Table of Contents
Overview
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- Products covered in this report
- Country and company coverage
- Consumer research coverage
- Definitions
- Retail sector definitions
- Consumer spending definitions
- Financial definitions
- Currencies
- Sales tax rates
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- Figure 1: VAT rates around Europe, 2013-18
- Abbreviations
Executive Summary – Europe – The Market
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- The market
- Spending on clothing and footwear
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- Figure 2: Europe: Spending on clothing and footwear, inc VAT, 2012-17
- Figure 3: Europe: Spending on clothing, inc VAT, 2012-17
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- Figure 4: Europe: Spending on clothing and footwear as % all consumer spending, 2012-17
- Figure 5: Europe: Spending on clothing and footwear as % all consumer spending, 2017
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- Figure 6: Europe: Change in clothing and footwear’s share of all consumer spending, 2012-17
- Spending per capita
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- Figure 7: Europe: Spending on clothing and footwear per capita, inc VAT, 2017
- Clothing and footwear specialists’ sales
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- Figure 8: Europe: clothing and footwear specialist retailers, sales, 2013-18
- Figure 9: Europe: clothing and footwear specialist retailers, forecast sales, 2019-23
- Specialists relative to all spending
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- Figure 10: Europe: Sales by clothing and footwear specialists as % all spending on clothing and footwear, 2017
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- Figure 11: Europe: Change in specialist clothing and footwear retailers’ “share” of all spending on clothing and footwear, 2012-2016/17
- Online
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- Figure 12: Europe: Proportion of people who have bought clothing, footwear or sports goods online in the last 12 months, 2013-17
- Online sales
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- Figure 13: Europe: Top 5 economies, online sales of clothing and footwear, 2017
- Leading retailers
- Online specialists
- Ailing market leaders
- Growing companies
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- Figure 14: Europe: Leading specialist clothing and footwear retailers, sales, 2015/16-2017/18
- Figure 15: Europe: Leading specialist clothing and footwear retailers, outlets, 2015/16-2017/18
- Figure 16: Europe: Leading specialist clothing and footwear retailers, sales per outlet, 2015/16-2017/18
- Market shares
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- Figure 17: Europe: Leading specialist clothing and footwear retailers, share of all spending on clothing and footwear, 2015/16-2017/18
- What we think
Executive Summary – Europe – The Consumer
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- The research
- Where people shop
- In-store vs online
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- Figure 18: Europe: Channels used for buying clothes in the last 12 months, July 2018
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- Figure 19: Europe: Clothes shoppers who have bought online and not in-store, July 2018
- Leading pureplayers
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- Figure 20: Europe: All online, Amazon and Zalando/ASOS shoppers for clothing, July 2018
- Leading retailers
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- Figure 21: Europe: Top five most shopped at clothing retailers, July 2018
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- Figure 22: Europe: Ranking of Amazon and Zalando in each country, July 2018
- Attitudes to shopping for clothes
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- Figure 23: Europe: Those agreeing with each attitude statement by country, July 2018
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- Figure 24: Europe: Ranking of attitude statements by country, July 2018
Executive Summary – Europe - Launch activity and Innovation
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- Apartment-store hybrids
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- Figure 25: Matchesfashion.com Town House at 5 Carlos Place, Mayfair, September 2018
- Zalando opens two new discount stores…
- …and partners with Adidas for customisation
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- Figure 26: Sneaker customization with miadidas available for Zalando customers, November 2018
- Zara launches augmented technology…
- …and installs self-service kiosks
- Launch of 24Sèvres.com
- H&M opens its largest French store
- The North Face Alpine pop-up
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- Figure 27: The North Face pop-up in Val San Nicolò, in the Italian Alps, July 2018
- Pollutant absorbing T-shirt
France
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- Overview
- What you need to know
- Areas covered in this report
- Executive summary
- The market
- Consumer spending
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- Figure 28: France: Consumer spending on clothing and footwear (incl. VAT), 2013-18
- Sector size and forecast
- Channels of distribution
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- Figure 29: France: Estimated distribution of spending on clothing and footwear, 2017
- Companies and brands
- Leading players
- Market shares
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- Figure 30: France: Leading clothing retailers, sales as % of all spending on clothing and footwear, 2017
- Online
- The consumer
- Where they shop for clothes
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- Figure 31: France: Retailers used for buying clothes in the last 12 months, July 2018
- Attitudes to shopping for clothes
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- Figure 32: France: Attitudes to shopping for clothes, July 2018
- What we think
- Issues and insights
- The structure of clothing retail is changing
- The facts
- The implications
- How the online world will change clothes shopping
- The facts
- The implications
- Environmental concerns set to become more important
- The facts
- The implications
- The market – What you need to know
- Positive economic indicators
- Market for clothing low growth, but signs of revival
- Clothing specialists low growth
- Specialists’ market share down, online up
- Consumer spending
- Economic growth picking up
- Clothing spending subdued
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- Figure 33: France: Consumer spending on clothing and footwear (incl. VAT), 2014-18
- Sector size and forecast
- Retail sales resilient
- Clothing specialists low growth
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- Figure 34: France: Specialist clothing retailers, sales (excl. VAT), 2013-18
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- Figure 35: France: Specialist clothing retailers, forecast sales (excl. VAT), 2018-23
- Inflation
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- Figure 36: France: Consumer prices * of clothing and footwear, Annual % change, 2013-17
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- Figure 37: France: Consumer prices * of clothing and footwear, Annual % change, Jan 2017 –July 2018
- Channels of distribution
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- Figure 38: France: Estimated distribution of spending on clothing and footwear, 2017
- Companies and brands – What you need to know
- Young fashion retailers and online growing fastest while older brands struggle
- Primark threatens further disruption
- Online spending driving growth
- Leading players
- A polarising market
- The casualties
- The successes
- The Primark effect
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- Figure 39: France: Leading specialist clothing retailers, sales (excl. VAT), 2013-17
- Figure 40: France: Leading specialist clothing retailers, outlets, 2013-17
- Sales per outlet
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- Figure 41: France: Leading specialist clothing retailers, sales per outlet, 2014-17
- Market shares
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- Figure 42: France: Leading specialist clothing retailers, sales as % all spending on clothing and footwear, 2013-17
- Online
- Online activity
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- Figure 43: France: Broadband connections (percentage of households), 2010-17
- Shopping for clothing online
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- Figure 44: France: Online purchasing, 2013-17
- Leading online players
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- Figure 45: France: Leading retailers’ estimated clothing sales online, 2017
- The consumer – What you need to know
- In-store most popular but online growing
- Store-based specialists remain the most popular
- But non-specialists significant, in-store and online
- Shopper profiles
- Most shop around and price is a key factor
- Green concerns also motivate shoppers
- Social media and online
- Where they shop for clothes
- In-store most popular but online growing
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- Figure 46: France: Channels used for buying clothes, July 2018
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- Figure 47: France: Channels used for buying clothes, July 2018
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- Figure 48: France: Retailers used for buying clothes in the last 12 months, July 2018
- Customer profiles by named retailers
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- Figure 49: France: Profile of clothes shoppers by type of retailer, july 2018
- Attitudes to shopping for clothes
- Social media and online
- Body image concerns
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- Figure 50: France: Attitudes to shopping for clothes, July 2018
- Attitudes by retailer
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- Figure 51: France: Attitudes to shopping for clothes, by people who shop at family retailers: Kiabi, La Halle, Primark, July 2018
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- Figure 52: France: Attitudes to shopping for clothes, by people who shop at fashion chains: Etam, H&M, Zara, July 2018
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- Figure 53: France: Attitudes to shopping for clothes, by people who shop at online pureplayers: Zalando, Amazon, July 2018
- 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
- Consumer spending
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- Figure 54: Germany: Consumer spending on clothing and footwear (incl. VAT), 2013-18
- Sector size and forecast
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- Figure 55: Germany: Specialist clothing retailers’ sales growth, 2013-18
- Inflation
- Channels of distribution
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- Figure 56: Germany: estimated distribution of spending on clothing and footwear, 2017
- Companies and brands
- Leading specialists
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- Figure 57: Germany: Annual sales growth of the leading specialist clothing retailers, 2017
- Market shares
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- Figure 58: Germany: Leading clothing retailers, sales as % of all spending on clothing and footwear, 2015-17
- Online
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- Figure 59: Germany: Online sales of clothing, 2014-17
- The consumer
- Where they shop for clothes
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- Figure 60: Germany: Channels used for buying clothes in the last 12 months, July 2018
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- Figure 61: Germany: Retailers used for buying clothes in the last 12 months, July 2018
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- Figure 62: Germany: Non-specialists stores used for buying clothes, July 2018
- Attitudes to shopping for clothes
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- Figure 63: Germany: Attitudes to shopping for clothes, July 2018
- What we think
- Issues and insights
- Is the shift to online slowing?
- The facts
- The implications
- Tackling environmental concerns to appeal to older shoppers
- The facts
- The implications
- The market – What you need to know
- Market for clothing grows 6.6%
- Clothing specialists grow sales 8.2% in 2017
- Inflation hits 1.7% in 2017
- Specialists dominate the clothing sector
- Consumer spending
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- Figure 64: Germany: Consumer spending on clothing and footwear (incl. VAT), 2014-18
- Sector size and forecast
- Strong growth at the specialists in 2017
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- Figure 65: Germany: Specialist clothing retailers, sales (excl. VAT), 2014-18
- Figure 66: Germany: Specialist clothing retailers, forecast sales (excl VAT), 2018-23
- Inflation
- Inflation hits highest point in five years
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- Figure 67: Germany: Harmonised index of consumer prices, annual % change, 2013-17
- Figure 68: Germany: Harmonised index of consumer prices, annual % change, Jan 2017–Aug 2018
- Channels of distribution
- Specialists continue to dominate sales
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- Figure 69: Germany: estimated distribution of spending on clothing and footwear, 2017
- Companies and brands – What you need to know
- A mixed year for specialists
- Number of outlets declines
- H&M, the leading specialist
- Online share of clothing spending stalls
- Leading players
- 2017 a mixed year for clothing specialists
- Esprit’s sales slide continues
- C&A brings in Alain Caparros
- Zalando leads growth and dips its toe in the physical world
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- Figure 70: Zalando outlet, Cologne
- Charles Vögele brand disappears from Germany
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- Figure 71: Germany: Leading specialist clothing retailers, sales (excl. VAT), 2015-17
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- Figure 72: Germany: Leading specialist clothing retailers, outlets, 2015-17
- Sales per outlet
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- Figure 73: Germany: Leading clothing specialists, sales per outlet, 2015-17
- Market shares
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- Figure 74: Germany: Leading specialist clothing retailers’ sales as % of all spending on clothing and footwear, 2015-17
- Online
- Online activity
- Shopping for clothing online
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- Figure 75: Germany: Online purchasing, 2008-17
- Online share of clothing spending stalls
- 62% shop online
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- Figure 76: Germany: Channels used for buying clothes, July 2018
- Leading online/catalogue sellers
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- Figure 77: Germany: Where online/catalogue buyers shopped, July 2018
- H&M the most searched on Google
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- Figure 78: Germany: Search interest on Google, last 12 months, September 2017-August 2018
- Otto Group the largest online retailer of clothing
- 31% are members of Amazon Prime
- Zalando leads the specialists
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- Figure 79: Germany: Estimated online sales of clothing by major retailers, 2015-17
- The consumer – What you need to know
- 62% shopped online for clothing
- C&A the most popular specialist
- Amazon the dominant non-specialist
- Environmental concerns influence choice of retailer
- Young people made to feel self-conscious by fashion campaigns
- Where they shop for clothes
- Two-thirds have shopped online for clothing
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- Figure 80: Germany: Channels used for buying clothes in the last 12 months, July 2018
- Online buying reaches across the age groups
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- Figure 81: Germany: Channels used for buying clothes in the last 12 months, by age group, July 2018
- C&A leads the pack
- Online specialists becoming significant specialists
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- Figure 82: Germany: Retailers used for buying clothing in the last 12 months, July 2018
- Customer profiles offer few surprises
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- Figure 83: Germany: Where they shop for clothing, by average age and household income, July 2018
- Amazon is the dominant non-specialist
- Troubles at the department stores
- Supermarkets account for a small share of purchases
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- Figure 84: Germany: Non-specialist stores used to shop for clothing, July 2018
- Store-based specialists continue to dominate the market
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- Figure 85: Germany: Stores used to shop for clothing, combined nets, July 2018
- Attitudes to shopping for clothes
- Shoppers driven by environmental concerns
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- Figure 86: Germany: Selected attitudes to shopping for clothes, July 2018
- A lack of loyalty
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- Figure 87: Germany: Selected attitudes to shopping for clothes, July 2018
- Research and inspiration
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- Figure 88: Germany: Selected attitudes to shopping for clothes, July 2018
- Over a third of 16-24 year olds made to feel self-conscious
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- Figure 89: Germany: “Fashion campaigns make me feel self-conscious about the way I look”, by age group, July 2018
- Attitudes by specialist retailer used
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- Figure 90: Germany: Attitudes to shopping for clothes, by where they shopped in the last 12 months: specialists, July 2018
- Attitudes by non-specialist used
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- Figure 91: Germany: Attitudes to shopping for clothes, by where they shopped in the last 12 months: non-specialists, July 2018
- 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
- Consumer spending
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- Figure 92: Italy: Annual percentage change in consumer spending on clothing and footwear, 2014-18
- Sector size and forecast
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- Figure 93: Italy: Specialist clothing retailers’ sales (excl. VAT), 2013-18
- Channels of distribution
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- Figure 94: Italy: Estimated distribution of spending on clothing and footwear, 2018
- Companies and brands
- Leading players
- Market shares
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- Figure 95: Italy: Leading specialist clothing retailers’ sales as % all spending on clothing and footwear, 2017
- Online
- The consumer
- Where they shop for clothes
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- Figure 96: Italy: Where clothes have been bought – in-store vs online, July 2018
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- Figure 97: Italy: Where clothes have been bought – in-store or online, by retailer, July 2018
- Attitudes to shopping for clothes
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- Figure 98: Italy: Attitudes to shopping for clothes, July 2018
- What we think
- Issues and insights
- Growing interest in sustainability presents opportunity to differentiate
- The facts
- The implications
- High smartphone ownership levels point way to online growth
- The facts
- The implications
- The market – What you need to know
- Spending yet to recover to pre-recession levels
- Inflation returns to positive territory
- Retailer confidence has dipped sharply
- Clothing specialists sales flat and 2017 and set to fall
- Specialists hold their ground
- Consumer spending
- Spending yet to recover to pre-recession levels
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- Figure 99: Italy: Consumer spending on clothing and footwear (incl. VAT), 2013-18
- Retailer confidence has dipped sharply
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- Figure 100: Italy: Consumer and retailer confidence levels, October 2017-September 2018
- Sector size and forecast
- Clothing specialists sales flat and 2017 and set to fall
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- Figure 101: Italy: Specialist clothing retailers, sales (excl. VAT), 2013-18
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- Figure 102: Italy: Specialist clothing retailers, forecast sales (excl. VAT), 2018-23
- Inflation
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- Figure 103: Italy: Consumer prices * of clothing and footwear, annual % change, 2013-17
- Figure 104: Italy: Consumer prices * of clothing and footwear, annual % change, Jan 2017 –Aug 2018
- Channels of distribution
- Specialists hold their ground
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- Figure 105: Italy: Estimated distribution of spending on clothing and footwear, 2018
- Leading players – What you need to know
- A fragmented but fast evolving market
- OVS is market leader but Inditex is closing in
- Gruppo Teddy – a home-grown success story
- Leading specialists grow share…but from low base
- Online growth continues
- Leading players
- A fragmented but fast evolving market
- Fast fashion gains ground
- OVS fights to maintain leading position
- Inditex closes in
- Gruppo Teddy – a home-grown success story
- Other players
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- Figure 106: Italy: Leading specialist clothing retailers, sales (excl. VAT), 2013-17
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- Figure 107: Italy: Leading specialist clothing retailers, outlets, 2013-17
- Sales per outlet
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- Figure 108: Italy: Leading clothing retailers, Sales per outlet, 2013-17
- Market shares
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- Figure 109: Italy: Leading specialist clothing retailers, sales as % all spending on clothing and footwear, 2013-17
- Online
- Online activity
- Shopping for clothing online
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- Figure 110: Italy: Online purchasing, 2008-17
- Online market size
- Leading online players
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- Figure 111: Italy Where people shopped for clothing online/by catalogue in the past 12 months, July 2018
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- Figure 112: Italy: Leading retailers’ estimated online sales of clothing, 2017
- The consumer – What you need to know
- Stores the dominant channel of distribution
- OVS is the leading specialist
- Italian shoppers look for breadth of range
- Italian clothes buyers compare prices
- Social media still just for the young
- Where they shop for clothes
- In-store vs online
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- Figure 113: Italy: Channels used for buying clothes, July 2018
- Retailers bought from
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- Figure 114: Italy: Retailers used for buying clothes in the last 12 months, July 2018
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- Figure 115: Italy: Customer profile by clothes retailers shopped, July 2018
- Online vs in-store by retailer
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- Figure 116: Italy: proportion of shoppers who shop in-store and not online for clothes by retailer, July 2018
- Attitudes to shopping for clothes
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- Figure 117: Italy: Attitudes to shopping for clothes, July 2018
- Online vs in-store shoppers
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- Figure 118: Italy: Agreement with attitude statements about shopping for clothes, online vs in-store shoppers, July 2018
- Attitudes by retailer used
- Prices
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- Figure 119: Italy: Attitude to comparing prices by retailer bought from, July 2018
- Social media
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- Figure 120: Spain: Attitude to social media by retailer bought from, July 2018
- Environmental concerns
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- Figure 121: Spain: Attitude to environment al impact by retailer used, July 2018
- Fashion magazines
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- Figure 122: Spain: Attitude to fashion/style magazines by retailer used, July 2018
- 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
- Consumer spending
- Consumer confidence
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- Figure 123: Spain: Consumer confidence, 2017-18
- Inflation
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- Figure 124: Spain: Consumer prices of clothing and footwear, annual % change, 2012-18
- Channels of distribution
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- Figure 125: Spain: Estimated distribution of consumer spending on clothing and footwear, 2017
- Sector size and forecast
- Companies and brands
- Leading players
- Market shares
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- Figure 126: Spain: Leading specialist clothing retailers’ share of spending on clothing and footwear, 2017
- Online
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- Figure 127: Spain: Online purchases in the last 12 months, 2013-17
- The consumer
- Where they shop for clothing
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- Figure 128: Spain: Channels used for buying clothing, July 2018
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- Figure 129: Spain: Retailers used for buying clothes in the last 12 months, July 2018
- Attitudes to shopping for clothes
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- Figure 130: Spain: Attitudes to shopping for clothes, July 2018
- What we think
- Issues and insights
- Is the clothing sector in Spain in crisis?
- The facts
- The implications
- Is Spain about to follow the UK in retail development?
- The facts
- The implications
- The market – What you need to know
- Clothing market worth €29.8 billion in 2018
- Clothing specialists run out of steam
- Inflation rising slowly
- Specialists take two-thirds of spending
- Consumer spending
- Spain among fastest growing economies in eurozone
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- Figure 131: Spain: Consumer and retail confidence, 2017-18
- Clothing and footwear losing out to more discretionary sectors.
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- Figure 132: Spain: Consumer spending on clothing and footwear (incl VAT), 2013-18
- Sector size and forecast
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- Figure 133: Spain: Specialist clothing retailers, Sales (excl VAT), 2014-18
- Figure 134: Spain: Specialist clothing retailers, forecast sales (excl VAT), 2019-23
- Inflation
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- Figure 135: Spain: Consumer prices of clothing and footwear, annual % change, 2013-2018 H1
- Figure 136: Spain: Consumer prices of clothing and footwear, annual % change, 2012-18
- Channels of distribution
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- Figure 137: Spain: Estimated distribution of consumer spending on clothing and footwear, 2017
- Companies and brands – What you need to know
- Contraction and consolidation
- Primark still growing
- Grupo Inditex in the lead
- Rest of the sector more fragmented
- Online growing
- Privalia leads online
- Leading players
- Contraction and consolidation
- El Corte Inglés
- C&A sinking
- Final Vivarte exit
- Tendam – Grupo Cortefiel - restoring profitability
- Adolfo Dominguez – also cutting back
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- Figure 138: Spain: Leading clothing specialist retailers, sales 2013/14-2017/18
- Figure 139: Spain: Leading clothing specialist retailers, outlets 2013/14-2017/18
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- Figure 140: Spain: Leading clothing specialists, sales per outlet, 2013/14-2017/18
- Market shares
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- Figure 141: Spain: Leading specialist clothing retailers’ shares of all spending on clothing and footwear, 2013-17
- Online
- Shopping for clothing online
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- Figure 142: Spain: Online purchases in the last 12 months, 2013-17
- Where people shop online
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- Figure 143: Spain: Leading online clothing retailers, estimated sales, 2015-17
- The consumer – What you need to know
- Online growing slowly
- El Corte Inglés leads the way
- Spanish shoppers look for a wide range of shops
- Spanish clothes buyers compare prices
- But magazines and social media have little influence
- Where they shop for clothes
- In-store vs online
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- Figure 144: Spain: Channels used for buying clothes, July 2018
- Retailers bought from
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- Figure 145: Spain: Where clothes have been bought – in-store or online, July 2018
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- Figure 146: Spain: Customer profile by clothing retailers shopped, July 2018
- Online vs in-store by retailer
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- Figure 147: Spain: proportion of shoppers who shop in-store and not online by retailer, July 2018
- Attitudes to shopping for clothes
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- Figure 148: Spain: Attitudes to shopping for clothes, July 2018
- Online vs in-store shoppers
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- Figure 149: Spain: Agreement with attitude statements, online vs in-store shoppers, July 2018
- Attitudes by retailer used
- Prices
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- Figure 150: Spain: Attitude to comparing prices by retailer bought from, July 2018
- Social media
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- Figure 151: Spain: Attitude to social media by retailer bought from, July 2018
- Environmental concerns
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- Figure 152: Spain: Attitude to environment al impact by retailer used, July 2018
- Fashion magazines
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- Figure 153: Spain: Attitude to fashion/style magazines by retailer used, July 2018
- 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
- Consumer spending expected to grow 5.3% in 2018
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- Figure 154: Consumer spending on clothing and accessories, 2013-23
- Retail sales through clothing specialists will only rise 1.0%
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- Figure 155: Retail sales through specialist clothing retailers, 2013-23
- Leading players continue to lose market share
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- Figure 156: Estimated distribution of consumer spending on clothing, by type of retailer, 2018
- Companies and brands
- Inditex is the UK’s fastest growing multi-channel retailer
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- Figure 157: Leading specialist retailers: compound annual growth in revenues, 2013-17
- Online fashion market set to reach £32.8 billion by 2023
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- Figure 158: Online sales of clothing, accessories and footwear, 2013-23
- Despite declines, M&S still highly regarded amongst UK consumers
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- Figure 159: Attitudes towards and usage of selected brands, January-August 2018
- The consumer
- Store-based clothing retailers remain popular
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- Figure 160: Types of retailers used to purchase clothing in the last 12 months, August 2018
- Fashion consumers are shopping less frequently
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- Figure 161: Frequency of clothing purchases in the last 12 months, August 2017 and August 2018
- High satisfaction with quality and range of clothing
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- Figure 162: Key drivers of overall satisfaction with clothing retailers, August 2018
- The perception that shopping online is cheaper
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- Figure 163: Why consumers shop online for clothing, August 2018
- The ability to try clothes on ahead of purchase is important
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- Figure 164: Why consumers don’t shop online for clothing, August 2018
- Consumers want retailers to incentivise their sustainability efforts
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- Figure 165: Clothing shopping behaviours, August 2018
- What we think
- Issues and Insights
- The high-street vs online
- The facts
- The implications
- Is the tide about to turn on fast fashion?
- The facts
- The implications
- Rebuilding brand loyalty
- The facts
- The implications
- The Market – What You Need to Know
- Womenswear drives consumers spending growth
- Slow growth projected for the specialists
- Online-only retailers capture greater share of spending
- Inflation pressure has eased in 2018…
- …but consumer confidence has taken a hit from ongoing economic uncertainty
- Market Size and Forecast
- Consumers remain willing to spend on clothing
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- Figure 166: Consumer spending on clothing and accessories, 2013-23
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- Figure 167: Consumer spending on clothing and accessories, at current and constant prices, 2013-23
- What might Brexit mean for the UK clothing market?
- Clothing takes increased share of total consumer spending
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- Figure 168: Spending on clothing and accessories as percentage of all consumer spending, 2014-18
- A renewed appetite for womenswear
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- Figure 169: Estimated breakdown of consumer spending on clothing and accessories, 2018
- Figure 170: Estimated breakdown of consumer spending on clothing and accessories, 2016-18
- Forecast methodology
- Sector Size and Forecast
- Clothing specialists fail to sustain momentum gained in 2017
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- Figure 171: Retail sales through specialist clothing retailers, 2013-23
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- Figure 172: Retail sales through specialist clothing retailers, at current and constant prices, 2013-23
- Clothing sales through specialist clothing retailers
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- Figure 173: Sales of clothing and accessories through specialist clothing retailers, 2013-18
- Figure 174: Clothing specialists share of consumer spending on clothing and accessories, 2013-18
- Forecast methodology
- Channels of Distribution
- Ongoing shifts in where people shop for clothing
- Specialists losing share
- Non-specialists also underperforming
- Growing sectors
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- Figure 175: Estimated distribution of consumer spending on clothing, by type of retailer, 2018
- Figure 176: Estimated distribution of consumer spending on clothing, by type of retailer, 2016-18
- Market Drivers
- High inflation throughout 2017
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- Figure 177: Consumer price inflation, 2007-17
- Garment price inflation eases
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- Figure 178: Consumer price inflation, August 2017-August 2018
- Real wage showing signs of growth in 2018
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- Figure 179: Real wage growth – Average weekly earnings vs inflation, January 2016-August 2018
- Consumer confidence dips end of spring/summer 2018
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- Figure 180: Consumer financial confidence, September 2016-September 2018
- Clothing is still popular for disposable income spend
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- Figure 181: Trends in what extra money is spent on, September 2017 and September 2018
- Catering to an ageing population
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- Figure 182: Trends in the age structure of the UK population, 2016-26
- High obesity rates increase the demand for plus size ranges
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- Figure 183: Overweight and obesity prevalence in the UK population, 2012-16
- Younger consumers ideal targets for online
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- Figure 184: Online activities done in the last three months on any device*, June 2018
- Social media usage is on the rise
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- Figure 185: Recent social media network usage, March 2017 and April 2018
- The gender pay gap is slowly closing
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- Figure 186: Median gross hourly earnings (excluding overtime) for full-time employees, by sex, UK, 2011-17
- Companies and Brands – What You Need to Know
- Clothing specialists continue to struggle…
- …but non-specialists are also facing problems
- Online-only retailers continue to outperform
- Online consumer spending set to reach £32.8 billion by 2023
- M&S most trusted, but Next wins on style
- Leading Specialists
- Next continues to lead although still in decline
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- Figure 187: Leading specialist retailers, net revenues. 2013-17
- Retailers with strong lifestyle brands outperform
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- Figure 188: Leading specialist retailers: compound annual growth in revenues, 2013-17
- Outlet numbers and sales per outlet
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- Figure 189: Leading specialist retailers: outlet numbers, 2013-17
- Sales per outlet
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- Figure 190: Leading specialist retailers: estimated annual sales per outlet, 2013-17
- Sales area and sales densities
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- Figure 191: Leading specialist retailers: total sales area, 2013-17
- Figure 192: Leading specialist retailers: estimated annual sales per sq m, 2013-17
- Operating profits and margins
-
- Figure 193: Leading specialist retailers: operating profits, 2013-17
-
- Figure 194: Leading specialist retailers: operating margins, 2013-17
- Leading Non-specialists
- Sports retailers
- Department stores
- Supermarkets major players
- Online retailers
-
- Figure 195: Leading non-specialists, estimated clothing and footwear revenues, 2015-17
- Market Shares
-
- Figure 196: Leading retailers’ estimated share of spending on clothing and footwear, 2015-17
- Change in market share
-
- Figure 197: Leading clothing retailers, change in share of clothing spending, 2014-17
- Space Allocation Summary
- Men’s, women’s and childrenswear overview
-
- Figure 198: Men’s, women’s and childrenswear overview, October 2018
- Figure 199: Men’s, women’s and childrenswear overview, October 2018
- Detailed category space allocation
-
- Figure 200: Specialist and non-specialist clothing retailers, estimated detailed space allocation, by category, October 2018
-
- Figure 201: Specialist and non-specialist clothing retailers, estimated detailed space allocation, by category, October 2018
-
- Figure 202: Specialist and non-specialist clothing retailers, estimated detailed space allocation, by category, October 2018
- In-store concessions giving shoppers a wider choice of fashion options
-
- Figure 203: Tesco Extra Next branded concession, October 2018
- Figure 204: Next 120-128 Oxford Street, London, Costa Coffee and Hema in-store concessions, October 2018
-
- Figure 205: Specialist and non-specialist clothing retailers, estimated clothing versus non-clothing space, October 2018
- Retail Product Mix
-
- Figure 206: Leading clothing retailers, estimated sales, by product, 2017
- Figure 207: Leading clothing retailers: share of clothing sales, by product, 2017
- Womenswear
-
- Figure 208: Leading clothing retailers estimated share of the womenswear market, 2017
- Menswear
-
- Figure 209: Leading clothing retailers estimated share of the menswear market, 2017
- Childrenswear
-
- Figure 210: Leading clothing retailers estimated share of the childrenswear market, 2017
- Online
- Online fashion growth continues to outperform
-
- Figure 211: Online sales of clothing, accessories and footwear, 2013-23
-
- Figure 212: Online sales of clothing, accessories and footwear, at current and constant prices, 2013-23
- Online spending on clothing and accessories set to rise 8.2% in 2018
-
- Figure 213: Breakdown of online sales of clothing, accessories and footwear, 2013-23
- Where they shop online
-
- Figure 214: Retailers used to purchase clothing online in the last 12 months, August 2018
- Forecast methodology
- Launch Activity and Innovation
- Inditex aiming to fully integrate online and offline
- In-store tech becomes mainstream
- The rise of lifestyle retailing
-
- Figure 215: H&M Fragrance Collection, 2018
- Figure 216: River Island Homeware Collection, 2018
- Own-label expansion
-
- Figure 217: Amazon Aurique Collection, 2018
- New fashion labels target young shoppers
-
- Figure 218: ASOS Collusion, 2018
- Social shopping
- This year’s big collaborations
-
- Figure 219: H&M x William Morris Collection, 2018
- In search of sustainability
-
- Figure 220: H&M Paris Store, 2018
- Rejecting fabrics derived from animals
- Improved order fulfilment
- Try before you buy
- Advertising and Marketing Activity
- Advertising spend for the clothing market has increased
-
- Figure 221: Recorded above-the-line advertising expenditure on clothing and accessories, total market, 2013-17
-
- Figure 222: Recorded above-the-line, online, display and direct mail total advertising expenditure on clothing, by leading top 20 spenders in 2017, 2014-18
- Key campaigns
- Holly Willoughby for Marks & Spencer
-
- Figure 223: M&S Holly Willoughby Campaign, 2018
- The real winner of Love Island
- Just Do It
- Digital increasing its share of expenditure
-
- Figure 224: Recorded above-the-line advertising expenditure percentage on clothing, by media type, total market, 2017
- Nielsen Ad Intel coverage
- Brand Research
- What you need to know
- Brand map
-
- Figure 225: Attitudes towards and usage of selected brands, January-August 2018
- Key brand metrics
-
- Figure 226: Key metrics for selected brands, January-August 2018
- Brand attitudes: M&S offers great customer service
-
- Figure 227: Attitudes, by brand, January-August 2018
- Brand personality: Ted Baker seen as most exclusive
-
- Figure 228: Brand personality – Macro image, January-August 2018
- Primark perceived as basic
-
- Figure 229: Brand personality – Micro image, January-August 2018
- Brand analysis
- Mass market retailers: Next, M&S and Gap
- Premium lifestyle retailers: Superdry, Ted Baker and Reiss
- Home shopping retailers: Very, JD Williams and Boden
- Value retailers: Primark, New Look and Matalan
- Fast fashion retailers: Topshop/Topman, H&M and Zara
Arcadia Group
-
- What we think
- Topshop/Topman is priority for turnaround
- Too many brands?
- Dorothy Perkins, Evans and Wallis show signs of recovery
- Company background
- Company performance
-
- Figure 230: Arcadia Group: group financial performance, 2012/13-2016/17
-
- Figure 231: Arcadia Group: outlet data, 2012/13-2016/17
- Retail offering
Asda Group
-
- What we think
- Proposed merger with Sainsbury’s will create one of the UK’s largest clothing groups
- Using digital technology to enhance the in-store clothes shopping experience
- 60-second click-and-collect
- Enhanced mobile experience with new progressive web app
- Combatting the use of microplastics in clothing
- Company background
- Company performance
-
- Figure 232: Asda Group Ltd: group financial performance, 2013-17
-
- Figure 233: Asda Group Ltd: outlet data, 2013-17
- Retail offering
ASOS
-
- What we think
- Highlighting inclusivity
- Sustainability and welfare pledges
- Collaboration and innovation
- Try before you buy
- Athleisure launches
- Seamless shopping
- Company background
- Company performance
-
- Figure 234: ASOS: group financial performance, 2012/13-2016/17
- Retail offering
C&A
-
- What we think
- Playing the sustainability card
- Digital presents best opportunity for growth
- Store overhauls show potential
- Company background
- Company performance
-
- Figure 235: C&A: Group financial performance, 2013/14-2017/18
- Figure 236: C&A: Outlet data, 2013/14-2017/18
- Retail offering
Debenhams
-
- What we think
- A delicate financial balancing act
- Time to focus resources on the home market?
- Fewer, smaller stores in the future?
- Digital growth offers hope
- Clothing revitalisation also at heart of growth plans
- Company background
- Company performance
-
- Figure 237: Debenhams: group financial performance, 2012/13-2016/17
-
- Figure 238: Debenhams: outlet data, 2012/13-2016/17
- Retail offering
Edinburgh Woollen Mill Group
-
- What we think
- Building a multi-brand multi-price fashion conglomerate
- Department store selling fashion brands rescued from collapse
- New online checkout system helps increase conversion rate
- Company background
- Company performance
-
- Figure 239: Edinburgh Woollen Mill Group: group financial performance, 2012/13-2016/17
-
- Figure 240: Edinburgh Woollen Mill Group: outlet data, 2012/13-2016/17
- Retail offering
El Corte Inglés
-
- What we think
- Comparisons
- Distractions
- Online: a major focus
- Where next?
- Company background
- Company performance
-
- Figure 241: El Corte Inglés: Group financial performance, 2013/14-2017/18
-
- Figure 242: El Corte Inglés: Outlet data, 2013/14-2017/18
- Retail offering
Esprit
-
- What we think
- Apparent failure of turnaround plan brings future of group into question
- Downsizing process needs to continue but product and brand identity must improve
- Online still not firing on all cylinders but product to blame?
- Company background
- Company performance
-
- Figure 243: Esprit: Group financial performance, 2013/14-2017/18
-
- Figure 244: Esprit: Outlet* data, 2013/14-2017/18
- Retail offering
Etam Group
-
- What we think
- Market leader in lingerie in France
- Acquisitions on the cards?
- Diversification
- New dual branded Paris flagship
- 1.2.3 struggling
- Building omnichannel integration
- Company background
- Company performance
-
- Figure 245: Etam Group (Europe): Group sales performance, 2013-17
-
- Figure 246: Etam Group: Outlet data, 2013-17
- Retail offering
H&M Hennes & Mauritz
-
- What we think
- A new fascia joins the stable
- Technology enhancing the customer experience
- A first in pet streetwear
- Localisation
- Making fashion circular
- COS expansion into China
- Company background
- Company performance
-
- Figure 247: H&M Hennes & Mauritz: group financial performance, 2012/13-2016/17
-
- Figure 248: H&M Hennes & Mauritz: outlet data, 2012/13-2016/17
- Retail offering
House of Fraser
-
- What we think
- Administration
- Positioning/repositioning
- Own brands
- Stores
- Will it work?
- Working practices
- Room for optimism
- Company background
- Company performance
-
- Figure 249: House of Fraser Plc: group financial performance, 2012/13-2016/17
-
- Figure 250: House of Fraser Plc: outlet data, 2012/13-2016/17
- Retail offering
Grupo Inditex
-
- What we think
- Online
- Where next
- Company background
- Company performance
-
- Figure 251: Grupo Inditex, sales and outlets by format, 2017
- Figure 252: Grupo Inditex, performance by brand, 2016-17
-
- Figure 253: Grupo Inditex: group financial performance, 2013/14-2017/18
- Figure 254: Grupo Inditex: outlet data, 2013/14-2017/18
- Retail offering
John Lewis Partnership
-
- What we think
- Rebrand
- Own brand expansion
- Investment in product service and innovation
- Doing the right thing
- Company background
- Company performance
-
- Figure 255: John Lewis Partnership: group financial performance, 2013/14-2017/18
-
- Figure 256: John Lewis Partnership: outlet data, 2013/14-2017/18
- Retail offering
Kiabi
-
- What we think
- A bold vision for growth
- International expansion is a major focus
- Using technology to improve the in-store customer experience
- Company background
- Company performance
-
- Figure 257: Kiabi: Group financial performance, 2012/13-2016/17
- Figure 258: Kiabi: Outlet data, 2012/13-2016/17
- Retail offering
KiK
-
- What we think
- KiK WhatsApp
- Advance of KiK17 store concept
- Halts US expansion plans to focus on Europe
- Bolstering multichannel proposition
- Corporate social responsibility commitment
- Company background
- Company performance
-
- Figure 259: KiK: Group sales performance, 2013-17
-
- Figure 260: KiK: Outlet data, 2013-17
- Retail offering
Marks & Spencer
-
- What we think
- Recent performance
- New CEO, new strategy
- Missing link – the merchandise
- Must do better
- Online
- Where next?
- Company background
- Company performance
-
- Figure 261: Marks & Spencer: group financial performance, 2013/14-2017/18
- Figure 262: Marks & Spencer: outlet data, 2013/14-2017/18
- Retail offering
Matalan
-
- What we think
- Optimising existing store space and improving in-store customer experience
- New website and expanded multichannel capabilities driving online sales growth
- Influencer recommendation and celebrity endorsement
- Focusing on improving operational performance
- Company background
- Company performance
-
- Figure 263: Matalan Ltd: group financial performance, 2013/14-2017/18
-
- Figure 264: Matalan Ltd: UK outlet data, 2013/14-2017/18
- Retail offering
New Look Group
-
- What we think
- Company Voluntary Agreement
- Back to value fashion
- Do consumers still want fast fashion?
- Celebrity social media power
- Backlash over pricing
- Company background
- Company performance
-
- Figure 265: New Look Group: group financial performance, 2013/14-2017/18
-
- Figure 266: New Look Group: outlet data, 2013/14-2017/18
- Retail offering
Next Group
-
- What we think
- Unlimited delivery service launch
- Manchester Arndale experiment
- Credit incentives drive sales growth
- Company background
- Company performance
-
- Figure 267: Next Group: group financial performance, 2013/14-2017/18
- Figure 268: Next Group: outlet data, 2013/14-2017/18
- Retail offering
OVS Group
-
- What we think
- Accelerating the development of e-commerce
- Focusing on store traffic and like-for-like sales growth
- Embracing the use of social media influencers
- Pushing corporate social responsibility and sustainability credentials
- Company background
- Company performance
-
- Figure 269: OVS Group: Group financial performance, 2013-17
-
- Figure 270: OVS Group: Outlet data, 2013-17
- Retail offering
Primark
-
- What we think
- Europe to remain focus of expansion
- Can Primark continue without an e-commerce presence?
- Company background
- Company performance
-
- Figure 271: Primark/Penneys: group financial performance, 2013/14-2017/18
-
- Figure 272: Primark/Penneys: outlet data, 2013/14-2017/18
- Retail offering
River Island
-
- What we think
- New concept store
- Branching into homewares
- Inclusive campaigning
- Like mother like daughter
- Extending the online offer
- Company background
- Company performance
-
- Figure 273: River Island Clothing Co Ltd: group financial performance, 2013-17
- Figure 274: River Island Clothing Co Ltd: outlet data, 2013-17
- Retail offering
Tendam
-
- What we think
- Grupo Cortefiel rebrands as Tendam
- Loyalty cardholder members continue to grow
- New sustainability projects
- Company background
- Company performance
-
- Figure 275: Tendam: Group sales performance, 2013/14-2017/18
-
- Figure 276: Tendam: Outlet data, 2013/14-2017/18
- Retail offering
Tesco
-
- What we think
- Fewer ways to buy
- Marketing support behind F&F helps lift brand awareness and sales
- In-store clothing concessions to give shoppers a wider choice
- Social media influencers to push clothing
- Eliminating hazardous chemicals from its clothes
- Company background
- Company performance
-
- Figure 277: Tesco Plc: group financial performance, 2013/14-2017/18
-
- Figure 278: Tesco Plc: outlet data, 2013/14-2017/18
- Retail offering
TJX International (TK Maxx Europe)
-
- What we think
- Store openings pushing ahead
- Threat from online competitors?
- Company background
- Company performance
-
- Figure 279: TJX International (TK Maxx Europe): Group financial performance, 2013/14-2017/18
- Figure 280: TJX International (TK Maxx Europe): Outlet data, 2013/14-2017/18
- Retail offering
Vivarte
-
- What we think
- Is the crisis over?
- Company background
- Company performance
-
- Figure 281: Vivarte: Group sales performance, 2012/13-2016/17
-
- Figure 282: Vivarte: French store numbers, 2012/13-2016/17
- Retail offering
YNAP Group
-
- What we think
- Richemont takeover completed
- YNAP focuses on m-commerce…
- …and expands product range
- Sustainability commitments
- Company background
- Company performance
-
- Figure 283: YNAP group: group financial performance, 2014-17
- Retail offering
Zalando
-
- What we think
- Expanding brand partnership scheme
- Driving out friction in delivery, returns and payments
- Working towards delivering a truly personalised on-site experience
- Head-to-toe fashion
- Conversational commerce to tackle customer pain points
- Dealing with excess and unwanted stock in a non-wasteful manner
- Company background
- Company performance
-
- Figure 284: Zalando: group financial performance, 2013-17
-
- Figure 285: Zalando: key metrics, 2016-H1 2018
- Retail offering
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