Table of Contents
Issues in the Market
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- Main themes
- Definitions
Insights and Opportunities
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- Men behaving badly
- Less can be more, or at least cost more!
- M&S still struggling to attract younger consumers
- Food and clothes shopping crossovers
Market in Brief
-
- Clothing retailing in for a torrid time?
- Cautious consumers already starting to cut-back on discretionary goods
- Value retailers set to profit from the slowdown?
- Is less (and more expensive) more?
- Supermarkets sweep up a larger share of the clothing market?
Fast Forward Trends
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- Trend 1 – Open Source Marketing
- Definition
- What’s next?
- Trend 2 – Play Ethic
- Definition
- What’s next?
- Trend 3 – Brand Cooperation
- Definition
- What’s next?
Industry Insights
-
- Key points
- The market
- Strategies
- What’s selling?
- Designer/celebrity collaborations
- Pricing issues
- Opportunities for growth – international
- Opportunities for growth – fashion
- Retail winners and losers
- Online shopping
- Green/ethical issues
- Store design – important for the whole experience
- Customer service – making a difference
- The future
Internal Market Environment
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- Key points
- Inflation
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- Figure 1: UK: Clothing & footwear inflation, 1997-2007
- Competition from the supermarkets
- Growing online sales
- The seasons
Broader Market Environment
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- Key points
- Will an ageing population force changes?
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- Figure 2: UK: Population forecasts, age group, 2003-13
- Retail sales
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- Figure 3: UK: ONS retail sales v. BRC total sales, monthly year-on-year growth, May 2007-June 2008
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- Figure 4: UK: ONS retail sale, food v. non-food, Jan 2008-June 2008
- Consumer confidence
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- Figure 5: Nationwide Consumer Confidence Index, UK, Jan 2006-July 2008
Strengths and Weaknesses in the Market
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- Strengths
- Weaknesses
Who’s Innovating?
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- Key points
- Online overtakes in-store
- New Look launches Mylook community site
- Oli to add click-to-buy videos to its website
- Celebrity tie-ups remain in vogue
- Evans teams up with Beth Ditto to bring us designer plus size fashion
- Fashion and art
- Uniqlo opens pop-up-shop gallery to promote T-shirt range
Sector Size and Forecast
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- Key points
- The future
- Recession, what recession?
-
- Figure 6: Clothing specialists sales, UK, 2003-13
- Winners and losers
- The past
Market Size and Forecast
-
- Key points
- Market performance
-
- Figure 7: UK: Consumer spending on clothing & footwear, 2003-07
- Market size breakdown by sub-segment
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- Figure 8: Clothing spending, breakdown by COICOP category, UK, 2003-07
- Forecast
-
- Figure 9: Total spend on clothing & footwear and clothing specialsts (£m), 2003-13
- Figure 10: Forecast of Total spend on clothing & footwear, and specialists at current prices, 2008-13
- Clothing specialists share continues to decline
-
- Figure 11: Percentage share, clothing specialists within clothing and footwear, 2003-13
- Figure 12: Forecast, total spend on clothing and footwear, and specialists, at constant 2008 prices, 2003-13
- Deflation masks higher real growth
- Growing affluence bodes well
- Factors used in the forecast
The Consumer – Where They Buy Clothing
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- Key points
- Where they buy clothing?
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- Figure 13: Where they buy clothes, May 2008
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- Figure 14: Where they buy clothes, May 2008 (continued)
- The changing face of the UK high street
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- Figure 15: Outlets used for purchasing clothing in the last 12 months, 2003-08
- Your M&S
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- Figure 16: Where they buy for themselves, by gender, age and socio-economic group, May 2008
- Next
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- Figure 17: Where they buy clothing for themselves, by gender, age and socio-economic group, May 2008
- Primark
- The supermarkets
- Asda
- Tesco
- The others
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- Figure 18: Where they buy clothing for themselves, by gender, age and socio-economic group, May 2008
- Other major clothing retailers
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- Figure 19: Where they buy for themselves, by gender, age and socio-economic group, May 2008
- Clothing shoppers are more promiscuous
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- Figure 20: UK: Retailers used for clothing purchases, repertoire analysis, May 2008
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- Figure 21: UK: Retailers used for shopping for clothing, repertoire analysis, May 2008
The Consumer – What They Think of Buying Clothes
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- Key points
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- Figure 22: What they think of buying clothes, May 2008
- What they think of buying clothes?
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- Figure 23: What they think of buying clothes, by gender, age and socio-economic group, May 2008
- The price of your conscience
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- Figure 24: What they think of buying clothes, by gender, age and socio-economic group, May 2008
The Consumer – Attitudes Towards Clothes Shopping
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- Key points
- Attitudes to clothes shopping
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- Figure 25: UK: Attitudes towards clothes shopping, May 2008
- Men are still reluctant clothes shoppers
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- Figure 26: Attitudes to clothes shopping, men and women, selected UK data, May 2008
- Future intentions
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- Figure 27: UK: Clothing shopping intentions, attitude statements, May 2008
- Consumer typologies
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- Figure 28: UK: Clothes shopping, typologies, May 2008
- Group 1: Apathetic (38%)
- Who are the Apathetic?
- Group 2: Quality not Quantity (25%)
- Who are the Quality not Quantity group?
- Group 3: Shopaholics (19%)
- Who are the Shopaholics?
- Group 4: Shopping is a Chore (18%)
- Who are the Shopping is a Chore group?
Brand Elements
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- Brand map
-
- Figure 29: Brand map, clothing retailers, August 2008
- M&S
- What the brand is trying to achieve
- What the consumer thinks
-
- Figure 30: Attitudes towards the M&S brand, August 2008
- Monsoon
- What the brand is trying to achieve
- What the consumer thinks
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- Figure 31: Attitudes towards the Monsoon brand, August 2008
- Next/Next Directory
- What the brand is trying to achieve
- What the consumer thinks
-
- Figure 32: Attitudes towards Next/Next Directory brands, August 2008
- Sainsbury’s/Tu
- What the brand is trying to achieve
- What the consumer thinks
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- Figure 33: Attitudes towards the Sainsbury’s/Tu brands, July 2008
- Topshop/Topman
- What the brand is trying to achieve
- What the consumer thinks
-
- Figure 34: Attitudes towards Topshop/Topman brands, July 2008
- Brand qualities for clothing retailing
- John Lewis is top for authority
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- Figure 35: Personalities of various clothing retail brands, July 2008
- Experience of clothing retail brands
- M&S leads followed by Primark, ASDA & Tesco
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- Figure 36: Consumer usage of various clothing retail brands, July 2008
- Brand intentions for clothing retail brands
- M&S and Primark have the best retention
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- Figure 37: Consideration of various clothing retail brands, July 2008
- Brand momentum for clothing retail brands
- Primark and the supermarkets seen by more as the brands with the real momentum behind them
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- Figure 38: Momentum of various clothing retail brands, July 2008
- Brand satisfaction for clothing retail brands
- John Lewis rated number one in terms of satisfaction
-
- Figure 39: Satisfaction of various clothing retail brands, July 2008
- Brand motivation for clothing retail brands
- Primark comes top for shopping for myself, with John Lewis number one for gifting
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- Figure 40: Motivation of various clothing brands, July 2008
- Brand commitment to clothing retail brands
- John Lewis, Ted Baker and Monsoon worth more
-
- Figure 41: Commitment to various clothing retail brands, July 2008
- Round up
Retailer Competitor Analysis
-
- Key points
- Leading retailers
- UK bellwether M&S one of the first to show the effects of the slowdown
- Next grappling with growing store portfolio
- Value retailers poised for credit crunch boom?
-
- Figure 42: UK: Leading clothing retailers, 2007/08
- Non-specialists
- Evaluation
-
- Figure 43: UK: Selected UK clothing retailers, evaluation, 2008
- Market shares
-
- Figure 44: UK: Leading clothing retailers, market shares, 2007
Alexon Group
-
-
- Figure 45: Alexon Group Plc: Sales as share of clothing specialists in UK, 2003-07
- History
- Financial performance
-
- Figure 46: Alexon Group Plc: Group financial performance, 2003/04-2007/08
- Store portfolio
-
- Figure 47: Alexon Group Plc: Outlet data, 2003/04-2007/08
- Retail offering
- Market positioning
- Brands
- e-commerce and home shopping
-
Arcadia Group
-
-
- Figure 48: Arcadia Group Brands Ltd: Sales as share of clothing specialists in UK, 2003-07
- Strategic evaluation
- Varied portfolio
- But not all fascia performing to their potential
- Extending the boundaries
- Recent history
- Financial performance
-
- Figure 49: Arcadia Group: Group financial performance, 2003-07
- Topshop
- Topman
- Burton’s
- Dorothy Perkins
- Miss Selfridge
- Evans
- Wallis
- Store portfolio
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- Figure 50: Arcadia Group Brands Ltd: Outlet data, 2003-07
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- Figure 51: Arcadia Group: Breakdown of International outlets, July 2008
-
- Figure 52: Arcadia Group: Breakdown of European outlets by fascia, July 2008
- Retail offering
- Topshop
- Topman
- Dorothy Perkins
- Burton
- Miss Selfridge
- Evans
-
- Figure 53: Evans – Sub-branding portfolio, 2008
- Wallis
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- Figure 54: Arcadia Group: Breakdown of advertising spend of main fascia, 2007
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- Figure 55: Arcadia Group: Websites, 2008
-
Benetton Group
-
-
- Figure 56: Benetton (Europe): Sales as share of clothing specialists in Europe, 2003-07
- Strategic evaluation
- History
- Financial performance
-
- Figure 57: Benetton Group: Group financial performance, 2003-07
- Store portfolio
-
- Figure 58: Benetton Group: Outlet data, 2003-07
- Retail offering
-
- Figure 59: Benetton Group: Sales by brand, 2007
-
Bhs
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-
- Figure 60: Bhs: Sales as share of clothing specialists’ sales in UK, 2003-07
- Strategic evaluation
- Background
- Financial performance
-
- Figure 61: Bhs: Group financial performance, 2002/03-2006/07
- Store portfolio
-
- Figure 62: Bhs: Outlet data, 2003-07
-
- Figure 63: Bhs: International franchises, number of outlets, 2003-08
- Retail offering
- Womenswear
-
- Figure 64: Bhs: Own-brand clothing product offer, 2008
- Menswear
- Childrenswear
-
Ethel Austin
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-
- Figure 65: Ethel Austin Ltd: Sales as share of clothing in UK, 2003-07
- History
- Financial performance
-
- Figure 66: Ethel Austin Ltd: Group financial performance, 2003-07
- Store portfolio
-
- Figure 67: Ethel Austin Ltd: Outlet data, 2003-07
- Retail offering
-
Gap
-
-
- Figure 68: Gap Inc: Sales as share of clothing specialists in UK, 2002-06
- History
- Financial performance
-
- Figure 69: Gap Inc: Group financial performance, 2003/04-2007/08
- Store portfolio
-
- Figure 70: Gap Inc: Outlet data, 2004-08
- Retail offering
- Womenswear
- Menswear
- Childrenswear
-
Grupo Inditex
-
-
- Figure 71: Grupo Inditex: Sales as share of clothing specialists’ sales in Europe, 2003-07
- Strategic evaluation
- Recent history
- Financial performance
-
- Figure 72: Grupo Inditex: Group financial performance – continuing operations, 2003/04-2007/08
-
- Figure 73: Grupo Inditex: Sales growth by type, 2003/04-2007/08
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- Figure 74: Grupo Inditex: Estimated sales in key European markets, 2004/05-2007/08
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- Figure 75: Grupo Inditex: Consolidated sales by geographic region, year to January 2004-08
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- Figure 76: Grupo Inditex: Sales performance by fascia, 2003/04-2007/08
- Store portfolio
-
- Figure 77: Grupo Inditex: Outlet and country numbers, 2003/04-2007/08
-
- Figure 78: Grupo Inditex: Outlet numbers by fascia, 2003/04-2007/08
-
- Figure 79: Grupo Inditex: Outlet data by fascia, 2003/04-2007/08
- Figure 80: Grupo Inditex: European outlet numbers by country and fascia, January 2008
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- Figure 81: Grupo Inditex: Breakdown of proportion of company owned and franchise stores, by fascia, 2006-07
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- Figure 82: Grupo Inditex: Expansion plans, 2008
- Retail offering
- Zara
- Massimo Dutti
- Bershka
-
- Figure 83: Grupo Inditex: Company websites, 2008
-
H&M Hennes & Mauritz
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-
- Figure 84: H&M Hennes & Mauritz: Sales as share of clothing specialists’ sales in Europe, 2003-07
- Figure 85: H&M Hennes & Mauritz: Sales as share of clothing specialists’ sales in the UK, 2003-07
- Strategic evaluation
- Recent history
- Financial performance
-
- Figure 86: H&M Hennes & Mauritz: Group financial performance, 2002/03-2006/07
-
- Figure 87: H&M Hennes & Mauritz Sales by: country, 2002/03-2006/07
- Store portfolio
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- Figure 88: H&M Hennes & Mauritz: Outlet data, 2003-07
-
- Figure 89: H&M Hennes & Mauritz: Sales per outlet, 2003-07
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- Figure 90: H&M Hennes & Mauritz: Comparison of percentage increase in sales vs percentage increase in outlet numbers, European markets, 2005/06-2006/07
- Retail offering
-
- Figure 91: H&M, own brand portfolio, 2008
- H&M – Cos
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- Figure 92: H&M Hennes & Mauritz: Breakdown of advertising expenditure in the UK, 2007
-
Marks & Spencer
-
-
- Figure 93: Marks & Spencer: Sales as share of clothing specialists in the UK, 2003-07
- Strategic evaluation
- Recent history
- Financial performance
-
- Figure 94: M&S: Group financial performance – continuing operations, 2002/03-2007/08
- Highlights in the UK
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- Figure 95: M&S: UK retail sales by product category, 2005/06-2007/08
-
- Figure 96: M&S: International sales performance, 2005/06-2007/08
- Store portfolio
-
- Figure 97: M&S: Outlet data, 2004-08
- European franchises
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- Figure 98: M&S: Breakdown of European franchise outlets, 2004-08
-
- Figure 99: M&S: Other global locations, April 2008
- Retail offering
-
- Figure 100: Marks & Spencer: Womenswear and menswear own brand portfolio, 2008
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- Figure 101: Marks & Spencer: Clothing price architecture 2004-08
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- Figure 102: Marks & Spencer: Menswear – Suits, price architecture, 2008
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- Figure 103: M&S: Breakdown of advertising expenditure in the UK, 2007
-
Mackays Stores Group
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-
- Figure 104: Mackays Stores Group Ltd: Sales as share of clothing specialists in UK, 2002-06
- Recent history
- Financial performance
-
- Figure 105: Mackays Stores Group Ltd: Group financial performance, 2002/03-2006/07
- Store portfolio
-
- Figure 106: Mackays Stores Group Ltd: Outlet data, 2003-07
- Retail offering
- Brands
-
Mango Group
-
-
- Figure 107: Mango Group: Sales as share of clothing specialists’ sales in Europe, %, 2003-07
- Figure 108: Mango Spain: Sales as share of all clothing specialists’ sales in Spain, 2003-07
- Strategic evaluation
- Recent history
- Financial performance
-
- Figure 109: Mango Group: Group financial performance, 2003-08
-
- Figure 110: Mango: Estimated performance by major markets, 2007
- Store portfolio
-
- Figure 111: Mango Group: Outlet data, 2002-07
-
- Figure 112: Mango Group: Breakdown of stores in Europe, 2004-08
- Retail offering
-
- Figure 113: Mango: Breakdown of advertising expenditure in the UK, 2007
-
Matalan
-
-
- Figure 114: Matalan: Sales as share of clothing specialists’ sales in UK, %, 2003-07
- Strategic evaluation
- Right economic situation, wrong location?
- Potential consumer backlash
- Attempting to be the same, but different
- Recent history
- Financial performance
-
- Figure 115: Matalan: Group financial performance, 2003-08
- Store portfolio
-
- Figure 116: Matalan: Outlet data, 2003-07
- Retail offering
-
- Figure 117: Matalan: Own brand womenswear portfolio, 2008
- Operational issues
-
Monsoon
-
-
- Figure 118: Monsoon Plc: Sales as share of clothing specialists in UK, 2002-06
- History
- Financial performance
-
- Figure 119: Monsoon Plc: Group financial performance, 2002/03-2006/07
- Store portfolio
-
- Figure 120: Monsoon Plc: Outlet data, 2003-07
- Retail offering
-
Mosaic Fashions
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-
- Figure 121: Mosaic Fashions Ltd: Sales as share of clothing specialists’ sales in UK, 2004-07
- Strategic evaluation
- Recent history
- Financial performance
-
- Figure 122: Mosaic Fashions Ltd: Group financial performance, 2003/04-2007/08
-
- Figure 123: Mosaic Fashions Ltd: Estimated share of sales by fascia, 2007/08
- Store portfolio
-
- Figure 124: Mosaic Fashions Ltd: Outlet data, 2004-08
- Retail offering
- Warehouse
- Oasis
- Coast
- Principles
- Karen Millen
- Operational issues
- e-commerce and home shopping
-
New Look
-
-
- Figure 125: New Look: Sales as share of clothing specialists’ sales in Europe, %, 2003-07
- Figure 126: New Look: Sales as share of clothing specialists’ sales in UK, 2003-07
- Strategic evaluation
- Recent history
- Financial performance
-
- Figure 127: New Look Group Plc: Group financial performance, 2003/04-2007/08
- Store portfolio
-
- Figure 128: New Look Group Plc: Outlet data, 2004-08
-
- Figure 129: New Look Group: Outlet data by country, 2007-08
- Retail offering
-
- Figure 130: New Look womenswear own brand clothing portfolio, 2008
-
- Figure 131: New Look: Breakdown of advertising expenditure in the UK, 2007
-
Next Group
-
-
- Figure 132: Next Group: Sales as share of clothing retailers’ sales in UK, 2003-07
- Strategic evaluation
- Background
- Financial performance
-
- Figure 133: Next: change in average selling prices, by season, 2006-08
- Figure 134: Next Group: Group financial performance, 2003/04-2007/08
- Store portfolio
-
- Figure 135: Next Group: outlet data, 2003-07
-
- Figure 136: Next: Refit /refurbishment plans, 2008-09
- International
-
- Figure 137: Next: International outlets, 2007-09
- Retail offering
-
- Figure 138: Next: Menswear suits price architecture, 2008
-
Peacocks/Bonmarché
-
- History
- Financial performance
-
- Figure 139: Peacocks/bonmarché: Group financial performance, 2002/03-2006/07
- Store portfolio
-
- Figure 140: Peacocks/Bonmarche: Outlet data, 2003-07
- Retail offering
-
- Figure 141: Peacocks and Bonmarche sub-brands, 2008
- e-commerce and home shopping
Primark/Penneys
-
-
- Figure 142: Primark/Penneys: Sales as share of clothing specialists’ sales in UK, 2003-07
- Strategic evaluation
- Background
- Financial performance
-
- Figure 143: Primark/Penneys: Group financial performance, 2002/03-2006/07
- Store portfolio
-
- Figure 144: Primark/Penneys: Outlet data, 2003-07
- Retail offering
-
- Figure 145: Primark: Breakdown of sales revenue by product category, 2007
-
- Figure 146: Primark: Own brand portfolio, 2007
-
River Island
-
-
- Figure 147: River Island Clothing Co Ltd: Sales as share of clothing specialists in UK, 2003-07
- History
- Financial performance
-
- Figure 148: River Island Clothing Co Ltd: Group financial performance, 2002-07
- Store portfolio
-
- Figure 149: River Island Clothing Co Ltd: Outlet data, 2002-07
- Retail offering
- Product offer
-
TK Maxx
-
-
- Figure 150: TK Maxx: Sales as share of clothing specialists’ sales in UK, 2003-07
- History
- Financial performance
-
- Figure 151: TK Maxx: Group financial performance, 2003/04-2007/08
- Store portfolio
-
- Figure 152: TK Maxx: Outlet data, 2003/04-2007/08
- Retail offering
-
Major Non-specialists
-
-
- Figure 153: UK: Major non-specialists clothing sales estimates, 2007
- Supermarkets
- George at Asda
- Sainsbury’s (Tu)
- Tesco
-
Retail Advertising and Promotion
-
- Key points
- Trends in total advertising expenditure
-
- Figure 154: Main media advertising spend, by leading clothing retailers, 2003-07
-
- Figure 155: Main media advertising spend by leading clothing retailers, by media, 2003-07
Appendix
-
- Abbreviations
Appendix: Market Size and Forecast
-
- Definition of the market
Appendix: Where They Buy Clothing
-
-
- Figure 156: Where they buy for themselves, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
- Figure 157: Where they buy clothing for themselves, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
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- Figure 158: Where they buy clothing for themselves, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
- Figure 159: Where they buy clothing for themselves, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
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- Figure 160: Where they buy clothing for themselves, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
- Figure 161: Where they buy clothing for themselves, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
-
- Figure 162: What they think of buying clothes, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
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Appendix: What They Think of Buying Clothes
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- Figure 163: What they think of buying clothes, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
- Figure 164: What they think of buying clothes, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
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Appendix: Attitudes Towards Clothes Shopping
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- Figure 165: Attitudes towards shopping for clothes, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
- Figure 166: Attitudes towards shopping for clothes, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
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- Figure 167: Attitudes towards shopping for clothes, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
- Figure 168: Attitudes towards shopping for clothes, by Mintel’s special groups, region, ACORN groups, technology users, daily newspapers, commercial TV viewing and supermarket used, May 2008
- Typologies
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- Figure 169: Consumer typologies, by statements, May 2008
- Cluster demographics
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- Figure 170: Consumer typologies, by gender, age, socio-demographic group, lifestage, ACORN group, TV viewing, region, daily newspaper and supermarket used, August 2008
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