The Indicator | October 31st, 2025

Lululemon has partnered with the NFL to create an apparel collection for all 32 teams, following a similar expansion into all 32 NHL teams earlier this month. The NFL collection will offer men’s and women’s apparel and accessories, including core Lululemon products from its Define, Scuba, Align, and Steady State collections. (WWD)

Abercrombie & Fitch, known for its NFL apparel partnership, is launching its first apparel brand collaboration. They’re releasing a western-themed collection with Kemo Sabe, a luxury brand specializing in custom cowboy hats, boots, and accessories. (Glossy) 

This year, Nordstrom will supplement its digital holiday promotions and A.I.-powered advice tool with a 100-page print catalog. The catalog will feature over 800 gift suggestions, from budget items to luxury indulgences, and include stickers for organizing picks and customizable gift tags. (NY Times)

Target aims to restore its reputation for stylish, affordable goods ahead of the holiday season to reverse stagnant sales. To enhance style, Target employees have visited various locations, utilized an AI tool called Trend Brain, and are overhauling home and hardlines categories. (CNBC) 

Estée Lauder Companies reported a 4% rise in net sales to $3.48 billion for Q1 2026, largely due to its fragrance portfolio’s 14% year-over-year growth. This was attributed to new stores and launches like Tom Ford Black Orchid Reserve, with Le Labo growing “nearly triple digits.”  (Glossy) 

Indomo, a new startup by beauty industry veterans, is developing an at-home, prescription-based steroid injection device called ClearPen to make corticosteroid acne treatments more accessible. Currently, these injections for cystic and inflammatory acne are only available in-office from dermatologists. ClearPen is pending FDA approval. (WWD)

Pure Daily Care‘s Zap Patch, a liquid acne product, features packaging designed for TikTok, with bold, large blue lettering on a yellow background to stand out in affiliate videos. This contrasts with their usual minimalistic aesthetic. The large font is readable even when reversed and aims for a unisex, attention-grabbing look that avoids “clinical” or “millennial pink” aesthetics. TikTok is Pure Daily Care’s second-largest sales channel after Amazon. In Q3, the brand achieved nearly $2.5 million in TikTok Shop revenue, a 5x increase from Q2. (Modern Retail) 

Pinterest has invested in visual search and AI, aiming to appeal to Gen Z by positioning itself as a safer social media alternative. Pinterest made accounts for users under 16 private by default and strives to make users “feel better” after using the platform. The company has seen double-digit growth, with over half its user base being Gen Z, who shop directly on the site. However, AI-generated content is prevalent, leading some users to complain about sifting through “slop” to find human-generated material. (NY Times)