At the Lab, ninja is definitely in (but only in-store, not online) | Lululemon
Column: The Perceptive Consumer

Kyle Chayka: Lululemon Lab is cultivating exclusivity in an era of omnipresence.

For round two of his “Perceptive Consumer” column, Kyle Chayka argues: Omnichannel seems to be top of mind for all manner of retailers, both old and new. But at Lululemon Lab, in-store exclusives are the order of the day. (875 words)

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Grana store, Hong Kong | Grana
Emerging Markets

Growth markets: China hogs the headlines, but for emerging brands, mature markets matter far more.

We spoke to several modern luxury brands to ask: Is the Chinese market really a growth market for them? And if not, which markets are? (1221 words)

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The Shop at Equinox, Brookfield Place New York | Equinox
Business

Getting active: Equinox is quickly becoming a go-to retail partner for activewear upstarts.

Equinox is rigorously focused on listening to its members — and members are saying they want more of what the new class of activewear companies like Rhone, Ten Thousand, and ISAORA, have to offer. (774 words)

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She shinin' | AUrate
Emerging Markets

Jewelry market assessment: Tiffany is down, and new brands are stealing Gen Y shoppers.

The global market is in flux, and big brands, Tiffany among them, are feeling the pressure. Meet the new class of jewelry upstarts that are leading the way, winning hearts and minds, and eroding legacy market share. (1,255 words)

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The 'placeless' Apolis Community Center in Soho | Apolis
Column: The Perceptive Consumer

Kyle Chayka: Apolis, Monocle, and the branding of the ‘Placeless Aesthetic’.

Mobility and rootlessness have become aspirational touchpoints––waves that some brands, like Apolis and the experimental LOT-2046, are all too happy to ride. (833 words)

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Vifa's minimalist wireless speaker comes in Swedish yellow | Vifa
Emerging Markets

Market briefing: Breaking down the Scandinavian modern luxury economy.

Fleshing out a key modern luxury market. Scandinavia’s minimalist heritage is a core aesthetic tenant of the modern luxury space, and the crop of brands that the region’s producing, while small in number, is of superb quality. (1,091 words)

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The now closed Kit and Ace showroom in Washington, DC | Kit and Ace
Business

Tracking Kit and Ace: A timeline of embarrassing failures stretching back to February 2016.

Having just shuttered 36 out of 45 total stores last week, Kit and Ace’s aim of opening 95 global stores by 2019 (and taking out $300M in debt to do so) is over. This is just the latest in a consistent series of embarrassing missteps since early 2016. (837 words)

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“Don’t underestimate Walmart and other ‘corporate beasts’ like it.” | Dumbo Feather
People

Tyler Brûlé’s retail projections: Bullish on Walmart, bearish on Farfetch.

On the back of Walmart’s aggressive e-commerce acquisition spree, and Farfetch’s newfangled Store of the Future concept, we spoke with the Monocle man about why US and European retail is failing, how it can be fixed, and why the Japanese still to get it right. (1,267 words)

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The Brits are coming (for US retail vacancies) | Bloomberg
Business

Airbnb of pop-ups: London’s Appear Here expands to the US, continues its big international push.

Pop-ups are far less of a novelty play today, and Appear Here is a big reason why. We spoke to CEO Ross Bailey who talked about the opportunity in the US market, the promise of LA and New York, and the mechanics of launching Appear Here in new cities. (1,392 words)

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Not Marc Lore | Bonobos
Business

The Bonobos-Walmart saga: Marc Lore is quickly proving to be Walmart’s man of 2017.

There’s been plenty of analysis on the pending deal since last week. Yet one thing is becoming abundantly clear in this narrative: In former Jet.com CEO Marc Lore, Walmart has a snarling e-commerce pitbull. (562 words)

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