The Girlfriend Index
@GirlfriendIndex
Consumer trend intel from the girls who always know first. Not investment advice.
Great day to be a Girlfriend $VSCO
Don’t sell $VSCO 🎀. They just announced another LoveShackFancy collab is forthcoming; August’s LSF collab drop was one of the brand’s highest-velocity demand moments ever. tiktok.com/t/ZP8Ueu9c5/
We tried telling you… $GAP
Gap and Old Navy have been leading the viral retail cycle and Banana Republic is now following by catching the similar momentum. $GAP is seeing MAJOR brand heat across all three.
$AS Salomon will be the next Hoka. And it’s not the “China-only” trade investors keep trying to make it.
Gap and Old Navy have been leading the viral retail cycle and Banana Republic is now following by catching the similar momentum. $GAP is seeing MAJOR brand heat across all three.
New collab drops Dec 3… follow us for the best $VSCO coverage
Don’t sell $VSCO 🎀. They just announced another LoveShackFancy collab is forthcoming; August’s LSF collab drop was one of the brand’s highest-velocity demand moments ever. tiktok.com/t/ZP8Ueu9c5/
$BBWI down 30% over the last 3 months before today’s print and down another 25% on earnings. The Girlfriend Index flagged this early: a disastrous app rollout, deteriorating customer experience, and a consumer shift toward health-conscious buying. Amazon distribution won’t help.
Don’t sell $VSCO 🎀. They just announced another LoveShackFancy collab is forthcoming; August’s LSF collab drop was one of the brand’s highest-velocity demand moments ever. tiktok.com/t/ZP8Ueu9c5/
$AS earnings results are GFI-thesis affirming. The path to growth is beginning.
Aritzia’s Luxury Arbitrage open.substack.com/pub/thegirlfri…
New from The Girlfriend Index ✨Aritizia’s Luxury Arbitrage $ATZ.CN open.substack.com/pub/thegirlfri…
Gucci’s Comeback Isn’t a Bag — It’s a Boot open.substack.com/pub/thegirlfri…
Don’t want to jinx anything, but so far our heat sheet has been correct this week🔮
The Girlfriend Index - Weekly Heat Sheet thegirlfriendindex.substack.com/p/the-girlfrie…
$VSCO is going to be the winner of this week
The Girlfriend Index - Weekly Heat Sheet thegirlfriendindex.substack.com/p/the-girlfrie…
The Girlfriend Index - Weekly Heat Sheet thegirlfriendindex.substack.com/p/the-girlfrie…
The Old Navy x Anna Sui drop hits the moment perfectly: nostalgia sells and collabs convert. Give Gen Z and millennial women trend + access and they’ll convert fast. $GAP is onto something.
Kering earnings are out — and they’re proof we called the luxury rebound early. We spotted the comeback before earnings. Follow for the next cultural trade. $KER #KERING
Our latest on #RL Christmas Trend - open.substack.com/pub/thegirlfri…
Gap’s search interest is up, TikTok engagement is climbing, and sell-through rates are improving. The Girlfriend Index reads: $GAP long.
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