
Tim Blanks and Imran Amed share their highlights and takeaways as Jonathan Anderson takes Dior into a new era, Demna closes his Balenciaga chapter, and luxury brands face a value proposition reckoning.
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Imran Ahmed
Hi, this is Imran Ahmed, founder and CEO of the Business of Fashion. Welcome to the BoF podcast. It's July 11th. Well, Tim Blanks and I don't normally get together at this time of year to have a seasonal review of the collections that have just shown. But with the menswear shows and Paris Couture Week and all of the debuts in fashion, including Jonathan Anderson at Dior, Michael Ryder at Celine and Glenn Martens at Maison Margiela, as well as some important goodbyes, Demna's final show for Balenciaga, and some perennial favorites like Rick Owens, Tim and I sat down for a special episode to discuss the most important collections, the standout looks, and of course, the designers who brought them to life and what this means for the state of luxury fashion at a time of great change. And so, without further ado, here's Tim Blanks for our seasonal review on the BoF podcast. Hello Tim, welcome back from Paris.
Tim Blanks
Hi Amaran.
Imran Ahmed
It was hot there. It's hot here. Yep, in London.
Tim Blanks
And exhausting.
Imran Ahmed
Why exhausting?
Tim Blanks
I don't know. When I was sitting in the Dior show, I thought, ew, I somebody had told me that they'd gone to great expense to climate control that environment because they had those two priceless Chardin paintings that they'd borrowed from the National Gallery of Scotland and the Louvre in an astounding display of LVMH's ability to move mountains. And they're two quite small paintings mounted quite low on the wall. So I don't know if everybody in that place actually even got to see them. But anyway, it was so hot in there, I was feeling for the Chardin's as I was feeling for myself as well.
Imran Ahmed
Yeah, they said it was Climate controlled, of course, because they had to protect the paintings. But that was by far one of the coolest venues I've attended at the shows over the past couple of weeks. Since you brought up Dior, should we start with D, our seasonal wrap up?
Tim Blanks
Bit of a grab bag this time, isn't it?
Imran Ahmed
Yeah, well, I mean, we're going to be covering some men's and we're going to be covering some women's and we're coming some couture. So it's like Fashion Week seasons don't really mean anything anymore. But you've been spending quite a bit of time with Jonathan these past few weeks, doing previews and interviews about not just, you know, his plans and his vision for Dior, but also his plans and his vision for his own brand. And I'm curious to hear your take on what were the key things you took away from the conversations you had. And then how did that come to life, both in the show that he did during men's and then during that incredible retail installation he did at the Galerie Joseph in Paris this past week?
Tim Blanks
Well, he makes it quite clear that as far as he's concerned, Dior is a sort of alien, an alien entity. And jwa, his own JW Anderson, his own thing obviously is his. Is his. His baby that it. It's bringing so much to fruition. He's reconceptualized business and Dior is like a performance for him, you know, like a role. And J.W. anderson is the real Jonathan, is his authentic self, right?
Imran Ahmed
Yeah.
Tim Blanks
I mean, his authentic self is so multifaceted that. I mean, I've found the installation where his team recreated what the shops will look like, his own stores will look like, really exciting. It was just so. It was really like being inside somebody else's head in a way that you never ever get to do in fashion. His role model, he said, was Terence Conran, who really changed the way Great Britain thinks about interiors in the. In the 50s and 60s and 70s. He has a similar goal here. Not to the full extent that Conran did. I think this is a little more idiosyncratic, but still, I mean, there's a real fantastic ambition there. And Dior is a. I mean, the ambition attached to Dior is obviously on a different scale, that challenge. And we're only. We're only just seeing the beginning of it. I mean, I felt even as, as. As enormously conceptualized as that Dior show was, it was really just the appetizer for a whole lot more that is coming.
Imran Ahmed
I Bumped into him at the store installation. As I was like poking around and looking at all those collabs, what I asked him was, is the men's. We saw a hint of the women's. Are they brother and sister, Are they boyfriend and girlfriend? Like, what's the relationship between the two? And he kind of didn't really answer that question, but he said, I have three years in my head and I'm not going to show everything at once.
Tim Blanks
Oh, I felt he was on a mission to manage expectations for sure.
Imran Ahmed
Yeah.
Tim Blanks
Before the show. Yeah. Really, he was basically saying, give me time. Which that idea popped up in a few other conversations I had with other people at other houses during the week. That with the incredible amount of change that's coming in September, people are very sensitive to a churn because as we've seen in the last few weeks, the numbers of the luxury market are just really plunging. And I think maybe it's registered with the powers that be that so much change all at once could seem like an incredible breakdown of, of the stability and the kind of the sense of security that the luxury market needs to project. And I think Jonathan is very, very smart about that. I mean, for all of that, I don't think the show was particularly conservative in any way. It didn't feel to me like it was. There was nothing tentative about it. I thought it was a, a really good wrap up of everything that he does. I mean, I saw everything he does in that Dior show. You know, his interest in art, his interest in artisanship, his work at Loewe, his work for himself and his work at Uniqlo was all in that collection. Talk about a high, low statement. It really was quite fascinating to watch that. And then especially when you see the prices, the proposed prices for some of those things. I mean, I can't believe that one of those coats is apparently £200,000 or something.
Imran Ahmed
It's interesting because that's not the only brand that told me this week that when those very high spending customers come to look at the collection after the show, they spend money and they spend tens of thousands, hundreds of thousands of dollars in placing orders on items that they're only going to get a year in the future. So that very high end part of the luxury system is alive. And I think those brands know how to engage those customers. They've got a good formula for it. They understand their tastes and preferences. For me, the bigger question about when I was looking at the Dior show was, and by the way, you know, a lot of it was Very covetable is like, how much are the jeans going to cost, how much are the sneakers going to cost? You know, how much are those sweatshirts going to cost? Because I think it's those opening price points where brands have really hiked up the prices a lot and made so many of these brands completely inaccessible to kind of the aspirational customers that end up driving real growth and momentum.
Tim Blanks
I remember my mother saying more money than sense, you know, as she would tut, tut over something that had galled her. I mean, do you think it reaches a sort of crazy one upmanship level?
Imran Ahmed
I think it already reached that crazy one upsmanship level. And I think now is the time for the reality check. And that's what's really happening. I mean, in conversations with lots of CEOs and executives this week, I can tell you they're all thinking about what those entry level price points should be. And they know that, you know, it's very hard for them to bring prices down on existing items, but they're thinking about that architecture because luxury always worked in this pyramid where you had this like very, very high end customer spending at the top, you know, on very, very scarce, exclusive, hard to get and long to make items. But then you always had this pyramid of stuff at the bottom. And I think it's that pyramid, that structure has been, it's kind of bloated in the middle now. So like there's a lot of stuff at that middle section of what used to be the pyramid, which is just too expensive for most of the kind of entry level customers. So they're thinking about what they can put at the bottom.
Tim Blanks
But you know how people are so familiar with all these prices now as well. It just feels that we know so much more about what things cost and who's buying them and so on and so forth. And when you have Rolex robbers, you know, zooming around Mayfair, can you even imagine a time when they'd be kind of people hauling off $200,000 Dior coats at knifepoint? You know, it feels like the sort of gap between haves and have nots is being absolutely teased and tortured. And I just can't imagine that it won't reach some kind of breaking point. You know, the whole Marie Antoinette's name popped up a few times this week and in various contexts, you can guess which ones. And I was thinking, yeah, that's, you know, it's in people's heads. Do you think the $10 million Birkin bag will be remembered as a, as a touchstone?
Imran Ahmed
I just think that this reality check moment is causing all of the industry to just reevaluate not just the creative side of what they're doing, but also how they go to the market. And they must do that because, you know, there's been a lot of discussion around whether this is a cyclical or a structural issue. And you know, I I firmly believe that it's both. There's a cyclical element, an economic cycle element to this in a very unusual post Covid environment that we're in where there's that boom after Covid and now everything's kind of come back down to earth. But then also there's some structural issues that the industry is having to grapple with. We'll be right back with more on the BOF Podcast.
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Imran Ahmed
So, as we think ahead to like Jonathan's Dior and you know, Jonathan Anderson, the brand, what are you looking forward to seeing?
Tim Blanks
Well, I, as I said, I loved what he showed for himself in that mock up of what a store will be for him because the garden tools are beautiful, beautiful things. The sweatshirts are beautifully embroidered with very sly kind of insinuating messages. Anonymous trade and anonymous faggot and anonymous anonymous love, I think was the most accessible, was perhaps least provocative. I loved the books that he's going to be publishing. I mean, there was a. It was so. It was hyper aesthetic. There was a really fantastic twist on function for stuff. The various little bits of modern design, not modern design, but classic design. The Charles Rennie Mackintosh stool, the artisanal chair from Wales, I mean, the porcelain from Wedgwood. It was so broad and touched on so many different areas of people's lives. And I think the fact that he's opening a store in Pimlico, which is, you know, London's design community, is focused on that particular area of London, and it's owned by the Grosvenor estate, who insists that only a certain percentage of merchandise that sells in those stores can be fashion merchandise because they want to preserve the nature of that area. And Jonathan has a particularly lovely location, but he won't be able to put fashion, as much fashion into it as you'll see in his other stores. So his emphasis will be more on the artisanal side of the business. The things like garden tools, those amazing, incredible watering cans. I mean, it just extraordinary objects. You know, like fashion thrives on storytelling and narrative. And everything in that store is so loaded with a story that I imagine, especially in Pimlico because there's a lot of people who walk around that neighborhood. The people will discover him who didn't, who never knew who he was, and it will be a whole other. It's interesting that he's just starting Dior, the biggest thing he will probably ever do at the same time as he starts this, which is the kind of thing you imagine somebody doing at the end, end of their. Their professional lives, is a sort of very humanist kind of giving back to the community. In a funny way, it felt like.
Imran Ahmed
Just like really one. One world, which was his world. And it was like all curated and organized in a way that it was all together. So there was this. There's like Wedgwood china in that, like, sky blue color next to a matching sweater in the same blue. And it was just. It was so cleverly executed and it felt so this overused word, authentic to him. I thought it was amazing. And it feels to me like that's maybe in a way where the luxury market is going. You know, it's going to really personal storytelling, impeccably curated items.
Tim Blanks
That would be a lovely thought if that was the case. Because even down to the fact that the bones of the shop are based on the Shaker philosophy, so everything is hanging off hooks on the wal, even the shelving units and everything. I guess ultimately chairs will hang off the hooks off the wall as well. And, you know, Shaker is so humble. I mean, obviously the way Jonathan has adapted it with the velvet walls and everything, it's not quite as humble, but there is still a kind of simplicity to it that I find when you're saying if this is the way luxury is going to make luxury so idiosyncratic, it's like a Wunderkammer, that place where you collect all these things that really are an extension of who you are. And, you know, Konran made people think about their lives in a completely new way. I'll be interesting to see what happens here.
Imran Ahmed
I guess he's also operating at a completely different scale. And like, with all the pressure that those big houses have to continually grow and operate at multibillion dollars, I mean, obviously those big companies will have a very hard time finding that same idiosyncratic, personal, authentic approach. But it's just interesting to have a different proposition and it's like such a different direction from his brand. And I also felt like he put so much of himself into Loewe, and clearly Dior has such defined codes and there'll be more constraints for him to work within. Now he can put all of that same energy that he put into Loewe from. He can just put into his own brand, which is kind of clever, right? So there were these little cups that looked like the Loewe candles. It was like the same color tones. You know, I. I think. I think it's great.
Tim Blanks
But also think about that. A very sly reminder of how much he actually was Louisville. You know, you look at his store now, you look at. You look at the kind of complexity of that proposal, and you just see how personal the way they was to him and how this is a kind of vindication. And it's quite sly as well. I think it's going to be Quite funny to see.
Imran Ahmed
And ambition is to grow them much, much, much bigger. You kind of lose that personal touch and then that becomes a bit more like this anonymous merch.
Tim Blanks
Well, you know what, what they'll do there is when something sells out, it sells out. It won't be, you know, the stock will be changing all the time. It's not a seasonal proposition. So if you love that Irish breakfast set with the little pigs that he remembered from when he was a child and he had the company remake them, they don't even do that. They don't even make that pattern anymore. But he had them redo this pattern for him because he remembered it from loving it when he was a child. Obviously there was a pig sweater next to it, just as he was saying about the Wedgwood. When it's gone, it's gone. And I like that too. So you, you will all. It'll. You know those stores that you like, Conrad, where you would go back to it all the time, the Conran shop, because it was always in motion. And that's, that's the same proposition here, I think.
Imran Ahmed
Yeah, I was with that designer, Jerome Maje, who has that sunglasses and opticals brand, Jacques Mary Mage, and he does the same thing. Like they only make a certain number, sometimes only 20, of a certain design of a eyewear and then it's gone, it never comes back. So I don't know, there's something in that. Obviously it's hard to scale that, but there's something in that. And it's going to be really interesting to see Jonathan's proposal for women's wear, the sister or the girlfriend or whatever ends up being in October. But should we rewind back a little bit and finish off the men's shows? Because I know you wanted to spend some time on Rick Owens because that unique presentation of menswear was one of your favorite moments. Tell us why.
Tim Blanks
Oh, I just. How he does that season after season is. It's just incredible how he manages to scale up every season. Like that particular presentation with the models clambering up that ziggurat mounted in the middle of the reflecting pool at the Palais de Tokyo. I mean, it was creepy. It was a bit sort of 28 years later, it was a. Then when they came down the ziggurat and they. And they went in the pool and they were diving into the water and it was just so elemental, the whole thing. And then the clothes stand up to the presentation. You know, it's not like you come away and you don't Remember what the clothes looked like. And then we go over the road and there's this incredible retrospective of his career and the consistency of his work, from the very first clothes he ever made to now. I mean, that. That is one of the great narratives of fashion, I think, from. From the. The A to Z of Rick Owens. Of course, the whole problem of having a retrospective, he was quite funny about it. You know, it's like it's something you do at the end of your career and. And, you know, it's like a lifetime achievement award. And obviously he's got a way to go. But I do, I really think as an independent. I mean, as an independent designer, managing the degree of success that he's attained with no compromise. There is no compromise in what he does more and more and more and more. He's just a beacon of hope. And I actually find it's interesting because, you know, in the course of his career, he's obviously plumbed the depths of dystopia quite often and created very dark spectacles. But there is so much light in what he does now.
Imran Ahmed
Yeah. And I think he's really earned the right to do things that way, which is so rare. And I think the light that you're referring to, I've just noticed more recently he's been talking about how he wanted to create a place where people who don't subscribe to conventional notions of beauty can find a place where they can fit in, you know, and it's always so remarkable at his shows and presentations because you can really see that all come to life. And I think Rick makes people like that feel like they're basically. They're. They're not alone. There's a. Like, he brings them all together, which is kind of amazing.
Tim Blanks
And that's become quite a political statement in recent years, that that's become point of defiance with what's happening in the world. And I think that's also honed what he does. I mean, those Kiss boots are practically, you know, the Stan Smith trainer of our days, of our day. You know, who would ever have thought, speaking of making 10 of something and discontinuing them when you've sold them all. How many of those Kiss boots are out there in the world now?
Imran Ahmed
Have you ever tried them on, Tim? I.
Tim Blanks
With my luck, I'd fall, I'd shatter my ankle, and that would be it for me in Kiss boots for the rest of my life.
Imran Ahmed
I don't want to tell you. I did try them on once. I think I have a video of me in The Machine, a store in soho. I tried. I mean, they're impossible to walk in for me, at least, but they did give me, like, a lot of extra. Yeah.
Tim Blanks
How did you feel way up there on your heels?
Imran Ahmed
Oh, it just. It's like you're. You're, like, in a different stratosphere, quite literally. You and I don't go to the men's shows that much. We both went this season because we wanted to catch Jonathan's debut at Dior. Was there anything that stood out to you at Men's?
Tim Blanks
Well, I only saw Mike Amiri's show, and that was also. So the phrase is sui generis. It was so much its own little world coming out of la, and I was fascinated by that show. I. I suppose the analogy might be Tom Ford in his heyday there with the. But it was even. It was even more sort of playboyish than that, with beautiful fabrics and. And incredible detailing. Very, very rich. I think maybe there is a. I guess it's upper echelons of sporting figures. I own rappers, maybe, but also showbiz entrepreneurs, you know, all making their billions out on the west coast, that. That he's dressing them up. I. I just tried to imagine maybe. Maybe they all go to the same secret places and sit around together dressed like that. Because I know the rise of the private club has been a story that BoF has been focusing on.
Imran Ahmed
So, I mean, there's a certain attitude to that Mica Mary show. And he did a dinner later that evening that I went to, so I got to get a better sense of, like, who his community of people are. And there were, like. There was an Indian rapper I met named Bad Shah. There was like this, like, you know, there was all of these characters from all different parts of the world that want that kind of attitude in the way they present themselves.
Tim Blanks
How would you describe the attitude? It's not really. It's not really like, the attitude that once upon a time, you would have talked about it. It's what they call ballers, but it's. It's more. I don't know, it's a lot more elegant.
Imran Ahmed
Is it, like, a loose attitude?
Tim Blanks
It's a loose elegance, but Loose.
Imran Ahmed
Yeah.
Tim Blanks
Extravagant elegance. Yeah.
Imran Ahmed
And they all seem so happy in those clothes. A lot of oversized tailoring, and I would have a hard time pulling off those clothes, but, you know, people seem to love it. My highlight was meeting Benny and Rish from overcompensating at that show.
Tim Blanks
Oh, yeah.
Imran Ahmed
Which was awesome, because if you haven't seen overcompensating you should watch that show. It's great.
Tim Blanks
You were friends for life within about five minutes. I was impressed. I was just.
Imran Ahmed
I love that show.
Tim Blanks
It's good.
Imran Ahmed
Nikhil and I watched that show in, like, a matter of days. And I know Benny's trying to get the second season greenlit, so good luck to him because I thought that show was exceptional. We'll be right back with more on the BoF podcast. Let's move on to Couture, because there was obviously a lot of interest in this couture season, not least because there were two important debuts. Should we talk about Margiela first? Because I know you spent a bunch of time with Glenn Martens, and as everyone knows, Glenn Martens has been the creative director of Diesel for the past number of years. And recently he was named the new creative director of Maison Margiela and had the not easy task of stepping into a role which the last designer to play that role was John Galliano. And obviously John Galliano's last Maison Margiela show is one of those shows that you know is probably going to go down in fashion history. So Glenn had his work cut out for him. And, Tim, you spent a ton of time talking to Glenn before the show. You did a preview before the show and then you attended the show. I mean, how do you like, now that you had all of those different perspectives to. To consider, how do you evaluate and kind of interpret what he was trying to say?
Tim Blanks
Well, you know me, I've been saying Glenn Martens is the future for years.
Imran Ahmed
Yes.
Tim Blanks
Between his own brand Y project and the work he's done at Diesel, he's just a quiet force. I feel that he almost rose like, without being. And he was noticed and I shouldn't.
Imran Ahmed
Say that, but there was no fanfare. There was no, like, it wasn't like one of those.
Tim Blanks
Partly because it. Partly because he was designing for Diesel and people have a very clear conception of what Diesel is. And as he himself says, you know, the most amazing things he makes for Diesel don't get produced, but he goes on making them. And at Diesel, he's learned how to process things, work with things, you know, make fabrics, make extraordinary fabrics. He's learned all these different processes of fabric treatment, which are couture treatment, are basically couture, couture worthy treatments that when they use the Diesel, don't really get the attention that they deserve. But of course, at Maison Margiela, he's been able to do all of that because as he said, he's never been able to buy fabrics for more than €18ameter, and now he's buying them for €80ameter and nobody says anything. So it's thrilling to see. See somebody when their actuality meets the level of their ambition. That was a thrilling show. Everything about that show, the walls and the floor of the venue, it was one of those things. It was absolutely complete. The music, the way the whole thing came together, and he was keen to take his audience somewhere. The way he used to feel about fashion when he was growing up, when it would take him somewhere else. And couture was obviously, is obviously a meche which could do that. And that's what that show did. It was a challenge, especially because some of the things you were looking at were incomprehensible. The work had gone into them. The, the. The amount of attention paid to the surface of fabrics, embossing and painting and gilding and paper macheing and, you know, level after level after level. And the proportions were, you know, quite majestic. He's a massive fan of history and, you know, Renaissance, Middle Ages, so on. He just bought himself a castle, a little castle. It's only got three bedrooms, but nevertheless, it's a castle. Three bedrooms, but it has two moats. You know, he's going to be living in his castle and he just has this absolutely amazing fantasy about fashion, which is rooted in the street. He talks about what he wants to do at Maison Margiela. He wants to take it back to the street, which is where Martin Margiela, you know, he would do shows in car parks and schools and things. He was really one of the first people to ground fashion in something. In reality.
Imran Ahmed
Speaking of Martin Margiela, you know, the founder of the brand, I wanted to ask you, you know, as someone who attended those Margiela shows, what through line did you see there from what Martin did, like, educate us a little bit about, because, you know, you and I spoke a bit about the masks that Glenn put into the show. But what other elements would you highlight as being kind of really faithful to that original legacy? You're saying it was grounded in the street, but from a design perspective, from an experiential perspective, what should we have looked out for?
Tim Blanks
I think the proportions were quite Margiela. The very skinny arms, very long skirts. I think that the upcycling and the recycling element in that collection. I mean, my favorite one of the men's looks was a €1 pair of jeans and a €4 polo shirt that had both been painted. The jeans were painted white. Margiela Used to paint clothes. And the polo shirt had been papier mache and then studded with recycled jewels, and they called them jewels. But that elevation of the banal, the elevation of the ordinary, I should say Margiela. To me, I talk about alchemy and fashion a lot. Margiela was an alchemist. The way he was able to transform plastic. Glenn used plastic as one of the foundations of the show, like an haute couture show that was based on plastic, paper and paint. I mean, as opposed to chiffon and tool and organza and duchesse, which was still there as well. They were. They were all in the collection, too. But this fantastic dialogue between reality and fantasy, the humble and the. And the aristocratic. I think Glenn was able to push it a lot more than Martin did. Martin was an incredible conceptualist, but obviously he didn't have budgets like Glenn had with this. With this show. But if you looked at one of those outfits, you would have said Martin Margiela. If you looked at one of the outfits from the show the other day, you would have. You could. You could see Martin Margiela in there. I'd love to know what he thought of that show. I hope that Glenn gets to meet him and find out. Because obviously, Galliano's last collection for Margiela, it was one for the history books. But it's been 18 months since that show, and so enough time has elapsed that this was a step back into Margiela land.
Imran Ahmed
Yeah, because did you think what John Galliano ended up doing for Margiela, particularly with that last show, was that. Do you think that was also an interpretation of Margiela, or is that more John Galliano for Margiela?
Tim Blanks
Well, no, I think he used a lot of. He used a lot of Margiela's techniques.
Imran Ahmed
Yeah, I think.
Tim Blanks
I think they really appeal to him. That decor tique technique, which he talked about a lot, really appealed to John. It was very much, I think, when John was working with his own brand, I think he was aware of Margiela as well. So I think every. Every design, Margiela is one of those designers who just wielded an influence so far beyond his commercial weight. You know, carried a very big stick. Yeah, I think John was not amazingly true. No, I think John Galliano's imagination was unparalleled in fashion, so he was able to bring himself into Margiela's orbit. And I think we'll see here the same thing, the kind of symbiosis between the founding ethos of the house and the incredible blazing talent of its. Of its standard bearer.
Imran Ahmed
It's a similar but different situation at Celine, where Michael Ryder came in to take on leadership of that brand and did a debut of men's and women's collections before Couture Week officially started. And Michael Ryder had spent 10 years at Celine working during the Phoebe Filo tenure. And, you know, Phoebe's the one who really kind of put that brand firmly back on the fashion map. And then subsequent to that, of course, Hedy Slimane took over. So he was taking over from these two looming figures, one of whom that he worked with closely, and the other one who's obviously a very, very influential figure in the history of fashion in the last 25 years. I know you weren't able to attend that show in person because you were doing an interview, but looking at it, from what you saw online, how do you think that new Celine is developing or the new new Celine?
Tim Blanks
Well, because I had all these messages from people saying, at last, something to buy. I was like, really? I was so curious to see what the show offered me. I thought he kind of coalesced all the various strands of Saline together. But I've. In all the analyses of Celine over the years, I don't think Michael Kurz has ever had the attention he deserved because I actually thought he did an extremely good job at Saline. You know, in the days when Narcissa Rodriguez was. Was. You know, there were so many really good American. It was when Mike Jacobs first came to Louis Vuitton as well, when Americans really made an impact in Paris.
Imran Ahmed
Yeah.
Tim Blanks
And. And so I actually, when I looked at it, I saw Michael Kors quite a lot. And that kind of period of Celine. And then everybody. I left it to everybody else to say, oh, yes, there's Phoebe and there's Eddie. And I think one thing that Michael Ryder has going for him is that everybody really, really likes him as a person. So he arrives on this tidal wave of goodwill. So I'm very keen to, you know, see how that develops with him.
Imran Ahmed
People want him to succeed. Yeah, there were so many people there. You know, there were people there who attended the show from Ralph Lauren, you know, where he worked just before Celine. There were people there from his Phoebe era days at Celine. You know, he had a lot of supporters and industry people attend, because I think you're right. I think he has a lot of goodwill. I only met him briefly after the show. I've not really met him before. But he's just. He's definitely got like a very friendly demeanor and Persona about him. And I think, you know, to your point around all those messages that you got from people saying, finally something to buy. I mean, I actually think Celine as a brand in the post Phoebe era became like a really, really desirable product led brand. Because there's probably no one better in fashion and creating, like, the perfect products than Hedy Sliman was. And I'm sure that the people at Celine didn't want to throw all of that away because that product led approach has really helped them. It's now like the third biggest fashion brand at lvmh. It's overtaken Fendi. So they needed to figure out a way of continuing from where he left off, but also give Michael Ryder a chance to kind of bring his own perspective into it. And I thought the styling of that show is where a lot of the creativity was. There was a lot of products for sure, but I thought it was presented in a way that was really fresh. And, you know, for a lot of people, it kind of reminded of them of the styling at the Dior show by Jonathan Anderson, which is interesting when you see that happen in two different places. And Jonathan was at that show. I wonder what he was thinking as he saw it was going down.
Tim Blanks
Well, I saw baggy pants with white Capezios for men, and I do believe I remember that look. I think when David Bowie was touring the let's Dance album, that seemed to be a look that was prevalent at the time. White capezios aren't my favorite shoes, for sure.
Imran Ahmed
No. Well, we'll see. I think that the silhouettes for men were really interesting. And I'm actually sure a lot of women will want to get into those clothes too. So it's interesting that they showed the men.
Tim Blanks
Well, that's what. That's what people said after Dior as well. There's going to be a lot of women looking at those clothes.
Imran Ahmed
Yeah. So that kind of brings us to the end, Tim. Like, there were some swan songs at this last round of couture shows as well. And, you know, you and I were talking about Daniel Rosebery's comments at Schiaparelli that, you know, this was the final chapter in a trilogy for him before he kind of completely changes what he's doing there. Changing the creative process, you know, changing the way the atelier and the design teams work. We also saw a kind of interim collection from the studio team at Chanel while everyone's waiting for Mathieu Blasi to start. And then there was also the armani show with Mr. Armani and absentia. And then of course, there was the last Demna Balenciaga show, which was a swan song as well. So, like we're really at this moment where there's this. Like, we're on the cusp of a lot of change.
Tim Blanks
Well, yeah, a handful of goodbyes and an armful of hellos. I mean, Armani. Just imagine if that was Armani's last show. That would be. That would be very sad if that was his last show. But it did have a very. When he described the outfits as looking like lines of ink, the very, very linear, very. And black, all black. And these very linear looks, very rigorous, I said I would still love to see him do a mid one more midnight blue collection. Because I think when he does those North African sky at night collections, they really are so gorgeous and sensual and. And remind you of why he is who he is. I did wonder with the Balenciaga collection. I mean, it's going to be so interesting to that really. That really whetted my appetite for Gucci because he said goodbye to his Balenciaga. To his Balenciaga. And I just wonder. He said goodbye to it. I mean, he's not gonna. He's obviously got a whole new bag of tricks up his sleeve. And I'm sitting there obliviously watching Elizabeth Taylor walk down the catwalk in her slip dress and mink coat. And maybe I was not looking full on at that moment. And I thought, oh, it's the singer Ray, who. I love the English singer Ray, who does look a little bit like Elizabeth Taylor. And then backstage, of course, Kim Kardashian as Elizabeth Taylor. And I thought, well, that's very convincing. I was. I guess it was. I was a bit heat struck. I wasn't seeing things right.
Imran Ahmed
The most interesting thing that he said backstage, I think, was this, which was at Balenciaga. There were. There were not a lot of codes that he could work with. So he needed to inject Demna codes into that business. And I think Demna codes are the ones that everyone in the industry got to know from vetements. And so that whole like Demna look that Balenciaga has become known for is really inflected with the Demna aesthetic. But there were so many signs that he is closing the chapter on that aesthetic. The first is that he said backstage, he said, at Gucci, I don't have a limitation on the number of codes. That brand is rich with codes. So I don't need, you know, at Balenciaga needed to put more of my own codes. Into it. But at Gucci, I have so much to work with. That was point one, and then point two, he did this retrospective of his time at Balenciaga. I don't know if you managed to catch it at the Kering headquarters, Tim, but it basically started with the very first look of that model, Eliza, from that very first Balenciaga show. That kind of created an. An earthquake in a fashion back. I don't know exactly what year that was, but, you know, I'll never forget that show. And it kind of took you through the entire history of everything that he's done. And there was this very clever magazine or kind of brochure that went along with it, made to look, of course, like a Cosmopolitan magazine. And it just, all of that just felt like he is really closing the chapter on that Demna aesthetic and that what we can expect is something different. I just. I don't know. I know everyone is worried or some people are concerned that, you know, it's just going to be more of what we've already seen, but I feel like there's more and more signals that what we're going to see in September is going to be really different.
Tim Blanks
Yeah. Yeah.
Imran Ahmed
Well, I guess. I guess that's it for this time. We don't normally do one of these at this time of year, but we thought it was good to do it given all the changes happening.
Tim Blanks
Well, obviously when we get back on October, we're going to have a whole lot more on our plate.
Imran Ahmed
Oh, yeah. I mean, we might need to do it like a special double edition because there will be so much to discuss.
Tim Blanks
I was just reading in the Guardian this morning about. No, it wasn't the Guardian. It was something else. What heat does to your brain capacity and what does it do after 25 degrees? Your ability to think straight decreases by a certain amount for every degree after 25 degrees. So I think my brain capacity has decreased a lot today. I was feeling particularly inarticulate there and particularly useless with my technology. Yeah.
Imran Ahmed
You know, I'm not feeling so articulate today, too. So maybe for everyone listening, you'll forgive Tim and I, we maybe didn't deliver our best conversation. But thanks. Thanks for your time as always, Tim.
Tim Blanks
We're scintillating when we're in cold temperatures.
Imran Ahmed
Exactly. All right, well, have a lovely rest of the day and stay cool.
Tim Blanks
Thank you, Imran.
Imran Ahmed
The BoF podcast is edited and produced by Olivia Davies and Eric Brea.
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Episode: In Paris, Hellos, Goodbyes and Waiting For Creative Change
Release Date: July 11, 2025
Hosts: Imran Ahmed (Founder and CEO of The Business of Fashion) and Tim Blanks
[00:57]
Imran Ahmed opens the episode by setting the stage for a comprehensive seasonal review amidst the bustling atmosphere of Paris Couture Week. He highlights the convergence of significant debuts and heartfelt farewells, mentioning key designers such as Jonathan Anderson at Dior, Michael Ryder at Celine, Glenn Martens at Maison Margiela, Rick Owens, and Demna’s final show for Balenciaga.
[02:45]
Tim Blanks shares his experience at the Dior show, noting the extreme climate control measures taken to protect priceless Chardin paintings borrowed from prestigious galleries. He comments, “...it was so hot in there, I was feeling for the Chardin's as I was feeling for myself as well.” This anecdote underscores the meticulous preparations and the sometimes overlooked spectator experience during high-profile fashion shows.
[03:05]
The discussion shifts to Jonathan Anderson's multifaceted role as both the creative force behind Dior and his personal brand, JW Anderson. Tim Blanks observes, “...Dior is like a performance for him, you know, like a role. And JW Anderson is the real Jonathan, his authentic self.”
[04:26]
Imran delves into Anderson's innovative retail installation at Galerie Joseph in Paris, praising its immersive design that offers a glimpse into Anderson's creative vision. Tim adds, “It was like being inside somebody else's head in a way that you never ever get to do in fashion.”
[06:03]
Tim highlights Jonathan Anderson's strategic approach to managing expectations amid a rapidly changing luxury market, remarking, “Give me time.” This strategy reflects Anderson's broader vision to balance Dior's legacy with his personal creative endeavors.
[07:44]
The hosts discuss the escalating price points in luxury fashion, with Tim noting, “...one of those coats is apparently £200,000 or something.” Imran counters by highlighting that high-end customers are still actively investing in luxury items, even placing substantial orders for future delivery.
[08:49]
Imran raises concerns about the sustainability of current pricing strategies, questioning the affordability for aspirational customers and suggesting that the industry may need a “reality check.” Tim agrees, indicating that luxury brands are beginning to reevaluate their product architecture to address the bloated middle tier of the traditional luxury pyramid.
[14:03]
Tim Blanks elaborates on Anderson's new store concepts, emphasizing the blend of art, functionality, and personal narrative. He praises the store’s curated items, stating, “...everything in that store is so loaded with a story.”
[16:45]
Imran adds that Anderson's approach signals a shift towards more personal storytelling and impeccably curated items in the luxury market, potentially setting a new standard for authenticity and customer engagement.
[21:23]
The conversation turns to Rick Owens' latest menswear presentation, with Tim expressing admiration for Owens' ability to scale his brand without compromising his unique vision. He describes the show as “elemental” and praises the consistency and evolution of Owens' work.
[23:14]
Imran highlights Owens' commitment to inclusivity, noting his efforts to create spaces where unconventional beauty standards are celebrated. Tim concurs, referencing Owens' iconic “Kiss boots” and their cultural impact, likening them to the “Stan Smith trainer of our days.”
[28:59]
Glenn Martens' transition from Diesel to Maison Margiela is a focal point, with Tim lauding Martens as "the future" and praising his mastery of fabric treatments. He remarks, “...when their actuality meets the level of their ambition.”
[32:30]
Imran probes the continuity between Martin Margiela’s legacy and Martens' vision, to which Tim responds by highlighting the faithful adoption of Margiela’s aesthetic elements, such as proportion and upcycling. Tim states, “If you looked at one of those outfits, you would have said Martin Margiela.”
[35:48]
The discussion shifts to Michael Ryder's takeover at Celine, succeeding Phoebe Philo and Hedi Slimane. Tim expresses optimism about Ryder’s leadership, noting his approachable persona and the positive industry reception. He mentions, “I actually thought he did an extremely good job at Saline...”
[38:01]
Imran emphasizes the strategic importance of maintaining Celine’s product-led legacy while allowing Ryder to infuse his own creativity. He observes, “The styling of that show is where a lot of the creativity was...”
[40:02]
The hosts reflect on significant departures in the couture sector, including Daniel Roseberry at Schiaparelli, interim shows at Chanel, Armani’s latest presentations, and Demna’s final Balenciaga show. Tim describes Armani’s collection as “very linear” but expresses hope for future creative ventures.
[42:45]
Imran discusses Demna’s farewell to Balenciaga, noting his intention to inject personal codes into new ventures like Gucci. He remarks on the "retrospective" nature of Demna's final Balenciaga show, signaling the end of an era and the anticipation of fresh directions in September’s fashion landscape.
[44:59]
Imran and Tim wrap up the episode by acknowledging the significant industry shifts and expressing excitement for the forthcoming changes slated for October. They humorously attribute their slightly inarticulate discussion to the heat, leaving listeners with a light-hearted farewell.
This episode provides an insightful exploration of the current state and future directions of the luxury fashion industry, featuring in-depth analyses of pivotal designers and their evolving brands amidst a backdrop of significant market shifts.