Increasingly, the lines between activewear, loungewear, sleepwear and other comfort categories is blurring. Last week, Athleta and Savage x Fenty demonstrated that by crossing into each other's home categories.

On this week's episode: Ciara is the latest celebrity to launch a brand, contributing to the saturation of celebrity beauty and fashion brands that have sprung up in the last year and raising questions about the sustainability of this market. Additionally, Savage x Fenty is getting into loungewear. And Allure...

While many investors and larger companies are currently skittish about making big purchases, a profitable and safe category is always going to attract the interest of potential buyers. These activewear brands have M&A potential in the coming year.

Rental fashion has been surprisingly resilient through this period. During the early days of the pandemic, rental was devastated due to the cancelations of most occasions befitting rented clothing. Now, rental companies are seeing higher subscriber growth and steady business at a time when many brands are struggling. 

As inflation has driven costs up, URBN’s portfolio has split. Its higher-price brands like Anthropologie and Free People have flourished, while lower-priced Urban Outfitters has struggled. In its most recent earnings, URBN revealed that Anthropologie grew its revenue by 7% and Free People by 4%, while Urban Outfitters’ revenue dropped...

Last week, rental brands proved resilient in spite of inflation and rising costs. Richemont finally unloaded the costly burden that was Yoox Net-a-Porter, paving the way for Farfetch’s continued ascendance. Also: Victoria’s Secret tried to turn bad press into good press, and Coty had a strong second half of the...

On this week's episode, Farfetch bought out a controlling stake in Yoox Net-a-Porter from Richemont, Nike topped the list of brands with the most NFT sales at nearly $200 million, and Urban Outfitters made more money than ever but lost profits due to increased costs.

Farfetch gets to snap up Net-a-Porter, one of its only real competitors in the online luxury e-commerce space. Furthermore, Farfetch’s e-commerce technology will power Richemont brands’ online stores as part of the deal, further cementing Farfetch’s dominance in luxury e-commerce.

Lululemon continues to carry the fabric, which it calls VitaSea, though all mention of the supposed medicinal benefits is gone from its marketing and website. But other companies that use the fabric, including its creator SeaCell, continue to explicitly or implicitly tout the medicinal benefits of the fabric despite a...