Luxury is turning into content, department stores are turning into wellness clubs, AI is becoming retail’s answer to everything, Coach quietly wins the consumer luxury forgot.
Luxury shifts to access, beauty follows attention, AI rewires discovery—and meanwhile Vinted, GameStop, and Reddit are all playing for scale.
Football clubs turn lifestyle, athletes buy equity, beauty pops, Moncler outperforms, and luxury exits get harder.
Resale scales, Coachella goes vintage, Allbirds pivots to AI, and Kering and Tory Burch bet big under pressure.
AI is lifting productivity, men are gaining importance, Meta is moving into checkout, D&G faces financial pressure, and Vinted is surging.
Less friction drives more buying, health becomes a subscription, Kering trades ownership for liquidity, AI struggles to deliver — and a new race begins to digitize every product on earth.
Community loses meaning, identity replaces demographics, Estée Lauder eyes Puig, family capital doubles down on hospitality, and Herbalife tries to buy its way into premium wellness.
Luxury rebounds, tech builds stores, fast fashion hires couture, and AI starts designing beauty while Kering pivots to jewelry.
Gen-Z goes to the mall, the consumer splits in two, AI runs Zalando, and Cavalli may go corporate
Specialists are catching Nike, the solo economy is booming, a candy company is buying Missoni, Prada is rebuilding Versace — and Mango keeps growing without its founder.
Search is becoming Reddit, homes are becoming clinics, retail is becoming scroll, celebrities are becoming founders — and legacy empires are tightening their grip.
Algorithms shop, designers leave luxury, eBay buys Depop, Pat McGrath restructures, and Ssense gets a second life.
