Maurizio Catellani’s Post

THE ICONIC has continued its positive momentum through Q3 2025, in line with results from our parent company Global Fashion Group - NMV $214.9m, +4.9% YoY, reflecting stronger demand and improving customer trends in ANZ. -Revenue $145.7m, +2.3% YoY, supported by a compelling assortment and marketplace expansion in the region.  -Gross Profit  $70.8m, expanding to 48.6% gross margin (+1.5 ppt YoY), driven by a higher share of marketplace and platform services and disciplined commercial execution.  -Active Customer count lifted +4.7% YoY, supported by ongoing ‘Got You Looking’ masterbrand activity. Jere Calmes, CEO THE ICONIC said, “THE ICONIC’s Q3 results show our strategy is working. The platform is attracting customers and brand partners, and we’re translating that into improved margins and positive NMV growth in ANZ, proof we’re gaining momentum with customers who are looking for inspiration and convenience and brand partners that value expertise in online service capabilities and our fashion and lifestyle authority.  We will continue to invest in faster delivery, AI and of course our new loyalty program, THE ICONIC Front Row, to turn momentum into sustained growth.” Headlines this year have included increasing Melbourne standard delivery speed by 50%, growing our assortment with 100+ new brands and of course, the launch of THE ICONIC Front Row, our level‑based loyalty program designed to listen.. 2025 isn’t over yet! Onward to peak trading with Black Friday and the festive season where we’ll put our improved experience and loyalty to work for customers and our brand partners alike. #THEICONIC #GlobalFashionGroup #E-Commerce #Fashion

🍂 Autumn: A Turning Point for UK Retail As the leaves fall, UK retail is rising to the occasion. Independent retailers have a unique opportunity to stand out this season, thanks to three powerful trends shaping consumer behavior. 1. Cocooning Comfort: Cosy is King Autumn brings shorter days and a craving for comfort. According to YouGov, 31% of consumers buy nightwear or slippers as the season begins, while 28% indulge in seasonal hot drinks. Fashion and jewellery sales are also exceeding expectations as shoppers refresh their wardrobes. What this means for independents: Showcase cosy essentials—locally crafted knitwear, candles, and autumnal loungewear. Use storytelling to highlight sustainability and local artisanship. Comfort isn’t just a product; it’s an experience. 2. Value-Driven Shopping: Early Promotions Pay Price and perceived value are front of mind. Shop price inflation slowed to just 1% in October, driven by discounts and bundled offers. Nearly half of Brits say price influences their seasonal purchases. How to win cautious shoppers: Launch early, targeted promotions and limited-edition bundles. Offer loyalty perks or in-store exclusives. Clearly communicate value and introduce affordable seasonal ranges. 3. Hybrid Shopping: Online Meets In-Store Shopping habits are increasingly hybrid. YouGov reports 45% of consumers mix online and in-store purchases, with younger shoppers eager to explore physical stores alongside digital options. Opportunities for independents: Create seamless experiences across channels. Offer click-and-collect bundles, local delivery, tasting days, or DIY workshops. Make your physical space an experience, not just a shop. These trends pave the way for a bustling festive season. Comfort and value will remain priorities, and with over a third of Christmas sales expected online, a strong digital presence is essential. Independent retailers who embrace these shifts—combining cozy appeal, smart pricing, and hybrid convenience—will be well-positioned to thrive this autumn and beyond. 💬 What trends are you seeing in your retail space this season? Share your thoughts below!

𝗥𝗲𝘀𝗮𝗹𝗲 𝗶𝘀 𝗻𝗼 𝗹𝗼𝗻𝗴𝗲𝗿 𝗮 𝘀𝗶𝗱𝗲 𝘁𝗿𝗲𝗻𝗱. 𝗜𝘁’𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝟮𝟬𝟮𝟱 𝗵𝗼𝗹𝗶𝗱𝗮𝘆 𝘀𝗲𝗮𝘀𝗼𝗻 🎁 Shoppers want smart value. Retailers want to move stock without hurting their brand. Recommerce delivers both. U.S. resale sales are expected to reach $64B this season, with fashion making up a large share. The number of brands offering resale programs has tripled since 2021. Why the shift? Rising prices, tariffs, and new consumer values. People want distinct products that feel like smart choices. Searches for secondhand and vintage styles have surged—proof that thrift and taste now go hand in hand. 👕 Want to test resale this season? • Reframe overstock as “like new” instead of discounting. • A/B test listings—discount vs. pre-owned—and compare results. • Relabel and relist returns within 72 hours. • After Christmas, market returns as “Smart Finds” or “Returned Favorites.” Recommerce isn’t about thrift anymore. It’s about value, relevance, and smart growth. 🚀 If you sell online, start your resale strategy now to capture holiday demand and protect your margins. Check for free how Ecomcy can help 👉 https://lnkd.in/dYuMaaqu #ecommerce #retail #resale #recommerce #onlineselling #holidayseason #sustainability

“A steady stream of promotions across the fashion industry has left consumers suffering from “discount burnout” ahead of Black Friday and Cyber Monday, according to a new report from consulting firm AlixPartners released Wednesday.” “In the aftermath of President Donald Trump’s tariff increases on dozens of countries in April, retailers leaned on discounts and promotions to alleviate consumer concerns that prices were rising because of trade policy, said Sonia Lapinsky, the head of AlixPartners’ global fashion practice and the report’s author. But now there’s “fatigue” around promotions and shoppers are looking for more than just a discount, she said.” “Consistent pricing between stores and online, value for the money, and quality are among the top things shoppers are prioritizing when spending, she said. They’re also looking for a better store experience. While more than 60% of shoppers surveyed plan to make over half of their fashion purchases in stores this holiday, the amount of time shoppers are spending in stores dropped 3% and basket size fell 5% over the last two years, the report found.” “The findings come as the retail industry prepares for a holiday shopping season that could be weaker than previous years amid falling consumer sentiment, an uncertain job market and persistent inflation. The tough economic backdrop coloring the holiday season is putting a renewed focus on execution, quality and brand strength, especially as many retailers raise prices to offset the cost of tariffs.” - Gabrielle Fonrouge

Consumers are demanding premium experiences without the premium price tag. Euromonitor International calls this "Recession Glam," where shoppers are cutting costs but refusing to compromise on quality and efficacy.   Key takeaways from the video: - Value-driven choices are replacing impulse purchases. - Trading down on size (mini/trial kits) and non-essential features is common, but safety and a flawless finish remain non-negotiable. - Brands must innovate with refillable packaging and streamlined portfolios to offer "affordable luxury."   What strategies are beauty brands using to navigate this shift? Watch the full video to learn how brands are adapting.   https://lnkd.in/g7VTGxzM   #RetailTrends #BeautyIndustry #ConsumerInsights #RecessionGlam #AsiaPacific #FMCG #Euromonitor #RetailStrategy

ThredUp recently released its 2025 Consumer Holiday Report that examines the extent to which secondhand retail will play an integral role in the upcoming holiday season. Four in ten shoppers have allocated budget for secondhand gifts, up from the 30% they allocate in their everyday shopping. Fifty-two percent are more likely to focus on getting more items for less money this year. Two-thirds of consumers are open to giving pre-owned gifts (80% among Millennials). More than two-thirds are happy to receive secondhand items with vintage items (46%), rare/collectible items (39%) and luxury goods (30%) topping their wish lists. Forty-seven percent plan to or are considering selling their own items to help pay for gifts. They are most likely to sell outgrown/unwanted apparel (58%), electronics (48%) and designer/luxury items (46%). #secondhand #secondhandretail #secondhandgifts #holidayshopping #2025holidayshopping #retail #ecommerce #millennials #genz #genx #luxuryitems #luxurygoods #vintageitems #collectibles #priceconsciousconsumers #inflation #consumerprices #thredup

Holiday shopping is under pressure, but not all consumers are reacting the same way. As tariffs rise and prices climb, the divide between consumer groups is becoming increasingly clear. While lower-income households are forced to prioritize essentials, higher-income shoppers continue to purchase luxury goods despite the price hikes. Our data at Competitoor was recently featured in Retail Dive, highlighting how tariffs are reshaping pricing strategies in the fashion and luxury sectors: - Mid-tier luxury handbags: +14% - High-end luxury handbags: +9% - Women’s sneakers: +12% - Women’s boots: +9% - Women’s denim jackets: +34% These increases confirm what we’re tracking daily: brands are strategically raising prices in higher-tier categories to offset external pressures. At Competitoor, we help brands and retailers monitor real-time market movements, anticipate consumer trends, and stay competitive in an increasingly complex environment. Read the full article here: https://lnkd.in/ecSSDbcZ #RetailInsights #LuxuryMarket #PricingStrategy #TariffsImpact #ConsumerTrends

5 recent reports 📜 - 1️⃣ Resale’s Next Chapter: How Fashion and Luxury Brands Can Win in the Secondhand Market [BCG] Link: https://lnkd.in/gN_8wKGM By: Fanny Moizant, Felix Krueger, Catharina Martínez-Pardo, Pierre Dupreelle, Judith Vitrani, Charles Gardet, Dounia Wone, Alice Hebrard-Lemaire, Delphine Baz, Erika Dietze, María Lasa Aresti 2️⃣ Brand Footprint 2025 [Kantar] Link: https://lnkd.in/gfyEJKN9 By: Kantar, Worldpanel 3️⃣ YouTube Shopping Trends Report 2025: The evolving world of shopping on YouTube Link: https://lnkd.in/gfBCASzw 4️⃣ Hacking the Attention Economy [VCCP] Link: https://lnkd.in/gtbn7syz By: VCCP Media, Karen Nelson-Field PhD 5️⃣ The Advertising Effectiveness of in-store Retail Media [SMG] Link: https://lnkd.in/gP9PnwZn By: Andrew Lipsman #advertising #effectiveness #resale #retail #ecommerce #fashion #attention #creatoreconomy #retailmedia #shopping #trends #youtube #branding #luxury #bcg #kantar #media #marketing #store

Diamond industry analyst Avi Krawitz examines how value and luxury are shaping US holiday sales. With mid-market consumers tightening their budgets, retailers are adapting — highlighting craftsmanship, authenticity, and the influence of Gen Z. This season, shoppers are spending with purpose, setting a more deliberate tone for the festive months ahead, he notes. Head to the following link to read the whole article: https://lnkd.in/gzNeyNwj