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Episodes

Consumers are trading down, and luxury continues to grow

10/16/2019
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In this episode: ◇ Premium fashion labels are starting to feel some consumer uncertainty as Hugo Boss, and Ted Baker issue statements suggesting they will miss their quarterly targets. This underscores a larger shift that is showing a reduction in consumer spending in the middle markets. ◇ At the mass consumption end of the price market, have customers hit peak happiness? Morgan Stanley analyst Geoff Ruddell says they have - at least in clothing. Clothing sales in developed countries have...

Duration:00:05:48

Luxury handbags are no longer the status symbol of choice for many consumers

10/16/2019
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In this episode: ◇ Sales of women's handbags and totes in the U.S. are down more than 20% over the first eight months of 2019. The handbag was once the accessory of choice for customers looking to enter into the luxury market, a status symbol of sorts. Now that role is filled by sneaker and althleisure product categories ◇ Houston Rockets sneakers and apparel were pulled from several Nike stores in major Chinese cities amid the furore surrounding a tweet from the team's general manager in...

Duration:00:07:24

LVMH may be the bellwether for how unrest in Hong Kong will affect retailer results

10/15/2019
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In this episode: ◇ LVMH may be the bellwether for how unrest in Hong Kong will affect retailer results. Some estimate the protests could affect business of global brands by up to 2 percent this year. ◇ Fast Retailing reports strong results globally. ◇ Target leans into inclusive and adaptive kids wear, and partners with Disney, and Toys'R'Us.

Duration:00:06:40

Is Dick's Sporting Goods getting out of the gun business?

10/15/2019
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In this episode: ◇ Dick's Sporting Goods is weighing whether or not to make a strategic shift out of the gun business, after destroying $5 million in automatic weapons this last year. ◇ And teen spending is slowing, but footwear has peaked with Gen Z. ◇ H&M buys Sellpy, a resale company, as it marches towards its goal of becoming a circular company.

Duration:00:05:03

Walmart continues to invest in Jetblack, because the future of shopping is voice controlled

10/14/2019
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In this episode: ◇ Jetblack, the personal shopping service available to consumers via text, is losing $15,000 per member annually. But Walmart continues to invest in the company as an R&D expense as it looks to build its future capabilities. ◇ Target will have solar panels on more than a quarter of it's stores in a month. ◇ Shiseido acquires clean beauty and skincare Drunk Elephant, a brand that has grown to $100 million annually.

Duration:00:05:00

The UK suiting marketing is down 10 percent

10/7/2019
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In this episode: ◇ Marks & Spencer is consciously shifting its assortment to meet the market decline in suiting and changing menswear fashion preferences. ◇ Kardashian Kloset launches, and it's terribly done. ◇ Plant subscription services are launching across the globe - and doing well.

Google is Shoppable, and American Eagle is #moody

10/3/2019
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In this episode: ◇ Google upgrades its shopping feature and Google Lens uses enhanced image recognition for better product recommendations. ◇ American Eagle Outfitters launches a genderless CBD beauty and wellness brand: Mood. ◇ H&M delivered a great quarter, growing almost 20% in the US, and 30% in India.

Duration:00:04:58

Gap Inc wants to grow Hill City organically

10/3/2019
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In this episode: ◇ Gap Inc wants to grow Hill City organically, and its developing its blueprint for incubating future businesses. ◇ Amazon will have grocery stores - separate from Whole Foods, by year's end. ◇ Simon Property Group took a 50% stake in Gilt Groupe and launched ShopPremiumOutlets.com.

Duration:00:04:59

Why can't grocery retailers get e-commerce right?

10/3/2019
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In this episode: ◇ Grocery retailers are still relying on in-store pickup which is the wrong business to build out. They are leaving themselves open to new players in the delivery sphere. ◇ U.S. tariffs hit Britain's luxury market, and the timing couldn't be worse. At the end of the month, the UK exits the European Union and is hoping to build exports with other markets. But the additional taxes will make importing challenging for American retailers. ◇ Canadian altheisure brand RYU hosts...

Duration:00:05:39

Why did Forever 21 file for bankruptcy? Hint, it isn't because fast fashion is dead.

10/3/2019
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In this episode: ◇ There are three major reasons why Forever 21 went bankrupt - and it isn't because fast fashion is dead. H&M and Zara continue to report great results. So why the difference? ◇ Stylepull is a platform that puts stylists in control - pursuing branded product without the pressure of PR teams. ◇ Levi's made big investments in the future with climate week announcements and in wearable technology.

Duration:00:04:59

The fragrance market's challenges and solutions

9/30/2019
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In this episode: ◇ The fragrance market's challenges and solutions, including distribution and finding the perfect "blend" of online and offline. Niche fragrance has the floorspace, but how will that affect distribution going forward? ◇ There are two good ways to do digital in-store: support online sales and make good offers for in-store shopping. ◇ A VidMob survey found that 1000 Instagram users purchased directly from the app. We tell you what drives the results.

Duration:00:05:44

Rent the Runway runs into trouble with it's supply chain and takes a breather until October 15.

9/28/2019
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In this episode: ◇ Rent the Runway runs into trouble with it's supply chain and takes a breather until October 15, refunding customers and cutting $200 gift cards to keep their loyalty. ◇ PayPal gets into the online purchase financing - offering 3 months to pay interest free, while merchants get paid upfront. ◇ nd The Wall Street Journal tests "no-wash tees". Merino wool, peppermint oil and seaweed drive the results.

Duration:00:04:30

Mattel, maker of Barbie, launches gender-netural dolls

9/27/2019
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In this episode: ◇ "Keeping labels out and inviting everyone in", Mattel, Barbie's maker, launches gender neutral inclusive dolls. ◇ StockX's co-founder Josh Luber talks supply and demand - and markdowns at WWD's Digital Forum. ◇ Social Studies is the Rent the Runway of #tablescapes, and they are built to scale.

Duration:00:06:05

Nike continues to outperform with its "Consumer direct offence" strategy

9/26/2019
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In this episode: ◇ Nike, the athletic wear company, continues to drive significant increases in key businesses (international markets, ecommerce, and womenswear). ◇ Sephora expands its ingestible offering with Sakura Life. The partnership shows that beauty from within is a viable strategy going forward. ◇ Australian company Designerex makes the luxury fashion rental market even more accessible to consumers.

Duration:00:05:13

Five trends brands and retailers can't ignore

9/25/2019
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In today's episode: ◇ Smart Design reveals 5 trends brands and retailers can't ignore, and we help move them beyond their limited examples. ◇ 7-Eleven is hosting their annual event, inviting new brands to pitch to them. At least one brand which was chosen last year is already on shelves in their Los Angeles stores. ◇ Frank and Oak receive their B Corp certification, committing to both social and environmental sustainability - legally.

Duration:00:07:18

KitKat pops-up at a John Lewis flagship with 1500 bespoke flavour combinations

9/25/2019
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In this episode: ◇ KitKat goes luxury with new custom flavours, and a pop-up at John Lewis' London flagship. ◇ Amazon makes up a small percent of UPS and FedEx's business, but their logistics arm takes them on as competitors. ◇ American Eagle Outfitters is one mall brand that is doing well, with positive comp store sales driven by Aerie.

Duration:00:05:00

Fragrance's number two global exporter is...Spain?

9/20/2019
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In today's episode: ◇ Spain is the second largest global exporter of fragrance, and an emblematic Spanish brand, Loewe's appeals to a diverse youthful audience. ◇ Print books also appeal to the under 45 crowd, and make up 87% of the total book sales in the US. ◇ And Revtown uses its Decades Denim to launch a womens collection. There are many reasons, notably the founders experience at Under. Armour, that make this a brand to watch.

Duration:00:06:00

Consumer returns are on the rise online

9/19/2019
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In this episode: ◇ Consumers expect hassle free returns online, but the environmental impact is significant, especially as last-mile deliveries continue to rise and are now shipping product both ways. ◇ Wrangler has found a better way to dye its denim with Indigood Foam. ◇ Footlocker launches its Greenhouse shopping app, one of many initiatives to ensure the company is changing with consumer shopping habits.

Duration:00:06:56

ecommerce will drive holiday sales this year

9/18/2019
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In today's episode: ◇ Deloitte and Valassis have published their holiday forecasts: e-commence sales will increase 14 percent at least this holiday season, and even in cities consumers will still shop in-store at local retailers. ◇ Stages has seen stellar results from its off-price test, and commits to moving all of their department stores to that model. ◇The Body Shop gets back to its roots with refill stations.

Duration:00:04:43

H&M to test external brands in its stores

9/18/2019
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In today's episode: ◇ H&M is coming off a great quarter - 12% up over last year. To celebrate they announced they will compete with online heavy-hitters like Zalando and Asos by offering external brands in its stores. ◇ The Clear Fashion App launches in France, enabling consumers to make better values-based decisions. At launch, the app already has 20 brand ambassadors including Levi’s, Sandro, Maje, Claudie Pierlot, A.P.C, Petit Bateau. ◇ eBay takes a stand against holiday creep by...

Duration:00:03:52