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This week, Sephora continues to attract younger consumers, global retail giants bet big on the US, and more.
RETAIL NEWS
Chanel Cuts 70 US Jobs Warning of Challenging Luxury Environment
The French maison is cutting 70 jobs in the US, or 2.5 percent of its workforce, as the luxury brand navigates a tougher economic climate and adjusts to declining demand for high-end goods post-pandemic.
Will Global Retail Giants’ Big Bet on American Consumers Pay Off?
Zara, Uniqlo, Mango and Primark and other European and Asian brands plan to open hundreds of stores in the US in the coming years. They’re hoping American consumers will keep spending — and that they’ll give new labels a try despite having plenty of options.
The Trends Reshaping Retail Expansion In 2025
The retail real estate landscape continues to evolve in 2025, driven by changing consumer behaviors, technological advancements, and the competitive nature of securing premium retail spaces. Although retail continues to grow, the role of the physical store is here to stay, and more and more brands are competing for spaces in the top centers. Five key trends have emerged due to this competitive landscape: smaller and agile store formats, experiential retail, tailored regional and international expansion, data-driven site selection, and the suburb-first approach.
Staud Launching New Sport Line
Sarah Staudinger’s Los Angeles contemporary brand Staud is growing — and flexing — with a new category. Launching Jan. 30, Staud Sport is a fashion twist on everyday sportswear that aims to rise above typical athleisure. Designed for workouts and beyond, Staudinger created the collection to go from the gym to errands to out-to-dinners, while being comfy and chic.
Bloomingdale’s Unveils Next Carousel in Partnership With Flamingo Estate’s Garden-grown Products
The pop-up market features such items as candles, soaps, gourmet pantry goods, and bath and body products.
Burberry Soars After US Demand Pickup
Shares in the British mega-brand surged after a pickup in US demand buoyed sales results, raising investor hopes for a luxury market recovery.
Marco Bizzarri Said Among Those Eyeing Versace in Competitive Sale Process
The former Gucci president and CEO is said to be busy raising funds to invest in the Milan-based fashion brand.
Mytheresa to Be Renamed LuxExperience Ahead of Yoox Net-a-porter Acquisition
Mytheresa is making a fresh start, taking a new name, and stock exchange ticker, as it prepares to integrate the Yoox Net-a-porter businesses later this year.
LVMH and Stella McCartney Brand Part Ways
The designer is buying back the minority stake in the label held by LVMH but will continue to advise the group on sustainability issues.
Hong Kong’s Blue Pool Capital Buys Minority Stake in Super-Star Sneaker Maker
Under the agreement, Blue Pool will hold a 12% stake in Golden Goose, a move expected to support the Italian fashion company’s growth ambitions.
Bernard Arnault Sees Optimism in US After Attending Trump Inauguration
The LVMH chairman contrasted the optimistic mood in the US following Donald Trump’s inauguration with the challenges facing France, where rising corporate taxes and unemployment are dampening spirits.
Coach, Moncler, Saint Laurent Rise, Miu Miu Remains Top Spot on Lyst Hottest Brands Ranking
The dark horse of the 2024 fourth quarter belonged to Coach, which shot up 10 places to become the fifth hottest brand with the Brooklyn bag and the cherry bag charm both named the hottest items of the quarter.
BEAUTY NEWS
Kim Kardashian’s Skky Partners Takes Minority Stake in 111Skin
Luxury skincare brand 111Skin has received a “significant” minority investment from SKKY Partners, the consumer-focused private equity firm co-founded by Kim Kardashian and Jay Sammons, the former head of consumer at private equity giant Carlyle Group. The investment will help the skincare brand expand its direct-to-consumer business as well as push further into Asia and North America. Financial terms of the investment were not disclosed.
How Amazon Is Changing Beauty Retail As We’ve Known It
After a 2024 in which several large beauty brands in the Estée Lauder portfolio gave in to the urge to join the Amazon ranks, the e-commerce giant is looking to lock in the top spot in American beauty retail this year. Even though Sephora continues to fight Amazon launches from brands in its universe, they’re increasingly jumping on the e-tailer earlier in their life cycles, at the very least for defensive and replenishment purposes. The number of brands on Amazon is only expected to expand, posing a threat to Sephora and Ulta Beauty’s positions in the market.
How Lip Gloss Doubled Its Price
Faran Krentcil interrogates a chilling new development in colour cosmetics: The zinc-coated tips appearing on tubes of lip gloss. Proponents say that metal applicators can provide a cooling sensation and make the accompanying formula work better. But they’re also a way to premiumise a historically inexpensive product, allowing brands to double or triple their prices. Krentcil breaks down whether the metal lip tip is a feat of cosmetic technology or marketing savvy.
In 2025, Sephora goes big on K-Beauty — again
K-beauty is having a moment, again. And in the coming months, it's set to go from all over your TikTok FYP to the shelves of your nearest Sephora. In February, two new K-beauty brands will hit the retailer's shelves, and, according to Brooke Banwart, svp of skin-care merchandising, Sephora will be doubling its K-beauty portfolio this year.
Glow Recipe Launches Skincare-Based Makeup
The brand is expanding into color products with a skincare-first proposition, starting with a blush that isn’t.
Inside Beauty Retailers' Strategies For Discovering the Industry's Emerging Brands
Beauty retail executives from Ulta, Credo Beauty, Bluemercury and Thirteen Lune share what they're searching for in emerging brands and their advice for the next generation of innovators.
What if robots ran the beauty industry?
Artificial intelligence is poised to transform the beauty industry, influencing product personalisation, consumer engagement and supply chain efficiencies. What will this mean for brands?
Hailey Bieber on Rhode’s expanding lip empire
For months, Hailey Bieber has been teasing her next launch — which, officially, is dubbed the Peptide Lip Shape ($24). It will be available on Rhode’s e-commerce site on January 30.
Natural and Organic Personal Care Products Market To Grow by $12.37 Billion By 2029
The global natural and organic personal care product market size is estimated to grow by $12.37 billion from 2025-2029, according to Technavio. The market is estimated to grow at a CAGR of almost 9.3% during the forecast period. Increased demand for organic personal care products among female consumers is driving market growth, with a trend towards adoption of sustainable packaging.
The ‘Sephora kids’ aren’t going anywhere
Beauty consumers are getting younger, thanks to easily accessible content and brand buy-in. Is it a good thing?
Estée Lauder Reviews Brands Amid Management Change
The beauty giant is reviewing its portfolio of beauty brands with Evercore Inc. as it looks to streamline operations and boost its share price under new CEO Stéphane de La Faverie.
How Skincare Products Can Prove Their Value
In the face of discount-seeking consumers and dupe culture, brands are doing more to prove their formulas are worth their premium prices.
The Ordinary Launches in Amazon Premium Beauty
This retail expansion underscores the brand’s commitment to accessibility—ensuring The Ordinary skincare is available to Amazon’s wide, diverse US customer base.
Kids Are Having Birthday Parties at Sephora Now
Beauty retailers are playing host to skincare-obsessed tweens and teens on their special day. Can scavenger hunts, makeup tutorials and goodie bags create lifelong customers?
COMINGS & GOINGS
- Christophe Marque Named President and CEO of Gucci Americas WWD
- Victoria Beckham Beauty names new CEO Cosmetics Business
