Clothing Retailing - UK - September 2007

ISSUES IN THE MARKET
Main themes
 ABBREVIATIONS
INSIGHTS AND OPPORTUNITIES
Moving online – a drift or flood
Don’t forget the stores
Green is the new black
MARKET IN BRIEF
The future – clothing to outperform all retail
Clothing spending – robust growth despite deflation
Industry insights – on value and online fashion
Consumer behaviour – price and fit are top of mind
Shopping patterns – M&S vs Primark for the nation’s favourite
Market leaders – a concentrated sector
FAST FORWARD TRENDS
Trend 1: I-Creative
Definition
What next?
Trend 2: Life Imitating Science Fiction
Definition
What next?
Trend 3: Many Mes, the Multiplex Consumer
Definition
What next?
 WHAT IS FAST FORWARD TRENDS?
INDUSTRY INSIGHTS
Key findings
Retailer/market performance
The value sector
The middle-market
The upper middle market
Factors affecting the clothing market
Limited editions
Celebrity ranges
Impact of eBay
The future
Future strategies
Winners and losers
Fashion trends for autumn 2007 and spring 2008
Online shopping
Who does online well? Some physical retailers …
… but ASOS is highly-regarded
Ensuring that people still enjoy physical shopping
Need for doing things differently online to physical – ie dual pricing?
How big will online become in clothing retailing?
Virtual reality and Second Life
Green/ethical
Success (or not) of organic clothing ranges
Price
Changing buying behaviour – cheap vs trading up
Store design
Examples of interesting stores designs in the UK
Customer service
Examples of retailers with great/innovative customer service
INTERNAL MARKET ENVIRONMENT
M&S recovery
Competition from supermarkets
Online shopping – friend or foe?
Innovation the key
Deflation will start to ease
Consumer sentiment
Figure 1: UK: Consumer price index for selected goods, 2002-06
Ethical, organic and all that
Celebrity collaboration
BROADER MARKET ENVIRONMENT
Population trends
Growing, greying population
Figure 2: UK: Population trends, 2002-12
Figure 3: UK: Population trends, by age band, 2002-12
Figure 4: UK: Population, by age band, 2002, 2007 and 2012
Population implications for the clothing market
The consumer
Increasingly affluent
Figure 5: UK population, by socio-economic group, 2002 and 2012
PDI continues to rise
Figure 6: PDI and consumer expenditure, at current and constant 2002 prices, 2002-12
Bank of England determined to curb rising inflationary pressures
Figure 7: PDI and consumer spend growth rates, at current and constant prices, 2002-07 and 2007-12
Consumer implications for the clothing market
THE MARKET IN CONTEXT
Key findings
Clothing holds up well
Figure 8: UK: Consumer spending on selected categories, 2002-06
Clothing market versus clothing specialists and all retail sales
Figure 9: UK: Index of consumer spending growth in clothing and all retail sales, 2002-06
Clothing versus other personal adornment and personal care categories
Figure 10: UK: Personal adornment & care categories as % of all consumer spending, 2002-06
Personal versus home ‘fashion’
Figure 11: UK: Index of consumer spending growth in clothing and selected home categories, 2002-06
Traditional recreation stands its ground
Figure 12: UK: Index of consumer spending growth in clothing and selected recreational categories, 2002-06
STRENGTHS AND WEAKNESSES IN THE MARKET
Strengths
Weaknesses
WHO’S INNOVATING?
Online inspiration
Made in the UK
Technical innovation
Price-stretch
Magic mirror
Self checkouts
SECTOR SIZE AND FORECAST
Key findings
The future
Economic outlook
Inflation
Consumer outlook
Retail sales
Online potential
Clothing specialists forecasts
Figure 13: UK: Clothing specialists retail sales, 2002-12
Figure 14: UK: Clothing specialists as % of non-food and all retail sales, 2002-12
The past
Clothing specialists gain retail market share
Figure 15: UK: clothing specialists’ sales, 2002-06
Figure 16: UK: Relative sales performance of clothing and footwear sub-segments, 2002-06
EUROPEAN CONSUMER CONTEXT
Introduction
Comparison of consumer typologies across Europe
Figure 17: Clothing consumer typologies, by country, 2006
Germany
Figure 18: Clothing consumer typologies in Germany compared to four-country average, 2006
France
Figure 19: Clothing consumer typologies in France compared to four-country average, 2006
Great Britain
Figure 20: Clothing consumer typologies in UK compared to four-country average, 2006
Spain
Figure 21: Clothing consumer typologies in Spain compared to four-country average, 2006
Comparison of agreement with clothing lifestyle statements
Figure 22: Agreement with clothing lifestyle statements, by country, 2006
France
Figure 23: Top five clothing lifestyle statements, France, 2006
Germany
Figure 24: Top five clothing lifestyle statements, Germany, 2006
Spain
Figure 25: Top five clothing lifestyle statements, Spain, 2006
UK
Figure 26: Top five clothing lifestyle statements, GB, 2006
WHERE THEY BUY CLOTHES
Key findings
Where they shop – trend data
Figure 27: Outlets used for purchasing clothing in the last 12 months, 2003-07
Figure 28: Outlets used for purchasing clothing in the last 12 months, June 2007
Figure 29: Outlets used for purchasing clothing in the last 12 months, change in penetration, percentage points, 2003-07
Figure 30: Outlets used for purchasing clothing in the last 12 months, penetration, top five, 2003-07
 CLOTHING SHOPPING PATTERNS
Figure 31: Where consumers bought clothing from for themselves, in the last 12 months, June 2007
Figure 32: Outlets used for purchasing clothing in the last 12 months, change in penetration, percentage points, 2006-07
Department and variety stores
Figure 33: Outlets used for purchasing clothing in the last 12 months – M&S and Bhs, by age, June 2007
Figure 34: Outlets used for purchasing clothing in the last 12 months – Debenhams and John Lewis, by age, June 2007
Figure 35: Outlets used for purchasing clothing in the last 12 months – M&S and Bhs, by socio-economic group, June 2007
Figure 36: Outlets used for purchasing clothing in the last 12 months – Debenhams, John Lewis and House of Fraser, by socio-economic group, June 2007
Figure 37: Outlets used for purchasing clothing in the last 12 months – Department and variety stores, by gender, age and socio-economic group, June 2007
Supermarkets and value retailers
Supermarkets
Figure 38: Outlets used for purchasing clothing in the last 12 months – supermarkets, by age, June 2007
Figure 39: Outlets used for purchasing clothing in the last 12 months – supermarkets, by socio-economic group, June 2007
Value retailers
Figure 40: Outlets used for purchasing clothing in the last 12 months – Primark & Matalan, by age, June 2007
Figure 41: Outlets used for purchasing clothing in the last 12 months – Primark & Matalan, by socio-economic group, June 2007
Figure 42: Outlets used for purchasing clothing in the last 12 months – Peacocks & TK Maxx, by age, June 2007
Figure 43: Outlets used for purchasing clothing in the last 12 months – Peacocks & TK Maxx, by socio-economic group, June 2007
Figure 44: Outlets used for purchasing clothing in the last 12 months – supermarkets and value retailers, by gender, age and socio-economic group, June 2007
Fashion specialists
Age
Figure 45: Outlets used for purchasing clothing in the last 12 months – H&M and Topshop/Topman, by age, June 2007
Figure 46: Outlets used for purchasing clothing in the last 12 months – River Island and New Look, by age, June 2007
Figure 47: Outlets used for purchasing clothing in the last 12 months – Burton and Dorothy Perkins, by age, June 2007
Figure 48: Outlets used for purchasing clothing in the last 12 months – Next and Gap, by age, June 2007
Socio-economic group
Figure 49: Outlets used for purchasing clothing in the last 12 months – Next, H&M and Gap, by socio-economic group, June 2007
Figure 50: Outlets used for purchasing clothing in the last 12 months – River Island, Burton, Topshop/Topman, by socio-economic group, June 2007
Figure 51: Outlets used for purchasing clothing in the last 12 months – Fashion specialists, by gender, age and socio-economic group, June 2007
Figure 52: Outlets used for purchasing clothing in the last 12 months – Fashion specialists, by gender, age and socio-economic group, June 2007
Other clothing channels
Figure 53: Outlets used for purchasing clothing in the last 12 months – Other clothing channels, by gender, age and socio-economic group, June 2007
Number of outlets used
Figure 54: Number of outlets used for buying clothing in the last 12 months, June 2007
Where the consumers shopped by number of outlets used
Figure 55: Where consumers shopped at for clothing in the last 12 months, by number of stores shopped at, June 2006
Figure 56: Change in penetration, by where consumers shopped at by number of stores shopped at, percentage points, 2006-07
WHERE THEY BUY CLOTHES – DETAILED CONSUMER DEMOGRAPHICS
Figure 57: Outlets used for purchasing clothing in the last 12 months – department and variety stores, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing and supermarket used, June 2007
Figure 58: Outlets used for purchasing clothing in the last 12 months – supermarkets and value retailers, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing and supermarket used, June 2007
Figure 59: Outlets used for purchasing clothing in the last 12 months – fashion specialists, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing and supermarket used, June 2007
Figure 60: Outlets used for purchasing clothing in the last 12 months – fashion specialists, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing and supermarket used, June 2007
Figure 61: Outlets used for purchasing clothing in the last 12 months – other clothing channels, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing and supermarket used, June 2007
WHAT SHOPPERS WANT TO SEE IN CLOTHING SHOPS
Key findings
Figure 62: Improvements most wanted by shoppers at clothing shops, June 2007
Mars and Venus have different priorities.
Figure 63: Improvements most wanted by shoppers at clothing shops, by gender, June 2007
For fits sake
Figure 64: The demand for a wider range of sizes/fittings and alterations services by shoppers at clothing shops, by age, June 2007
Figure 65: The demand for a wider range of sizes/fittings and alterations services by shoppers at clothing shops, by socio-economic group, June 2007
Availability
Figure 66: The demand for better stock availability and ordering services by shoppers at clothing shops, by age, June 2007
Figure 67: Improvements most wanted by shoppers at clothing shops (fit and availability), by gender, age and socio-economic group, June 2007
Service, please!
Figure 68: The demand for quicker service when paying and personal service by shoppers at clothing shops, by age, June 2007
Shopability vs. Inspiration
Figure 69: The demand for more displays and clearer signage by shoppers at clothing shops, by age, June 2007
Figure 70: The demand for more displays and clearer signage by shoppers at clothing shops, by socio-economic group, June 2007
Figure 71: The demand for more changing rooms by shoppers at clothing shops, by age, June 2007
Figure 72: Improvements most wanted by shoppers at clothing shops (service & store environment), by gender, age and socio-economic group, June 2007
WHAT SHOPPERS WANT TO SEE IN CLOTHING SHOPS – DETAILED CONSUMER DEMOGRAPHICS
Figure 73: Improvements most wanted by shoppers at clothing shops, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing, supermarket used and where they shop for clothes, June 2007
Figure 74: Improvements most wanted by shoppers at clothing shops, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing, supermarket used and where they shop for clothes
ATTITUDES TOWARDS CLOTHES SHOPPING
Key findings
Figure 75: Attitudes towards clothes shopping, June 2007
Figure 76: Attitudes towards clothes shopping, most popular statements – Men, June 2007
Figure 77: Attitudes towards clothes shopping, Most popular statements, Women, June 2007
Price first!
Figure 78: Attitudes towards clothes shopping, by gender, age and socio-economic group, June 2007
Figure 79: Attitudes towards cheap prices and designer clothing, by age, June 2007
Figure 80: Attitudes towards cheap prices and designer clothing, by socio-economic group, June 2007
Figure 81: Attitudes towards cheap prices and sales, by socio-economic group, June 2007
Impulse and Internet
Figure 82: Attitudes to impulse and Internet clothes shopping, by age, June 2007
Figure 83: Attitudes to impulse and Internet clothes shopping, by socio-economic group, June 2007
Figure 84: Attitudes towards clothes shopping, by gender, age and socio-economic group, June 2007
Indulgence or agony?
Figure 85: Enjoyability of clothes shopping, by age, June 2007
Figure 86: Avoiding clothes shopping, by age, June 2007
Figure 87: Attitudes towards clothes shopping, by gender, age and socio-economic group, June 2007
No to clone-fashion
Figure 88: Attitudes towards personal style in clothes shopping, by socio-economic group, June 2007
Figure 89: Attitudes towards personal style in clothes shopping, by age, June 2007
Figure 90: Attitudes towards clothes shopping, by gender, age and socio-economic group, June 2007
Conscience – a side issue
Figure 91: Attitudes towards product origins and green/ethical issues in clothes shopping, by age, June 2007
Figure 92: Attitudes towards product origins and green/ethical issues in clothes shopping, by socio-economic group, June 2007
Figure 93: Attitudes towards clothes shopping, by gender, age and socio-economic group, June 2007
Identifying targets
Figure 94: Consumer typologies for clothes shopping, June 2007
Price-conscious (29%)
Keen shoppers (21%)
Fast and furious (16%)
Unconcerned (21%)
Provenance (13%)
Where they shop
ATTITUDES TOWARDS CLOTHES SHOPPING – DETAILED CONSUMER DEMOGRAPHICS
Figure 95: Attitudes towards clothes shopping, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing, supermarket used and where they shop for clothes, June 2007
Figure 96: Attitudes towards clothes shopping, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing, supermarket used and where they shop for clothes, June 2007
Figure 97: Attitudes towards clothes shopping, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing, supermarket used and where they shop for clothes, June 2007
Figure 98: Attitudes towards clothes shopping, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing, supermarket used and where they shop for clothes, June 2007
Figure 99: Attitudes towards clothes shopping, by lifestage, presence of children, Mintel’s Special Groups, working status, region, ACORN categories, media usage, commercail TV viewing, supermarket used and where they buy clothes, June 2007
Figure 100: Consumer typologies for clothes shopping, by gender, age, socio-economic group, lifestage, working status, ACORN category, commercial TV viewing, region, newspaper readership, supermarket used, detailed lifestage, presence of children in household and Mintel’s Special Groups, June 2007
Figure 101: Outlets used for purchasing clothing in the last 12 months, by consumer typologies for clothes shopping, June 2007
CHANNELS OF DISTRIBUTION
Figure 102: UK: Clothing market – channels of distribution, 2006
Specialists
Department stores – a mixed bag
Grocers mount a serious challenge…
And keep abreast of consumer trends
Home shopping
Others
BRAND ELEMENTS
Figure 103: Attitudes to retail clothing brands, July/August 2007
Figure 104: Attitudes to selected retail clothing brands, July/August 2007
 M&S/PER UNA
Figure 105: Words associated with the M&S/Per Una brand, July 2007
Brand qualities
M&S has come out and the party is started!
 BHS
Figure 106: Words associated with the Bhs brand, August 2007
Brand qualities
Bhs identity crisis
 TK MAXX
Figure 107: Words associated with the TK Maxx brand, July/August 2007
Brand qualities
Hot arrivals, or just old lines?
 MONSOON
Figure 108: Words associated with the Monsoon brand, August 2007
Brand qualities
Creating a storm?
 ZARA
Figure 109: Words associated with the Zara brand, August 2007
Brand qualities
Spanish success with high expectations
 BRAND QUALITIES
The most stylish are Zara and Next/Next directory
Figure 110: Consumer image of various clothing brands, July/August 2007
 USAGE OF BRANDS
Most familiar are M&S/Per Una, Next/Next Directory and Bhs
Figure 111: Consumer usage of various clothing brands, July/August 2007
 BRAND CONSIDERATION
Figure 112: Clothing brand consderation, July/August 2007
 ATTITUDES TOWARDS BRANDS
Figure 113: Attitudes towards clothing brands, July/August 2007
 BRAND SATISFACTION AND PERFORMANCE
Figure 114: Customer rating of clothing brands, July/August 2007
 BRAND COMMITMENT
Figure 115: Degree of customer commitment to clothing brands, July/August 2007
 ROUND UP
RETAIL COMPETITOR ANALYSIS
Specialists
M&S dominates
Next looking vulnerable
Arcadia a mixed bag
Value sector continues to motor
International presence
Figure 116: UK: Leading clothing specialists, 2006/07
Non-specialists
Figure 117: Leading clothing non-specialists, 2006
Market shares
Share of specialists sales
Figure 118: Leading clothing specialists: Share of all clothing specialists’ sales, 2006
Evaluation
Figure 119: Clothing specialists, evaluation, 2006/07
RETAILER PROFILES
ALEXON GROUP
Figure 120: Alexon Group: Sales as share of clothing specialist’s sales in the UK, 2002-06
Background
Financial performance
Figure 121: Alexon Group: Group financial performance, 2002/03-2006/07
Store portfolio
Figure 122: Alexon Group: Outlet data, 2002-06
Figure 123: Alexon: Breakdown of outlets by type, January 2007
Retail offering
Market positioning
Product offer
Brands
Figure 124: Alexon Group: Own-brand portfolio, 2006
e-commerce and home shopping
ARCADIA GROUP
Figure 125: Arcadia Group: Sales as share of UK clothing specialists’ sales, 2002-06
Strategic evaluation
Background
Financial performance
Figure 126: Arcadia Group: Group financial performance, 2002-06
Store portfolio
Figure 127: Arcadia Group: Outlet numbers, 2001 and 2003-06
Figure 128: Arcadia Group: European outlet numbers by fascia, July 2007 and 2005-06 total
Retail offering
Market positioning/brands
Brands
Figure 129: Arcadia Group: Age positioning and product offer by fascia, 2007
Pricing
Service
Operational issues
Advertising and marketing
Figure 130: Arcadia Group: Main media advertising spend, 2002-06
Figure 131: Arcadia Group: Main media advertising by media used, 2006
e-commerce and home shopping
Figure 132: Arcadia Group: Websites, 2007
BENETTON GROUP
Figure 133: Benetton Group: Sales as share of clothing specialists’ sales in Europe, 2002-06
Strategic evaluation
Background
Financial performance
Figure 134: Benetton Group: Group financial performance, 2001-06
Figure 135: Benetton Group: Sales by geographic area, 2002-06
Figure 136: Benetton Group: Sales by geographical area, 2006
Figure 137: Benetton Group: Sales by commercial activitiy, 2002-06
Store portfolio
Figure 138: Benetton Group: Outlet data, 2002-06
Retail offering
Market positioning
Brands
Figure 139: Benetton Group: Sales by brand, 2006
Product offer
Pricing
Operational issues
Advertising and marketing
e-commerce and home shopping
BHS
Figure 140: Bhs Plc: Sales as share of clothing specialists’ sales in the UK, 2001-05
Strategic evaluation
Background
Financial performance
Figure 141: Bhs Plc: Group financial performance, 2001/02-2005/06
Store portfolio
Figure 142: Bhs Plc: UK outlet data, 2001/02-2005/06
Figure 143: Bhs: International franchises, number of outlets, 2003-07
Retail offering
Market positioning
Brands/product offer
Figure 144: Bhs: Own brand portfolio, 2007
Pricing
e-commerce and home shopping
DUNNES STORES
Background
Financial performance
Figure 145: Dunnes Stores: Group financial performance, 2002-06
Store portfolio
Figure 146: Dunnes Stores: Outlet data, 2002-06
Retail offering
Market positioning
Product offer, brands and e-commerce
ESPRIT
Background
Financial performance
Figure 147: Esprit: Group financial performance, 2001/02-2005/06
Figure 148: Esprit: Sales performance by channel and region, 2001/02-2005/06
Figure 149: Esprit: Sales performance by region, 2001/02 and 2005/06
Store portfolio
Figure 150: Esprit: Outlet data, 2001/02-2005/06
Figure 151: Esprit: Store network by region and type, June 2006
Retail offering
Market positioning
Brands
Product offer
Figure 152: Esprit: Product mix, 2005/06
Pricing
e-commerce and home shopping
ETHEL AUSTIN
Figure 153: Ethel Austin Ltd: Sales as share of clothing specialists’ sales in UK, 2002-06
Background
Financial performance
Figure 154: Ethel Austin Ltd: Group financial performance, 2002-06
Store portfolio
Figure 155: Ethel Austin Ltd: Outlet data, 2002-07
Retail offering
Market positioning
Brands
Product offer
Pricing
Advertising and marketing
e-commerce and home shopping
GAP
Figure 156: Gap UK: Sales as share of clothing specialists’ sales in UK, 2001-05
Figure 157: Gap France: Sales as share of clothing specialists’ sales in France, 2001-05
Background
Financial performance
Figure 158: Gap Inc: Group financial performance, 2002/03-2006/07
Store portfolio
Figure 159: Gap Inc: Outlet data, 2002/03-2006/07
Retail offering
Market positioning
Brands
Product offer
Pricing
e-commerce and home shopping
H&M HENNES & MAURITZ
Figure 160: H&M Hennes & Mauritz: Sales as share of clothing specialists’ sales in Europe, 2002-06
Figure 161: H&M Hennes & Mauritz: Sales as share of clothing specialists’ sales in Sweden, 2002-06
Figure 162: H&M Hennes & Mauritz: Sales as share of clothing specialists’ sales in Germany, 2002-06
Figure 163: H&M Hennes & Mauritz: Sales as share of clothing specialists’ sales in the UK, 2002-06
Strategic evaluation
Background
Figure 164: H&M Hennes & Mauritz: International expansion record, 1964-2007
Control and support
Financial performance
Figure 165: H&M Hennes & Mauritz: Group financial performance, 2001/02-2005/06
Figure 166: H&M Hennes & Mauritz: Sales by country, 2001/02-2005/06
Figure 167: H&M Hennes & Mauritz: UK financial performance, 2001/02-2005/06
Figure 168: Hennes & Mauritz: Relative sales importance by country, 2001/02 and 2005/06
Figure 169: Hennes & Mauritz: Change in countries’ share of group sales, 2001/02-2005/06
Figure 170: Hennes & Mauritz: Sales versus outlet growth by country, 2001-05
Figure 171: Hennes & Mauritz: Percentage change in local currency sales and number of outlets by country, 2004/05-2005/06
Store portfolio
Figure 172: H&M Hennes & Mauritz: Outlet data, 2001/02-2005/06
Figure 173: Hennes & Mauritz: Share of total new outlets opened by country, 2001/02-2005/06
Figure 174: Hennes & Mauritz: Sales per outlet by country, 2005/06
Store concept
Concept stores
Retail offering
Market positioning
Brands/product offer
Figure 175: H&M own brand portfolio, 2007
One-off collections
Pricing
Operational issues
Advertising and marketing
Figure 176: H&M: Advertising spending in the UK, 2006
e-commerce and home shopping
GRUPO INDITEX
Figure 177: Grupo Inditex: Sales as share of clothing specialists’ sales in Europe, 2002-06
Figure 178: Grupo Inditex: Sales as share of clothing specialists’ sales in Spain, 2002-06
Strategic evaluation
Background
Financial performance
Figure 179: Grupo Inditex: Financial performance, 2002/03-2006/07
Like-for-like sales growth
Figure 180: Grupo Inditex: sales growth by type, 2002/03-2006/07
Figure 181: Grupo Inditex: Estimated sales in key European markets, 2004/05-2006/07
Figure 182: Grupo Inditex: Consolidated sales by geographic region, Year to January 2002/03-2006/07
Figure 183: Grupo Inditex: Sales performance by fascia, 2002/03-2006/07
Operating profit by fascia
Figure 184: Grupo Inditex: Operating profit performance by fascia, 2002/03-2006/07
Figure 185: Grupo Inditex: Sales and operating profit % growth rates by fascia, 2002/03-2006/07
Store portfolio
Figure 186: Grupo Inditex: Outlet and country numbers, 2002/03-2006/07
Figure 187: Grupo Inditex: Outlet data, 2002/03-2006/07
Figure 188: Grupo Inditex: Outlet numbers by fascia, 2002/03-2006/07
Figure 189: Grupo Inditex: Outlet data by fascia, 2002/03-2006/07
Figure 190: Grupo Inditex: % change in sales and sales area by fascia, 2002/03-2006/07
Figure 191: Grupo Inditex: Average store size by fascia, 2006/07
European outlet data by country
Figure 192: Grupo Inditex: Outlet data by European market, year end to January 2002/03-2006/07
Figure 193: Grupo Inditex: Outlet data by European market and by fascia, January 2007
Franchises and joint ventures
Figure 194: Grupo Inditex: Franchises as % of stores by geographic region, 2006/07
Figure 195: Grupo Inditex: Franchises as % of group sales and stores, by fascia, 2006/07
Figure 196: Grupo Inditex: Franchises as % of group sales and stores, 2002/03-2006/07
Figure 197: Grupo Inditex: Store expansion plans, 2007/08
Retail offering
Figure 198: Grupo Inditex: Age positioning and product offer by fascia, 2007
Market positioning, brands and pricing
Operational issues
Advertising and marketing
e-commerce and home shopping
MACKAYS STORES GROUP LTD
Figure 199: Mackays Stores Group Ltd: Sales as share of clothing specialists’ sales in UK, 2001-05
Background
Financial performance
Figure 200: Mackays Stores Group Ltd: Group financial performance, 2001/02-2005/06
Store portfolio
Figure 201: Mackays Stores Group Ltd: Outlet data, 2001-06
Retail offering
Market positioning
Brands
Product offer
Pricing
e-commerce and home shopping
MANGO GROUP
Figure 202: Mango Group: Sales as share of European clothing specialists’ sales, 2002-06
Figure 203: Mango Spain: Sales as share of clothing specialists’ sales, 2002-06
Strategic evaluation
Background
Financial performance
Figure 204: Mango Group: Group financial performance, 2003-07
Increasing exposure to international markets
Figure 205: Mango Group: Domestic and international retail sales mix, 2003-07
International business goes from strength to strength
Company’s sales and stores growth
Figure 206: Mango Group: Sales and store growth, 2004-06
Retail sales by selected European market
Figure 207: Mango: Estimated retail sales in selected markets, 2006
Store portfolio
Figure 208: Mango Group: Outlet data, 2002-06
Figure 209: Mango Group: Store development, 2001-06
Figure 210: Mango: Share of European and non-European stores, August 2007
Figure 211: Mango: Airport operations, August 2007
Figure 212: Mango: Outlet data by European market, July 2004, March 2005, August 2006 and August 2007
Figure 213: Mango: Number of stores by selected European country, March 2005, August 2006 and August 2007
Figure 214: Mango: Share of European stores by country, August 2007
Non-European activities
Figure 215: Mango: Non-European stores network, July 2004, March 2005, August 2006 and August 2007
Mango Canada
Mango US
Retail offering
Market positioning
Product offer/brands
New developments
Pricing
Advertising and marketing
e-commerce and home shopping
MARKS & SPENCER (M&S)
Figure 216: M&S UK: Clothing as % of clothing specialists’ sales, 2002-06
Strategic evaluation
Figure 217: M&S: Business targets 2004/05-2007/08 and beyond
Background
Financial performance
Figure 218: M&S: Group financial performance – continuing operations, 2002/03-2006/07
Figure 219: M&S: UK retail sales by product category, 2004/05-2006/07
Figure 220: M&S: Excl-VAT clothing sales, 2002/03-2006/07
Figure 221: Marks & Spencer: International sales performance, 2005/06 and 2006/07
Store portfolio
Figure 222: M&S: UK and Republic of Ireland, outlet data, 2002/03-2006/07
Figure 223: M&S: European franchised outlet data, 2004-07
Other international stores
Figure 224: M&S: Non-European franchise locations, July 2007
Retail offering
Market positioning
Product offer
Figure 225: M&S: product innovations 2006/07
Figure 226: M&S: Own brand portfolio, 2007
Advertising and marketing
e-commerce and home shopping
MATALAN
Figure 227: Matalan Plc: Sales as share of clothing specialists’ sales in UK, 2002-07
Strategic evaluation
Background
Financial performance
Figure 228: Matalan Plc: Group financial performance, 2001/02-2006/07
Store portfolio
Figure 229: Matalan Plc: Outlet data, 2002-06
Retail offering
Market positioning
Product offer/brands
Figure 230: Matalan: Own brand portfolio, 2007
Pricing
Advertising and marketing
e-commerce and home shopping
MONSOON
Figure 231: Monsoon UK: Sales as share of clothing specialists’ sales in UK, 2002-06
Background
Financial performance
Figure 232: Monsoon: Group financial performance, 2002/03-2006/07
Store portfolio
Figure 233: Monsoon: Outlet data, 2002/03-2006/07
Retail offering
Market positioning
Product offer
e-commerce and home shopping
MOSAIC FASHIONS
Strategic evaluation
Ownership
Background
Financial performance
Figure 234: Mosaic Fashions Ltd: Group financial performance, 2003/04-2006/07
Figure 235: Mosaic Fashions Ltd: Group financial performance on a pro-forma basis, 2005/06-2006/07
Figure 236: Mosaic Fashions Ltd: Estimated sales by brand, 2006/07
Store portfolio
Figure 237: Mosaic Fashions Ltd: Outlet data, 2002/03-2006/07
Figure 238: Mosaic Fashions Ltd: Stores by brand, 2006/07
Store design
Figure 239: Mosaic Fashions Ltd: International outlet data, 2007
Retail offering
Market positioning/product offer
Operational issues
e-commerce and home shopping
Figure 240: Mosaic Fashions Ltd: Brand websites, July 2007
A new take on browsing
MOTHERCARE
Background
Financial performance
Figure 241: Mothercare: Group financial performance, 2002/03-2006/07
Store portfolio
Figure 242: Mothercare: Outlet data, 2002/03-2006/07
Figure 243: Foreign store network by region, March 2007
Retail offering
Market positioning
Brands
Product offer
Figure 244: Mothercare: Product breakdown by sales, 2006/07
e-commerce and home shopping
NEW LOOK
Figure 245: New Look: Sales as share of clothing specialists’ sales in Europe, 2002-06
Figure 246: New Look (UK): Sales as share of clothing specialists’ sales in UK, 2002-06
Figure 247: Mim France: Sales as share of clothing specialists’ sales in France, 2002-06
Strategic evaluation
Background
Financial performance
Figure 248: New Look: Group financial performance, 2002/03-2006/07
Store portfolio
Figure 249: New Look: Outlet data, 2002/03-2006/07
Retail offering
Market positioning
Product offer/brands
Figure 250: New Look: own brand portfolio, 2007
Pricing
Operational issues
Advertising and marketing
e-commerce and home shopping
NEXT GROUP
Figure 251: Next Retail: Sales as share of clothing specialists’ sales in UK, 2002-06
Strategic evaluation
Background
Financial performance
Figure 252: Next Group: Group financial performance, 2002/03-2006/07
Store portfolio
Figure 253: Next Group: Outlet data, 2002/03-2006/07
Figure 254: Next Retail: Composition of UK retail space by size band, 2003 and 2005
Retail offering
Market positioning
Product offer
Recent developments/brands
Pricing
Operational issues
Advertising and marketing
e-commerce and home shopping
PEACOCK GROUP
Figure 255: Peacock Group: Sales as share of clothing retailers in UK, 2001-05
Background
Financial performance
Figure 256: Peacock Group: Group financial performance, 2002-06
Store portfolio
Figure 257: Peacock Group: Outlet data, 2002-06
Franchise business
Retail offering
Market positioning
Brands
Product offer
Pricing
e-commerce and home shopping
PRIMARK/PENNEYS
Figure 258: Primark/Penneys: UK – clothing sales as share of all clothing specialists’ sales, 2002-06
Strategic evaluation
Background
Financial data
Figure 259: Primark/Penneys: Group financial performance, 2001/02-2005/06
Store portfolio
Figure 260: Primark/Penneys: Outlet data, 2002-06
Overseas expansion
Store environment
Retail offering
Brands/product offer
Figure 261: Primark own brand portfolio, 2007
Figure 262: Primark: Turnover by product category, 2005/06
Operational issues
Advertising and marketing
e-commerce and home shopping
RIVER ISLAND
Figure 263: River Island Clothing Co Ltd: Sales as share of clothing specialists in UK, 2002-06
Background
Financial performance
Figure 264: River Island Clothing Co Ltd: Group financial performance, 2002-06
Store portfolio
Figure 265: River Island Clothing Co Ltd: Group outlet data, 2001-05
Retail offering
Market positioning
Product offer
Advertising and marketing
Figure 266: River Island Clothing Co Ltd: Advertising expenditure, 2001-05
e-commerce and home shopping
TK MAXX
Figure 267: TK Maxx: Sales as share of clothing specialists’ sales in the UK, 2002-06
Background
Financial performance
Figure 268: TK Maxx: Group financial performance, 2001/02-2006/07
Store portfolio
Figure 269: TK Maxx: Outlet data, 2001/02-2006/07
Retail offering
Market positioning/pricing
Advertising and marketing
e-commerce and home shopping
RETAIL ADVERTISING AND PROMOTION
UK advertising expenditure
Specialist retailers
Figure 270: Main media advertising spend, leading specialist retailers, 2002-06
Figure 271: Growth in main media advertising spend, leading specialist retailers, change (%), 2002 -06
Figure 272: Main media advertising spend, leading specialist retailers, 2006
Figure 273: Main media advertising spend, by leading specialist retailers, 2002-06
Figure 274: Main media advertising spend by leading specialist retailers, by media, 2006
Figure 275: Main media advertising spend by leading specialist retailers, by media, 2006
Department stores and supermarkets
Figure 276: Main media advertising spend by leading department stores and spending on clothing by supermarkets, 2006 and growth in spending, 2002-06
Figure 277: Main media advertising spend, by leading department stores and clothing spending by supermarkets, 2002-06
Figure 278: Main media advertising spend by leading non-specialist retailers, by media, 2006
Figure 279: Main media advertising spend by leading non-specialist retailers, by media, 2006