超高速ファッション大手のSheinが、サステナブルなアパレルブランドEverlaneを1億ドルで買収する計画であることがわかった。この取引に関する未確認の報道は、ファッション業界全体に大きな波紋を広げている。
今回の買収の可能性は、両社の対照的な経営アプローチを考えると驚きをもって受け止められている。Everlaneは2011年の創業以来、徹底した透明性と倫理的な慣行を武器にブランドを築き上げ、2020年には6億ドルの評価額を記録した。対照的にSheinは、労働慣行や環境への影響について批判にさらされてきた経緯がある。
AIによるレポート AIによって生成された画像
Puig and The Estée Lauder Companies disclosed after Monday's market close that they are discussing a possible business combination, with no agreement reached. Puig notified Spain's CNMV on March 23, 2026. The deal could create a $40 billion beauty group with $20 billion in combined sales, prompting Estée Lauder shares to drop 7.7% while Puig's rose 11%.
Levi Strauss & Co. CEO Michelle Gass discussed her ongoing efforts to transform the company into a $10 billion business by 2030 during an interview in Paris. She highlighted recent financial growth and expansions in women's apparel and direct-to-consumer sales. Gass emphasized adapting to competition, tariffs, and premiumization amid a challenging retail environment.
AIによるレポート
Lanvin Group reported an 18% year-on-year decline in revenues to €240 million for fiscal 2025, amid macroeconomic challenges and an ongoing transformation. The company highlighted improvements in adjusted EBITDA and direct-to-consumer sales despite brand-specific declines.
Sun Pharmaceutical Industries' shares surged more than 9% following the announcement of its $11.75 billion acquisition of US-based Organon & Co. The deal targets bolstering the Indian company's innovative medicines and positioning it strongly in biosimilars and women's health markets. Organon is recognized as a global leader in women's health.
AIによるレポート
Two former Google executives have introduced Silvr, an app designed to enable instant shopping from TV screens using AI and computer vision. The startup, backed by investors from major media companies, launches today amid growing interest in visual search technologies. Silvr aims to overcome past challenges in making entertainment content directly shoppable.
Ermenegildo Zegna Group reported a 2.5% year-on-year revenue increase to €458.8 million in the first quarter of fiscal 2026, surpassing analyst expectations. The growth was driven by strong direct-to-consumer sales across its brands. Shares in the company rose 5% following the announcement.
AIによるレポート
Chanel posted revenues of $19.3 billion in 2025, marking a 1.8 percent rise on a constant currency basis. Operating profit climbed 5.2 percent to $4.7 billion as the French luxury house recovered from a sales drop in 2024.