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The Indicator | May 15th, 2026

By Sonal Gandhi & Kim Fox
The Lead

THIS WEEK'S HIGHLIGHTS

  • Aerie’s creator program drew 10,000+ applicants.
  • YouTube long-form content is gaining popularity with brands.
  • The Lead Summit starts in five days! Join us in NYC next week.

Image via: ModernRetail
How Roller Rabbit became TikTok’s favorite sleepwear brand

KEY INDICATORS​

  • LVMH is selling Marc Jacobs to WHP Global as part of a strategy to trim holdings during a luxury slowdown, the label will be operated via a partnership with G-III Apparel Group. Marc Jacobs joins a WHP portfolio that includes Vera Wang and Rag & Bone. (Business of Fashion)

  • Roller Rabbit has cultivated a large Gen Z audience through organic social content, amassing 1.6M TikTok likes and benefiting from organic exposure in shows like “The Summer I Turned Pretty”. Strategic, limited-edition collaborations (e.g., LoveShackFancy, Starbucks) have led to instant sell-outs. (ModernRetail)

  • Aerie launched a nano-creator program called Aerie Realmakers with one defining rule: no AI, drawing 10,000+ applicants in two weeks. In its first week alone, participant posts reached nearly 20M people organically, delivering a two-point jump in share of voice without any paid spend. (ModernRetail)

  • AI is fueling a physical retail boom, with 71% of retailers expanding store footprints and early adopters seeing 79% higher in-store sales. Macy’s customers using AI shopping assistants spend roughly 400% more than the average shopper. (WWD)

  • 70% of tweens have bought something inside a video game or virtual world. Brands without a presence in gaming environments like Roblox are already missing the generation being trained on what spending and brand discovery feel like. (RetailBrew)

  • Brands are pulling back from the short-form virality chase on TikTok and Instagram, signaling a broader industry shift toward long-form content on YouTube, where deeper storytelling and slower production cycles are gaining favor with both creators and marketers. (Vogue)

MOVERS & SHAKERS

  • Linda Li Steiner (Direct 60 ‘23) named President & CEO of SMCP North America.

  • Caroline Proto (D60 NEXT ‘25) promoted to Senior Director, Global Media at EssilorLuxottica.

  • Suparana Shokeen (Direct 60 ’24) named VP of Technology at Citizen Watch (formerly Capri Holdings).

DIVING DEEP

HOW BOLL & BRANCH SCALED ITS FULFILLMENT MODEL

Boll & Branch partnered with Kase to scale a high-touch fulfillment operation without compromising its premium experience. Despite a complex warehouse transition ahead of peak season, the brand maintained fast, highly accurate shipping while handling demand surges seamlessly—turning fulfillment into a true extension of the brand.


Read the Case Study here

THE LEAD SUMMIT 2026

LAST CHANCE!

The Lead Summit is 5 days away! Tickets will sell out any day now, so make sure to sign up this weekend if you haven’t secured your spot yet.
 
Built exclusively for brands, this is where 3,000+ brand & retail leaders come to connect and shape the future of the industry. It’s all happening next week in NYC. 
 

LEADING SPOTLIGHT

This week’s Speaker Spotlight: Learn how Natasha Fishman, CMO, Marquee Brands, is turning brand identity into a true growth engine, scaling a diverse portfolio without losing what makes each brand unique. Next week during The Lead Summit (May 20–21, NYC), Natasha will share how brands can stay relevant, expand into new categories, and grow without losing consumer trust.

Read the full Speaker Spotlight here.

HAPPENINGS

PRESENTED BY —

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