The DTC Revolution Rolls On

State of Fashion: The Uneven Recovery

WHAT YOU NEED TO KNOW TODAY: MONDAY, DECEMBER 6, 2021 Investors are happily pouring money into loss-making fashion start-ups, as the desire to get in on the ground floor of the next Nike or Amazon outweighs concerns about profitability. Companies must prepare for uneven recovery from Covid-19-related economic shocks between geographies in the year ahead, according to The State of Fashion 2022 report by The Business of Fashion and McKinsey. The fashion industry can expect some clarity on the Omicron variant and inflation this week, but uncertainty is the new normal.

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RETAIL Why Investors Don't Care Whether DTC Brands Are Profitable By Cathaleen Chen

E-commerce valuations have reached dizzying heights in recent months, dispelling doubts over the fashion start-up boom and its growth-above-profits approach. But will it last? READ MORE

GLOBAL MARKETS How the Global Wealth Gap Will Impact Fashion By Casey Hall

Widening income inequality and other demographic pressures in 2022 could exacerbate the already uneven global economic recovery from the pandemic. READ MORE

GLOBAL MARKETS The Year Ahead: Navigating Fashion's Uneven Recovery By BoF Team and McKinsey & Company

Recovery from Covid-19-related economic shocks will be uneven across fashion's consumer and sourcing landscapes, leading international industry players to reassess local conditions as well as market-specific risks and opportunities. READ MORE

LUXURY Omicron, Inflation and Fashion's State of Play By Brian Baskin This week, everyone will be talking about two key variables that will shape fashion's immediate future, plus Dior's show in London and Zegna's upcoming IPO. READ MORE

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LUXURY Marine Serre in Conversation With Tim Blanks By BoF Team

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The Business of Fashion AGENDA-SETTING INTELLIGENCE, ANALYSIS AND ADVICE FOR THE GLOBAL FASHION COMMUNITY. CONNECT WITH US ON CONTACT US ETHICS POLICY SPONSORSHIP & ADVERTISING JOB OPPORTUNITIES This email was sent to edwardlorilla1986.paxforex@blogger.com Update your preferences or unsubscribe from this list. All services provided are subject to our Privacy Policy. The Business of Fashion Ltd The Business of Fashion, Soho Works 2, Television Centre, 101 Wood Lane, London, W12 7FR, United Kingdom businessoffashion.com