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Key moments in fast fashion over the past 25 years.

Hi, it’s Friday, and Amazon has upgraded its AI for routine office work like crunching data or generating reports. Worth checking if AI will do the laundry at Amazon, for the sake of its art.

In today’s edition:

—Jeena Sharma, Erin Cabrey, Beck Salgado

FASHION

Zara sign

Matthias Balk/Getty Images

There’s no single moment in fashion history when the industry shifted gears, but there is one brand most insiders point to as the starting line: Zara.

The Spanish retailer that first set up shop in 1975 scaled globally between the ’90s and early 2000s and fundamentally restructured how the world came to understand fast fashion.

“Zara is the godfather of all fast fashion,” Michael Prendergast, managing director at Alvarez & Marsal’s consumer and retail group, told Retail Brew.

By refining the model of vertically integrated sourcing and rapid store replenishment, Zara brought designs to shelves within weeks and expanded collections to be year round.

“They were the innovators of sending designers and merchandisers to Paris Fashion Week, taking pictures…going back to their hotel room, uploading it back to headquarters, and then headquarters being able to technically knock that product off within 30–60 days, and get it throughout their global network, onto the floors of their stores,” Prenedergast said.

Kirthi Kalyanam, distinguished professor and executive director of the Retail Management Institute at the Leavey School of Business at Santa Clara University, agreed, adding that what really shook up the prevailing retail industry back then was the way Zara was able to own manufacturing—which was generally not considered a “good thing.”

“Zara comes up with the exact opposite model and says, ‘We are going to own manufacturing and not only are we going to own manufacturing of garments, we have taken a whole factory that produces the threads that go into fabric,’” he said.

Soon, other players like H&M came into the fold, scaling Zara’s operational playbook that prioritized in-house design, tight supplier ties, and rapid logistics. Primark became a staple throughout Europe by the late 2000s, while Forever 21 carved out its empire in the US (before filing for bankruptcy in 2019).

Keep reading here.—JS

Presented By Bloomreach

STORES

Halloween chocolate candy display at Target

Erin Cabrey

Halloween spending is set to hit an all-time record this year, and the scary-high prices across many spooky season categories could be contributing to the jump.

The National Retail Federation (NRF) reported Halloween spending this year is set to reach $13.1 billion, up nearly 13% from last year’s spending, with per person spending increasing ~$11 to $114.45. That increase doesn’t necessarily mean shoppers are buying more or that more of them are in the spooky spirit this year—about the same percentage of consumers (73%) plan to celebrate the holiday as last year (72%).

Most shoppers (79%) said they expected prices on Halloween items to be higher because of tariffs, per NRF. Anticipated spending on candy rose over 11% from $3.5 billion in 2024 to $3.9 billion this year, with spending on costumes and decorations up about 13% and 11%, respectively. The amount of consumers turning to discount stores for Halloween shopping (42%) is also up five percentage points from 2024.

Keep reading here.—EC

OPERATIONS

Lowe's

Scott Olson/Getty Images

Once a small hardware store in North Carolina, Lowe’s is now a home improvement giant where you can buy almost anything: paint, rugs, even Halloween decorations. To continue evolving, the materials merchant is looking to software and other tech, and it’s investing heavily to build its online marketplace infrastructure and scale its e-commerce business. It’s also hoping its AI agent, Mylow Companion, can be the red vest roaming the virtual aisles and helping boost sales.

Here’s what two Lowe’s executives told Revenue Brew about the company’s investment in technology, and what one expert thinks about the pivot.

Keep reading here on Revenue Brew.—BS

Together With Bazaarvoice

SWAPPING SKUS

Today’s top retail reads.

Over and out: REI is closing its SoHo location in NYC. (Gothamist)

Perfect fit: Aritzia’s rising sales in the US led to a growth surge in the second quarter. (the Wall Street Journal)

Bulking it up: How Costco established itself as a fashion powerhouse worth nearly $10 billion. (CNBC)

Cart crash confidential: Bloomreach’s BFCM Burn Book turns promo misfires and 404s into fixes you can actually use. Real stories, practical playbooks, and fewer panic buttons. Keep the sales, ditch the flames. Download it here.*

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