Table of Contents
Executive Summary – Europe – The Market
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- Spending on clothing and footwear
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- Figure 2: Europe: Spending on clothing and footwear, inc VAT, 2013-18
- Figure 3: Europe: Spending on clothing, inc VAT, 2013-18
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- Figure 4: Europe: Spending on clothing and footwear as % all consumer spending, 2013-18
- Figure 5: Europe: Spending on clothing and footwear as % all consumer spending, 2018
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- Figure 6: Europe: Gain in clothing and footwear’s share of all consumer spending, 2013-18
- Spending per capita
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- Figure 7: Europe: Spending on clothing and footwear per capita, inc VAT, 2018
- Clothing and footwear specialists’ sales
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- Figure 8: clothing and footwear specialists, sales, 2014-19
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- Figure 9: Europe: clothing and footwear specialists, forecast sales, 2019-24
- 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, 2018
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- Figure 11: Europe: Change in specialist clothing and footwear retailers’ share of all spending on clothing and footwear, 2013-2017/18
- Online
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- Figure 12: Europe: Proportion of people who have bought clothing, footwear or sports goods in the last 12 months, 2013-18
- Online sales
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- Figure 13: Europe: Top 5 economies, online sales of clothing and footwear, 2018
- Leading retailers
- What makes a clothing specialist?
- Driving growth from a multichannel strategy
- Inditex still comfortably in the lead
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- Figure 14: Europe: Leading clothing specialists, sales, 2014/15-2018/19
- Figure 15: Europe: Leading clothing specialists, outlets, 2014/15-2018/19
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- Figure 16: Europe: Leading clothing specialists, sales per outlet, 2014/15-2018/19
- Market shares
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- Figure 17: Leading clothing specialists, share of all spending on clothing and footwear, 2014/15-2018/19
- What we think
- France
- Germany
- Italy
- Spain
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, June 2019
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- Figure 19: Europe: Clothing shoppers who have bought online and not in-store, June 2019
- Leading pureplayers
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- Figure 20: Europe: All Online, Amazon and Zalando shoppers for clothing, June 2019
- Leading retailers
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- Figure 21: Europe: Top five most shopped at clothing retailers, July 2019
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- Figure 22: Europe: Ranking of Amazon and Zalando in each country, July 2019
- Attitudes to buying clothes
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- Figure 23: Europe: Those agreeing with each attitude statement by country, July 2019
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- Figure 24: Europe: Ranking of attitude statements by country, July 2019
Executive Summary – Europe -Launch Activity and Innovation
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- Fashion and technology
- Zalando opens VR store
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- Figure 25: Zalando pop-up store in Madrid, October 2019
- H&M creates Berlin collection based on big data
- Collaborations
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- Figure 26: Mango and Mistral collaboration, June 2019
- New openings
- Sustainable fashion
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- Figure 27: Zalando’s Zircle store, Berlin, August 2019
- Personalising fashion
- Growing rental market
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), 2014-19
- Sector size and forecast
- Channels of distribution
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- Figure 29: France: Estimated distribution of spending on clothing and footwear by channel, 2018
- Companies and brands
- Key metrics
- Market shares
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- Figure 30: France: Leading specialist clothing retailers, sales as % all spending on clothing and footwear, 2018
- Online
- The consumer
- How they shop for clothing
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- Figure 31: France: Channels used for buying clothes in the last 12 months, June 2019
- Where they shop for clothing
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- Figure 32: France: Retailers used for buying clothing in the last 12 months, June 2019
- Attitudes to shopping for clothes
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- Figure 33: France: Attitudes to shopping for clothes, June 2018
- What we think
- Issues and insights
- A choice of payment methods can help omnichannel
- The facts
- The implications
- Targeting older women
- The facts
- The implications
- The market – What you need to know
- Economy growing despite social unrest
- Clothing and footwear spend is in decline
- Weak growth amongst specialist retailers
- A fragmented market
- Consumer spending
- The economy
- Spending on fashion in decline
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- Figure 34: France: Consumer spending on clothing and footwear (incl. VAT), 2014-19
- Sector size and forecast
- Retail sales resilient
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- Figure 35: France: Specialist clothing retailers, sales (excl. VAT), 2014-19
- Figure 36: France: Specialist clothing retailers, forecast sales (excl. VAT), 2019-24
- Inflation
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- Figure 37: France: Consumer prices * of clothing and footwear, Annual % change, 2014-18
- Figure 38: France: Consumer prices * of clothing and footwear, Annual % change, January 2018 –July 2019
- Channels of distribution
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- Figure 39: France: Estimated distribution of spending on clothing and footwear by channel, 2018
- Companies and brands – What you need to know
- Contraction and consolidation
- The rise of Primark
- A fragmented sector
- Online drives growth
- Leading players
- Fashion retailing landscape continues to shift
- The decline of former market leader Vivarte
- Other contractions
- C&A still in the game
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- Figure 40: France: Leading specialist clothing retailers, 2014-18
- Figure 41: France: Leading specialist clothing retailers, outlets, 2014-18
- Sales per outlet
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- Figure 42: France: Leading specialist clothing retailers, sales per outlet, 2014-18
- Market shares
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- Figure 43: France: Leading specialist clothing retailers, sales as % all spending on clothing and footwear, 2014-18
- Online
- Online activity
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- Figure 44: France: Broadband connections (percentage of households), 2013-18
- Shopping for clothing online
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- Figure 45: France: Online purchasing in the last 12 months, 2014-18
- Leading online players
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- Figure 46: France: Leading retailers’ estimated clothing sales online, 2018
- The consumer – What you need to know
- Stores still dominant but online growing
- A fragmented market
- Sports retailers top the bill
- Amazon’s importance is growing
- Family specialists the leading chains
- Clothes shopping is more than just shopping
- Classic vs fast fashion
- Where they shop for clothes
- Online vs in-store
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- Figure 47: France: Channels used for buying clothes in the last 12 months, June 2019
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- Figure 48: France: Channels used for buying clothes in the last 12 months, June 2019
- Where they shop by retailer
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- Figure 49: France: Retailers used for buying clothing in the last 12 months, June 2019
- Sports retailers top the bill
- Amazon’s dominance expands
- Family specialists the leading chains
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- Figure 50: France: Retailers used for buying clothing by age and gender, H&M and Kiabi, June 2019
- Over a quarter buy clothing at grocery stores
- Department stores less significant
- Customer profiles
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- Figure 51: France: Where they shop for clothing, by average age and household income, June 2019
- Attitudes to shopping for clothes
- Clothes shopping is more than just shopping
- Buy now, pay later
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- Figure 52: France: Attitudes to shopping for clothes, June 2019
- Attitudes by specialist retailer used
- Fashion vs longevity
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- Figure 53: France: Attitudes to shopping for clothes, by where they shopped. specialists, June 2019
- Shopping in the Sales
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- Figure 54: France: Attitudes to shopping for clothes, by where they shopped, specialists, June 2019
- 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 55: Germany: Consumer spending on clothing and footwear (incl. VAT), 2014-19
- Sector size and forecast
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- Figure 56: Germany: Specialist clothing retailers, sales growth, 2014-19
- Inflation
- Channels of distribution
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- Figure 57: Germany: Estimated distribution of spending on clothing and footwear by channel, 2018
- Companies and brands
- Leading players
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- Figure 58: Germany: Annual sales growth of the leading specialist clothing retailers, 2018
- Market shares
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- Figure 59: Germany: Leading specialist clothing retailers, sales as % of all spending on clothing and footwear, 2015 and 2018
- Online
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- Figure 60: Germany: Online sales of clothing, 2014-19
- The consumer
- Where they shop for clothing
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- Figure 61: Germany: Channels used for buying clothes in the last 12 months, June 2019
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- Figure 62: Germany: Retailers used for buying clothing in the last 12 months, June 2019
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- Figure 63: Germany: Non-specialist stores used to shop for clothing, June 2019
- Attitudes to shopping for clothing
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- Figure 64: Germany: Attitudes to shopping for clothing, June 2019
- What we think
- Issues and insights
- Combining online and offline as a strategy for growth
- The facts
- The implications
- Germans enjoy shopping for clothes and move away from ‘fast fashion’
- The facts
- The implications
- The market – What you need to know
- Market for clothing shrinks 0.5%
- Clothing specialists’ sales drop by 1.8% in 2018
- Inflation rises further to 1.9% in 2018
- Specialists continue to dominate the clothing sector
- Consumer spending
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- Figure 65: Germany: Consumer spending on clothing and footwear (incl. VAT), 2014-19
- Sector size and forecast
- Sales decline for the specialists in 2018
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- Figure 66: Germany: Specialist clothing retailers, sales (excl. VAT), 2014-19
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- Figure 67: Germany: Specialist clothing retailers, forecast sales (excl VAT), 2019-24
- Inflation
- Inflation hits its highest point in five years
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- Figure 68: Germany: Harmonised index of consumer prices, annual % change, 2013-18
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- Figure 69: Germany: Harmonised index of consumer prices, annual % change, January 2018 – August 2019
- Channels of distribution
- Specialists continue to dominate sales
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- Figure 70: Germany: estimated distribution of spending on clothing and footwear by channel, 2018
- Companies and brands – What you need to know
- Signs of recovery from the past two years
- Number of outlets declines further
- H&M remains the leader in spite of decreasing sales
- Online share of clothing spending resumes growth
- Leading players
- Signs of recovery from the past two years
- Primark’s prices raise controversy in Germany
- C&A undergoes change in management again and aims for sustainability
- Zalando continues to combine online and offline
- Esprit reduces portfolio but no turn-around yet
- Miller & Monroe’s turn to leave the market
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- Figure 71: Germany: Leading specialist clothing retailers, sales (excl. VAT), 2014-18
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- Figure 72: Germany: Leading specialist clothing retailers, outlets, 2014-18
- Figure 73: Germany: Leading clothing specialists, sales per outlet, 2014-18
- Market shares
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- Figure 74: Germany: Leading specialist clothing retailers’ sales as % of all spending on clothing and footwear, 2015-18
- Online
- Online activity
- Shopping for clothing online
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- Figure 75: Germany: Online purchasing in the last 12 months, 2013-18
- Clothing share of online sales
- 58% shop online
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- Figure 76: Germany: Customers who shopped online or by catalogue for clothing, by age group, June 2019
- Online searches for clothing retailers
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- Figure 77: Germany: Search interest on Google, last 12 months, September 2018 – August 2019
- Leading online retailers
- Otto Group becomes the largest online marketplace for clothing
- One-third of consumers have Amazon Prime membership
- Zalando the leader online among specialists
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- Figure 78: Germany: Estimated online sales of clothing by major retailers, 2016-18
- The consumer – What you need to know
- 58% shopped online for clothing
- C&A is still the most popular specialist in Germany
- Amazon establishes itself as the dominant non-specialist
- German consumers appear to be moving away from fast fashion
- Enjoying the shopping experience is key
- Price and convenience remain important factors
- Where they shop for clothes
- 58% have shopped online for clothing
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- Figure 79: Germany: Channels used for buying clothes in the last 12 months, June 2019
- Online buying reaches across the age groups
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- Figure 80: Germany: Channels used for buying clothes in the last 12 months, by age group, June 2019
- Store-based specialists remain dominant
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- Figure 81: Germany: Stores used to shop for clothing, combined nets, June 2019
- Clothing specialists
- Online specialists establish themselves in the market
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- Figure 82: Germany: Specialist retailers used for buying clothing in the last 12 months, June 2019
- Customer profiles
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- Figure 83: Germany: Where they shop for clothing, by average age and household income, clothing specialists, June 2019
- Non-specialists
- Amazon continues to operate as the dominant non-specialist
- Merger of Galeria Kaufhof and Karstadt
- Small share of purchases in supermarkets and hypermarkets
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- Figure 84: Germany: Non-specialist stores used to shop for clothing, June 2019
- Attitudes to shopping for clothes
- German consumers appear to be moving away from ‘fast fashion’
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- Figure 85: Germany: Selected attitudes to shopping for clothing, June 2019
- Enjoying the shopping experience is key
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- Figure 86: Germany: Selected attitudes to shopping for clothing, June 2019
- Price and convenience remain important factors
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- Figure 87: Germany: Selected attitudes to shopping for clothing, June 2019
- Attitudes by specialist retailer used
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- Figure 88: Germany: Attitudes to shopping for clothing, by where they shopped in the last 12 months: Specialists, June 2019
- Attitudes by non-specialist used
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- Figure 89: Germany: Attitudes to shopping for clothing, by where they shopped in the last 12 months: Non-specialists, June 2019
- 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 90: Italy: Annual percentage change in consumer spending on clothing and footwear, 2014-19
- Sector size and forecast
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- Figure 91: Italy: Specialist clothing retailers’ sales (excl. VAT), 2014-19
- Channels of distribution
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- Figure 92: Italy: Estimated distribution of spending on clothing and footwear by channel, 2019
- Companies and brands
- Leading players
- Market shares
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- Figure 93: Italy: Leading specialist clothing retailers’ sales as % all spending on clothing and footwear, 2018
- Online
- The consumer
- Where they shop for clothes
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- Figure 94: Italy: Channels used for buying clothes, June 2019
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- Figure 95: Italy: Retailers used for buying clothes in the last 12 months, June 2019
- Attitudes to shopping for clothes
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- Figure 96: Italy: Attitudes to shopping for clothes, June 2019
- What we think
- Issues and insights
- Lines between stores and online are blurring but stores are still pivotal
- The facts
- The implications
- Sustainability rises up the agenda but will Italian shoppers pay more?
- The facts
- The implications
- The market – What you need to know
- Spending on clothing grows in 2018
- Retailer confidence shows signs of recovery
- Specialist retailers reel under onslaught from online and weather
- Inflation returns after deflationary spiral is avoided
- Specialists gradually losing share but still dominant
- Consumer spending
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- Figure 97: Italy: Consumer spending on clothing and footwear (incl. VAT), 2014-19
- Retailer and consumer confidence
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- Figure 98: Italy: Consumer and retailer confidence levels, October 2018-September 2019
- Sector size and forecast
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- Figure 99: Italy: Specialist clothing retailers, sales (excl. VAT), 2014-19
- Figure 100: Italy: Specialist clothing retailers, forecast sales (excl. VAT), 2020-24
- Inflation
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- Figure 101: Italy: Consumer prices * of clothing and footwear, annual % change, 2014-18
- Figure 102: Italy: Consumer prices * of clothing and footwear, annual % change, January 2018 –August 2019
- Channels of distribution
- Specialists gradually losing share but still dominant
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- Figure 103: Italy: Estimated distribution of spending on clothing and footwear by channel, 2018
- Companies and brands – What you need to know
- OVS maintains market leadership
- Inditex bucks the trend
- Calzedonia shifts focus to international markets
- H&M drops back
- OVS still leader but market share declines
- Italy online sales still underdeveloped
- Leading players
- OVS maintains market leadership
- Inditex bucks the trend
- Calzedonia shifts focus to international markets
- H&M drops back
- Other players
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- Figure 104: Italy: Leading specialist clothing retailers, sales (excl. VAT), 2014-18
- Figure 105: Italy: Leading specialist clothing retailers, outlets, 2014-18
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- Figure 106: Italy: Leading clothing retailers, Sales per outlet, 2014-18
- Market shares
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- Figure 107: Italy: Leading specialist clothing retailers, sales as % all spending on clothing and footwear, 2014-18
- Online
- Online activity
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- Figure 108: Italy: Household penetration of broadband internet, 2009-18
- Shopping for clothing online
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- Figure 109: Figure 19: Italy: Online purchasing in the last 12 months, 2009-18
- Online market size
- Leading online players
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- Figure 110: Italy Where people shopped for clothing online/by catalogue in the past 12 months, June 2019
- Bonprix
- Zalando
- Amazon
- Other players
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- Figure 111: Italy: Leading retailers’ estimated online sales of clothing, 2018
- The consumer – What you need to know
- Shift towards buying online continues but in-store still dominant
- Just over half only buy in-store
- Specialists most popular retailer type but sports retailers also prominent
- OVS leads the way
- Customers value the experience when clothes shopping
- Not just about fast fashion
- Where they shop for clothes
- In-store vs online
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- Figure 112: Italy: Channels used for buying clothes, June 2019
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- Figure 113: Italy: Channels used for buying clothes, June 2019
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- Figure 114: Italy: Channels used for buying clothes, by age group, June 2019
- Retailers bought from
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- Figure 115: Italy: Retailers used for buying clothes in the last 12 months, June 2019
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- Figure 116: Italy: Comparison of retailers used for buying clothes in the last 12 months, by age group, June 2019
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- Figure 117: Italy: Customer profile by clothing specialist shopped at, by age and income, June 2019
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- Figure 118: Italy: Retailers used for buying clothes in the last 12 months, by clothes buyers who shop in-store only, June 2019
- Attitudes to shopping for clothes
- Experience is important
- Clothes offer opportunity for personal expression
- Not just about fast fashion
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- Figure 119: Italy: Attitudes to shopping for clothes, June 2019
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- Figure 120: Italy: Attitudes to shopping for clothes, by retailers bought at in the past 12 months, June 2019
- 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
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- Figure 121: Spain: Spending on clothing and footwear as % all consumer spending, 2013-19
- Sector size and forecast
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- Figure 122: Spain: Clothing and footwear specialists as % all spending on clothing and footwear, 2014-19
- Inflation
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- Figure 123: Spain: Consumer prices of clothing and footwear, annual % change, 2014-19
- Channels of distribution
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- Figure 124: Spain: Estimated distribution of consumer spending on clothing and footwear by channel, 2018
- Companies and brands
- Leading players
- Market shares
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- Figure 125: Spain: Leading clothing specialists, share of all clothing and footwear spending, 2018
- Online
- The consumer
- Where they shop for clothes
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- Figure 126: Spain: Channels used for buying clothes in the last 12 months, June 2019
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- Figure 127: Spain: Retailers used for buying clothing in the last 12 months, June 2019
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- Figure 128: Spain: Non-specialist stores used to shop for clothing, June 2019
- Attitudes to shopping for clothes
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- Figure 129: Spain: Attitudes to shopping for clothing, June 2019
- What we think
- Issues and insights
- Why have the clothing and footwear specialists seen their share of spending fall?
- The facts
- The implications
- What future for store-based clothing retailing?
- The facts
- The implications
- The market – What you need to know
- Clothing market worth €32.4 billion in 2018
- Clothing specialists run out of steam
- Inflation rising slowly
- Specialists take two-thirds of spending
- Consumer spending
- The economy
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- Figure 130: Spain: Consumer and retail confidence, 2017-19
- Clothing and footwear outperforming
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- Figure 131: Spain: Consumer spending on clothing and footwear (incl VAT), 2014-19
- Sector size and forecast
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- Figure 132: Spain: Specialist clothing retailers, sales (excl VAT), 2014-19
- Figure 133: Spain: Specialist clothing retailers, forecast sales (excl VAT), 2020-24
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- Figure 134: Spain: Clothing and footwear specialists as % all spending on clothing and footwear, 2014-19
- Inflation
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- Figure 135: Spain: Consumer prices of clothing and footwear, annual % change, 2014-19 (July)
- Figure 136: Spain: Harmonised index of consumer prices, annual % change, January 2018 – August 2019
- Channels of distribution
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- Figure 137: Spain: Estimated distribution of consumer spending on clothing and footwear by channel, 2018
- Companies and brands – what you need to know
- Consolidation
- But it’s not all bad news
- ECI the market leader
- Online growing
- Leading players
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- Figure 138: Spain: Leading specialist clothing retailers, sales, 2016/17-2018/19
- Figure 139: Spain: Leading specialist clothing retailers, outlets, 2016/17 - 2018/19
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- Figure 140: Spain: Leading clothing specialist retailers, sales per outlet, 2016/17 - 2018/19
- Market shares
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- Figure 141: Spain: Leading specialist clothing retailers’ shares of all spending on clothing and footwear, 2016-18
- Online
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- Figure 142: Spain: Online purchases in the last 12 months, 2009-18
- Leading online retailers
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- Figure 143: Spain: Leading online clothing retailers, estimated sales, 2016-18
- The consumer – What you need to know
- 46% shopped online for clothing
- Zara is the most popular specialist in Spain
- Mixed messages about fast fashion
- The importance of a pleasant shopping experience
- Sales generally positively viewed
- Where they shop for clothes
- 46% have shopped online for clothing
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- Figure 144: Spain: Channels used for buying clothes in the last 12 months, June 2019
- Online buying peaks at 25-44
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- Figure 145: Spain: Channels used for buying clothes in the last 12 months, by age group, June 2019
- Store-based specialists maintain their relevance in the market
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- Figure 146: Spain: Stores used to shop for clothing, combined nets, June 2019
- Clothing specialists
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- Figure 147: Spain: Specialist retailers used for buying clothing in the last 12 months, June 2019
- Customer profiles
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- Figure 148: Spain: Where they shop for clothing, by average age and household income, clothing specialists, June 2019
- Non-specialists
- El Corte Inglés dominant among non-specialists
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- Figure 149: Spain: Non-specialist stores used to shop for clothing, June 2019
- Small share of purchases in supermarkets and hypermarkets
- Attitudes to shopping for clothes
- Mixed messages about fast fashion
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- Figure 150: Spain: Selected attitudes to shopping for clothing, June 2019
- The importance of experience
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- Figure 151: Spain: Selected attitudes to shopping for clothing, June 2019
- Sales generally not off-putting
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- Figure 152: Spain: Selected attitudes to shopping for clothing, June 2019
- Attitudes by specialist retailer used
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- Figure 153: Spain: Attitudes to shopping for clothing, by where they shopped in the last 12 months: Specialists, June 2019
- Attitudes by non-specialist used
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- Figure 154: Spain: Attitudes to shopping for clothing, by where they shopped in the last 12 months: Non-specialists, June 2019
- Appendix – Data sources, abbreviations and supporting information
- Abbreviations
- Data sources
UK
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- What you need to know
- Products covered in this Report
- Executive summary
- The market
- Consumer spending slows
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- Figure 155: Consumer spending on clothing and accessories, 2014-24
- Clothing specialists outperform
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- Figure 156: Retail sales through specialist clothing retailers, 2014-24
- Specialists regain market share
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- Figure 157: Estimated distribution of consumer spending on clothing, by type of retailer, 2019
- Companies and brands
- Inditex fastest growing specialist as it closes stores
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- Figure 158: Leading specialist retailers: compound annual growth in revenues, 2014-18
- Slight slowdown in online fashion growth
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- Figure 159: Online sales of clothing, accessories and footwear, 2014-24
- ASOS most recommended brand
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- Figure 160: Attitudes towards and usage of selected brands, February-September 2019
- The consumer
- People favour clothing specialists
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- Figure 161: Types of retailers used to purchase clothing in the last 12 months, August 2019
- People buy more frequently
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- Figure 162: Frequency of clothing purchases in the last 12 months, August 2018 and August 2019
- Women return clothes due to fit and size
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- Figure 163: Reasons for returning clothing purchased in the last 12 months, August 2019
- Male 16-34s look for identifiable brands
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- Figure 164: Most important factors when choosing clothing brands to buy, August 2019
- Female 16-34s like to treat themselves
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- Figure 165: Reasons for buying clothes, August 2019
- Sales can be overwhelming
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- Figure 166: Shopping behaviour, August 2019
- What we think
- Issues and insights
- Who are the winners and losers in clothing?
- The facts
- The implications
- Dealing with the issue of returns
- The facts
- The implications
- What are the opportunities for driving sales?
- The facts
- The implications
- The market – What you need to know
- Consumer spending slows
- Womenswear once again dominates sector
- Clothing specialists outperform
- Online players grow the most
- Garment price inflation drops again in August
- Obesity rates rise among women
- Market size and forecast
- Consumer spending slows
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- Figure 167: Consumer spending on clothing and accessories, 2014-24
- The future
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- Figure 168: Consumer spending on clothing and accessories, at current and constant prices, 2014-24
- Share of total consumer spending
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- Figure 169: Spending on clothing and accessories as percentage of all consumer spending, 2015-19
- Womenswear once again dominates sector
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- Figure 170: Estimated breakdown of consumer spending on clothing and accessories, 2019
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- Figure 171: Estimated breakdown of consumer spending on clothing and accessories, 2017-19
- Forecast methodology
- Sector size and forecast
- Clothing specialists outperform
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- Figure 172: Retail sales through specialist clothing retailers, 2014-24
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- Figure 173: Retail sales through specialist clothing retailers, at current and constant prices, 2014-24
- Clothing sales through specialist clothing retailers
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- Figure 174: Sales of clothing and accessories through specialist clothing retailers, 2014-19
- Figure 175: Clothing specialists share of consumer spending on clothing and accessories, 2014-19
- Forecast methodology
- Channels of distribution
- Ongoing shifts in where people shop for clothing
- Specialists regain market share but market grows increasingly challenging
- Non-specialists continue to underperform
- Growing sectors
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- Figure 176: Estimated distribution of consumer spending on clothing, by type of retailer, 2019
- Figure 177: Estimated distribution of consumer spending on clothing, by type of retailer, 2015-19
- Market drivers
- Inflation steady but clothing prices drop
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- Figure 178: Consumer price inflation, 2008-18
- Garment price inflation drops again in August
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- Figure 179: Consumer price inflation, August 2018-August 2019
- Real wage growth remains strong
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- Figure 180: Real wage growth – Average weekly earnings vs inflation, January 2016-August 2019
- Consumer confidence dips
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- Figure 181: Consumer financial confidence, January 2017-August 2019
- Clothing is still popular for disposable income spend
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- Figure 182: Trends in what extra money is spent on, September 2018 and September 2019
- Catering to an ageing population
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- Figure 183: Trends in the age structure of the UK population, 2016-26
- Obesity rates rise among women
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- Figure 184: Overweight and obesity prevalence in the UK population, 2013-17
- Young consumers share photos and video
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- Figure 185: Online activities done in the last three months on any device*, June 2018
- Instagram usage rises
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- Figure 186: Recent social media network usage, April 2018 and March 2019
- Companies and brands – What you need to know
- Clothing specialists show signs of recovery…
- …while non-specialists continue to face problems
- Online pure players continue to outperform
- Online consumer spending set to reach £35.4 billion by 2024
- Sector advertising spend up 44.3% year-on-year
- Despite declining revenues, M&S remains most trusted and unique
- Leading specialists
- Next maintains leadership and reverses declining sales
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- Figure 187: Leading specialist retailers: net revenues, 2014-18
- Increasingly polarised performance
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- Figure 188: Leading specialist retailers: compound annual growth in revenues, 2014-18
- Outlet numbers and sales per outlet
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- Figure 189: Leading specialist retailers: outlet numbers, 2014-18
- Sales per outlet
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- Figure 190: Leading specialist retailers: estimated annual sales per outlet, 2014-18
- Sales area and sales densities
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- Figure 191: Leading specialist retailers: total sales area, 2014-18
- Figure 192: Leading specialist retailers: estimated annual sales per square metre, 2014-18
- Operating profits and margins
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- Figure 193: Leading specialist retailers: operating profits, 2014-18
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- Figure 194: Leading specialist retailers: operating margins, 2014-18
- Leading non-specialists
- Sports retailers
- Department stores
- Supermarkets major players
- Online retailers
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- Figure 195: Leading non-specialists: estimated clothing and footwear revenues, 2014-18
- Market shares
-
- Figure 196: Leading retailers’ estimated share of spending on clothing and footwear, 2014-18
- Change in market shares
-
- Figure 197: Leading clothing retailers, change in share of clothing spending, 2014-18
- Space allocation summary
- Men’s, women’s and childrenswear overview
-
- Figure 198: Men’s, women’s and childrenswear overview, September 2019
- Figure 199: Men’s, women’s and childrenswear overview, September 2019
- Detailed category space allocation
-
- Figure 200: Specialist and non-specialist clothing retailers, estimated detailed space allocation, by category, September 2019
-
- Figure 201: Specialist and non-specialist clothing retailers, estimated detailed space allocation by category, September 2019
-
- Figure 202: Specialist and non-specialist clothing retailers, estimated detailed space allocation by category, September 2019
- Clothing vs non-clothing space
-
- Figure 203: Primark beauty services, Birmingham, September 2019
- Figure 204: Specialist and non-specialist clothing retailers, estimated clothing versus non-clothing space, September 2019
- Retail product mix
-
- Figure 205: Leading clothing retailers, estimated sales, by product, 2018
- Figure 206: Leading clothing retailers: share of clothing sales, by product, 2018
- Womenswear
-
- Figure 207: Leading clothing retailers estimated share of the womenswear market, 2018
- Menswear
-
- Figure 208: Leading clothing retailers estimated share of the menswear market, 2018
- Childrenswear
-
- Figure 209: Leading clothing retailers estimated share of the childrenswear market, 2018
- Online
- Slight slowdown in online fashion growth
-
- Figure 210: Online sales of clothing, accessories and footwear, 2014-24
- Figure 211: Online sales of clothing, accessories and footwear, at current and constant prices, 2014-24
- Online spending on clothing and accessories set to rise 15.1% in 2019
-
- Figure 212: Breakdown of online sales of clothing, accessories and footwear, 2014-19
- Where they shop online
-
- Figure 213: Retailers used to purchase clothing online in the last 12 months, August 2019
- Forecast methodology
- Launch activity and innovation
- AI-driven stress-free clothes shop
- Sustainable fashion
- Fashion free from animal-derived components
- Virtual catwalk experience
-
- Figure 214: Zalando pop-up store in Madrid, October 2019
- Pop-ups
- Menswear rental service
- Advertising and Marketing Activity
- Sector advertising spend up 44.3% year-on-year
-
- Figure 215: Total recorded above-the-line advertising expenditure on clothing and accessories, 2014-18
- Shein the top advertiser
-
- Figure 216: Total recorded above-the-line, online, display and direct mail total advertising expenditure on clothing and accessories, by leading top 20 spenders, 2014-18
- 51% of advertising expenditure channelled through digital media
-
- Figure 217: Total recorded above-the-line advertising expenditure percentage on clothing, by media type, total market, 2018
- Key campaigns
- Marks & Spencer launch two separate Christmas campaigns in 2018
- adidas and Nike World Cup campaigns
- JD Williams A/W18 campaign featuring real women alongside models
- River Island focus on diversity
- Nielsen Ad Intel coverage
- Brand research
- What you need to know
- Brand map
-
- Figure 218: Attitudes towards and usage of selected brands, February-September 2019
- Key brand metrics
-
- Figure 219: Key metrics for selected brands, February-September 2019
- Brand attitudes: Primark and Peacocks offer good value
-
- Figure 220: Attitudes, by brand, February-September 2019
- Brand personality: Whistles seen as the most exclusive
-
- Figure 221: Brand personality – Macro image, February-September 2019
- Primark and Peacocks are both perceived as basic
-
- Figure 222: Brand personality – Micro image, February-September 2019
- Brand analysis
- The market leaders in sales: Next and M&S
- Home shopping retailers: ASOS and Very
- Value retailers: Primark and New Look
- Fast fashion retailers: Topshop/Topman, H&M and Zara
- The consumer – What you need to know
- New jeans trends drive purchasing
- People favour clothing specialists
- Men aged under-35 shop more often
- 68% of female under-25s return clothes
- Young Millennials opt for brands that care
- Female 16-34s like to treat themselves
- Sales can be overwhelming
- What they buy
- Footwear sees biggest fall
-
- Figure 223: Fashion items purchased in the last three months, June 2018 and June 2019
- New jeans trends drive purchasing
-
- Figure 224: Outerwear items purchased in the last three months, June 2017 and June 2019
- Young women buy less
-
- Figure 225: Number of clothing items purchased on most recent shopping trip, by age, June 2019
- Women spend more per trip
-
- Figure 226: Amount spent on most recent clothing shopping trip, by gender, June 2019
- Where they shop
- People favour clothing specialists
-
- Figure 227: Types of retailers used to purchase clothing in the last 12 months, August 2019
- M&S number one fashion retailer
-
- Figure 228: Retailers used to purchase clothing in the last 12 months, August 2019
- Almost three quarters shop online
-
- Figure 229: Types of retailers used to purchase clothing in the last 12 months, by channel, August 2019
- Who is driving growth?
-
- Figure 230: 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, August 2019
- Young shop around
-
- Figure 231: Repertoire of retailers used to purchase clothing in the last 12months, by channel, August 2019
- Customer profiles
- John Lewis biased towards men
-
- Figure 232: Retailer customer profile, by gender, August 2019
- River Island reaches out to older women
-
- Figure 233: Retailer customer profile, by age, August 2019
- New Look looks to regain less affluent customers
-
- Figure 234: Retailer customer profile, by socio-economic group, August 2019
- Figure 235: Retailer customer profile, by location type, August 2019
- Frequency of purchases
- People buy more frequently
-
- Figure 236: Frequency of clothing purchases in the last 12 months, August 2018 and August 2019
- Men aged under-35 shop more often
-
- Figure 237: Frequency of clothing purchases in the last 12 months, by gender, August 2019
- Online shoppers buy even more frequently
-
- Figure 238: Frequency of clothing purchases in the last 12 months, by how they bought clothing, August 2019
- Most affluent shop most often
-
- Figure 239: Frequency of clothing purchases in the last 12 months, by socio-economic group, August 2019
- Reasons for returning clothes
- Two fifths return clothes
-
- Figure 240: Proportion of consumers who have returned clothes, August 2019
- 68% of female under-25s return clothes
-
- Figure 241: Proportion of consumers who have returned clothes, by age, August 2019
- Women return clothes due to fit and size
- Trying before buying
-
- Figure 242: Reasons for returning clothing purchased in the last 12 months, August 2019
- Most important factors when choosing brands
- Male 16-34s look for identifiable brands
-
- Figure 243: Most important factors when choosing clothing brands to buy, August 2019
- Young Millennials opt for brands that care
-
- Figure 244: Most important factors when choosing clothing brands to buy, by generations, August 2019
- Young men want limited-edition styles
- Reasons for buying clothes
- Female 16-34s like to treat themselves
-
- Figure 245: Reasons for buying clothes, August 2019
- Women want new clothes when weather changes
-
- Figure 246: Reasons for buying clothes, by gender, August 2019
- Attitudes to shopping for clothing
-
- Figure 247: Attitudes to shopping for clothing, August 2019
- Shoppers enjoy updates but buy items that don’t go out of style quickly
-
- Figure 248: UK: Selected attitudes to shopping for clothing, August 2019
- There is social pressure to buy branded clothes but sales can be overwhelming
-
- Figure 249: Selected attitudes to shopping for clothing, August 2019
- Providing a pleasant shopping experience remains key
-
- Figure 250: Selected attitudes to shopping for clothing, August 2019
- Attitudes by specialist retailer used
-
- Figure 251: Attitudes to shopping for clothing, by where they shopped in the last 12 months: specialists, August 2019
- Attitudes by non-specialist used
-
- Figure 252: Attitudes to shopping for clothing, by where they shopped in the last 12 months: non-specialists, August 2019
- Shopping experience is most important for Millennials and in the city
-
- Figure 253: Clothing retailing – CHAID – Tree output, August 2019
-
- Figure 254: Clothing retailing – CHAID – Table output, August 2019
- Methodology
- Appendix – Data Sources, Abbreviations and Supporting Information
- Abbreviations
- Consumer research methodology
- Appendix – Market/sector size and forecast
- Forecast methodology
- Best- and worst-case forecasts
-
- Figure 255: Consumer spending on clothing, best- and worst-case forecast, 2019-24
- Figure 256: Retail sales through specialist clothing retailers, best- and worst-case forecast, 2019-24
- Figure 257: Online sales of clothing, accessories and footwear, best- and worst-case forecast, 2019-24
Arcadia Group
-
- What we think
- Arcadia focuses on online and physical stores
- Arcadia Group continues to suffer substantial losses
- Shop Direct and Next to launch Topshop/Topman ranges
- Focus remains spread over too many brands
- Company background
- Company performance
-
- Figure 258: Arcadia Group: group financial performance, 2012/13-2017/18
-
- Figure 259: Arcadia Group: outlet data, 2012/13-2017/18
- Retail offering
Asda Group
-
- What we think
- Merger deal with Sainsbury’s blocked
- Inspirational in-store digital signage scheme to be expanded to more supermarkets
- Buy now pay later
- Stepping up production of eco-friendly garments
- Company background
- Company performance
-
- Figure 260: Asda Group Ltd: group financial performance, 2014-18
-
- Figure 261: Asda Group Ltd: outlet data, 2014-18
- Retail offering
ASOS
-
- What we think
- Getting tough on ‘serial returners’
- Bolstering CSR credentials with charity shop initiative
- Making shopping online for clothing easier
- Tailored experience for specific markets
- Becomes the latest fashion retailer to introduce its own homewares collection
- Company background
- Company performance
-
- Figure 262: ASOS: group financial performance, 2013/14-2017/18
- Retail offering
C&A
-
- What we think
- Making up for lost time online
- Partnering with other brands
- Changes in management
- C&A continues to focus on sustainability
- Company background
- Company performance
-
- Figure 263: C&A: Group financial performance, 2013/14 – 2018/19
- Figure 264: C&A: Outlet data, 2013/14 – 2018/19
- Retail offering
Debenhams
-
- What we think
- New exclusive womenswear and menswear brands to draw customers in
- Improving the in-store fashion experience
- Using mobile to balance online and offline offering
- Bolstering sustainable fashion credentials
- Company background
- Company performance
-
- Figure 265: Debenhams: group financial performance, 2013/14-2017/18
-
- Figure 266: Debenhams: outlet data, 2013/14-2017/18
- Retail offering
El Corte Inglés
-
- What we think
- New digital shopping solution and extended fulfilment options driving e-commerce
- Chasing Chinese customers
- Sfera Joven store refurbishment
- Focusing on own brands to boost margins
- Tapping into the cult of celebrity to push menswear
- Eco fashion
- Company background
- Company performance
-
- Figure 267: El Corte Inglés: Retail division financial performance, 2017/18-2018/19
-
- Figure 268: El Corte Inglés: Retail revenue by product, 2017/18-2018/19
- Figure 269: El Corte Inglés: Retail division outlet data, 2017/18-2018/19
- Retail offering
Edinburgh Woollen Mill Group
-
- What we think
- Experimenting with a department store format
- Peacocks ditching plastic to reduce its environmental footprint
- Company background
- Company performance
-
- Figure 270: Edinburgh Woollen Mill Group and selected brands: group financial performance, 2013/14-2017/18
-
- Figure 271: Edinburgh Woollen Mill Group and selected brands: estimated outlet data, 2013/14-2017/18
- Retail offering
Esprit
-
- What we think
- Esprit goes green and commits to improve workers’ rights
- Pursuing an “ambitious but realistic plan”
- Esprit resumes expansion in Europe
- Company background
- Company performance
-
- Figure 272: Esprit: Group financial performance, 2013/14-2018/19
-
- Figure 273: Esprit: Outlet* data, 2013/14-2018/19
- Retail offering
Etam Group
-
- What we think
- Strengthening lingerie business
- The Ysé acquisition
- Livy
- The China problem
- Company background
- Company performance
-
- Figure 274: Etam Group: Group sales performance, 2014-18
- Figure 275: Etam Group: Outlet data, 2014-18
- Retail offering
Grupo Inditex
-
- What we think
- Growth from a combination of online and offline channels
- Diversification and dedicated content on social channels
- Inditex’s new strategy focuses on sustainability
- Company background
- Company performance
-
- Figure 276: Grupo Inditex: sales and outlets by format, 2018/19
- Figure 277: Grupo Inditex, performance by brand, 2017-19
-
- Figure 278: Grupo Inditex: group financial performance, 2013/14-2018/19
- Figure 279: Grupo Inditex: outlet data, 2013/14-2018/19
- Retail offering
H&M Hennes & Mauritz
-
- What we think
- Digital
- Store development
- Company background
- Company performance
-
- Figure 280: H&M Hennes & Mauritz: group financial performance, 2013/14-2017/18
-
- Figure 281: H&M Hennes & Mauritz: outlet data, 2013/14-2017/18
- Retail offering
House of Fraser
-
- What we think
- What Sports Direct says
- What has Sports Direct done?
- Adverse effect on clothing concessions
- Where next?
- Doubts
- Future unclear
- Company background
- Company performance
-
- Figure 282: House of Fraser Plc: group financial performance, 2012/13-2018/19
- Figure 283: House of Fraser Plc: outlet data, 2012/13-2018/19
- Retail offering
John Lewis Partnership
-
- What we think
- John Lewis & Partners line
- John Lewis undergoes substantial store overhaul
- Six start-ups shortlisted for in-store innovation scheme
- Where next?
- Company background
- Company performance
-
- Figure 284: John Lewis Partnership: group financial performance, 2014-19
-
- Figure 285: John Lewis Partnership: outlet data, 2013/14-2018/19
- Retail offering
Kiabi
-
- What we think
- Developing a dynamic in-store experience
- Expanded online reach and enhanced mobile shopping experience
- 100% eco-friendly fashion
- Company background
- Company performance
-
- Figure 286: Kiabi: Estimated European financial performance, 2014-18
- Figure 287: Kiabi: Estimated European Outlet data, 2014-18
- Retail offering
KiK
-
- What we think
- Bricks-and-mortar makeover now almost complete
- Eastern Europe markets driving sales growth
- Online sales and website visitors up
- Company background
- Company performance
-
- Figure 288: KiK: Group financial performance, 2014-18
- Figure 289: KiK: Outlet data, 2014-18
- Retail offering
Marks & Spencer
-
- What we think
- Recent performance
- Progress
- It all takes time
- Online
- Where next?
- Company background
- Company performance
-
- Figure 290: Marks & Spencer: group financial performance, 2014/15-2018/19
- Figure 291: Marks & Spencer: outlet data, 2014/15-2018/19
- Retail offering
Matalan
-
- What we think
- Improved in-store experience
- Enhanced online journey driving ecommerce sales
- Click-and-collect convenience
- Range extension with new affordable own beauty brand
- Menswear brand ambassador
- Company background
- Company performance
-
- Figure 292: Matalan Ltd: group financial performance, 2014/15-2018/19
- Figure 293: Matalan Ltd: outlet data, 2014/15-2018/19
- Retail offering
New Look Group
-
- What we think
- Focusing on womenswear
- Bolstering its value-led pricing positioning
- Enriched multichannel proposition
- Exploring third-party ecommerce opportunities to offset shuttered international stores
- Vegan accessory and footwear collection
- Company background
- Company performance
-
- Figure 294: New Look Retail Group: financial performance, 2017/18-2018/19
-
- Figure 295: New Look Group Plc: outlet data, 2014/15-2018/19
- Retail offering
Next Group
-
- What we think
- Next improves handling of returns as ‘normal part of doing business’
- Choice as a driver for growth
- Increasing profitability of the store estate
- Next launches Platform Plus
- Where next
- Company background
- Company performance
-
- Figure 296: Next Group: group financial performance, 2013/14-2018/19
- Figure 297: Next Group: outlet data, 2013/14-2018/19
- Retail offering
OVS group
-
- What we think
- Refurbished stores delivering increased like-for-like sales growth
- Accelerated store digitisation making the shopping experience quicker and more convenient
- More ways to buy Upim and Blukids
- Expanded product offering
- Shop-in-shop opportunities
- Eco-friendlier denim
- Company background
- Company performance
-
- Figure 298: OVS group: Group financial performance, 2014-18
-
- Figure 299: OVS group: Outlet performance, 2014-18
- Retail offering
Primark/Penneys
-
- What we think
- European expansion continues
- Offline business model could hold back growth
- Greater focus on experience could point the way forward
- Growing sentiment against fast fashion is forcing change on the business
- Where now?
- Company background
- Company performance
-
- Figure 300: Primark/Penneys: group financial performance, 2014/15-2018/19
-
- Figure 301: Primark/Penneys: outlet data, 2014/15-2018/19
- Retail offering
River Island
-
- What we think
- Negotiating with landlords to slash store rents
- Celebrity collaborations to drive sales
- New womenswear brand to appeal to 40-plus age group
- Slick new social shopping experience
- Combating the problem of overstocking and discounting
- Company background
- Company performance
-
- Figure 302: River Island Holdings Limited: group financial performance, 2014-2018
- Figure 303: River Island Clothing Co Ltd: outlet data, 2014-18
- Retail offering
Tendam Brands
-
- What we think
- Robust multichannel infrastructure to support digital sales growth
- 24 million loyalty card members
- Considering launching an IPO in 2020
- Sustainable collections
- Company background
- Company performance
-
- Figure 304: Tendam: Group financial performance, 2014/15-2018/19
-
- Figure 305: Tendam: Outlet data, 2014/15-2018/19
- Retail offering
Tesco
-
- What we think
- Repurposing stores to expand F&F clothing range in its larger stores
- Selected F&F womenswear items on Next.co.uk
- Company background
- Company performance
-
- Figure 306: Tesco Plc: group financial performance, 2014/15-2018/19
-
- Figure 307: Tesco Plc: outlet data, 2014/15-2018/19
- Retail offering
TJX International (TK Maxx Europe)
-
- What we think
- A shift in focus?
- A need to push the digital side of the business
- Where now?
- Company background
- Company performance
-
- Figure 308: TJX International (TK Maxx Europe): Group financial performance, 2014/15-2018/19
-
- Figure 309: TJX International (TK Maxx Europe): Outlet data, 2014/15-2018/19
- Retail offering
Vivarte
-
- What we think
- A troubled business
- The slimming down
- What is the outlook for Vivarte ?
- Company background
- Company performance
-
- Figure 310: Vivarte: Group sales performance, 2013/14-2017/18
- Figure 311: Vivarte: Outlet data, 2013/14-2017/18
- Retail offering
YNAP group
-
- What we think
- YNAP gives a much needed boost to Richemont’s online presence
- Increased co-operation with other brands in the Richemont family
- Customer service enhancements focus on personalisation
- Where now?
- Company background
- Company performance
-
- Figure 312: YNAP group: Group financial performance, 2013/14-2018/19
- Retail offering
Zalando
-
- What we think
- Selling more products, slower revenue growth
- Zalando continues to succeed by combining online and offline
- Zalando’s circular fashion joins the physical world
- Zalando expands beauty range to five new markets
- Average basket size is still decreasing
- Zalando Plus loyalty scheme expanded
- Zalando trials robots for customer orders
- Moving away from own brands
- What next?
- Company background
- Company performance
-
- Figure 313: Zalando: group financial performance, 2013-18
-
- Figure 314: Zalando: key metrics, 2016-H1 2019
- Retail offering
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