Remarkable Retail

How Fabletics is Disrupting Activewear: A Deep Dive with Ashley Kechter, Global President

Episode Summary

In this episode of Remarkable Retail, we sit down with Ashley Kechter, Global President of Fabletics, to discuss the athleisure brand’s growth strategy, membership model, and retail expansion. We also break down major retail trends, including the Saks-Neiman Marcus deal, Walmart earnings, and Nike’s collaboration with Kim Kardashian.

Episode Notes

In this compelling episode of the Remarkable Retail podcast, Michael LeBlanc and Steve Dennis welcome Ashley Kechter, Global President of Fabletics, to explore the rapid expansion of the athleisure powerhouse. Since its 2014 launch, Fabletics has evolved into a billion-dollar brand, leveraging an innovative membership model, proprietary fabrics, and a growing network of 100+ physical stores. Ashley shares insights into Fabletics’ omnichannel retail strategy, international expansion, and wholesale partnerships, including its upcoming collaboration with Nordstrom.

The episode also unpacks some of the biggest retail industry headlines:

• Saks and Neiman Marcus merger: A seismic shift in the luxury retail landscape, with Saks Global trimming its vendor base by 25% and extending payment terms—sending shockwaves through the industry.
• Walmart’s strong earnings: While Walmart posted 5%+ growth and a booming ad business, the retailer warned of slowing future sales due to consumer uncertainty and potential tariff impacts.
• Wayfair’s struggles: Despite cutting losses, the home retailer’s growth remains stagnant, raising concerns about its long-term viability.
• Luxury retail resilience: Hermès continues its impressive momentum, with 15% sales growth, proving that high-end consumers remain active even in economic uncertainty.
• Nike x Kim Kardashian: A strategic Skims x Nike collaboration signals a fresh take on the women’s activewear market.
• Dick’s Sporting Goods store strategy: While the retailer is scaling back on Outdoor Voices, it is doubling down on its experiential retail concept, House of Sport, with 15 new store openings planned for 2025.

Forbes article.Steve's Forbes article

https://www.costar.com/article/255276922/end-of-an-era-neiman-marcus-to-close-downtown-dallas-flagship-store