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City Chic Collective (ASX:CCX), the plus-size women's fashion retailer, has been a costly holding for fund managers. In June 2025, Acorn Capital reported City Chic fell almost 32% due to uncertainty over US tariffs, which affect operations generating around a quarter of revenue. In June 2024, Spheria noted the shares fell more than 50% after a capital raise and trading update, and Sandon Capital was deeply disappointed by the sale of US business Avenue for a poor price, falling revenue and profit and the need for new capital. City Chic operates in the Consumer Discretionary sector within the Specialty Retail industry, and Thesis Tracker has captured 3 comments from 3 fund managers, Acorn Capital, Spheria and Sandon Capital. Founded in 1992 and headquartered in Sydney, City Chic designs and sells plus-size women's apparel, footwear and accessories through stores and online in Australia, New Zealand and the United States.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Spheria Asset Management, Sandon Capital and Acorn Capital have invested in City Chic Collective Ltd (ASX:CCX).
The available fund manager commentary does not highlight specific opportunities, though City Chic's specialist position in plus-size women's fashion and online channels underpinned earlier investment cases.
Managers highlight challenging trading conditions, falling revenue and profit, discounted capital raisings, the poorly priced sale of Avenue and US tariff uncertainty affecting around a quarter of revenue, according to Sandon, Spheria and Acorn.
City Chic Collective Ltd. is an Australian-headquartered retailer specializing in women's apparel. Founded by Arnold Ian and Sara Miller in 1992, the company operates across Australia, New Zealand, South Africa, and the United States. Its diversified brand portfolio includes Millers, Crossroads, Katies, Autograph, and Rivers. Based in Alexandria, Australia, the company focuses on delivering fashion-forward products through these established retail channels to provide a broad market reach within the women's clothing sector.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.