Columnist: Yu Yan, CFA (Founder and Chief Analyst of Luxe.CO)
At the Luxe.CO Fashion Investment and Innovation Forum held in April this year, an investor friend asked me: Can investing in fashion brands be less heavy?
The "heavy" he referred to means traditional strategic acquisitions — becoming the controlling party and manager of all categories of the brand, undertaking tasks such as building teams, establishing channels, refining products, expanding categories, and building the brand. Under this model, the integration period after acquiring a brand is generally longer than expecte …