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ICYMI: Inside Gap’s Last-Ditch, Tariff-Addled Turnaround Push
2025/6/25
Bloomberg Businessweek
A
Amanda Moll
Amanda Moll: 回顾Gap的兴衰，我发现它在90年代曾是美国美学的代表，但随着购物中心衰落和快时尚兴起而迷失。米奇·德雷克斯勒曾赋予Gap文化内涵，但之后频繁更换CEO导致战略不稳。如今，CEO Richard Dixon正努力改变公司自满态度，清理债务，并尝试把握时尚潮流。我看到Gap通过改进物流和供应链，能够及时推出如“筒形牛仔裤”这样的潮流产品，减少打折，这表明它已具备在时尚领域竞争的能力。虽然面临特朗普政府的关税挑战，但我认为Gap品牌复兴仍有希望。
Deep Dive
This chapter explores Gap's rise to prominence in the 80s and 90s, its status as a cultural icon, and the factors that led to its decline. The rise of fast fashion, the shift in consumer shopping habits, and increased competition are discussed as major contributors to Gap's struggles.
- Gap's dominance in 80s and 90s American fashion
- The impact of mall decline on Gap's business
- Rise of fast fashion retailers (Zara, H&M) and online shopping
- Gap's debt and lease burdens
Shownotes Transcript