Inflation Cuts Online Fashion Down to Size

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Heard on the Street: Online-only fashion retailers that boomed during the pandemic won’t be flattered by the latest inflation trend

Pure e-commerce retailers may have better growth prospects, but costs are rising faster for home delivery than for physical stores

Where in Americans’ household budgets is inflation hitting the hardest? WSJ’s Jon Hilsenrath traces the roots of the rising prices to learn why some sectors have risen so much more than others. Photo Illustration: Laura Kammermann/WSJOnline-only fashion retailers that boomed during the pandemic won’t be flattered by the latest inflation trend.

Shares in Zalando and ASOS, which sell clothing purely over the internet, are down 59% and 48% since the start of the year, respectively. Fashion stocks

 

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