Sublime

To save these brands is to break them up and turn them into portfolios of smaller and independent sub-brands. In this scenario, a mass fashion brand can become a house of brands, a brand family, or an endorsing brand. E.g. instead of J.Crew, there is the House of J.Crew. Its portfolio is a selection of a number of smaller, independent sub-brands. T... See more

1/ The golden era of DNVB is over. The times of inefficient growth enabled by first movers advantage & low ad-costs are over. Rising ad-costs will require brands to focus on operational excellence to maintain strong LTV:CAC ratios to sustain growth.

The declining quality, overwhelmed customer service, and constant drops of “limited edition” “sustainable” clothing feel like textbook results of prioritizing profit. Not very long ago, General Atlantic secured a 45% stake in the company. Since then, it appears that product drops have increased, more Sézane pieces are now made in China, and the num... See more