Investing in distressed fashion brands
Hello from London
Hello everyone, and welcome back to The Stanza. I am writing this week’s newsletter from London. I’m excited to finally try Straker’s - I will report back next Friday if the hype is worth it. Last night I went to Caviar Kaspia in Mayfair, which used to be a members club but opened to the public earlier this year. I said to myself that I wouldn’t write about it unless the food itself was fantastic (which it was), but we were pleasantly surprised how charming our French waitress was. She might have actually been the nicest French waiter I’ve ever had. I booked through Dorsia, which is a must if you live in a major US city or travel through London/EU seasonally. Skip the waitlist and see which spots on your bucket list are available here (code: THESTANZA).
Next Tuesday, I’ll be releasing my interview with fashion executive Sarah Rutson. It was one of my longer interviews, and she said some brutally honest things that industry people are probably thinking but don’t want to say out loud. Thank you to those who submitted questions for this conversation.
I’m also working on a deep dive reflecting on my experience underwriting distressed fashion investments. Any questions? Submit them in the comments section of this post or on Substack chat.
In today’s newsletter: Bottega Veneta, Oura Ring, Soho House, Authentic Brands Group & Jamie Salter, Milan real estate, New Guards Group, Brunello Cucinelli, L Catterton & APC
VISUALLY INTERESTING
Bottega Veneta loves Italian midcentury design, and for this collaboration, they’ve put their classic intrecciato leather weave on the Model 600 lamp, designed by Gino Sarfatti. You can purchase them for someone special (or yourself) here.