Explorez tous les épisodes du podcast Fashion Business Daily

JD Sports Fashion posted a 19.7% drop in adjusted profit before tax as Stitch Fix, Myer and KMD Brands showed the same split-screen retail story: some sales growth, but margin pressure, impairments and fragile consumer demand still define the recovery. In this episode: Top stories: 1. JD SPORTS FASHION | JD Sports Fashion - HALF YEAR RESULTS 2026/27 — Stockopedia https://www.stockopedia.com/share-prices/jd-sports-fashion-LON:JD./news/01a0ccdb-59f5-7dc8-bff8-9de59164af99/ 2. Earnings Whispers | Stitch Fix Announces Fourth Quarter and Full Fiscal Year 2026 Financial Results — Earnings Whispers https://beta.earningswhispers.com/article/SFIX/2609237507 3. Australia's Myer's FY26 sales rise 11.3% to $4.09 bn - Fibre2Fashion — Fibre2Fashion https://www.fibre2fashion.com/news/retail-results/australia-s-myer-s-fy26-sales-rise-11-3-to-4-09-bn-313712-newsdetails.htm 4. FY26 Annual Results Announcement | BusinessDesk — BusinessDesk https://businessdesk.co.nz/nzx-announcements/480346 5. AI startup Demoverse raises $600K to let consumers co-create products with brands - The Economic Times — The Economic Times https://economictimes.indiatimes.com/ai/ai-insights/ai-startup-demoverse-raises-600k-to-let-consumers-co-create-products-with-brands/articleshow/134404929.cms Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Sephora TikTok Shop launch puts social commerce back at the center of beauty retail, while Lectra’s Apogy and airport skincare AI show fashion-tech moving deeper into product development and point-of-sale personalization. In this episode: Top stories: 1. With Sephora joining TikTok Shop, is the social shopping platform becoming too big to ignore? — Glossy https://www.glossy.co/beauty/with-sephora-joining-tiktok-shop-is-the-social-shopping-platform-becoming-too-big-to-ignore/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. Lectra takes AI upstream with Apogy - Innovation in Textiles — Innovation in Textiles https://innovationintextiles.com/lectra-takes-ai-upstream-with-apogy/ 3. Ugg unveils international ‘Born to Feel’ brand platform to continue its hot streak — Glossy https://www.glossy.co/fashion/ugg-unveils-international-born-to-feel-brand-platform-to-continue-its-hot-streak/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Lagardère Travel Retail Brings AI-Powered Skincare Recommendations to Airports with Perfect Corp.’s Skincare Pro | MarketMinute — MarketMinute https://www.marketminute.com/article/bizwire-2026-9-21-lagardre-travel-retail-brings-ai-powered-skincare-recommendations-to-airports-with-perfect-corps-skincare-pro Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Carter’s reported strong first-quarter demand but tariff, inflation and interest costs weighed on profit, while fashion operators also got a new FTC-approved fiber category, rising fuel-surcharge risk and another fit-tech push into agentic shopping. In this episode: Top stories: 1. Carter’s, Inc. Reports First Quarter Fiscal 2026 Results | lifestyle.washingtonguardian.com — Washington Guardian https://lifestyle.washingtonguardian.com/story/654639/carters-inc-reports-first-quarter-fiscal-2026-results/ 2. FTC Approves Renoa, The First New Apparel Fiber Classification In Nearly 25 Years, Made In The U.S. From Regenerated Textile Waste | Textile World — Textile World https://www.textileworld.com/textile-world/fiber-world/2026/09/ftc-approves-renoa-the-first-new-apparel-fiber-classification-in-nearly-25-years-made-in-the-u-s-from-regenerated-textile-waste/ 3. Gas price spikes could put a last-minute squeeze on holiday supply chains — Modern Retail https://www.modernretail.co/operations/gas-price-spikes-could-put-a-last-minute-squeeze-on-holiday-supply-chains/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. True Fit and Glance Bring Fit Intelligence to Agentic Commerce for Hundreds of Millions of Shoppers | FinancialContent — Business Wire https://www.financialcontent.com/article/bizwire-2026-9-21-true-fit-and-glance-bring-fit-intelligence-to-agentic-commerce-for-hundreds-of-millions-of-shoppers 5. Why Pinterest sponsored a phone-free London Fashion Week show — Glossy https://www.glossy.co/fashion/luxury/claudia-smith-pinterest-phone-free-london-fashion-week-debut/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Lotte Department Store opened voluntary retirement applications for long-tenured staff, signaling restructuring despite strong sector earnings, while Target’s Beauty Studio pushes K-beauty deeper into U.S. mass retail and Net-a-Porter’s winback math raises the cost of courting luxury whales. In this episode: Top stories: 1. Lotte Department Store Implements Voluntary Retirement After 5 Years... Offering Up to 40 Months of Base Salary — SBS News https://news.sbs.co.kr/english/article.do?news_id=N1008763889 2. Target gets K-beauty brands to think beyond Sephora, Ulta with new Beauty Studio — Modern Retail https://www.modernretail.co/operations/target-gets-k-beauty-brands-to-think-beyond-sephora-ulta-with-new-beauty-studio/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 3. Step Back: Net-a-Porter wants its best customers back—but what actually makes a high-value luxury shopper return in 2026: better assortment, more personalized service, sharper pricing, or something else? And can those investments produce acceptable economics when brands are increasingly trying to own the customer relationship themselves? 4. How Rothy’s built a DTC footwear brand with staying power — Modern Retail https://www.modernretail.co/operations/how-rothys-built-a-dtc-footwear-brand-with-staying-power/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 5. Fresh off its viral influencer ‘bachelorette trip’, Swan Beauty attempts a NYFW blitz — Glossy https://www.glossy.co/beauty/fresh-off-its-viral-influencer-bachelorette-trip-swan-beauty-attempts-a-nyfw-blitz/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Boohoo’s Debenhams Group reported accelerating GMV growth and a 14% adjusted EBITDA gain, while Net-a-Porter and Mr Porter returned to quarterly sales growth but lost active customers. The bigger thread is turnaround discipline: marketplace mix, top-client retention and efficiency tech. In this episode: Top stories: 1. BOOHOO | Trading update for the six months ended 31 August — Stockopedia https://www.stockopedia.com/share-prices/boohoo-LON:DEBS/news/trading-update-for-the-six-months-ended-31-august-01a0adf5-1214-7170-8090-0b8293a29178/ 2. Net-a-Porter wants its best customers back — Glossy https://www.glossy.co/fashion/luxury/net-a-porter-turnaround-ebay-shoppable-runway/ 3. Ravel Raises $8.2M Oversubscribed Seed Round to Scale Purification Recycling™ for Blended Textiles — PR Newswire https://www.prnewswire.com/news-releases/ravel-raises-8-2m-oversubscribed-seed-round-to-scale-purification-recycling-for-blended-textiles-302881246.html 4. Raspberry AI Transforms How Fashion Brands Go From Concept To Commerce With Launch Of New Agentic Platform — Raspberry AI https://www.prnewswire.com/news-releases/raspberry-ai-transforms-how-fashion-brands-go-from-concept-to-commerce-with-launch-of-new-agentic-platform-302879807.html 5. Vera Bradley (NASDAQ: VRA) Reports 8% Growth in Direct Revenue Despite Decline in Indirect Sales — Kalkine Media https://kalkinemedia.com/us/news/announcements/vera-bradley-nasdaq-vra-reports-8-growth-in-direct-revenue-despite-decline-in-indirect-sales Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Brooks Brothers is using New York Fashion Week to sell its post-bankruptcy turnaround and billion-dollar ambitions, while August retail sales beat forecasts and Walmart’s Scintilla upgrades show supplier data and AI becoming a bigger competitive moat. In this episode: Top stories: 1. Fashion Briefing: Inside Brooks Brothers’ turnaround plan and billion-dollar ambitions — Glossy https://www.glossy.co/fashion/fashion-briefing-inside-brooks-brothers-turnaround-plan-and-billion-dollar-ambitions/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. U.S. Retail Sales Rebound in August, Exceeding Forecasts - Haver Analytics — Haver Analytics https://www.haver.com/articles/u-s-retail-sales-rebound-in-august-exceeding-forecasts 3. Walmart adds marketplace data, deeper AI features to Scintilla insights platform — Modern Retail https://www.modernretail.co/technology/walmart-adds-marketplace-data-deeper-ai-features-to-scintilla-insights-platform/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. Atorie Raises $9.5M to Sell Luxury Goods Minus Branding - Fundraise Insider — Fundraise Insider https://fundraiseinsider.com/blog/atorie-raises-9-5m-to-sell-luxury-goods-minus-branding/ 5. Slayd Raises ₹1.5 Crore Pre-Seed Led by ajvc — StartupFox — StartupFox https://startupfox.in/article/slayd-raises-1-5-crore-to-sell-the-clothes-its-own-data-says-will-sell Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

TikTok Shop US says 94% of its luxury resale revenue now comes from livestreams, while Carter’s, Stanley, Lectra and Daydream show fashion commerce chasing younger shoppers through rebrands, collaborations and AI-assisted buying. In this episode: Top stories: 1. Livestreams dominate luxury resale buys on TikTok Shop US — Modern Retail https://www.modernretail.co/operations/nearly-all-luxury-resale-transactions-on-tiktok-shop-us-now-come-from-livestreams/ 2. Carter’s unveils brand refresh as it courts more Gen Z and millennial parents — Modern Retail https://www.modernretail.co/marketing/carters-unveils-brand-refresh-as-it-courts-more-gen-z-and-millennial-parents/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 3. Lectra unveils Apogy, the first solution embedding agentic — Lectra https://www.globenewswire.com/news-release/2026/09/15/3362519/0/en/lectra-unveils-apogy-the-first-solution-embedding-agentic-artificial-intelligence-to-reinvent-fashion-product-development.html 4. The Quencher once made up 80% of Stanley 1913’s business. Now, the brand is building its next act — Glossy https://www.glossy.co/fashion/stanley-1913-quencher-farm-rio-discount-strategy/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 5. Fashion app Daydream uses Apple Intelligence to help you shop the outfits in your camera roll | TechCrunch — TechCrunch https://techcrunch.com/2026/09/14/fashion-discovery-app-daydream-uses-apple-intelligence-to-help-you-shop-the-outfits-saved-in-your-camera-roll/ Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Shoe Station Group cut fiscal 2026 guidance after a promotional footwear market hit Q2 sales and margins, while New York Fashion Week becomes a test bed for Google AI tools, Kendra Scott’s shoppable jewelry play, and Tanner Fletcher’s bridal growth. In this episode: Top stories: 1. Shoe Station Group Reports Second Quarter 2026 Results | lifestyle.washingtonguardian.com — Lifestyle Washington Guardian https://lifestyle.washingtonguardian.com/story/867911/shoe-station-group-reports-second-quarter-2026-results/ 2. Beauty Briefing: Mary Phillips, Dr. Shereene Idriss and Mara Roszak on translating their expertise into a brand — Glossy https://www.glossy.co/beauty/beauty-briefing-mary-phillips-dr-shereene-idriss-and-mara-roszak-on-translating-their-expertise-into-a-brand/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 3. How Google's AI Tools Factored Into New York Fashion Week - Vogue — Vogue https://www.vogue.com/article/how-googles-ai-tools-factored-into-new-york-fashion-week 4. Kendra Scott’s NYFW return signals bigger fashion plans — Glossy https://www.glossy.co/fashion/kendra-scott-nyfw-patbo-yellow-rose-fashion-expansion/ 5. Wedding attire now makes up half of Tanner Fletcher's business — Glossy https://www.glossy.co/fashion/2-years-after-launching-bridal-wedding-attire-now-makes-up-half-of-tanner-fletchers-business/ Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Meta Lab is nearly doubling its standalone store footprint as AI glasses move from gadget demos toward fitted retail, while UniqYou funding and Coreli’s LTK integration underline how fashion commerce is being rebuilt around data, creators and owned customer funnels. In this episode: Top stories: 1. Meta Lab, known for AI glasses, is nearly doubling its retail store footprint — Modern Retail https://www.modernretail.co/operations/meta-lab-known-for-ai-glasses-is-nearly-doubling-its-retail-store-footprint/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. Exclusive: Fashion startup UniqYou raises seed round at Rs 64 Cr valuation — Entrackr https://entrackr.com/exclusive/exclusive-fashion-startup-uniqyou-raises-seed-round-at-rs-64-cr-valuation-12530416 3. With LTK integration, Coreli wants to be the homepage for creator commerce — Glossy https://www.glossy.co/fashion/coreli-ltk-integration-creator-commerce/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Derek Lam’s NYFW strategy targets full-price shoppers — Glossy https://www.glossy.co/fashion/derek-lam-nyfw-full-price-wholesale-strategy/ Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Macy’s raised guidance after 2.7% comp growth, with Bloomingdale’s up 11.3% as luxury peers struggle. Reformation’s first public earnings and Uniqlo’s U.S. expansion add a broader theme: selective retail winners are still finding growth. In this episode: Top stories: 1. Macy's (M) Q2 2026 earnings - CNBC — CNBC https://www.cnbc.com/2026/09/10/macys-m-q2-2026-earnings.html 2. Why Bloomingdale’s is outperforming luxury rivals — Glossy https://www.glossy.co/fashion/luxury/bloomingdales-sales-luxury-retail-strategy/ 3. Reformation says active customers grew 23% in first public earnings report — Modern Retail https://www.modernretail.co/operations/reformation-says-active-customers-grew-23-in-first-public-earnings-report/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. Glossy Podcast: Inside Uniqlo’s US expansion strategy with head of marketing Nico Cessot — Glossy https://www.glossy.co/podcasts/glossy-podcast-inside-uniqlos-us-expansion-strategy-with-head-of-marketing-nico-cessot/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 5. Investing in Highstock | Andreessen Horowitz — Andreessen Horowitz https://a16z.com/announcement/investing-in-highstock/ Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Meta’s Muse pushes social shopping from discovery into checkout, while AEO’s back-to-school read shows Aerie carrying momentum as American Eagle keeps rebalancing denim. The connective tissue is conversion: AI agents, fit tools and styling tech are chasing fewer abandoned carts. In this episode: Top stories: 1. Aerie soars in back-to-school sales, while American Eagle works to ‘balance’ denim — Modern Retail https://www.modernretail.co/operations/aerie-soars-in-back-to-school-sales-while-american-eagle-works-to-balance-denim/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. Meta’s New Muse AI Agent Can Shop For You | Vogue — Vogue https://www.vogue.com/article/metas-new-ai-agent-can-shop-for-you 3. As online eyewear matures, GlassesUSA’s parent company doubles down on vertical integration — Modern Retail https://www.modernretail.co/sponsored/glassesusa-online-eyewear-market-matures/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 4. Theater Raises Rs 56.25 Crore in Series A | Retail News India — Apparel Resources https://apparelresources.com/business-news/retail/theater-raises-rs-56-25-crore-series/ 5. UK fashion brand Never Fully Dressed taps Persi AI powered styling and personalisation technology — Retail Technology Innovation Hub — Retail Technology Innovation Hub https://retailtechinnovationhub.com/home/2026/9/8/uk-fashion-brand-never-fully-dressed-taps-persi-ai-powered-styling-and-personalisation-technology Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Shein’s Hong Kong IPO has already erased about US$5 billion in market value, sharpening doubts over fast fashion’s tariff-hit growth model, while PointAI and SPREEAI make virtual try-on the week’s more investable AI-commerce story. In this episode: Top stories: 1. Shein's value down US$5 billion, among HK's worst post-IPO weeks - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/sheins-value-down-us5-billion-among-hks-worst-post-ipo-weeks 2. PointAI launches physics-based AI platform for fashion and digital commerce | Khaleej Times — Khaleej Times https://www.khaleejtimes.com/kt-network/pointai-launches-physics-based-ai-platform-for-fashion-and-digital-commerce 3. How SPREEAI trains the model behind photorealistic virtual try-on — Lambda https://lambda.ai/blog/how-spreeai-trains-the-model-behind-photorealistic-virtual-try-on 4. Why Lands’ End is showing up at college football game days this fall — Modern Retail https://www.modernretail.co/marketing/why-lands-end-is-showing-up-at-college-football-game-days-this-fall/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 5. How 11 retail media networks are trying to differentiate themselves to advertisers — Modern Retail https://www.modernretail.co/marketing/how-11-retail-media-networks-are-trying-to-differentiate-themselves-to-advertisers/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Estée Lauder Companies is moving MAC and most of its e-commerce estate onto Shopify by fiscal 2027, while Shein, Rothy’s and Hulken all point to the same pressure: fashion growth increasingly means platforms, partners and operational scale. In this episode: Top stories: 1. Beauty Briefing: Why the Estée Lauder Companies is moving some of its biggest brands to Shopify — Glossy https://www.glossy.co/beauty/beauty-briefing-why-the-estee-lauder-companies-is-moving-some-of-its-biggest-brands-to-shopify/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. Step Back: Shein is seeking deals with other fast-fashion players to reignite growth—is that a genuine shift away from its asset-light, algorithm-led model, or simply a way to add distribution and inventory without fixing its underlying constraints? What would potential partners actually gain, and what risks would they be taking on? 3. At its 10th anniversary, Rothy’s is launching its biggest campaign yet — Glossy https://www.glossy.co/fashion/at-its-10th-anniversary-rothys-is-launching-its-biggest-campaign-ever/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Hulken races to build up inventory ahead of holiday season sales spike — Modern Retail https://www.modernretail.co/operations/hulken-races-to-build-up-inventory-ahead-of-holiday-season-sales-spike/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 5. DaMENSCH Raises INR 17.40 Cr at Flat Valuation of INR 600 Cr — Entrepreneur India https://india.entrepreneur.com/business-news/damensch-raises-inr-17-40-cr-at-flat-valuation-of-inr-600-cr Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Shein’s Hong Kong IPO reset frames a fashion market re-pricing growth, while Abercrombie and Kohl’s show margin gains from pricing discipline, tariff refunds and cost control even as sales momentum stays uneven. In this episode: Top stories: 1. The 3 reasons Shein is trading at a quarter of its previous valuation — Glossy https://www.glossy.co/podcasts/the-3-reasons-shein-is-trading-at-a-quarter-of-its-previous-valuation/ 2. Abercrombie lifts Q2 EPS to $4.17 on margin gain | ANF Quarterly Report (10-Q) — Stock Titan https://www.stocktitan.net/sec-filings/ANF/10-q-abercrombie-fitch-co-de-quarterly-earnings-report-4a1364502976.html 3. Kohl’s Reports 305 Basis Point Increase in Gross Margin Despite 0.9% Sales Decline in Q2 2026 — Kalkine Media https://kalkinemedia.com/us/news/announcements/kohls-reports-305-basis-point-increase-in-gross-margin-despite-09-sales-decline-in-q2-2026 4. CJ OnStyle builds out four-pillar global fashion portfolio - The Herald Business — The Herald Business https://biz.heraldcorp.com/article/10862743 5. How Aviator Nation is preparing for AI-led shopping — Glossy https://www.glossy.co/fashion/aviator-nation-shopify-ai-shopping-shop-app/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Lululemon’s 9% comp decline puts incoming CEO Heidi O’Neill on the clock, while Shein’s Hong Kong listing keeps testing public-market faith in fast fashion. The day’s fashion-business reset spans activewear, ultra-fast fashion, recommerce, and luxury’s limits on institutional redemption. In this episode: Top stories: 1. Lululemon’s identity crisis continues, with comp sales down 9%, as it prepares to welcome new CEO — Modern Retail https://www.modernretail.co/operations/lululemons-identity-crisis-continues-with-comp-sales-down-9-as-it-prepares-to-welcome-new-ceo/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. Shein shares slide over 3% after lacklustre Hong Kong trading debut - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/consumer-healthcare/shein-shares-slide-over-3-after-lacklustre-hong-kong-trading-debut 3. Fresh from €14.6 million Seed round, eComID acquires Nilum to push into recommerce - Houston News Network — Houston News Network https://houstonnewsnetwork.com/fresh-from-146-million-seed-round-ecomid-acquires-nilum-to-push-into-recommerce 4. Luxury Briefing: How John Galliano’s 15-year rehabilitation reached its limit at the Met — Glossy https://www.glossy.co/fashion/luxury/john-galliano-met-exhibition-cancellation-rehabilitation/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 5. Perfect Corp. Launches 3D Jewelry Try-On With QWEEN | PERF Stock News — Stock Titan https://www.stocktitan.net/news/PERF/qween-launches-hyper-realistic-3d-jewellery-virtual-try-on-for-fwdawsm4ojfk.html Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Canada-US trade war is hitting fashion brands with 50% tariffs on nearly $30 billion of Canadian goods, threatening a less integrated North American market as startups pitch AI closets, try-on tools and IRL demand tests as the next growth levers. In this episode: Top stories: 1. Inside the Canada-US trade war's impact in brands — Glossy https://www.glossy.co/fashion/fashion-briefing-the-canada-us-trade-war-is-creating-a-less-integrated-north-american-fashion-market/ 2. Malaysian founder raises US$3mil for fashion tech startup Lekondo | The Star — The Star https://www.thestar.com.my/business/business-news/2026/09/03/malaysian-founder-raises-us3mil-for-fashion-tech-startup-lekondo 3. Genlook Launches New AI Virtual Try-on Model for Fashion Stores: Any Garment on the Shopper in Under 10 Seconds | lifestyle.washingtonguardian.com — Genlook https://lifestyle.washingtonguardian.com/story/856127/genlook-launches-new-ai-virtual-try-on-model-for-fashion-stores-any-garment-on-the-shopper-in-under-10-seconds/ 4. Selecting fashion items for an avatar (US Patent 12725332) — Exa https://exa.ai/library/legal/patent/m2rrpzngtghy8vp8nq4h21 5. Quince’s first-ever sample sale sold out 6 hours early — Modern Retail https://www.modernretail.co/marketing/quinces-first-ever-sample-sale-sold-out-6-hours-early/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Everlane’s reported $80 million sale to Shein frames a broader DTC reset: fashion survivors like Cuyana and Faherty are leaning into omnichannel discipline, while Atorie, Fjällräven and Rodan + Fields chase growth through AI, stores, Amazon and Ulta. In this episode: Top stories: 1. Atorie Raises $9.5M Seed Funding to Grow AI-Powered Fashion Marketplace - — Global Startups Insights https://www.globalstartupsinsights.com/funding/atorie-raises-9-5m-seed-funding-to-grow-ai-powered-fashion-marketplace/ 2. Brands Briefing: Fjällräven is going beyond Kånken backpacks as it builds stores in North America — Modern Retail https://www.modernretail.co/operations/brands-briefing-fjallraven-is-going-beyond-kanken-backpacks-as-it-builds-stores-in-north-america/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 3. Fashion’s DTC era is over. What comes next? — Glossy https://www.glossy.co/fashion/shein-ipo-dtc-fashion-cuyana-faherty-everlane/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Beauty Briefing: A year after launching at Ulta, Rodan + Fields is expanding again — this time to Amazon — Glossy https://www.glossy.co/beauty/beauty-briefing-a-year-after-launching-at-ulta-rodan-fields-is-expanding-again-this-time-to-amazon/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Off-White and Shein frame a reset for fashion growth: Ib Kamara exits the post-Abloh streetwear brand, while Shein’s Hong Kong debut tests whether ultra-fast fashion can satisfy public investors under tariff and scrutiny pressure. In this episode: Top stories: 1. As Off-White creative director Ib Kamara exits, has the brand lost its way? — Glossy https://www.glossy.co/fashion/as-off-white-creative-director-ib-kamara-exits-has-the-brand-lost-its-way/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. Step Back: What does Shein’s Hong Kong listing actually change for the company beyond raising capital—its access to investors, regulatory exposure, and ability to sustain an ultra-fast-fashion model under greater scrutiny? 3. Lululemon + tech bros: Blissclub’s quest to make boring clothes seem cool - The Ken — The Ken https://the-ken.com/tradetricks/lululemon-tech-bros-blissclubs-quest-to-make-boring-clothes-seem-cool/ 4. Location data fuels mall giant Simon’s new pitch to advertisers — Modern Retail https://www.modernretail.co/marketing/location-data-fuels-mall-giant-simons-new-pitch-to-advertisers/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Purple Style Labs opens Pernia’s Pop-Up Shop’s ₹680-crore IPO under pressure from losses, while Anthropologie adds Nike to a sneaker push and TJX’s margin gain shows tariff refunds still reshaping retail earnings. In this episode: Top stories: 1. Pernia’s Pop-Up Shop IPO: Inside Purple Style Labs’ ₹680-Crore Luxury Bet on Rent, Stores and Indian Wedding Fashion — Open Magazine https://openthemagazine.com/business/pernias-sells-luxury-its-680-crore-ipo-will-help-pay-the-rent 2. Anthropologie is launching Nike as its sneaker sales increase nearly 30% — Glossy https://www.glossy.co/fashion/anthropologie-is-launching-nike-as-its-sneaker-sales-increase-nearly-30/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 3. TJX Q2 sales $15.2B, EPS $1.36 on margin gain | TJX Quarterly Report (10-Q) — Stock Titan https://www.stocktitan.net/sec-filings/TJX/10-q-tjx-companies-inc-de-quarterly-earnings-report-16eaf617142b.html 4. US, South African buyers expressed interest in Northshore Apparel before production began — GEXIM CEO - MyJoyOnline — MyJoyOnline https://www.myjoyonline.com/us-south-african-buyers-expressed-interest-in-northshore-apparel-before-production-began-gexim-ceo/ 5. How resale data predicts luxury fashion revivals — Glossy https://www.glossy.co/fashion/luxury/resale-data-luxury-archive-revivals/ Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Abercrombie & Fitch, Urban Outfitters and Burlington all posted strong Q2 results, but big IEEPA tariff refunds are muddying the read on real margin strength, pricing strategy and how much benefit shoppers actually see. In this episode: Top stories: 1. Abercrombie Fitch Co (ANF) 8-K Earnings Release - Aug 2026 — Abercrombie & Fitch Co. https://last10k.com/sec-filings/anf/0001018840-26-000041.htm 2. Urban Outfitters Q2 profit jumps to $241M | URBN 8-K Filing — Stock Titan https://www.stocktitan.net/sec-filings/URBN/8-k-urban-outfitters-inc-reports-material-event-85c835a31c83.html 3. Burlington Stores lifts EPS outlook to $11.77–$11.97 | BURL 8-K Filing — Stock Titan https://www.stocktitan.net/sec-filings/BURL/8-k-burlington-stores-inc-reports-material-event-d32c842817e2.html 4. Step Back: If retailers are getting direct tariff relief while shoppers may not see lower prices, where is the benefit actually going—restored gross margin, offsetting earlier cost inflation, or investment in prices and inventory—and what should we look for in earnings to tell the difference? 5. Lotte Shopping, led by department stores and supported ... — Top Daily https://en.topdaily.kr/articles/14452 Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Target is becoming fashion’s test lab: Hollister says its dorm line is drawing new shoppers, while Target Beauty Studio will bring 1,600 products from 90 brands to 600-plus stores. The stakes are wholesale reach, beauty discovery and growth beyond apparel. In this episode: Top stories: 1. Hollister is acquiring new customers through Target as it looks beyond apparel — Glossy https://www.glossy.co/fashion/hollister-target-new-customers-home-expansion/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. New brands flock to Target’s post-Ulta beauty section — Modern Retail https://www.modernretail.co/operations/new-brands-flock-to-targets-post-ulta-beauty-section/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 3. Perfect fits: Remark launches new AI VTO tool, Gok Wan/Pour Moi release ‘Designed to Fit’ lingerie campaign - FashionNetwork USA — FashionNetwork https://us.fashionnetwork.com/news/Perfect-fits-remark-launches-new-ai-vto-tool-gok-wan-pour-moi-release-designed-to-fit-lingerie-campaign,1860755.html Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Dick’s Sporting Goods cut Foot Locker’s annual comp outlook as sneaker demand stays promotional, while Shein’s IPO math and eComID’s funding show investors repricing both fast-fashion risk and fashion-tech execution. In this episode: Top stories: 1. Dick's Sporting Goods is 'still early in the Foot Locker turnaround' — Modern Retail https://www.modernretail.co/operations/dicks-sporting-goods-says-its-still-early-in-the-foot-locker-turnaround-as-it-cites-footwear-challenges/ 2. Step Back: If Shein’s valuation has fallen to roughly $27 billion, what is the market actually repricing: the durability of its ultra-fast, low-cost model, the risks around regulation and supply chains, or the weaker appetite for high-growth fashion companies—and what would investors need to see to reverse that discount? 3. eComID raises $17 million as startup expands internationally, rolls out AI ... — Retail Technology Innovation Hub https://retailtechinnovationhub.com/home/2026/8/25/ecomid-raises-17-million-as-it-expands-internationally-rolls-out-ai-powered-shopping-passport 4. Wellness Briefing: ELC-owned NIOD enters Sephora with wellness positioning and cold plunge activation, plus news — Glossy https://www.glossy.co/beauty/wellness/wellness-briefing-elc-owned-niod-enters-sephora-with-wellness-positioning-and-cold-plunge-activation-plus-news/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Victoria’s Secret adds Adrian Butler as CTO and a Starbucks tech veteran to its board, while Byredo heads into Sephora and Willy Chavarria tests AI voice commerce — signals that growth now runs through tech, distribution and margin discipline. In this episode: Top stories: 1. Victoria's Secret Names New CTO, Adds Tech-Focused Board Director - DTC Dispatch — DTC Dispatch https://dtcdispatch.com/2026/08/23/victorias-secret-names-new-cto-adds-tech-focused-board-director/ 2. Beauty Briefing: Byredo’s growth ambitions are taking it to Sephora — Glossy https://www.glossy.co/beauty/beauty-briefing-byredos-growth-ambitions-are-taking-it-to-sephora/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 3. Willy Chavarria is testing an AI version of his voice for e-commerce — Glossy https://www.glossy.co/fashion/luxury/willy-chavarria-ai-voice-ecommerce-swap/ 4. Causee, a new entrant to secondhand fashion resale ... — Retail Tech Innovation Hub https://retailtechinnovationhub.com/home/2026/8/24/causee-a-new-entrant-to-the-secondhand-fashion-resale-market-goes-live-this-autumn-and-preps-uk-launch 5. Brands face death by a ‘thousand cuts’ as supply chain pressures and material costs eat into profit margins — Modern Retail https://www.modernretail.co/operations/brands-face-death-by-a-thousand-cuts-as-supply-chain-pressures-and-material-costs-eat-into-profit-margins/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Aditya Birla Fashion is taking PointAI’s virtual try-on tech into stores as Ross outpaces TJX in off-price, CaaStle’s founder gets prison time, Liverpool defends margins, and women’s Rolex resale prices jump. In this episode: Top stories: 1. Aditya Birla Fashion brings AI-based virtual try-ons to its stores; PointAI powers the tech - The Times of India — The Times of India https://timesofindia.indiatimes.com/technology/tech-news/aditya-birla-fashion-brings-ai-based-virtual-try-ons-to-its-stores-pointai-powers-the-tech/articleshow/133435760.cms 2. Ross Stores Posts 10% Comp Growth, Pulls Ahead of TJX in Off-Price Race - DTC Dispatch — DTC Dispatch https://dtcdispatch.com/2026/08/22/ross-stores-posts-10-comp-growth-pulls-ahead-of-tjx-in-off-price-race/ 3. Fashion tech founder jailed for five years over $300m investor fraud - Retail Gazette — Retail Gazette https://www.retailgazette.co.uk/blog/2026/08/fashion-tech-founder-jailed-for-five-years-over-300m-investor-fraud/ 4. Liverpool Fortifies Against Mexican Consumer Weakness: No Room for Error in Fashion | Modaes Global — Modaes Global https://www.modaes.com/global/companies/liverpool-braces-itself-for-weak-mexican-consumer-spending-no-room-for-error-in-fashion 5. Women’s watches are blowing up on the secondary market. What’s behind their rapid growth? — Glossy https://www.glossy.co/fashion/womens-watches-are-blowing-up-on-the-secondary-market-whats-behind-their-rapid-growth/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Harvey Nichols and Frasers Group are testing luxury’s trust in distressed retail dealmaking, while Ralph Lauren turns the U.S. Open into a longer retail season and brands crowd into Los Angeles stores. The through-line: growth is coming from sharper physical and experiential plays. In this episode: Top stories: 1. Why Mike Ashley’s growing luxury empire has the fashion industry on edge — Glossy https://www.glossy.co/podcasts/why-mike-ashleys-growing-luxury-empire-has-the-fashion-industry-on-edge/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 2. Fashion Briefing: What’s behind the wave of fashion brands opening Los Angeles stores this summer — Glossy https://www.glossy.co/fashion/fashion-briefing-whats-behind-the-wave-of-fashion-brands-opening-los-angeles-stores-this-summer/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 3. Remark Launches Real-Time Virtual Try-On That Moves as You Move — PR Newswire https://www.prnewswire.com/news-releases/remark-launches-real-time-virtual-try-on-that-moves-as-you-move-302856067.html Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Target received $994 million in pre-tax tariff refunds, giving the retailer a margin tailwind it says will flow into price cuts. The same earnings cycle shows TJX adding stores and Estée Lauder returning to growth. In this episode: Top stories: 1. Target receives almost $1 billion in tariff refunds, plans to lower prices — Modern Retail https://www.modernretail.co/operations/target-receives-almost-1-billion-in-tariff-refunds-plans-to-lower-prices/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss 2. TJX to accelerate store openings amid off-price's hot streak — Modern Retail https://www.modernretail.co/operations/tjx-to-accelerate-store-openings-as-off-price-continues-its-hot-streak/ 3. Jo Malone and Tom Ford are now ‘billion-dollar brands’ as the Estée Lauder Companies reports return to sales growth — Glossy https://www.glossy.co/beauty/jo-malone-and-tom-ford-are-now-billion-dollar-brands-as-the-estee-lauder-companies-reports-return-to-sales-growth/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Maisonette is launching a tween vertical, foregoing social ads targeting kids — Glossy https://www.glossy.co/fashion/maisonette-is-launching-a-new-tween-vertical-and-foregoing-all-social-ads-targeted-at-kids/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 5. How Manyavar Is Using AI To Take The Guesswork Out Of Retail — Inc42 https://inc42.com/buzz/how-manyavar-is-using-ai-to-take-the-guesswork-out-of-retail/ Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

LSEG’s U.S. retail preview shows Q2 growth concentrating around broadline giants, while MySize, Higgsfield and Fabletics point to fashion’s next bets: fit tech, AI content infrastructure and licensed college apparel. In this episode: Top stories: 1. Q2 2026 U.S. Retail Preview: Broadline Retail Drives Growth — Lipper Alpha Insight https://lipperalpha.refinitiv.com/2026/08/q2-2026-u-s-retail-preview-broadline-retail-drives-growth/ 2. MySize's Naiz Fit Surpasses 500 Million Size Recommendations as AI Fashion Platform Expands Into Virtual Try-On — PR Newswire https://www.prnewswire.com/news-releases/mysizes-naiz-fit-surpasses-500-million-size-recommendations-as-ai-fashion-platform-expands-into-virtual-try-on-302854072.html 3. Higgsfield Raises $400 Million Series B Financing at $5.4 Billion Valuation with Annualized Revenue Reaching $700 Million — Higgsfield https://www.prnewswire.com/news-releases/higgsfield-raises-400-million-series-b-financing-at-5-4-billion-valuation-with-annualized-revenue-reaching-700-million-302852430.html 4. Exclusive: Fabletics doubles its college merchandise through College Shop expansion — Modern Retail https://www.modernretail.co/operations/exclusive-fabletics-doubles-its-college-merchandise-through-college-shop-expansion/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Sephora, Capri and Nuuly show retailers spending harder to protect loyalty, inventory and attention: air freight is absorbing supply-chain shocks, beauty rewards are getting experiential, and fashion rental is turning branded content into social-native entertainment. In this episode: Top stories: 1. Air freight is becoming a costly fix for inventory issues — Modern Retail https://www.modernretail.co/operations/air-freight-is-becoming-a-costly-fix-for-inventory-issues/ 2. Beauty Briefing: How Sephora is evolving its loyalty program in a competitive retail environment — Glossy https://www.glossy.co/beauty/beauty-briefing-how-sephora-is-evolving-its-loyalty-program-in-a-competitive-retail-environment/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 3. Exclusive: Sol de Janeiro takes a page out of the luxury perfume market with the launch of ‘intense’ fragrance mists — Glossy https://www.glossy.co/beauty/exclusive-sol-de-janeiro-takes-a-page-out-of-the-luxury-perfume-market-with-the-launch-of-intense-fragrance-mists/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 4. Nuuly aims to break through the social media noise with a new branded rom-com microdrama — Glossy https://www.glossy.co/fashion/nuuly-aims-to-break-through-the-social-media-noise-with-a-new-branded-rom-com-microdrama/?utm_campaign=glossydis&utm_medium=rss&utm_source=general-rss 5. Baggallini turns to new collections and its first pop-up to acquire Gen Z shoppers — Modern Retail https://www.modernretail.co/operations/baggallini-turns-to-new-collections-and-its-first-pop-up-to-acquire-gen-z-shoppers/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Frasers Group’s Harvey Nichols takeover puts Mike Ashley’s luxury strategy under pressure, while India’s Style Union and Purple Style Labs chase fresh capital and U.S. retailers face a record-low store-space crunch. In this episode: Top stories: 1. Inside Frasers’ £40m Harvey Nichols bet, can Mike Ashley finally crack luxury? - Retail Gazette — Retail Gazette https://www.retailgazette.co.uk/blog/2026/08/inside-frasers-40m-harvey-nichols-bet-can-mike-ashley-finally-crack-luxury/ 2. Biyani's Style Union seeks to raise ₹800 crore as value retail market expands | Company Business News — Mint https://www.livemint.com/companies/style-union-fundraise-800-crore-biyani-family-11786858224112.html 3. What Shah Rukh Khan, Madhuri Dixit and Sachin Tendulkar see in Purple Style Labs IPO? Here’s what DRHP reveals - The Economic Times — The Economic Times https://economictimes.indiatimes.com/markets/ipos/fpos/what-shah-rukh-khan-madhuri-dixit-and-sachin-tendulkar-see-in-purple-style-labs-ipo-heres-what-drhp-reveals/articleshow/133273577.cms 4. Revolutionizing Operations: Myntra's AI Transformation Beyond the Shopping Cart, ETCIO — ET CIO https://cio.economictimes.indiatimes.com/news/corporate-news/at-myntra-ai-is-moving-from-the-shopping-cart-to-the-operating-layer/133227188 5. Retail construction hits record lows, making it hard to find space — Modern Retail https://www.modernretail.co/operations/retail-construction-hits-record-lows-making-it-hard-to-find-space/?utm_campaign=modernretaildis&utm_medium=rss&utm_source=general-rss Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Vestiaire Collective is resetting under new product and tech leadership, targeting double-digit growth after a profitability push, while Douglas’ earnings miss shows price-sensitive beauty shoppers and AI tools chase faster fashion-commerce production. In this episode: Top stories: 1. Vestiaire Collective: New management, returning to growth, AI and a culture of 'delivery' — FashionUnited https://fashionunited.uk/news/business/vestiaire-collective-new-management-returning-to-growth-ai-and-a-culture-of-delivery/2026081389748 2. Douglas Earnings Miss Expectations As Shoppers Remain Price-Sensitive | ESM Magazine — ESM Magazine https://www.esmmagazine.com/index.php/retail/douglas-core-profit-lags-market-expectations-as-beauty-shoppers-seek-deals-319083 3. FLORA launches Fashion Studio for 'vibe manufacturing' design and campaign production — RuntimeWire https://runtimewire.com/article/flora-launches-fashion-studio-for-vibe-manufacturing-design-and-campaign-product 4. Dimension Raises $1.65M Seed Round to Scale Seller OS ... — Los Angeles Times https://www.latimes.com/b2b/ai-technology/story/2026-08-12/dimension-seed-funding-seller-os Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com

Samsonite’s BÉIS deal gives the luggage group a digital-native travel brand, while Shein’s pre-IPO reset deepens: a possible sub-$30B listing, a $1.1B investor make-whole, and a retreat from Vietnam all point to tariff-driven strain. In this episode: Top stories: 1. Samsonite Group S.A. to Acquire BÉIS, Expanding its Lifestyle Portfolio and Enhancing Digital Capabilities — PR Newswire https://www.prnewswire.com/news-releases/samsonite-group-sa-to-acquire-beis-expanding-its-lifestyle-portfolio-and-enhancing-digital-capabilities-302850247.html 2. Shein $98B to $30B: The Valuation Collapse Is Not the Story. The $1.1B Investor Make-Whole Is. — Ainvest https://www.ainvest.com/news/shein-98b-30b-valuation-collapse-story-1-1b-investor-2608/ 3. Shein finds there's no place like China after Vietnam warehouse experiment disappoints   - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/shein-finds-theres-no-place-china-after-vietnam-warehouse-experiment-disappoints 4. China’s textile retaliation adds a new layer of risk for fashion sourcing — Fashion Business World — Fashion Business World https://www.fashionbusinessworld.com/article/china-s-textile-retaliation-adds-a-new-layer-of-risk-for-fashion-sourcing 5. Simon poised to rake in millions more in rent thanks to Saks Global closures | Retail Dive — Retail Dive https://www.retaildive.com/news/simon-poised-millions-more-rent-saks-global-store-closures/827556/ Follow and rate Fashion Business Daily wherever you listen. Feedback? Email fashion-business-daily@lanternpodcasts.com