Author Archives: Marshall Schleifman

Global luxury fashion mogul Tom Ford has scored a big deal for himself and his eponymous brand. On Tuesday, The Estée Lauder Companies (“ELC”) agreed to acquire the TOM FORD brand for $2.8 billion. This is the largest fashion transaction of the past decade, topping Versace’s $2.1 billion sale to Capri Holdings in 2018 and […]

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Since the 1980s, retailers have been investing in private brands – brands owned by and thus sold exclusively at a particular retailer. Once considered second-tier products offering cheaper versions of basic merchandise, today’s private brands sit side-by-side with national brands and are merchandized so customers may not realize they are store brands. In some cases, […]

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Three years ago in the March Madness of 2019, the University of Virginia Cavaliers won the NCAA Men’s Basketball National Championship. Until last week, it had also been three years since the most recent Inspired Home Show, which was also in March 2019. While these events have absolutely nothing to do with each other, I […]

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On Thursday, Macy’s CEO Jeff Gennette announced that the company hired consulting firm AlixPartners to explore separating its ecommerce and brick-and-mortar stores businesses. While Macy’s has not reached any conclusions about whether to proceed with a separation, activist investor Jana Partners announced last month that it had taken a stake in Macy’s and called for […]

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On March 1st, I wrote in this space about a scarcity of shipping equipment and containers available for ocean freight from China to the U.S. and Europe impacting the supply chain for consumer goods and the costs companies were paying to import products. At that time, indexes tracking such container rates had surpassed $5,000 from […]

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