Estée Lauder’s $14 billion turnaround is underway, driven by AI, e-commerce expansion and a strategic brand reset. Here’s what’s working — and what’s still at risk.

In this week's luxury briefing, a look at how Coach is gaming the "charm economy." Plus, Prada is the most impersonated brand online, and Arc'teryx is betting on luxury retail amid slowed growth. And the latest Glossy podcast features a sneaker roundtable with executives from Culture Media and StockX.

Coach CEO Todd Kahn explains how the brand will address a $160 million tariff impact from the sudden August 2025 end of the United States de minimis rule while sustaining growth after a record fourth quarter.

In this week's luxury briefing, a deep dive into On Holding's Zendaya-led apparel strategy, and why the brand is betting on tennis and premiumization. Also, exclusive new data from StockX, new data on the appreciation of luxury bags, the latest Glossy podcast and news to know.

On posted a record $853 million in Q2 sales. Co-founder David Allemann breaks down DTC gains, Asia growth, tennis visibility, and luxury collabs with Loewe and Zendaya.

Luxury customers are rethinking how they buy jewelry, increasingly pairing contemporary, design-led pieces with their high-end staples. In step, the 13-year-old British jewelry brand Astrid & Miyu is opening its second New York store this September on NYC's Madison Avenue.

Ralph Lauren beat Q1 expectations with a strong push into handbags. Its handbag sales are outpacing growth in core categories, as the company aims to fill white space in the leather goods market.

In this week's luxury briefing, a look at the growth of credential stuffing to hack luxury houses for customer data, as well as Hugo Boss's earnings and news to know.

Emerging brands are reshaping their marketing with customer-created content, affiliate-driven storytelling and in-house live selling, while navigating platform challenges and attribution complexity.