Deep Dive

Deep Dive: Resale Tea Leaves and TL;DR Earnings Reports

Plus Cou Cou x Sandy Liang, a $14K Chanel bag still on The RealReal’s virtual shelf, and Cos has a new viral handbag.

Aug 27 • Sarah Shapiro

Deep Dive: Tween Rebels and J.Crew Goes Vintage

Where the tween market went missing. Plus the math on why vintage J.Crew is a marketing play and not a revenue push.

Aug 20 • Sarah Shapiro

Deep Dive: Sézane Says It's Slowing Down

I'm decoding Sézane's rebrand. Plus, August is stacked with new beauty launches.

Aug 13 • Sarah Shapiro

Deep Dive: Vette-ing Vogue's Vette

Your favorite fashion insiders just became shop owners thanks to Vogue. I had questions.

Aug 6 • Sarah Shapiro

The Lyst Index, Analyzed by a Merchant

A Knicks Hat, $298 silk-and-lace shorts, a TikTok scarf — and what I was surprised didn't make the Lyst Index

Aug 5 • Sarah Shapiro

Deep Dive: Week of July 27th 2026 — Are We Ready For AI In Retail?

ret-AI-l? e.l.f. Beauty's AI Chief on Substack — plus Daydream, Brunello Cucinelli x Salesforce, and Jennifer Hyman's new CEO role at Babylist.

Jul 30 • Sarah Shapiro

Deep Dive: Week of July 20th 2026 — Target's Collab Hat Trick & Lamine's Eagles

What's the teen shopping scene like on Martha's Vineyard?

Jul 23 • Sarah Shapiro

Deep Dive: Week of July 13th 2026 — Hailey Bieber's '90s Denim and Retailer Report Card

Retail school is in session. Time for your favorite class.

Jul 16 • Sarah Shapiro

Deep Dive: Week of July 6th 2026 - Nantucket Has The Shoppies

Pop-Ups are popping this week. Plus the Rixo x Dragon Diffusion collab I'm into.

Jul 9 • Sarah Shapiro

Deep Dive: Week of June 29th, 2026 — Chanel Buys Charvet

The brand that refused to scale just got bought. Plus Nike's report card and I read Reformation's S-1

Jul 2 • Sarah Shapiro

Deep Dive: Week of June 22nd, 2026 - Tuckernuck's Beauty Bet

Also, do you know what Blonzer is?

Jun 25 • Sarah Shapiro

Deep Dive: Week of June 15th, 2026 - Onitsuka Tigers on the loose & Peptides Gold Rush

Collabs, launches, and the shoe brand you'll want to know more about.

Jun 18 • Sarah Shapiro

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts