Postcard from Toscana

Eurosummer is real, Aman goes fashion, The Row wins the quiet race, Cavalli wants out, Staud raises up, and AI goes shopping for you.

I’m writing this somewhere in Toscana, between Siena and Montepulciano. And yes—Eurosummer, as seen on TikTok, is very real. This might be one of the rare times and places where American tourists clearly outnumber Germans, and needless to say, I was here meeting American friends too. There’s something humbling about being surrounded by so much beauty and age, where some of the buildings and objects are hundreds and thousands years old. There’s a quiet grandeur here that makes you think differently about time, value, and legacy. And perhaps it’s no coincidence that Tuscany is home to so many heritage fashion houses: Gucci, Pucci, Ferragamo, Roberto Cavalli—all born from this landscape that prizes longevity, craftsmanship, and legacy.

Caught my eye

Postcard from Toscana

Trends — what’s bubbling underneath the headlines

Business moves, big numbers & “wait, what?”

  • Roberto Cavalli: from runway to server room? When the brand was acquired by Hussain Sajwani in 2019, the mission was to “carry forward its incredible legacy.Now, Sajwani’s team explicitly says they’re exploring strategic partnerships—a clear signal they’re open to selling or bringing in investors. In the collision of heritage and returns, legacy loses out to liquidity.

  • New money, same Staud. Staud just raised money from ultra-high-net-worth family offices. The goal? Expand retail, grow wholesale, and level up e‑commerce. But beneath the funding headline is something more interesting: fashion is increasingly becoming an asset class—and boutique brands like Staud are learning to scale without losing soul. The trick now is staying relatable while becoming global.

  • Daydream, the AI shopping startup I’ve been quietly following for over a year, finally launched last week. It’s a conversational shopping assistant that lets users describe exactly what they’re looking for—“a dress for a Tuscan wedding”—and receive curated picks from over 8,000 brands. No ads, no filters—just clean, intuitive discovery.

    Personally, I think the 20% commission feels a lot for brands, especially given more cost-efficient channels. But it may be the price of building critical shopper mass. Still, it’s an exciting shift—and a bold bet on what the future of fashion discovery might look like.

Wish I were there - pop-ups,  collabs, etc.

Pencil in, book the ticket, or just follow on social media — choose your option and let’s discuss afterwards!

Thanks for reading! Have a great week.

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