond Street — has come to an end, less than two years after it opened. The store opened in July 2024 and closed on June 8, 2006, as the com...
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Aritzia is achieving double-digit e-commerce growth in new markets, amid sped-up US store expansion

Aritzia’s new U.S. stores are lifting online sales for the brand. At Aritzia’s new store in St. Louis this weekend, teens shopped in groups, mothers browsed with daughters, and customers moved between racks of white dresses, denim, linen separates and soft tailoring. The store follows Aritzia’s now familiar retail language: pale stone floors, warm wood, low tables, lounge seating and generous fitting-room areas. Together, Aritzia’s recent store openings in new U.S. markets, including Birmingham,...
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Luxury Briefing: Mytheresa is using AI to find future VIPs

For this week’s Luxury Briefing, I spoke to LuxExperience CEO Michael Kliger about how LuxExperience is using AI across Mytheresa, Net-a-Porter, Mr Porter and Yoox, and why the company’s biggest opportunity may not be automation, but instead knowing when to provide more human service. Tiffany Lopinsky, co-founder of ShopMy, and Bernstein’s Luca Solca provide insights. Also, executive moves at Saint Laurent, and news to know about Hugo Boss and Onitsuka Tiger. For tips or comments, email me at zo...
Glossy •

Luxury Briefing: Mytheresa is using AI to find future VIPs

For this week’s Luxury Briefing, I spoke to LuxExperience CEO Michael Kliger about how LuxExperience is using AI across Mytheresa, Net-a-Porter, Mr Porter and Yoox, and why the company’s biggest opportunity may not be automation, but instead knowing when to provide more human service. Tiffany Lopinsky, co-founder of ShopMy, and Bernstein’s Luca Solca provide insights. Also, executive moves at Saint Laurent, and news to know about Hugo Boss and Onitsuka Tiger. For tips or comments, email me at zo...
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