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This week, Deloitte's 2025 retail industry outlook predicts solid growth in consumer spending, beauty industry hooked on TikTok braces for an uncertain future, and more.
RETAIL NEWS
Why a Radical Retail Experiment Worked for Abercrombie and Barnes & Noble
After finance CEOs drove retail into the ground, smart chains are embracing a bold idea: Hire people at the top who actually understand shopping.
Kering Seals Private Equity Deal With Ardian for Place Vendôme, Avenue Montaigne Real Estate
As the race for prime Parisian real estate heats up, luxury giant Kering and private equity firm Ardian have signed a binding agreement to create a joint venture of prime real estate assets. Kering will transfer three of its prestigious addresses to the new entity. The deal is valued at 837 million euros, with Ardian taking a 60 percent stake in the new entity. Kering will retain 40 percent. The transaction is expected to close in the first quarter of 2025.
Charms, sunglasses and scents: Can small luxuries carry the industry long-term?
Consumers are doubling down on more affordable luxuries as a way to stay connected to brands as prices rise. But is their investment enough to bolster a company’s bottom line?
Higher sales in the US and Europe coupled with smaller declines in China offered a tentative sign that demand for luxury goods may be recovering.
How Lululemon CEO Calvin McDonald Thinks About Growth
The active brand is set to hit its $12.5 billion sales target ahead of schedule — and is looking to double the business again.
As Luxury Slows, Paris Department Stores Bet Big on Menswear Growth
Galeries Lafayette will revamp its four-floor men's store in 2026, with a focus on drawing the newly fashion-forward male shopper.
Why designer participation in NYFW is on the decline
Vogue analyzes why designer participation in NYFW has been decreasing in recent years, including the increasing costs of participating, brands shifting shows to other locations, and brands catering to shifting consumer needs and budget-conscious shoppers.
Will Luxury Bounce Back in 2025? It’s Hard to Call
Richemont's surprise 10 percent uptick in third-quarter revenue sent a jolt of energy — and hope — through the markets, but analysts remain divided as to whether the luxury giant's success signals a wider recovery.
The Future of Online Resale Is Offline
Fashionphile, Rebag and other secondhand e-commerce platforms are opening stores and partnering with multibrand retailers in a bid to reach new customers.
Retail Outlook Positive For 2025, With Spending Expected To Top 3%
Deloitte's 2025 retail industry outlook expects solid growth in consumer spending and predicts that tech advances could make this a breakthrough year for retailers.
Uptown Girl? Khaite’s Catherine Holstein Has a New Madison Avenue Address
A new Khaite store on the northwest corner of Madison Avenue and 69th Street is open for business today. Accessories are the emphasis at 828 Madison, which is about half the size of the Mercer store.
BEAUTY NEWS
A Decade In, Glow Recipe's Co-Founders Reflect on Their Industry-Defining Success
Christine Chang and Sarah Lee discuss the childhood experiences that inspired their careers in beauty, launching their acclaimed skin-care brand, what comes next after 10 years of business and more.
Urban Skin Rx Acquired by American Exchange Group
Urban Skin Rx has a new owner. The skin care brand, founded in 2010 by aesthetician Rachel Roff and led by chief executive officer Victoria Payne, has been acquired by American Exchange Group for an undisclosed sum. The deal marks a third beauty acquisition in two years for AEG, which snapped up “clean” skin care brand Indie Lee last summer and in 2023 acquired HatchCollective — now called AX Beauty — whose brands included NatureWell, Orlando Pita Play, Txtur and Paint and Petals.
Sephora Debuts Hulu Series Featuring Chappell Roan, Victoria Monét, Becky G
The retailer’s new three-part show will delve into the pop stars' beauty routines.
Amazon, TikTok Drive More Beauty Sales Online, Yet In-store Shopping Retains Dominance
The most significant change in prestige beauty’s relationship with Amazon came in March when the Estée Lauder Cos. debuted Clinique on the platform.
Rare Beauty expands its bestselling Soft Pinch franchise — and launches first creator campaign
For many, Rare Beauty is synonymous with its bestselling Soft Pinch Liquid Blush ($25), easily recognizable by its gold, rounded top. Now, Rare Beauty is gearing up to make a substantial addition to the famous franchise with Tuesday's announcement of the new Soft Pinch Liquid Contour ($28), available in seven shades.
SCOTUS upholds TikTok ban, sending ripples through the US beauty industry
With TikTok’s future uncertain, beauty brands face tough decisions on how to reach younger audiences while navigating regulatory changes. Companies in the cosmetics and personal care product sectors should remain proactive in adapting to the dynamic landscape of social media and ensuring compliance with evolving policies.
Approaching Gen Alpha Beauty ... Responsibly
Generation Alpha, comprising those born since 2010, is reportedly more diverse than any previous generation in the United States. They're also beginning to age into the beauty market, with their own distinct habits and preferences, making them stand out from their millennial and Gen Z elders. These so-called "Sephora Kids" are heavy users of beauty; they're also more brand-conscious than young adults, favoring labels such as Drunk Elephant, Glow Recipe, Sol de Janeiro and more. Yet, engaging beauty's youngest consumers requires care. Kids simply should not be using harsh actives intended for much more mature skin. Nor should brands be contributing to children's negative image issues.
The Top US Beauty Creators & Influencers of 2024
Ariana Grande, Kylie Jenner and Beyonce get high marks from Traackr's Brand Vitality Score.
The Top 10 Blush Brands at Sephora — From Rare Beauty to Dior
Top spot-holder Rare Beauty accounts for more than 26 percent of the retailer's total blush sales, per YipitData, though Haus Labs has the highest repeat purchase rate.
The investment from Peterson Partners will support product expansion, international growth, and direct-to-consumer strategies for Sacheu Beauty, as well as Glossmetics.
Beauty Industry Hooked on TikTok Braces for an Uncertain Future
Prior to Saturday, TikTok had been instrumental in helping brands explode — particularly those in the beauty space. Saturday night gave hundreds of millions of Americans a taste of what life without TikTok would look like and brands are shifting their strategies to social alternatives.
How US tariffs would hit beauty
As President-elect Donald Trump’s proposed tariffs threaten to disrupt global supply chains, beauty brands must adapt quickly, exploring reshoring and other strategies to stay competitive in a volatile trade landscape.
Raspberry Perfume, Berry Blush Lead Fastest-Growing Berry Beauty Trends: Spate
As the intersection of beauty and food continues to grow, analysts at Spate say food-inspired trends are continuing to lead the charge in the beauty world. Berries, in particular, have captured the attention of trendsetters, with no shortage of berry-inspired launches. Per Spate’s popularity index, the moment’s fastest-growing berry beauty trends are raspberry perfume and berry blush.
COMINGS & GOINGS
- Lanvin Group Appoints New Executive President WWD
- Christie’s Names Bonnie Brennan CEO WWD
- Rod Manley Is Joining Moncler as International Chief Brand Officer WWD
- Target taps new execs to lead store and digital teams Grocery Dive
- Ralph Lauren Reveals Leadership Changes, Names Bob Ranftl Chief Operating Officer WWD
- REI taps Nike, Athleta vet Mary Beth Laughton as CEO Retail Dive
