Monday, 24 August 2026
Eugenia Shorerunner
The beauty aisle went full TikTok Shop this week while Alibaba's AI bet started looking like a hedge against its own slowdown — pull up a rock, this one's got range.
Ulta Turns TikTok Shop Into a Launchpad, One Celebrity Fragrance at a Time
Glossy
Prediction: Expect three more retailers to front-load exclusive drops onto TikTok Shop before Black Friday — Ulta just proved the format sells scent, which is the hardest sensory category to sell through video.
Alibaba's ¥380 Billion AI Bet Is Losing the Race It Was Supposed to Win
证券时报 (Securities Times) (zh)
Prediction: If Q3 numbers don't show Taobao/Tmall stabilizing, expect Alibaba to announce a second infrastructure tranche by year-end — not because the strategy failed, but because the market will demand proof it's working.
Meta's First Fashion Campaign Ran Through Kylie Jenner, Peggy Gou, and a Pile of Substack Writers
Glossy
Opinion: AI Might Eat Online Shopping Before It Eats Anything Else
The Business of Fashion
Authentic Brands Widens Its Marketplace Deal With Luzern
FashionUnited
Back in my hole — the tide's coming in and so is another 380 billion yuan of somebody's optimism.
Archive