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The TikTok-Savvy Activewear Brands Stealing Market Share

A crop of small but emerging brands is capitalising on demand for novelty in the category, using TikTok-savvy marketing and a lifestyle-driven position to chip away at the dominance of established players like Lululemon.
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A new crop of activewear brands have been gaining buzz among Gen-Z women, including Set Active, 437, Form and Splits59. (437)
Under CEO Francesca Bellettini and designer Anthony Vaccarello, Saint Laurent has more than doubled sales in 5 years and is on track to surpass $3 billion in 2022.

Since De Meo’s appointment last month, shares of Kering have rebounded by almost a quarter on hopes he’ll succeed in turning around the luxury group as he did Renault. The stock is still down about 11 percent this year. Kering’s first-half recurring operating income fell 39 percent to €969 million. Analysts were expecting €934.9 million.

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The US’s 15 percent tariff on goods from the European Union is "totally manageable" for the company, Chief Financial Officer Armelle Poulou told reporters on a call. The group applied some price increases in the second quarter and may consider further "measured" increases in the autumn, she said.

Further Reading

Why Every Fashion Brand Thinks It’s a Sportswear Label Now

From Balenciaga to Old Navy, all sorts of fashion brands are attempting to capitalise on the activewear boom with collections of sweats, shorts and workout tees. Sometimes these clothes stick the landing, but it often comes off as just sweaty.

Wool Workout Clothes? The Demand Is Growing

The consumer base for activewear made of natural materials like cotton and wool is growing, as more people on the political right join progressives in worrying about the health effects of polyester and other synthetics.

About the author
Cathaleen Chen
Cathaleen Chen

Cathaleen Chen is Retail Editor at The Business of Fashion. She is based in New York and drives BoF’s coverage of the retail and direct-to-consumer sectors.

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