A few days ago, BoF published an interesting article by Daniel-Yaw Miller about the situation of Nike. The multinational from Beaverton, Oregon, partly benefited from the Covid crisis and the consequent growth in casual wear, as well as the desire for outdoor activities. However, it seems that the tailwinds have slowed down, and the impact on the stock market is being reflected ..read more

New Year, New Adventures... The Fashion Retailer blog officially becomes TFR Management Consulting, specializing in supporting lifestyle brands in the development of their strategy and execution, as well as improving operations throughout the value chain ..read more

This feedback stems from a compelling conversation RBC Capital Markets engaged with Ian McGarrigle, Chairman of the World Retail Congress, discussing the prospective outlook for retailers in 2024. Read more insights from our collaboration with RBC here ..read more

Do you know how much a Rolex was in 2010? This is the second part of the report – RBC Luxury & Premium Brands. 5 reasons to be cautious on luxury. October 2023 – from RBC Capial Markets, with whom I have been collaborating for years, specially the UK Team led by Richard Chamberlain. This post talks about luxury sector insights but also pricing trends, inflation or secondary market demand. … More Reasons To Be Cautious On Luxury (2 ..read more

I have always been interested in the luxury sector's business model, but also from its social and psychological perspective. Here, we are not talking about buying objects with purely tangible functionality; we are talking about positioning, beauty, status, symbolism... RBC Capital Markets has been flagging for a number of months that the luxury cycle is turning. Is this the end of a supercycle? … More Reasons To Be Cautious On Luxury (1 ..read more

Despite the overall boost in e-commerce driven by Covid, retail companies are returning to a focus on growth based on physical stores. Thousands of unprofitable stores have been closed, and omnichannel capabilities have been optimized. New challenges are on the horizon, such as the economic impact in some areas of the world... … More Retail Zoom: Middle East ..read more

Continuing with previous examples of sustainable initiatives, Shein established in 2021, a 629,150 sq. ft. Innovation Center, a destination for the research and development of new waste-saving and efficiency-optimizing technologies necessary for scaling among their supplier partners. Shein is moving forward with the circular economy and alliances. In 2022, Shein became a signatory of World Circular Textiles Day, a coalition of brands, suppliers and other organizations who share a mission to drive the fashion and textiles industry toward full circularity by 2050. Through such initiative they ex ..read more

I hope you enjoyed the holidays! Vacations are a good time for reading, staying updated, or continuing our education. In my case, I wanted to recommend the Sustainable Fashion course organized by Copenhagen Business School. Taking advantage of the work done, I'm sharing a portion of my final essay about SHEIN sustainability strategy... In April 2022, it was reported that Shein was seeking over $1 billion in funding at a $100 billion valuation, according to Bloomberg report. It was a surprise for many people specializing in the fashion industry because the valuation was slightly higher than the ..read more

These are some notes from a zoom call organized this month by RBC Capital Markets with Reyhan Benzes, Board member of APS Textiles. Based in Turkey, APS is a leading manufacturer of woven apparels specializing in different variations of woven bottoms, mainly trousers, jackets, dresses and overcoats with overall sales volume exceeding 4million pieces annually … More Sourcing Trends: How suppliers are adapting to volatility ..read more

A few months ago, many of us were surprised to see the best CEO of the decade leave Inditex when the results were still brilliant and the Covid period had been overcome. Pablo Isla is a genius, and the constant transformation he advocated for has turned Inditex into the most prepared fashion and retail company … More Thoughts on Zara ..read more