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Infrequent store shoppers see indie retailers as reason to boost visits – CACI report

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December 17, 2025

All hail indie brands! It appears they’re a major driver of high street engagement with 29% of UK shoppers saying more independent stores “would encourage them to visit their local high street more often”.

Image: CACI

Based on CACI’s latest consumer analysis in its ‘Voice of the Nation’ survey, the findings highlight how the demand for independent retail “varies across regions, generations, lifestyles and seasonal shopping behaviours”.

It appears the desire for more independent brands “resonates more strongly with less frequent visitors” with 35% of those visiting their high street every two-three weeks, saying a greater independent presence “would encourage them to return more often”.

This appetite for indie brands differs across the UK, with Wales topping the list at 34%, while the East of England (24%) and East Midlands (21%) show significantly lower interest.

In CACI’s ‘Acorn’ data segmentation,  ‘Thriving Neighbourhoods’ show the strongest enthusiasm for independent retail (31%), with high prevalence in Bristol, Norwich and Milton Keynes, while  ‘Established Affluence’ populations show less interest (26%) in areas including Cambridge, Reading and York.

Generational differences also reinforce this pattern, with Gen X and Baby Boomers both scoring 31%, while Millennials trail at 24%.

Focusing on Christmas shopping, the research also highlights a “compelling seasonal driver” with those who started shopping in August almost twice as likely (38%) to be encouraged to visit a location due to more independent brands than those who wait until mid-December or later (21%).

This underscores how “early, high-spending festive shoppers are also the group motivated by a richer independent offer, allowing destinations to garner a clear opportunity to capture more seasonal spend by prioritising independent retail and using such stores in communication with potential customers”.

Also, Christmas light switch-on events lead to spend surges of up to 29%, maintaining an uplift of 15% week on week, demonstrating the sustained impact of such festive moments.

Alex McCulloch, director at CACI added: “A strong independent mix is not just culturally valued; it is commercially powerful.

“Following Small Business Saturday [6 December] shining a spotlight on local enterprise, CACI’s findings provide a timely roadmap for destinations looking to strengthen customer engagement, increase footfall and enhance performance throughout the festive season and into the New Year.”

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Elliott takes over $1 billion stake in Lululemon, source says

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December 18, 2025

Activist investor Elliott Management has amassed a stake of more than $1 billion in Lululemon Athletica and is lining up a potential CEO candidate as it pushes to revive the struggling athletic apparel ⁠retailer, a source told Reuters on Wednesday.

Lululemon

Elliott has been working closely for months with veteran retail executive Jane Nielsen, former chief ⁠financial officer and chief operations officer at Ralph Lauren, and views her as a potential CEO candidate, the source added.

The hedge fund is now one of Lululemon’s biggest investors, with the move coming ‍amid a ‌busy year for Elliott that already includes a recent investment in PepsiCo and ⁠an earlier proxy fight at Phillips66.

The ‌Wall Street Journal first reported the stake. Elliott and Lululemon did ‌not immediately respond to Reuters’ requests for comment.

Last week, Lululemon said CEO Calvin McDonald would step down in January after seven years in the role, without naming a successor. Its share price rose after news of McDonald’s impending departure but ‍has dropped about 60% from its peak two years ago.

The company, valued at $25 billion, now likely faces an expensive and drawn-out board dispute over the position of ‌CEO. Its founder ⁠and ​largest shareholder, Chip Wilson, has also called for an urgent CEO ⁠search, ​led by new, independent directors with deep company knowledge to restore a product-first focus.

Wilson, who has previously courted criticism by saying some women’s body shapes “just actually don’t work” ​with Lululemon yoga pants, has publicly blamed McDonald and the board for the company’s lagging share price.

Known for its high-priced leggings ⁠and athleisure wear, Lululemon has ceded market share ⁠to newer brands such as Alo Yoga and to lower-cost private-label lookalikes, with executives voicing disappointment with product execution. 

© Thomson Reuters 2025 All rights reserved.



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Drmtlgy makes retail debut at Ulta Beauty

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December 18, 2025

Clinical skincare brand Drmtlgy will make its brick-and-mortar debut at Ulta Beauty on December 26, rolling out to nearly all of the retailer’s more than 1,400 U.S. stores and online.

Drmtlgy makes retail debut at Ulta Beauty. – Drmtlgy

The exclusive launch marks a major expansion for the fast-growing brand, which is known for its evidence-based, dermatologist-trusted formulations. Through Ulta Beauty’s national footprint, Drmtlgy aims to broaden access to its technology-driven skincare and reach new consumers seeking clinically proven results.

“Joining Ulta Beauty marks an incredible milestone in Drmtlgy’s journey. Our mission has always been to bridge the gap between dermatological efficacy and everyday accessibility, and Ulta’s national presence allows us to do just that,” said Scott Futterman, co-founder & CEO of Drmtlgy.

“We’re excited to introduce our most-loved products to new customers across the country who are seeking real, clinically proven results.”

Founded by dermatology veterans, Drmtlgy develops and manufactures its products at an FDA-registered facility in Los Angeles, drawing on more than two decades of formulation and production experience. The brand has built a strong following among dermatologists, skincare professionals and consumers for delivering clinical-level performance without luxury pricing.

The Ulta Beauty launch will feature a curated assortment of 13 of Drmtlgy’s best-selling products, including the Luminous Eye Corrector, Needle-less Serum, Peptide Night Cream, and the Pumpkin Enzyme Mask.. Additional products, including the Advanced Neck Cream and SmrtSun Broad Spectrum SPF 45, will also join the lineup later in February.

“At Ulta Beauty, we continue to deepen our leadership in science-backed skincare by introducing brands that deliver meaningful, long-term skin benefits,” said Lisa Tamburello, vice president of merchandising at Ulta Beauty. 

“Drmtlgy fills a key need in our assortment for medical-grade skincare that supports skin longevity, combining dermatologist-developed formulas with accessible price points. This launch reflects our commitment to meeting guests where they are in their skin journey – with trusted solutions designed to protect, strengthen, and maintain skin health over time.”

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Gordon Brothers takes majority stake in Rachel Zoe brand

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December 18, 2025

Gordon Brothers has made a majority investment in the intellectual property of the Rachel Zoe brand and its related consumer business, adding the fashion and lifestyle label to its growing portfolio of licensed brands.

Gordon Brothers takes majority stake in Rachel Zoe brand. – Mark Hanson

Under the terms of the deal, Gordon Brothers will lead the next phase of growth for the Rachel Zoe business by strategically developing the licensing business to expand product categories, experiences and distribution points.

“Rachel is an influential entrepreneur and global fashion authority who has grown her brand and broadened her cultural footprint across fashion, media and consumer lifestyle spaces,” said Tobias Nanda, head of brands at Gordon Brothers. 

“We are excited to add Rachel Zoe to our portfolio of brands and partner with Rachel to build upon the legacy she has created.”

The Rachel Zoe Collection launched in 2011 with its first ready-to-wear line, and has since grown into a lifestyle brand including apparel, home, fragrance, eyewear, and children’s and baby products.

Rachel Zoe will remain closely involved with the brand as a significant shareholder, founder and chief creative officer, and a member of the board of directors.

“I am beyond thrilled to announce this new strategic partnership,” said Zoe.

“Gordon Brothers was the right fit to take the Rachel Zoe brand to the next level given the firm’s deep experience in growing global brands through licensing partnerships, innovative product development, creative marketing and operational expertise.”

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