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My thoughts on Milan Fashion Week

My thoughts on Milan Fashion Week

Depict AI search, $6B AI margin boost, DCDX Top 50, Gen Z luxury rethink, NikeSKIMS, H&M’s elevation

Olga Merzlyakova
Olga Merzlyakova
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Oktoberfest goes fashion

Oktoberfest goes fashion

Condé Nast’s Vette, Phoebe Gates’ Phia, Pop Mart’s $13B hangover, Meta’s AR glasses, Shein’s Xcelerator pushback, Hermès’ Birkin win, Ferragamo’s independence, Gosha’s comeback

Olga Merzlyakova
Olga Merzlyakova
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NYFW looks a lot like 2023

NYFW looks a lot like 2023

Starbucks at NYFW, Moncler in hotels, Kith’s private club, Ralph Lauren’s AI, Armani’s succession, H&M's China Strategy, Kering’s Valentino delay.

Olga Merzlyakova
Olga Merzlyakova
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There’s no absolute value, only relative worth

There’s no absolute value, only relative worth

Armani’s legacy, individuality on resale, Burberry back in FTSE, NGG founders reclaim, luxury’s new status symbols, and China’s Zara goes West.

Olga Merzlyakova
Olga Merzlyakova
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Drink more water

Drink more water

Jil Sander music drop, Weeknd’s $1B financing, Castore buys Belstaff, Canada Goose goes private, Armani buys nightclub, M&S resale play, and Alo’s four-bag debut.

Olga Merzlyakova
Olga Merzlyakova
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September stakes

September stakes

LV’s pricey lipstick, Pinterest’s thrifted fall, jewelry goes athletic, Guess take-private, Soho House take-private, RTR debt swap, and Canva at $42B.

Olga Merzlyakova
Olga Merzlyakova
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There won’t be a second Nike

There won’t be a second Nike

Music as an asset class, Birkins as balance sheets, Deji’s viral bathrooms, Fabergé’s markdown, Ungaro's IP, and LuisaViaRoma’s marketplace pivot

Olga Merzlyakova
Olga Merzlyakova
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Where did the money go?

Where did the money go?

Gucci bets on jewelry, Dior brings spa to the U.S., Saks gives luxury a voice, mid-tier brands steal the luxury playbook, and investors still love a good cost cut.

Olga Merzlyakova
Olga Merzlyakova
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The new celebrity class

The new celebrity class

Coach’scoffee funnel, Oreo’s anxiety spiral, Bogner goes to the gummy bears, Figma’s IPO, and how a golf putter brand just became private equity’s latest obsession.

Olga Merzlyakova
Olga Merzlyakova
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It’s difficult to influence one person, but very easy to manipulate masses

It’s difficult to influence one person, but very easy to manipulate masses

Labubu sells out, LVMH sells off, private jets, Reddit ghostwriters, and why tax-free tourists now skip London

Olga Merzlyakova
Olga Merzlyakova
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The secret of infinite productivity

The secret of infinite productivity

Texting the customer, low-cost fashion offline, toys become fashion, Rick Owens provokes, Substack monetizes, and LVMH goes quiet.

Olga Merzlyakova
Olga Merzlyakova
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Made It to 10 — Thanks to You!

Made It to 10 — Thanks to You!

Pilates for bros, parkas in July, Substack goes mainstream, Meta sees through your glasses and AI gets a face

Olga Merzlyakova
Olga Merzlyakova