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Reformation: Cool Girl Confidence (NYSE: REF)
It was impossible to have been in a fashion girlie in the 2010’s and not have heard of the cult-brand Reformation. In June, the “cool girl” women’s apparel brand submitted a S-1 filing for an IPO (NYSE: REF), making it the first apparel brand to go public since 2023. Widely regarded as a bellwether for Wall Street’s appetite for apparel stocks, this IPO will be closely watched as other privately held apparel brands consider their options.
Jul 208 min read


Quince: Democratizing Everyday Luxury (Private)
Can you have your cake and eat it too? With my own cost of living creeping up with the impending financial demands of adulthood milestones i.e. weddings, housing, babies, etc. I find myself drawn to the new slew of “affordable luxury” retailers. The delectable promise of affordable luxury is hard, literally to ignore – a constant feed in in my digital media advertising diet.
Jun 307 min read


Abercrombie: From Logos to Lifestyle (NYSE: ANF)
Abercrombie & Fitch (NYSE: ANF) is back. From Fran Horowitz’s appointment to CEO in 2017 to 2024’s stock price highs of $180 (returns of +1500%), the 7-year journey to turnaround ANF is one of the most successful retail stories seen in the past decade. While the stock has since normalized, to $78, at the time of writing, I still find it worthwhile to dive into the factors that are driving the brand’s success and potential opportunities for continued growth. Agenda: Context Br
May 98 min read


Aritzia: Style-On-Demand (TSX: ATZ)
Aritzia (TSX: ATZ) is a Canadian women's retailer that has embarked on an ambitious US market expansion strategy. Founded in 1984 by Brian Hill, a third-generation retailer, the company opened its first store in Vancouver with the aim of bringing a boutique-style experience to customers who didn’t have access to one. Over the past 40 years, Aritzia has has established itself as a staple within Canadian closets, cultivating a cult-like following, a roster of A-list celebrity
Apr 3012 min read
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