Table of Contents
Europe – Overview
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- Country and company coverage
- Consumer research coverage
- Definitions
- Retail sector definitions
- Consumer spending definitions
- Financial definitions
- Currencies
- VAT rates
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- Figure 1: VAT rates around Europe, 2011-16
- Abbreviations
Executive Summary – Europe – The Market
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- Spending on clothing and footwear
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- Figure 2: Europe: Spending on clothing, 2011-15
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- Figure 3: Europe: Consumer spending on clothing, growth pa, 2011-15
- Figure 4: Europe: Consumer spending per capita on clothing, 2015
- Clothing specialists’ sales
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- Figure 5: Europe: Clothing specialists sales (excl. VAT), 2012-16
- Figure 6: Europe: Clothing specialists forecast sales, 2017-21
- Specialists relative to the market
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- Figure 7: Europe: Specialists’ sales relative to all clothing spending, gain or loss, 2015 on 2010
- All clothing and footwear specialists sales
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- Figure 8: Europe: Clothing and footwear specialists sales, excl. VAT, 2012-16
- Figure 9: Europe: Clothing and footwear specialists forecast sales, excl. VAT, 2017-21
- Online
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- Figure 10: Europe: Proportion of individuals who have bought something online in last three months, 2011-15
- Figure 11: Europe: Proportion of individuals who have bought clothing or sports goods online in last 12 months, 2011-15
- Online sales
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- Figure 12: Major European economies: Online clothing and footwear sales, 2015
- Leading players
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- Figure 13: Europe: Top 30 leading clothing specialist retailers, sales, 2013/14-2015/16
- Figure 14: Europe: Top 30 leading clothing specialist retailers outlet numbers, 2013/14-2015/16
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- Figure 15: Europe: Top 30 leading clothing specialist retailers, sales per outlet, 2013/14-2015/16
- Market share gains and losses
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- Figure 16: Major European clothing retailers, market share gains and losses, 2015
- Market shares
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- Figure 17: Europe: Top 10 clothing retailers sales as % all spending on clothing, 2013-15
- What we think
Executive Summary – Europe – The Consumer
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- Where they shop
- Online vs in-store
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- Figure 18: Europe: Number of clothing shoppers, in-store and online, July 2016
- Specialists
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- Figure 19: Europe: Use of specialists for buying clothing, in-store and online, July 2016
- Supermarkets
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- Figure 20: Europe: Use of supermarkets for buying clothing, in-store and online, July 2016
- Online
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- Figure 21: Europe: Use of online-only businesses for buying clothing, July 2016
- Attitudes to shopping for clothes
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- Figure 22: Europe: Those who agree with attitude statements, July 2016
- Behaviours when shopping for clothes
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- Figure 23: Europe: Those who agree with the statements on technology use, July 2016
Executive Summary – Europe – Innovation and Launch Activity
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- Zalando hosts tech-focused Bread & Butter
- Zara uses tech to enhance changing room experience
- LENA ups the ante on apparel sharing
- Etam Group trials size recommendation technology
- The Travelling Tailor Mates on-demand service
- Patagonia’s Worn Wear Tour
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- Figure 24: Patagonia’s Worn Wear Tour, 2016
- The next generation in clothing delivery
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- Figure 25: ZOOT Try & Buy Stores, 2016
France
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Spending and inflation
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- Figure 26: France: Consumer spending on clothing and share of all spending, 2012-16
- Channels of distribution
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- Figure 27: France: Estimated channels of distribution for clothing and footwear spending, 2015
- Sector size and forecast
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- Figure 28: France: Specialist clothing retailers’ sales and share of all retail sales, 2012-16
- Leading players
- Key metrics
- Market shares
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- Figure 29: France: Leading specialist clothing retailers’ shares of consumer spending on clothing and footwear, 2015
- Online
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- Figure 30: France: Proportion of people saying they have bought clothing or sports goods online in the last year, 2010-15
- The consumer
- Where they shop
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- Figure 31: France: Where people shopped for clothing in the past 12 months, by retailer, online/catalogue vs in-store, July 2016
- Attitudes to shopping for clothing
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- Figure 32: France: Profile of those who agree with the attitudes statements, July 2016
- Behaviours when shopping for clothing
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- Figure 33: France: Agreement with various shopping behaviours, July 2016
- What we think
- Issues and insights
- Specialists need to up their game online
- The facts
- The implications
- Is the middle market a danger zone?
- The facts
- The implications
- The market – What you need to know
- Economy showing signs of an uplift
- Clothing spending subdued
- Shoppers use a variety of retail channels
- Clothing retailers
- Spending and inflation
- Economic recovery taking hold, boosted by consumer spending
- Clothing market is low growth
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- Figure 34: France: Consumer spending on clothing and footwear (incl. VAT), 2012-16
- Inflation
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- Figure 35: France: Consumer prices * of clothing and footwear, annual % change, 2011-15
- Figure 36: France: Consumer prices * of clothing and footwear, annual % change, January 2015-August 2016
- Market segmentation
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- Figure 37: France: Clothing market, estimated segmentation, 2011-15
- Channels of distribution
- Department stores and mixed goods
- Hypermarkets/supermarkets
- Home shopping/online (non-store)
- Other
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- Figure 38: France: Estimated distribution of consumer spending on clothing and footwear, 2015
- Sector size and forecast
- Total retail sales recovered in 2015, further growth forecast in 2016
- Specialists’ weak performance continues
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- Figure 39: France: Clothing specialists’ sales (excl. VAT), 2012-16
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- Figure 40: Forecast clothing specialists’ sales forecasts (excl. VAT), 2016-21
- Leading players – What you need to know
- Vivarte struggling
- H&M, Zara and Mango driving growth
- Crowded middle ground
- Foreign-owned fast fashion capturing more spending
- Online growing
- But store-based retailers missing out
- Leading players
- Vivarte in trouble
- Overcrowded middle ground
- Kiabi doing well
- Foreign fast fashion players driving growth
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- Figure 41: France: Leading clothing specialists, sales (excl Vat), 2013-15
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- Figure 42: France: Leading clothing specialists, outlet numbers, 2013-15
- Figure 43: France: Leading clothing specialists, sales per outlet, 2013-15
- Market shares
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- Figure 44: France: Leading clothing retailers, sales as % all spending on clothing and footwear, 2013-15
- Online
- The online sector as a whole
- Shopping for clothing online
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- Figure 45: France: Proportion of people saying they have bought clothing or sports goods online in the last year, 2010-15
- Leading online players
- Specialists
- Online-only retailers
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- Figure 46: France: Leading online retailers’ estimated clothing sales (excl. Vat), 2013-15
- The consumer – What you need to know
- Widespread buying behaviour
- Non-specialists as popular as specialists
- H&M leads in store-based shopping
- Online appeals to younger customers
- Overpopulated middle ground
- Online and in-store increasingly integrated
- Where they shop
- Clothes shopping near universal
- Non-specialist retailers as popular as clothing specialists
- Usage of online-only retailers lags behind Germany and Italy
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- Figure 47: France: Where people shopped for clothing in the past 12 months, by broad category, July 2016
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- Figure 48: France: Profile of who shops where, by broad category, July 2016
- Purchasers by retailer
- H&M leads, with Kiabi in second place
- Amazon popular but lower usage than in Germany, Italy and Spain
- Online-only retailers the most important non-specialist category
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- Figure 49: France: Where people shopped for clothing in the past 12 months by retailer, whether in-store or online/by catalogue, July 2016
- In-store vs online
- Kiabi the most popular store-based retailer online
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- Figure 50: France: Where people shopped for clothing in the past 12 months, online/catalogue vs in-store, July 2016
- Customer profiles
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- Figure 51: France: Profile of who shops where, July 2016
- Attitudes to shopping for clothing
- Consumers value integration between stores and online
- Store-based retailers need to translate in-store strengths to online
- Online-only retailers need to adapt offer too
- Delivery charges deter online shopping
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- Figure 52: France: Attitudes to shopping for clothing, July 2016
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- Figure 53: France: Profile of those who agree with attitudes statements, July 2016
- Behaviours when shopping for clothing
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- Figure 54: France: Agreement with various shopping behaviours, July 2016
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- Figure 55: France: Profile of those agreeing with various shopping behaviours, July 2016
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
Germany
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Spending on clothing and footwear
- Inflation
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- Figure 56: Germany: Consumer prices for clothing and footwear, annual % change, 2015-16
- Consumer confidence
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- Figure 57: Germany: Consumer and retailer confidence levels, January 2015-August 2016
- Market segmentation
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- Figure 58: Germany: Clothing market, estimated segmentation, 2015
- Channels of distribution
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- Figure 59: Germany: Estimated distribution of spending on clothing and footwear, 2015
- Sector size and forecast
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- Figure 60: Germany: Specialist clothing retailers sales as % all spending on clothing, 2011-15
- Leading players
- Key metrics
- Some retailers struggling
- Market shares
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- Figure 61: Germany: Leading clothing specialists, sales as % all spending on clothing and footwear, 2013-15
- Online
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- Figure 62: Germany: Proportion of people saying they have bought clothing or sports goods online in the last year, 2010-15
- The consumer
- Where they shop
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- Figure 63: Germany: Where people shopped for clothing in the past 12 months, by retailer, July 2016
- Attitudes to shopping for clothing
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- Figure 64: Germany: Attitudes to shopping for clothing, July 2016
- Behaviours when shopping for clothing
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- Figure 65: Germany: Agreement with various shopping behaviours, July 2016
- What we think
- Issues and insights
- Decline of the specialists
- The facts
- The implications
- Too many low-priced retailers?
- The facts
- The implications
- Development of online in clothing shopping
- The facts
- The implications
- The market – What you need to know
- Spending on clothing and footwear
- Inflation
- Consumer confidence
- Channels of distribution
- Sales by clothing specialists
- Spending and inflation
- Economy and consumer confidence
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- Figure 66: Germany: Consumer and retailer confidence levels, January 2015-August 2016
- Consumer spending on clothing and footwear
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- Figure 67: Germany: Consumer spending on clothing and footwear (inc VAT), 2012-16
- Inflation
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- Figure 68: Germany: Consumer price inflation for clothing and footwear, annual percentage change, 2011-15
- Figure 69: Germany: Consumer prices for clothing and footwear, Annual % change, 2015-16
- Market segmentation
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- Figure 70: Germany: Clothing market, estimated segmentation, 2015
- Channels of distribution
- Specialists dominate
- Grocery sector small role in clothing
- Mixed goods
- Non-store growing fast
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- Figure 71: Germany: Estimated distribution of spending on clothing and footwear, 2015
- Sector size and forecast
- Clothing specialists weak
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- Figure 72: Germany: Specialist clothing retailers’ sales as % all spending on clothing, 2011-15
- Figure 73: Germany: Clothing specialists sales (excl. VAT), 2012-16
- The weakness likely to continue
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- Figure 74: Germany: Clothing specialists sales forecasts (excl. VAT) 2016-21
- Leading players – What you need to know
- H&M leads the sector
- Some retailers struggling
- Fragmented market
- Online is growing
- Leading players
- Winners
- Zalando leading the online charge
- Large numbers of discounters
- Share losses
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- Figure 75: Germany: Leading clothing specialists, sales (excl Vat), 2013-15
- Figure 76: Germany: Leading clothing specialists, outlet numbers, 2013-15
- Figure 77: Germany: Leading clothing specialists, sales per outlet, 2013-15
- Market shares
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- Figure 78: Germany: Leading clothing retailers, sales as % all spending on clothing and footwear, 2013-15
- Online
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- Figure 79: Germany: Proportion of people saying they have bought clothing or sports goods online in the last year, 2010-15
- Online spending on clothing
- Online clothing retailers
- eBay
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- Figure 80: Germany: Leading clothing retailers’ online sales (excl. Vat), 2013-15
- The consumer – What you need to know
- Specialists in decline
- Shops and home shopping used interchangeably
- C&A most used
- Online appeals to younger customers
- Online and in-store complementary
- Smartphone usage still developing
- Where they shop
- Broad category
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- Figure 81: Germany: Where people shopped for clothing in the past 12 months, by broad category, July 2016
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- Figure 82: Germany: Profile of who shops where by broad category, July 2016
- Purchasers by retailer
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- Figure 83: Germany: Where people shopped for clothing in the past 12 months, by retailer, July 2016
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- Figure 84: Germany: Profile of who shops where, by retailer across all channels, July 2016
- Attitudes to shopping for clothing
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- Figure 85: Germany: Attitudes to shopping for clothing, July 2016
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- Figure 86: Germany: Profile of those who agree with attitude statements, July 2016
- Attitudes by retailer
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- Figure 87: Germany: Attitudes to clothing purchases by retailers bought from, July 2016
- Behaviours when shopping for clothing
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- Figure 88: Germany: Agreement with various shopping behaviours, July 2016
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- Figure 89: Germany: Profile of those agreeing with various shopping behaviours, July 2016
- Attitudes by retailer
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- Figure 90: Germany: Use of technology while shopping by retailers used, July 2016
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
Italy
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Spending and inflation
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- Figure 91: Italy: Consumer prices * of clothing and footwear, annual % change, January 2015-August 2016
- Channels of distribution
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- Figure 92: Italy: Estimated distribution of consumer spending on clothing and footwear, 2015
- Sector size and forecast
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- Figure 93: Italy: Sales by clothing and footwear specialists as % all spending on clothing and footwear, 2012-16
- Leading players
- Key metrics
- Market leaders
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- Figure 94: Italy: Leading clothing specialists, sales as % of all spending on clothing and footwear, 2013-15
- Online
- The consumer
- Where they shop
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- Figure 95: Italy: The consumer: Where people shopped for clothing in the past 12 months, by broad category, July 2016
- H&M and OVS are the most used retailers
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- Figure 96: Italy: Where people shop for clothing in the past 12 months, by retailer, July 2016
- Young people drive clothes purchasing
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- Figure 97: Italy: Attitudes to shopping for clothing, July 2016
- The omnichannel experience is increasingly important
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- Figure 98: Italy: Attitudes to shopping for clothing, by gender, July 2016
- Behaviours when shopping for clothing
- What we think
- Issues and insights
- The drive to modernise Italian retailing is coming from outside
- The facts
- The implications
- The opportunity in online
- The facts
- The implications
- The market – What you need to know
- Economy edging forward
- Clothing demand weak
- Inflation falling
- Clothing dominant
- Clothing specialists strong
- Modest growth
- Spending and inflation
- Economic recovery showing worrying signs of weakness of late
- Increased spend on clothing
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- Figure 99: Italy: Consumer spending on clothing and footwear (incl. VAT), 2012-16
- Inflation
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- Figure 100: Italy: Consumer prices * of clothing and footwear, annual % change, 2011-15
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- Figure 101: Italy: Consumer prices * of clothing and footwear, annual % change, January 2015-August 2016
- Market segmentation
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- Figure 102: Italy: Clothing market, estimated segmentation, 2015
- Channels of distribution
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- Figure 103: Italy: Estimated distribution of consumer spending on clothing and footwear, 2015
- Sector size and forecast
- 2015 total retail sales growth up, but expected to slow in 2016
- Sales through specialists accelerated in 2015
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- Figure 104: Italy: Clothing, footwear and textiles specialists’ sales (excl. VAT), 2012-16
- Figure 105: Italy: Forecast clothing, footwear and textiles retailers’ sales (excl. VAT), 2016-21
- Leading players – What you need to know
- Market leaders
- Fragmented market
- Online underdeveloped
- Leading players
- Market leaders doing well
- Some established players struggling
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- Figure 106: Italy: Leading clothing specialists, sales, 2013-15
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- Figure 107: Italy: Leading clothing retailers, outlet numbers, 2013-15
- Figure 108: Italy: Leading clothing retailers, sales per outlet, 2013-15
- Market shares
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- Figure 109: Italy: Leading clothing retailers, sales as % of all spending on clothing and footwear, 2013-15
- Online
- Shopping for clothing online
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- Figure 110: Italy: Proportion of all individuals saying they have purchased goods online in the last year, 2010-15
- Leading retailers
- The consumer – What you need to know
- Specialists dominate the Italian clothing sector
- H&M and OVS are the most used retailers
- Young people drive clothes purchasing
- Online clothes shopping is underdeveloped
- Consumers reluctant is shop online for clothes
- Trying on clothing ahead of purchase is important
- The omnichannel experience is increasingly important
- Where they shop
- Three-quarters of consumers shop at non-specialists
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- Figure 111: Italy: Where people shopped for clothing in the last 12 months, by broad category, July 2016
- H&M and OVS are the leading retailers
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- Figure 112: Italy: Where people shopped for clothing in the past 12 months, by retailer, July 2016
- Women more likely to shop at specialist retailers
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- Figure 113: Italy: Where people shopped for clothing in the past 12 months, by gender, July 2016
- Young people drive clothing purchasing
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- Figure 114: Italy: Where people shopped for clothing in the past 12 months, by age, July 2016
- Attitudes to shopping for clothing
- Delivery costs impact the number of people shopping online
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- Figure 115: Italy: Attitudes to shopping for clothing, July 2016
- More women struggle to find clothes that are the right size
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- Figure 116: Italy: Attitudes to shopping for clothing, by gender, July 2016
- Over 55s most inspired by in-store displays
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- Figure 117: Italy: Attitudes to shopping for clothing, by age, July 2016
- Supermarket shoppers least likely to find store staff helpful
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- Figure 118: Italy: Attitudes to shopping for clothing, by retailers used, July 2016
- Behaviours when shopping for clothing
- More than half research a retailer online before buying clothes
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- Figure 119: Italy: Agreement with various shopping behaviours, July 2016
- Smartphone usage instore driven by 16-24s
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- Figure 120: Italy: Agreement with various shopping behaviours, by age, July 2016
- Guess shoppers most likely to use smartphones instore
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- Figure 121: Italy: Agreement with various shopping behaviours, by retailers used, July 2016
- OVS customers least likely to research fashion trends using social media
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- Figure 122: Italy: Agreement with various shopping behaviours, by retailers used, July 2016
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
Spain
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Spending and inflation
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- Figure 123: Spain: Consumer spending on clothing and footwear (incl VAT), 2012-16
- Market segmentation
- Channels of distribution
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- Figure 124: Spain: Distribution of consumer spending on clothing and footwear, 2015
- Sector size and forecast
- Leading players
- Key metrics
- Market shares
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- Figure 125: Spain: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2015
- Online
- The consumer
- Where they shop
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- Figure 126: Spain: The consumer: Where people shopped for clothing in the past 12 months, by retailer: Online/catalogue vs in-store, July 2016
- Attitudes to shopping for clothing
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- Figure 127: Spain: Attitudes to shopping for clothing, July 2016
- What we think
- Issues and insights
- Specialists gaining share, but some more than others
- The facts
- The implications
- What are the opportunities for clothing online?
- The facts
- The implications
- The market – What you need to know
- Clothing market delivers positive growth
- Womenswear spend grows ahead of menswear
- Clothing prices inflate 0.4%
- Clothing specialists’ sales growth accelerates
- Spending and inflation
- Clothing market delivers positive growth
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- Figure 128: Spain: Consumer spending on clothing and footwear (incl VAT), 2012-16
- Improvements in the Spanish economy
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- Figure 129: Spain: Retail confidence and consumer confidence indicator, January 2015-September 2016
- Inflation
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- Figure 130: Spain: Consumer prices* of clothing and footwear, annual % change, 2011-15
- Figure 131: Spain: Consumer prices* of clothing and footwear, annual % change, January 2015-August 2016
- Market segmentation
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- Figure 132: Spain: Clothing, retail market segmentation, 2014 and 2015
- Channels of distribution
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- Figure 133: Spain: Estimated distribution of consumer spending on clothing and footwear, 2015
- Sector size and forecast
- Clothing specialists’ sales growth accelerates
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- Figure 134: Spain: Clothing specialists’ sales (excl. VAT), 2012-16
- Figure 135: Spain: Clothing specialists’ sales forecasts (excl. VAT), 2016-21
- Growth of specialists’ sector outpaces consumer spending
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- Figure 136: Spain: Clothing sector sales as a proportion of all spending on clothing, 2012-16
- Leading players – What you need to know
- Inditex dominates, but Primark is growing fast
- Market share gains for Inditex, H&M and Primark
- Online development lags behind Europe, but is catching up
- Leading players
- Sales
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- Figure 137: Spain: Leading clothing specialists, sales (excl vat), 2012-15
- Outlets
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- Figure 138: Spain: Leading clothing specialists, outlet numbers, 2012-15
- Sales per outlet
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- Figure 139: Spain: Leading clothing specialists, sales per outlet, 2012-15
- Market shares
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- Figure 140: Spain: Leading clothing specialists, market shares, 2012-15
- Online
- The online channel
- Shopping for clothing online
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- Figure 141: Spain: Proportion of people saying they have bought clothing or sports goods online in the last year, 2010-15
- Leading online players
- Where people shop online
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- Figure 142: Spain: Where people shopped for clothing online in the past 12 months, by retailer, July 2016
- Revenues
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- Figure 143: Spain: Leading online retailers, estimated online sales of clothing and footwear (Ex VAT), 2013-15
- The consumer – What you need to know
- H&M and Zara close the gap with El Corte Inglés
- Opportunity for specialists online
- Need for more transitional clothing
- Opportunity for digital personal styling initiatives
- Young consumers are active on their smartphones while in store
- Where they shop
- H&M and Zara close the gap on El Corte Inglés
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- Figure 144: Spain: Where people shopped for clothing in the past 12 months, by retailer, whether in-store or online/by catalogue, July 2016
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- Figure 145: Spain: Where people shopped for clothing in the past 12 months, by retailer, in-store or online/by catalogue, July 2016
- Sports goods retailers important to the clothing market
- Opportunity for specialists online
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- Figure 146: Spain: Where people shopped for clothing in the past 12 months, by broad category, July 2016
- El Corte Inglés attracts an older demographic
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- Figure 147: Spain: Profile of who shops where, by retailer across all channels, July 2016
- Attitudes to shopping for clothing
- Opportunity for digital personal styling initiatives
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- Figure 148: Spain: Attitudes to shopping for clothing, July 2016
- Need for more transitional clothing
- Stores remain a key source of inspiration
- Behaviours when shopping for clothing
- Young consumers are active on their smartphones while in store
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- Figure 149: Spain: Agreement with various shopping behaviours, July 2016
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
UK
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- Overview
- What you need to know
- Products covered in this Report
- Executive summary
- The market
- Clothes sales to be hit by low growth of 1.8% in 2016
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- Figure 150: Best- and worst-case forecast for consumer spending on clothing and accessories (incl. VAT), 2011-21
- Specialists’ share of clothing spend declines further
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- Figure 151: Clothing specialists’ estimated share of spending on clothing, 2011-16
- Companies and brands
- Over half of the top players are non-specialists
- Boohoo and Missguided benefit from cutting-edge image
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- Figure 152: Attitudes towards and usage of selected brands, January-August 2016
- The consumer
- M&S sees declining in-store female shoppers
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- Figure 153: Retailers from which clothes are bought both in-store and online, July 2016
- Young men buy clothes most often
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- Figure 154: How often consumers have bought clothes in the last 12 months, July 2016
- Half of women treat themselves to clothes
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- Figure 155: Reasons consumers have bought clothes for themselves in the last 12 months, July 2016
- Growing interest in Made in Britain clothes
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- Figure 156: Agreement with attitudes towards buying clothes, July 2016
- End to seasonal clothes
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- Figure 157: Agreement with attitudes towards shopping for clothes, July 2016
- What we think
- Issues and insights
- How has the clothing sector performed in 2016?
- The facts
- The implications
- Who are the winners and losers in clothing?
- The facts
- The implications
- What are the opportunities for driving sales in the sector?
- The facts
- The implications
- The market – What you need to know
- Deepening deflation
- Consumer confidence only dips slightly post-Brexit vote
- Clothes sales to be hit by low growth of 1.8% in 2016
- Consumers cut back on clothing as share of total spend
- Menswear drives growth
- Clothing specialists’ sales to drop 4%
- Market drivers
- Deepening deflation
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- Figure 158: Consumer prices inflation for garments, Aug 2015-Aug 2016
- Figure 159: Consumer prices inflation for garments, 2005-15
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- Figure 160: Consumer prices inflation for accessories and footwear, Aug 2015-Aug 2016
- Inflation versus spending growth
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- Figure 161: Annual percentage change in spending on clothing (including accessories) versus annual percentage change in consumer prices inflation in clothing, 2012-15
- Obesity levels
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- Figure 162: Proportion of overweight and obese population, by gender, 2009-14
- Consumer confidence only dips slightly post-Brexit vote
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- Figure 163: Trends in consumer sentiment for the coming year, January 2015-August 2016
- Implications of a drop in young consumers
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- Figure 164: Trends in the age structure of the UK population, 2010-20
- 25-44s drive clothing sales
- Catering to an ageing population
- Market size and forecast
- Clothes sales to be hit by low growth of 1.8% in 2016
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- Figure 165: Best- and worst-case forecast for consumer spending on clothing and accessories (incl. VAT), 2011-21
- The future
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- Figure 166: Consumer spending on clothing and accessories (incl. VAT) at current prices, 2011-21
- Consumers cut back on clothing as share of total spend
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- Figure 167: Spending on clothing and accessories as percentage of all consumer spending, 2011-16
- Menswear drives growth
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- Figure 168: Estimated distribution of spending on clothing, by sub-category, 2016
- Forecast methodology
- The impact of the EU referendum vote
- Clothing spend has been resilient in previous slowdowns
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- Figure 169: Alternative market scenarios for the post-Brexit clothing and accessories market, at current prices, 2016-21
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- Figure 170: Detailed post-Brexit scenarios for the clothing and accessories market, at current prices, 2016-21
- Clothing is struggling, but not as a result of the Brexit vote
- Consumers prioritised clothing over leisure previously
- Women continued to spend post-recession
- Sector size and forecast
- Clothing specialists’ sales to drop 4%
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- Figure 171: Best- and worst-case forecast of clothing specialists’ sector sales (incl. VAT), 2011-21
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- Figure 172: Clothing specialist sales (incl. VAT), 2011-21
- Specialists’ sales of clothing
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- Figure 173: Estimated sales of clothing by clothing specialist retailers (incl. VAT), 2011-16
- Specialists’ share of clothing spend declines further
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- Figure 174: Clothing specialists’ estimated share of spending on clothing, 2011-16
- Key players – What you need to know
- Next moves into the lead
- Retailers with strong lifestyle brands outperform
- Over half of the top players are non-specialists
- M&S sees its share of clothing decline further
- Supermarkets develop their clothing ranges
- ASOS is the brand with the highest level of recommendations
- Leading specialist retailers
- Next moves into the lead
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- Figure 175: Leading specialist retailers: net revenues, 2011-15
- Retailers with strong lifestyle brands outperform
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- Figure 176: Leading 20 specialist retailers: compound annual growth in revenues, 2011-15
- Outlet numbers and sales per outlet
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- Figure 177: Leading specialist retailers: outlet numbers, 2011-15
- Sales per outlet
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- Figure 178: Leading specialist retailers: Annual sales per outlet, 2011-15
- Sales area and sales densities
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- Figure 179: Leading specialist retailers: Total sales area, 2011-15
- Figure 180: Leading specialist retailers: Annual sales per sq m, 2011-15
- Operating profits and margins
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- Figure 181: Leading specialist retailers: Operating profits, 2011-15
- Figure 182: Leading specialist retailers: Operating margins, 2011-15
- Market shares
- Over half of the top players are non-specialists
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- Figure 183: Leading retailers’ share of spending on clothing and footwear, 2013-15
- M&S sees its share of clothing decline further
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- Figure 184: Marks & Spencer’s share of spending on clothing and footwear, 2008-15
- Leading non-specialist retailers
-
- Figure 185: Leading non-specialist retailers: Net clothing and footwear revenues, 2013-15
- Online-only retailers see strong sales
-
- Figure 186: Retailers from which clothes have been bought in the last 12 months, in-store or online, July 2016
- Channels of distribution
- Grocers and pureplays gain share
-
- Figure 187: Estimated distribution of consumer spending on clothing, by value, 2014-16
- Specialists lose share further
-
- Figure 188: Clothing specialists’ estimated share of spending on clothing, 2011-16
- Space allocation summary
- Gender split
-
- Figure 189: Specialist and non-specialist clothing retailers, estimated space allocation by men’s, women’s and children’s wear, October 2016
- Detailed category space allocation
-
- Figure 190: Specialist and non-specialist clothing retailers, estimated detailed space allocation by category, October 2016
- Figure 191: Specialist and non-specialist clothing retailers, estimated detailed space allocation by category, October 2016
- Clothing versus non-clothing space split
-
- Figure 192: Specialist and non-specialist clothing retailers, estimated clothing versus non-clothing space, October 2016
- Retail product mix
-
- Figure 193: Leading retailers of clothing, estimated sales mix, 2015
- Figure 194: Leading clothing retailers, share of clothing sales by product, 2015/16
-
- Figure 195: Leading clothing retailers, estimated sales density by product, 2015/16
- Figure 196: Leading clothing retailers, share of product markets, 2015/16
- Online
- Online clothing market to reach £12.8 billion
-
- Figure 197: Estimated online sales of clothing and footwear (incl. VAT), 2013-16
- Online market shares
-
- Figure 198: Estimated market shares of online sales of clothing and footwear, 2015
- Where consumers shop online
-
- Figure 199: Retailers from which clothes were bought in the last 12 months online, July 2016
- Launch activity and innovation
- Supermarkets develop their clothing ranges
-
- Figure 200: Press images from Sainsbury’s TU Premium range, autumn 2016
- Retailers expand their menswear offer
- Made in Britain: Patrick Gant launches not-for-profit label
- British-made jeans
- Zara launches sustainable clothing collection
-
- Figure 201: Garments from Zara’s sustainable Join Life collection, autumn/winter 2016
- ASOS and New Look introduce one-hour delivery slots
- Jigsaw debuts at London Fashion Week
- Selfridges launches Body Studio
-
- Figure 202: Selfridges’ new Body Studio department, April 2016
- Figure 203: Interactive mirrors by Oak Labs, 2015
- Mr Porter creates shoppable video content for Apple TV
- Long Tall Sally creates mannequin based on 3D scan of a customer
- Advertising and marketing activity
- Declining advertising spend at the supermarkets
-
- Figure 204: Total above-the-line, online display and direct mail advertising expenditure on clothing, top 30 spenders, 2012-16
- Boohoo and Burberry utilise digital channels
- Amazon Fashion launches first television advert
- H&M retains high-profile campaign with David Beckham
- Press advertising accounts for almost half of spend
-
- Figure 205: Total above-the-line, online display and direct mail advertising expenditure on clothing, by media type, 2015
- Nielsen Ad Intel coverage
- Brand research
- What you need to know
- Brand map
-
- Figure 206: Attitudes towards and usage of selected brands, January-August 2016
- Key brand metrics
-
- Figure 207: Key metrics for selected brands, January-August 2016
- Brand attitudes: ASOS and Very provide a great online service
-
- Figure 208: Attitudes, by brand, January-August 2016
- Brand personality: Ted Baker and Jigsaw earn an image of exclusivity
-
- Figure 209: Brand personality – Macro image, January-August 2016
- Boohoo and Missguided benefit from cutting-edge image
-
- Figure 210: Brand personality – Micro image, January-August 2016
- Brand analysis
- Mid-market retailers: M&S, Next and Gap
- Young and premium fashion retailers: Zara, Superdry, Ted Baker and Jigsaw
- Online-only fashion retailers: ASOS, Boohoo, Missguided and Very
- Value retailers: Primark and TK Maxx
- The consumer – What you need to know
- Increase in male shoppers
- M&S sees declining female shoppers
- Young men buy clothes most often
- Half of women treat themselves to clothes
- Moving away from discounting
- Growing interest in Made in Britain clothes
- End to seasonal clothes
- What fashion items people buy
- Outerwear dominates
-
- Figure 211: Spending habits on clothes, footwear and accessories, September 2016
- Retail customer profile comparison
- Increase in male shoppers
-
- Figure 212: Customer profile, by gender, July 2016
- Rise in 35-44s shopping for clothes
-
- Figure 213: Customer profile, by age, July 2016
- Figure 214: Customer profile, by socio-economic group, July 2016
- Where people shop for clothes
- M&S sees declining female shoppers
-
- Figure 215: Retailers from which clothes are bought both in-store and online, July 2016
- Amazon is fifth most popular for fashion
-
- Figure 216: Retailers from which clothes are bought split by in-store and online, July 2016
- Supermarkets grow in popularity for clothing
- Young men are shopping more at young fashion retailers
- Who is driving growth?
-
- Figure 217: People who have bought clothes for themselves in-store and/or online or have not bought clothes in the last 12 months, by gender and age, July 2016
- Repertoire analysis
-
- Figure 218: Repertoire of retailers from which clothes are bought in-store or online, July 2016
- Frequency of buying clothes
-
- Figure 219: How often consumers have bought clothes in the last 12 months, July 2016
- Young men buy clothes most often
-
- Figure 220: Consumers who have bought clothes once a month or more often in the last 12 months, by gender and age, July 2016
- Women aged 25-44 shop less frequently, but will pay for quality
- Affluent buy clothes more frequently
-
- Figure 221: Consumers who have bought clothes once a month or more often or once every 2-3 months or less in the last 12 months, by how they describe their financial situation, July 2016
- Reasons for buying clothes
- Half of women treat themselves to clothes
- Retailers combine leisure and retail
-
- Figure 222: Reasons consumers have bought clothes for themselves in the last 12 months, July 2016
- Moving away from discounting
-
- Figure 223: Consumers who have bought clothes for themselves in the last 12 months to take advantage of a sale/special offer, by gender and age, July 2016
- Attitudes towards buying clothes
- Growing interest in Made in Britain clothes
-
- Figure 224: Agreement with attitudes towards buying clothes, July 2016
- Young men focus on design
-
- Figure 225: Agreement with statement ‘I prefer designs that stand out’, by gender and age compared with average, July 2016
- Young women drawn to low prices
- Attitudes towards shopping for clothes
- End to seasonal clothes
-
- Figure 226: Agreement with attitudes towards shopping for clothes, July 2016
- Older women drawn to in-store displays
- Young men want to see stock availability online
- Appendix – Data sources, abbreviations and supporting information
- Data sources
- Definitions
- VAT
- Sales per store, sales per sq m
- Other
- Abbreviations
- Consumer research methodology
- Appendix – Market size and forecast
- Forecast methodology
Arcadia Group
-
- What we think
- Total sales grow but like-for-likes are down
- Topshop/Topman drives the business
- Other brands less profitable
- Scope for rationalisation
- Burton: could do better
- Company background
- Company performance
-
- Figure 227: Arcadia Group: Group financial performance, 2010/11-2014/15
-
- Figure 228: Arcadia Group: Outlet data, 2010/11-2014/15
- Retail offering
Asda Group Ltd
-
- What we think
- In a spin
- Clothing
- Project Renewal
- The need for online growth
- ToYou could provide increased store footfall
- Company background
- Company performance
-
- Figure 229: Asda Group Ltd: Group financial performance, 2011-15
- Figure 230: Asda Group Ltd: Outlet data, 2011-15
- Retail offering
C&A
-
- What we think
- The times they are a changing
- Weak performance in core market Germany
- Keeping up, just….
- Western Europe weak, expanding in the East
- Company background
- Company performance
-
- Figure 231: C&A (Europe): Group sales performance, excl. sales tax, 2011/12-2015/16
- Figure 232: C&A (Europe): Outlet data, 2011/12-2015/16
-
- Figure 233: C&A (Europe): Outlet data by country, October 2016
- Retail offering
Debenhams
-
- What we think
- More relevant marketing
- More exciting and exclusive new Designers at Debenhams launches
- Children’s clothing
- Improved multichannel fashion experience
- New chief executive brings a wealth of fashion experience
- Company background
- Company performance
-
- Figure 234: Debenhams: Group financial performance, 2010/11-2014/15
-
- Figure 235: Debenhams: Outlet data, 2010/11-2014/15
- Retail offering
The Edinburgh Woollen Mill Group
-
- What we think
- Company background
- Company performance
-
- Figure 236: The Edinburgh Woollen Mill Group: Group financial performance, 2010/11-2014/15
- Retail offering
El Corte Inglés
-
- What we think
- Online service offering stands out
- El Corte Inglés targets female teen market
- Sfera develops international partnerships to fuel growth
- Company background
- Company performance
-
- Figure 238: El Corte Inglés: Group financial performance, 2011/12-2015/16
-
- Figure 239: El Corte Inglés: Outlet data, 2011/12-2015/16
- Retail offering
Esprit
-
- What we think
- Company background
- Company performance
-
- Figure 240: Esprit: Group financial performance, 2011/12-2015/16
-
- Figure 241: Esprit: Outlet data, 2011/12-2015/16
- Retail offering
-
- Figure 242: Esprit sales mix, H1 2015/16
Etam Group
-
- What we think
- Etam’s extended offering drives growth
- Struggling 1.2.3 repositions following lacklustre sales
- Digital innovation at the heart of Undiz
- Company background
- Company performance
-
- Figure 243: Etam Group: Group financial performance, 2011-15
-
- Figure 244: Etam Group: Outlet data, 2011-15
- Figure 245: Etam Group: Store network, by region, 2014 and 2015
- Retail offering
Grupo Cortefiel
-
- What we think
- Company background
- Company performance
-
- Figure 246: Grupo Cortefiel: Group financial performance, 2011/12-2015/16
- Figure 247: Grupo Cortefiel: Outlet data, 2011/12-2015/16
- Retail offering
Grupo Inditex
-
- What we think
- Inditex outperforms the market
- Integrating the digital and physical experience
- Zara adopts a more sustainable approach to fast fashion
- Company background
- Company performance
-
- Figure 248: Grupo Inditex: Group financial performance, 2011/12-2015/16
- Figure 249: Grupo Inditex: Share of sales, by retail brand, 2015/16
-
- Figure 250: Grupo Inditex: Sales and operating profit, by major retail brand, 2011/12-2015/16
- Figure 251: Grupo Inditex: Outlet data, by region, at January 2016
- Figure 252: Grupo Inditex: Store numbers, by retail brand, at January 2016
-
- Figure 253: Grupo Inditex: Outlet data, 2011/12-2015/16
- Retail offering
H&M Hennes & Mauritz
-
- What we think
- Designer collaborations boost sales and strengthen fashion credentials
- Rapid store growth
- E-commerce expansion
- A one-stop shop for fashion and beauty
- Sustainable fashion initiatives
- Company background
- Company performance
-
- Figure 254: H&M Hennes & Mauritz: Group financial performance, 2010/11-2014/15
-
- Figure 255: H&M Hennes & Mauritz: Outlet data, 2010/11-2014/15
- Retail offering
House of Fraser Plc
-
- What we think
- Capitalising on House Brand and womenswear sales growth
- Online fashion shopping proposition
- Perfect fit
- Store refurbs attracting new fashion brands
- Embracing multicultural fashion
- Company background
- Company performance
-
- Figure 256: House of Fraser Plc: Group financial performance, 2011/12-2015/16
-
- Figure 257: House of Fraser Plc: Outlet data, 2011/12-2015/16
- Retail offering
John Lewis
-
- What we think
- A strong performance
- An area of focus
- Innovation drives growth
- Online
- Company background
- Company performance
-
- Figure 258: John Lewis Partnership: Group financial performance, 2011/12-2015/16
-
- Figure 259: John Lewis Partnership: Outlet data, 2011/12-2015/16
- Retail offering
Kiabi
-
- What we think
- Company background
- Company performance
-
- Figure 260: Kiabi: Group financial performance, 2011-15
- Figure 261: Kiabi: Outlet data, 2011-15
- Retail offering
Marks & Spencer
-
- What we think
- Clothing: still the main problem for M&S
- Womenswear remains the focus
- Streamlining the brand portfolio
- Availability and in-store experience must improve
- Back to basics
- Menswear looks promising
- Online sales must improve
- The road ahead
- Company background
- Company performance
-
- Figure 262: Marks & Spencer: Group financial performance, 2011/12-2015/16
-
- Figure 263: Marks & Spencer: Outlet data, 2011/12-2015/16
- Retail offering
Matalan
-
- What we think
- Liverpool warehouse problems resolved
- New web platform to push online growth
- New shop-in-shop concept
- Bolstering fashion credentials
- Fresh store layouts for a more enjoyable shopping experience
- Company background
- Company performance
-
- Figure 264: Missouri TopCo Ltd/Matalan: Group financial performance, 2011/12-2015/16
-
- Figure 265: Matalan Ltd: Outlet data, 2011/12-2015/16
- Retail offering
New Look Group Plc
-
- What we think
- Menswear push
- Cosmetics and fragrances and homewares
- Web enhancements and wider delivery options drive own online sales
- Capitalising on third-party e-commerce partners’ local knowledge and expertise
- New concept stores delivering sales and profit growth
- China expansion gathering pace
- Company background
- Company performance
-
- Figure 266: New Look Group Plc: Group financial performance, 2011/12-2015/16
-
- Figure 267: New Look Group Plc: Outlet data, 2011/12-2015/16
- Retail offering
Next
-
- What we think
- A solid performer
- E-commerce late to mobile
- Becoming more agile
- Store network facilitates click-and-collect
- One brand, multiple channels?
- Company background
- Company performance
-
- Figure 268: Next plc: Group financial performance, 2011/12-2015/16
-
- Figure 269: Next plc: Outlet data, 2011/12-2015/16
- Retail offering
OVS
-
- What we think
- New OVS store format ‘recording excellent sales’
- Big name collaborations
- Planned international expansion through Charles Vögele takeover
- Zalando partnership widens online availability
- Company background
- Company performance
-
- Figure 270: OVS SpA: Group financial performance, 2011/12-2015/16
-
- Figure 271: OVS SpA: Outlet data, 2011/12-2014/15
- Retail offering
Primark/Penneys
-
- What we think
- The most popular clothing retailer
- Inevitable slowing of growth
- Facing a triple threat
- Lack of transactional website is hurting it
- Devaluation of pound set to hit margins
- Company background
- Company performance
-
- Figure 272: Primark/Penneys: Group financial performance, 2011/12-2015/16
-
- Figure 273: Primark/Penneys: Outlet data, 2011/12-2015/16
- Retail offering
River Island Clothing Co Ltd
-
- What we think
- Catering to plus-sized customers
- Making it easier for its customers to buy online
- Menswear push
- New kids’ collection to capitalise on the growing UK children’s clothing market
- Tapping into the athleisure trend
- New delivery option for customers unable to collect their orders
- Using digital technology to drive footfall to stores
- New channels to shop River Island
- Company background
- Company performance
-
- Figure 274: River Island Clothing Co Ltd: Group financial performance, 2010/11-2014/15
-
- Figure 275: River Island Clothing Co Ltd: Outlet data, 2010/11-2014/15
- Retail offering
Tesco Plc
-
- What we think
- On the road to recovery
- Clothing sales tracking UK sales
- Streamlining online ordering
- In-store concessions: no decision yet
- Exposed to performance of larger Tesco stores
- International expansion for F&F brand
- Company background
- Company performance
-
- Figure 276: Tesco Plc: Group financial performance, 2011/12-2015/16
-
- Figure 277: Tesco Plc: Outlet data, 2011/12-2015/16
- Retail offering
TJX International (TK Maxx)
-
- What we think
- TK Maxx benefits from younger men’s penchant for designer brands
- Scope for catching up in the online space
- Company background
- Company performance
-
- Figure 278: TJX International (TK Maxx): Group financial performance, 2011/12-2015/16
-
- Figure 279: TJX International (TK Maxx): Outlet data, 2011/12-2015/16
- Retail offering
Vivarte
-
- What we think
- Slow to modernise in an evolving market
- Problems at the core format La Halle
- Sell, sell, sell…..
- Company background
- Company performance
-
- Figure 280: Vivarte: Group sales performance, 2010/11-2015/16
-
- Figure 281: Vivarte: Store numbers, 2010/11-2014/15
- Retail offering
-
- Figure 282: Vivarte: Clothing brands, 2016
- La Halle
Zalando
-
- What we think
- Complementing the high street leaders
- Brand focus
- Company background
- Company performance
-
- Figure 283: Zalando: Group financial performance, 2011-15
- Retail offering
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