Clothing Retailing - Europe - October 2013

EXECUTIVE SUMMARY – EUROPE
The market
Figure 1: Europe: Consumer spending on clothing – 19-country total (incl. VAT), 2008-13
Figure 2: Europe: Consumer spending on clothing – 19-country total, breakdown by country (incl. VAT), 2013
Spending per capita
Figure 3: Europe: Per-capita spending on clothing (incl. VAT), 2012
The clothing specialists sector
Figure 4: Europe: Clothing/clothing and footwear specialists’ sales and forecast, 19-country Europe total (excl. VAT), 2008-18
Figure 5: Europe: Clothing/clothing and footwear specialists’ sales, breakdown by country (excl. VAT), 2013
The leading retailers
Figure 6: Europe: Leading clothing specialists’ shares of consumer spending on clothing, 2012
The consumer
What’s important
Figure 7: Europe: The consumer: Attributes rated as important or very important, August 2013
Where they shop
Figure 8: Europe: The consumer: Selected non-specialist sectors clothing has been purchased from in the past 12 months, August 2013
Figure 9: Europe: The consumer: Where they have bought clothing in the past year – selected multinational retailers, August 2013
REPORT SCOPE AND TECHNICAL NOTES
 COVERAGE
 TECHNICAL NOTES
Retail sector definitions
Consumer spending definitions
Financial definitions
Currencies
Country codes
VAT
Figure 10: European VAT rates, 2010-13
Abbreviations
EUROPEAN SUMMARY – THE MARKET
Key points
Consumer spending on clothing
Figure 11: Europe: Consumer spending on clothing – 19-country total (incl. VAT), 2008-13
Figure 12: Europe: Consumer spending on clothing (incl. VAT), 2008-13
Spend per capita
Figure 13: Europe: Per-capita spending on clothing (incl. VAT), 2012
Figure 14: Europe: Per-capita spending on clothing (incl. VAT), 2008-12
Online sales
Figure 15: Estimated online sales of clothing and footwear (incl. VAT), 2012 and 2013
Specialists’ sales
Figure 16: Europe: Clothing/clothing and footwear specialists’ sales and forecast, 19-country Europe total (excl. VAT), 2008-18
Figure 17: Retail sales: Clothing/clothing and footwear specialists (excl. VAT), 2008-13
Figure 18: Retail sales forecasts: clothing/clothing and footwear specialists (excl. VAT), 2013-18
Distribution of spending
Figure 19: Europe: Distribution of spending on clothing: the five largest European economies, 2012
Europe’s leading specialists: growth slowing in 2013
Figure 20: Europe: Leading clothing specialists’ net revenues, 2008-12
Figure 21: Europe: Leading clothing specialists’ store numbers, 2008-12
Market shares
Figure 22: Europe: Leading clothing specialists’ shares of consumer spending on clothing, 2012
Figure 23: Europe: Leading clothing specialists’ shares of consumer spending on clothing, 2008-12
Market factors
GDP forecasts
Figure 24: Europe: Annual real-terms GDP growth forecasts, 2013 and 2014
Cotton prices
Figure 25: Monthly average cotton prices: annual % change, January 2011-August 2013
Consumer prices inflation
Figure 26: Harmonised indices of consumer prices: annual % change for Garments, 2012 and 2013
EUROPEAN SUMMARY – THE CONSUMER
Key points
The consumer: What’s important to clothes shoppers
What we asked
What shoppers said was important
Figure 27: Europe: The consumer: Attributes rated as important or very important, August 2013
Quality more important than low prices to squeezed consumers
Figure 28: Europe: The consumer: Attributes rated as important or very important – low price, durability, quality, August 2013
Ethics and sourcing more important in the south
Figure 29: Europe: The consumer: Attributes rated as important or very important – ethical treatment of workers, environment, domestic sourcing, August 2013
The consumer: Where they shop
What we asked
Shopping online
Figure 30: Europe: The consumer: Percentage buying clothes online in the last 12 months, August 2013
Non-specialist sectors: supermarkets strong in UK and France
Figure 31: Europe: The consumer: Selected non-specialist sectors clothing has been purchased from in the past 12 months, August 2013
Major clothing retailers: H&M universally strong
Figure 32: Europe: The consumer: Where they have bought clothing in the past year – selected multinational retailers, August 2013
Where they shop: country-by-country
Figure 33: The UK: The consumer: Where they have bought clothes in the past year, online and in-store, August 2013
Figure 34: France: The consumer: Where they have bought clothes in the past year, online and in-store, August 2013
Figure 35: Germany: The consumer: Where they have bought clothes in the past year, online and in-store, August 2013
Figure 36: Italy: The consumer: Where they have bought clothes in the past year, online and in-store, August 2013
Figure 37: Spain: The consumer: Where they have bought clothes in the past year, online and in-store, August 2013
What we think
UK
France
Germany
Italy
Spain
AUSTRIA
Spending and inflation
Figure 38: Austria: Households consumption expenditure, incl. VAT, 2008-13
Figure 39: Austria: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 40: Austria: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 41: Austria: Retail sales, excl. VAT, 2008-12
Figure 42: Austria: Retail sales forecasts, excl. VAT, 2013-18
The retailers: Financials and outlets
Figure 43: Austria: Leading clothing specialists, by revenues, excl. VAT, 2010-12
Figure 44: Austria: Leading clothing specialists’ outlet numbers, 2010-12
Figure 45: Austria: Leading clothing specialists’ sales per outlet, 2010-12
The retailers: Market shares
Figure 46: Austria: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
BELGIUM
Spending and inflation
Figure 47: Belgium: Households consumption expenditure, incl. VAT, 2008-13
Figure 48: Belgium: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 49: Belgium: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 50: Belgium: Retail sales (excl. sales tax), 2008-12
Figure 51: Belgium: Retail sales forecasts (excl. sales tax), 2013-18
The retailers: Financials and outlets
Figure 52: Belgium: Leading clothing specialists, by revenues, excl. VAT, 2010-12
Figure 53: Belgium: Leading clothing specialists’ outlet numbers, 2010-12
Figure 54: Belgium: Leading clothing specialists’ sales per outlet, 2010-12
The retailers: Market shares
Figure 55: Belgium: Leading clothing specialists’ Estimated shares of consumer spending on clothing and footwear, 2010-12
CZECH REPUBLIC
Spending and inflation
Figure 56: Czech Republic: Households consumption expenditure, incl. VAT, 2008-13
Figure 57: Czech Republic: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 58: Czech Republic: Estimated distribution of consumer spending on clothing and footwear, 2012
Sector size and forecast
Figure 59: Czech Republic: Retail sales, excl. VAT, 2008-12
Figure 60: Czech Republic: Retail sales forecasts, excl. VAT, 2013-18
The retailers: Financials and outlets
Figure 61: Czech Republic: Leading clothing specialists, by revenues, excl. VAT, 2010-12
Figure 62: Czech Republic Leading clothing specialists’ outlet numbers, 2010-12
Figure 63: Czech Republic: Leading clothing specialists’ sales per outlet, excl. VAT, 2010-12
The retailers: market shares
Figure 64: Czech Republic: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
DENMARK
Spending and inflation
Figure 65: Denmark: Households consumption expenditure, incl. VAT, 2008-13
Figure 66: Denmark: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 67: Denmark: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 68: Denmark: Retail sales, excl. VAT, 2008-12
Figure 69: Denmark: Retail sales forecasts, excl. VAT, 2013-18
The retailers: Financials and outlets
Figure 70: Denmark: Leading clothing specialists, by revenues, 2010-12
Figure 71: Denmark: Leading clothing specialists’ outlet numbers, 2010-12
Figure 72: Denmark: Leading clothing specialists’ sales per outlet, 2010-12
The retailers: Market shares
Figure 73: Denmark: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
FINLAND
Spending and inflation
Figure 74: Finland: Households consumption expenditure, incl. VAT, 2008-13
Figure 75: Finland: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 76: Finland: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 77: Finland: Retail sales, excl. sales tax, 2008-12
Figure 78: Finland: Retail sales forecasts, excl. sales tax, 2013-18
The retailers: Financials and outlets
Figure 79: Finland: Leading clothing specialists, by revenues, excl. sales tax, 2010-12
Figure 80: Finland: Leading clothing specialists’ outlet numbers, 2010-12
Figure 81: Finland: Leading clothing specialists’ sales per outlet, 2010-12
The retailers: Market shares
Figure 82: Finland: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
FRANCE
 EXECUTIVE SUMMARY
Spending and inflation
Channels of dstribution
Sector size and forecast
The retailers: Financials and outlets
Market shares
The consumer: Where they shop
The consumer: What’s important to clothes shoppers
What we think
 SPENDING AND INFLATION
Key points
Consumer spending depressed
Figure 83: France: Consumer spending (incl. VAT), 2008-13
Inflation picking up again
Figure 84: France: Inflation in clothing and footwear, Jan 2012-Aug 13
Consumer confidence remains low
 CHANNELS OF DISTRIBUTION
Key points
Specialists lose share to pureplays
Figure 85: France: Estimated distribution of spending on clothing, by retail sector, 2011-13
 SECTOR SIZE AND FORECAST
Key points
Specialists gaining share
Figure 86: France: Retail sales (excl. VAT). 2008-12
Figure 87: France: Retail sales forecasts (excl. VAT), 2013-18
Specialists holding on to increased share of retail sales
Figure 88: France: Clothing and footwear specialists as % all retail sales, 2008-13
Figure 89: France: Clothing specialists sales as % all spending on clothing, 2008-13
Enterprises, outlets and employment
Figure 90: France: Clothing and footwear retailers, structural statistics, 2008-10
 THE RETAILERS – FINANCIALS AND OUTLETS
Key points
Vivarte – another conglomerate with major problems
The biggest local success story
Growth of foreign retailers
Mixed results from the smaller local players
Figure 91: France: Leading clothing specialists’ net revenues, excl. sales tax, 2010-12
Figure 92: France: Leading clothing specialists’ outlet numbers, 2010-12
Figure 93: France: Leading clothing specialists’ annual sales per outlet, 2010-12
The retailers: Market shares
Figure 94: France: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
Online
Figure 95: France: Percentage of all individuals having purchased online in the last 12 months, 2008-12
 THE CONSUMER – WHERE THEY SHOP
Key points
What we asked
Where they shop: H&M the biggest fascia
Figure 96: France: The consumer: Clothing retailers purchased from in the last 12 months, whether in-store or online, August 2013
The online/offline split: H&M leads online
Figure 97: The consumer: Clothing retailers purchased from in the last 12 months, in-store versus online, August 2013
Average age and affluence by retailer
Figure 98: France: Customer profile of leading clothing retailers, August 2013
By gender: Women more enthusiastic for online shopping
Figure 99: France: The consumer: Clothing retailers purchased from in the last 12 months, whether in-store or online, by gender, August 2013
 THE CONSUMER – WHAT’S IMPORTANT TO CLOTHES SHOPPERS
Key points
What we asked
What’s important
Figure 100: France: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, August 2013
What’s important to shoppers, by average age and affluence
Figure 101: France: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, by average age and income, August 2013
What’s important to shoppers, by retailer used
Figure 102: Quality of product finish and type of retailer used, August 2013
Figure 103: Low prices and type of retailer used, August 2013
Figure 104: Latest fashion and type of retailer used, August 2013
Figure 105: In-store environment and type of retailer used, August 2013
Figure 106: Durability of clothing and type of retailer used, August 2013
GERMANY
 EXECUTIVE SUMMARY
Consumer spending
Clothing specialists sector
Leading specialists
Consumer insight
What we think
 SPENDING AND INFLATION
Key points
Consumer spending growth set to slow
Figure 107: Germany: Consumer spending (incl. VAT), 2008-13
Deflation returns in clothing
Figure 108: Germany: Harmonised indices of consumer prices: annual % change, January 2012-August 2013
Consumer confidence slips back
 CHANNELS OF DISTRIBUTION
Key points
Specialists lose share to pureplays
Figure 109: Germany: Estimated distribution of spending on clothing, by retail sector, 2011 and 2012
Other store-based sectors
Mail-order and internet-only retailers
Others
 SECTOR SIZE AND FORECAST
Key points
Specialists losing out
Figure 110: Germany: Retail sales (excl. VAT), 2008-12
Figure 111: Germany: Retail sales forecasts (excl. VAT), 2013-18
Sales declining relative to spending
Figure 112: Germany: Clothing specialists’ sales relative to consumer spending on clothing (garments and accessories), 2008-13
Enterprises, outlets and employment
Figure 113: Germany: Number of retail enterprises, 2008-11
Figure 114: Germany: Number of retail outlets, 2008-11
Figure 115: Germany: Number of persons employed in retail, 2008-11
 THE LEADING SPECIALISTS – FINANCIALS AND OUTLETS
Key points
Fashion-strong retailers outperform
Primark expanding
Acquisitions
Issues and ethics
Online launches
Figure 116: Germany: Leading clothing specialists’ net revenues, excl. VAT, 2010-12
Figure 117: Germany: Leading clothing specialists’ outlet numbers, 2010-12
Figure 118: Germany: Leading clothing specialists’ annual sales per outlet, 2010-12
The retailers: Market shares
Figure 119: Germany: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
Online
Figure 120: Germany: Percentage of all individuals having purchased online in the last 12 months, 2008-12
 THE CONSUMER – WHERE THEY SHOP
Key points
What we asked
Where they shop: C&A leads, Amazon strong
Figure 121: The consumer: Clothing retailers purchased from in the last 12 months, whether in-store or online, August 2013
The online/offline split: Amazon leads online
Figure 122: The consumer: Clothing retailers purchased from in the last 12 months, in-store versus online, August 2013
Average age and affluence by retailer
Figure 123: Germany: The consumer: Where they shop – the clothing specialists, by average age and affluence, August 2013
Figure 124: Germany: The consumer: Where they shop – non- specialists, by average age and affluence, August 2013
By gender: Women more enthusiastic for online shopping
Figure 125: Germany: The consumer: Clothing retailers purchased from in the last 12 months, whether in-store or online, by gender, August 2013
 THE CONSUMER – WHAT’S IMPORTANT TO CLOTHES SHOPPERS
Key points
What we asked
What’s important: Quality rated high - ethics ties with low prices
Figure 126: Germany: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, August 2013
How important are these attributes?
Figure 127: Germany: The consumer: Importance of retailer attributes to consumers, August 2013
What’s important to shoppers, by average age and affluence
Figure 128: Germany: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, by average age and affluence, August 2013
What’s important to shoppers, by retailer used
Figure 129: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, by retailer used in the past 12 months, August 2013
Figure 130: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’ – further attributes, by retailer used in the past 12 months, August 2013
GREECE
Spending and inflation
Figure 131: Greece: Households consumption expenditure, incl. VAT, 2008-13
Figure 132: Greece: Harmonised indices of consumer prices: annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 133: Greece: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 134: Greece: Retail sales, excl vat, 2008-12
Figure 135: Greece: Retail sales forecasts, excl vat, 2013-18
The retailers: Financials and outlets
Figure 136: Greece: Leading clothing specialists, by revenues, excl. VAT, 2010-12
Figure 137: Greece: Leading clothing specialists, outlet numbers, 2010-12
Figure 138: Greece: Leading clothing specialists, sales per outlet, 2010-12
The retailers: Market shares
Figure 139: Greece: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
HUNGARY
Spending and inflation
Figure 140: Hungary: Households consumption expenditure (incl vat), 2008-13
Figure 141: Hungary: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 142: Hungary: Estimated distribution of consumer spending on clothing and footwear, 2012
Sector size and forecast
Figure 143: Hungary: Retail sales (excl. VAT), 2008-12
Figure 144: Hungary: Retail sales (exc.VAT), 2013-18
The retailers: Financials and outlets
Figure 145: Hungary: Leading clothing specialists, by revenues (excl. VAT), 2010-12
Figure 146: Hungary: Leading clothing specialists, outlets, 2010-12
Figure 147: Hungary: Leading clothing specialists’ sales per outlet, excl. VAT, 2010-12
The retailers: Market shares
Figure 148: Hungary: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
REPUBLIC OF IRELAND
 SPENDING AND INFLATION
Figure 149: Republic of Ireland: Households consumption expenditure, incl. VAT, 2008-13
Figure 150: Republic of Ireland: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
 CHANNELS OF DISTRIBUTION
Figure 151: Republic of Ireland: Estimated distribution of consumer spending on clothing, 2011-12
 SECTOR SIZE AND FORECAST
Figure 152: Republic of Ireland: Retail sales (excl. VAT), 2008-12
Figure 153: Republic of Ireland: Retail sales (excl. VAT), 2013-18
 THE RETAILERS: FINANCIALS AND OUTLETS
Figure 154: Republic of Ireland: Leading clothing specialists, by revenues (excl. VAT), 2010-12
Figure 155: Republic of Ireland: Leading clothing specialists, outlets, 2010-12
Figure 156: Republic of Ireland: Leading clothing specialists’ sales per outlet, 2010-12
 THE RETAILERS: MARKET SHARES
Figure 157: Republic of Ireland: Leading clothing specialists’ share of consumer spending on clothing and footwear, 2010-12
ITALY
 EXECUTIVE SUMMARY
Consumer spending
Distribution of spending
Clothing specialists sector
Leading specialists
Consumer insight
What we think
 SPENDING AND INFLATION
Key points
Consumer spending slumped in 2012
Figure 158: Italy: Consumer spending (incl. VAT), 2008-13
Inflation falls back
Figure 159: Italy: Harmonised indices of consumer prices: Annual % change, January 2012-August 2013
Consumer confidence on an improving trend
 CHANNELS OF DISTRIBUTION
Key points
Specialists and department stores gaining share
Figure 160: Italy: Estimated distribution of spending on clothing, by retail sector, 2011-13
Competing sectors
Sports-goods specialists
Mixed goods/department stores
Markets
Grocers
Home-shopping
 SECTOR SIZE AND FORECAST
Key points
Specialists gaining share of spending
Figure 161: Italy: Retail sales (excl. VAT), 2008-12
Figure 162: Italy: Retail sales forecasts (excl. VAT), 2013-18
Sales growing relative to spending
Figure 163: Italy: Clothing and footwear specialists’ sales relative to consumer spending on clothing and footwear, 2008-13
Enterprises, outlets and employment
Figure 164: Italy: Number of retail enterprises, 2008-10
Figure 165: Italy: Number of persons employed in retail, full-time equivalents, 2008-10
 THE LEADING SPECIALIST RETAILERS – FINANCIALS AND OUTLETS
Key points
OVS diversifying and strengthening its lead
Upim and Coin bolster Gruppo Coin’s presence in clothing
Benetton losing out
Childrenswear growing in importance
Vertically-integrated operations
Liu-Jo growing internationally
Figure 166: Italy: Leading clothing specialists’ net revenues, excl. VAT, 2010-12
Figure 167: Italy: Leading clothing specialists’ outlet numbers, 2010-12
Figure 168: Italy: Leading clothing specialists’ annual sales per outlet, 2010-12
The retailers: Market shares
Figure 169: Italy: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
Online
Figure 170: Italy: Percentage of all individuals having purchased online in the last 12 months, 2008-12
 THE CONSUMER: WHERE THEY SHOP
Key points
What we asked
OVS leads the way
Non-specialists important
Online pure players starting to make an impact
Figure 171: Italy: The consumer - Clothing retailers purchased from in the last 12 months, whether in-store or online, August 2013
The online/offline split
Figure 172: Italy: The consumer – Clothing retailers purchased from in the last 12 months, in-store versus online, August 2013
Leading specialists appeal to a younger audience
Figure 173: Italy: The consumer: Which clothing specialists they shop, by average age and affluence, August 2013
Greater differentiation in non-specialist channels
Figure 174: Italy: The consumer: Where they shop – non- specialists, by average age and affluence, August 2013
By gender: Women more enthusiastic for online shopping
Figure 175: Italy: The consumer: Clothing retailers purchased from in the last 12 months, whether in-store or online, by gender, August 2013
 THE CONSUMER: WHAT’S IMPORTANT TO CLOTHES SHOPPERS
Key points
What we asked
Durability, quality and low prices rank highest
Figure 176: Italy: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, August 2013
Made in Italy matters
Fashion matters
Figure 177: Italy: Proportion of men agreeing that the latest fashion is important or very important, by country, August 2013
How important are these attributes?
Figure 178: Italy: The consumer: Importance of retailer attributes to consumers, August 2013
THE NETHERLANDS
Spending and inflation
Figure 179: The Netherlands: Households consumption expenditure, incl. VAT, 2008-13
Figure 180: Netherlands: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 181: The Netherlands: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 182: The Netherlands: Turnover (current prices) year-on-year change, 2008-12
Figure 183: Netherlands: Retail sales, excl. sales tax, 2008-12
Figure 184: Netherlands: Retail sales forecasts, excl. sales tax, 2013-18
The retailers: Financials and outlets
Figure 185: The Netherlands: Leading clothing specialists, by revenues, excl. VAT, 2010-12
Figure 186: The Netherlands: Leading clothing specialists’ outlet numbers, 2010-12
Figure 187: The Netherlands: Leading clothing specialists’ sales per outlet, 2010-12
The retailers: Market shares
Figure 188: The Netherlands: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
NORWAY
Spending and inflation
Figure 189: Norway: Households consumption expenditure, incl. VAT, 2008-13
Figure 190: Norway: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 191: Norway: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 192: Norway: Retail sales, excl. VAT, 2008-12
Figure 193: Norway: Retail sales forecasts, excl. VAT, 2013-18
The retailers: Financials and outlets
Figure 194: Norway: Leading clothing specialists, by revenues, 2010-12
Figure 195: Norway: Leading clothing specialists, outlet numbers, 2010-12
Figure 196: Norway: Leading clothing specialists, sales per outlet, 2010-12
The retailers: Market shares
Figure 197: Norway: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
POLAND
Spending and inflation
Figure 198: Poland: Consumer spending, Incl. VAT, 2008-13
Figure 199: Poland: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Sector size and forecast
Figure 200: Poland: Estimated clothing specialists’ sales (excl. VAT), 2008-13
Figure 201: Poland: Retail sales (excl. VAT), 2008-12
Figure 202: Poland: Retail sales forecasts (excl. VAT), 2013-18
The retailers: Financials and outlets
Figure 203: Poland: Leading clothing specialists, by revenues (excl. VTA), 2010-12
Figure 204: Poland: Leading clothing specialists’ outlet numbers, 2010-12
Figure 205: Poland: Leading clothing specialists’ sales per outlet, 2010-12
The retailers: Market shares
Figure 206: Poland: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
PORTUGAL
Spending and inflation
Figure 207: Portugal: Households consumption expenditure, incl. VAT, 2008-13
Figure 208: Portugal: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 209: Portugal: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 210: Portugal: Retail sales, excl. VAT, 2008-12
Figure 211: Portugal: Retail sales forecasts, excl. VAT, 2013-18
The retailers: Financials and outlets
Figure 212: Portugal: Leading clothing specialists, by revenues, excl. VAT, 2010-12
Figure 213: Portugal: Leading clothing specialists’ outlet numbers, 2010-12
Figure 214: Portugal: Leading clothing specialists’ sales per outlet, excl. VAT, 2010-12
Market shares
Figure 215: Portugal: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2011-12
SPAIN
 EXECUTIVE SUMMARY
Consumer spending
Clothing specialists’ sales
Leading specialists
Consumer insight
What we think
 SPENDING AND INFLATION
Key points
Consumer spending on clothing and footwear
Figure 216: Spain: Consumer expenditure on clothing and footwear (incl. sales tax), 2008-12
Inflation
Figure 217: Spain: Harmonised indices of consumer prices: Annual % change, January 2012-August 2013
Consumer confidence slips back
 CHANNELS OF DISTRIBUTION
Clothing
Figure 218: Spain: Distribution of consumer spending on clothing, 2012
 SECTOR SIZE AND FORECAST
Key points
Figure 219: Spain: Retail sales (excl. VAT), 2008-12
Figure 220: Spain: Retail sales forecasts (excl. VAT), 2013-18
Relative performance of the specialists
Figure 221: Clothing specialists’ sales relative to consumer spending on clothing (garments and accessories), 2007-12
Retail enterprises
 THE LEADING SPECIALISTS – FINANCIALS AND OUTLETS
Key points
Sales
Figure 222: Spain: Leading clothing specialists, sales (excl. VAT), 2010-12
Outlets
Figure 223: Spain: Leading clothing specialists, outlet numbers 2010-12
Sales per outlet
Figure 224: Spain: Leading clothing specialists, sales per outlet 2010-12
The retailers: Market shares
Figure 225: Spain: Leading clothing retailers, market shares, 2010-12
Online
Online spending
Online shoppers
Figure 226: Spain: Percentage of all individuals purchasing online in the past 12 months, 2007-12
 THE CONSUMER – WHERE THEY SHOP
Key points
What we asked
El Corte Inglés and Zara claim pole position
Sports shops and market stalls are popular
Online reach still comparatively limited
Figure 227: The consumer: Clothing retailers purchased from in the last 12 months, whether in-store or online, August 2013
The online/offline split
Figure 228: The consumer: Clothing retailers purchased from in the last 12 months, in-store versus online, August 2013
Leading specialists clustered around the middle ground by age and affluence
Figure 229: The consumer: Where they shop – the clothing specialists, by average age and affluence, August 2013
Non-specialist channels more differentiated
Figure 230: The consumer: Where they shop – non- specialists, by average age and affluence, August 2013
Women remain more enthusiastic about clothes shopping than men
Figure 231: The consumer: Clothing retailers purchased from in the last 12 months, whether in-store or online, by gender, August 2013
 THE CONSUMER – WHAT’S IMPORTANT TO CLOTHES SHOPPERS
Key points
What we asked
Value for money and low prices matter
Figure 232: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, August 2013
Ethics more important than fashionability
Free Wi-Fi – pointless point scoring?
Figure 233: The consumer: Importance of retailer attributes to consumers, August 2013
Women more engaged than men
Attitudes by age and affluence
Figure 234: The consumer: Retailer attributes ranked as ‘important’ or ‘very important’, by average age and affluence, August 2013
SWEDEN
Spending and inflation
Figure 235: Sweden: Households consumption expenditure, incl. VAT, 2008-13
Figure 236: Sweden: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
Channels of distribution
Figure 237: Sweden: Estimated distribution of consumer spending on clothing, 2012
Sector size and forecast
Figure 238: Sweden: Retail sales, excl. VAT, 2008-12
Figure 239: Sweden: Retail sales forecasts, excl. VAT, 2013-18
The retailers: Financials and outlets
Figure 240: Sweden: Leading clothing specialists, by revenues, excl. VAT, 2010-12
Figure 241: Sweden: Leading clothing specialists’ outlet numbers, 2010-12
Figure 242: Sweden: Leading clothing specialists’ sales per outlet, 2010-12
The retailers: Market shares
Figure 243: Sweden: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
SWITZERLAND
 SPENDING AND INFLATION
Figure 244: Switzerland: Households consumption expenditure (incl. VAT), 2008-13
Figure 245: Switzerland: Harmonised indices of consumer prices: Annual % change, Jan 2012-Aug 2013
 CHANNELS OF DISTRIBUTION
Figure 246: Switzerland: Estimated distribution of consumer spending on clothing, 2012
 SECTOR SIZE AND FORECAST
Figure 247: Switzerland: Retail sales (excl. VAT), 2008-12
Figure 248: Switzerland: Retail sales forecasts (excl. VAT), 2013-18
 THE RETAILERS: FINANCIALS AND OUTLETS
Figure 249: Switzerland: Leading clothing specialists, by revenues (excl. VAT), 2010-12
Figure 250: Switzerland: Leading clothing specialists’ outlet numbers, 2010-12
Figure 251: Switzerland: Leading clothing specialists’ sales per outlet, 2010-12
 THE RETAILERS: MARKET SHARES
Figure 252: Switzerland: Leading clothing specialists’ shares of consumer spending on clothing and footwear, 2010-12
UNITED KINGDOM
 INTRODUCTION
Data sources
Definitions
VAT
Sales per store, sales per sq m
Other
Abbreviations
 EXECUTIVE SUMMARY
The market
Figure 253: Consumer spending on clothing and accessories (incl. VAT), 2008-18
Market factors
Companies, brands and innovation
Figure 254: The UK’s ten leading clothing retailers’ shares of spending on clothing and footwear, 2011 and 2012
The consumer
Where consumers buy
Figure 255: Where consumers buy clothes, in-store and online, July 2013
How much they spend?
Figure 256: Amount spent on clothing in the last 12 months, July 2013
How people shop for clothes
Figure 257: How consumers shop and buy clothes for themselves, July 2013
Consumers choose quality over price
Figure 258: Importance of factors that influence clothes shopping, July 2013
What encourages people to shop online
Figure 259: Factors that would encourage consumers to shop online for clothes from a particular retailer or brand, July 2013
Use of social media for fashion
Figure 260: Use of social media sites Facebook and Twitter for fashion, July 2013
What we think
 ISSUES AND INSIGHTS
Spend on clothing remains strong
The facts
The implications
The clothing market has become increasingly fragmented
The facts
The implications
How pureplayers are competing in a multichannel world
The facts
The implications
The 25-34s are driving growth in the market, while 16-24s cut back
The facts
The implications
Mid- and top-end retailers need to shift the emphasis onto quality, not price
The facts
The implications
 TREND APPLICATION
Trend: Prove it
Trend: Experience is All
Mintel Futures Trend: Brand Intervention
 THE MARKET ENVIRONMENT
Key points
Inflation surge should boost value sales
Figure 261: Yearly consumer prices inflation: Annual % change, selected categories, 2008-12
Figure 262: Monthly consumer prices inflation: Annual % change, selected categories, January-August 2013
Figure 263: Annual % change in clothing prices versus annual % change in spending on clothing, 2008-12
Figure 264: Monthly average cotton prices: Annual % change, January 2011-August 2013
The consumer – confidence and spending power
Figure 265: Consumer confidence indicator, September 2012-August 2013
Figure 266: Mintel’s consumer tracker: Percentage better off/worse off compared to 12 months ago, July 2011-September 2013
Figure 267: Annual % change in consumer prices versus annual % change in average earnings, January 2009-July 2013
Figure 268: The consumer: Trends in what extra money is spent on, November 2009-September 2013
 MARKET SIZE AND FORECAST – CONSUMER SPENDING ON CLOTHING
Key points
Forecast – robust growth expected to continue
Figure 269: Consumer spending on clothing and accessories (incl. VAT), 2008-18
Figure 270: Consumer spending on clothing and accessories (incl. VAT), at current prices, 2008-18
Squeezed consumers prioritise clothing
Figure 271: Annual % change in clothing prices versus annual % change in spending on clothing, and inferred real-terms spending growth, 2008-12
Figure 272: Spending on clothing and accessories as percentage of all consumer spending, 2008-13
Segmentation – womenswear dominates
Figure 273: Estimated distribution of spending on clothing by sub-category, 2013
Mintel’s forecast methodology
 SECTOR SIZE AND FORECAST – THE CLOTHING SPECIALISTS SECTOR
Key points
Forecast
Figure 274: Clothing specialists’ sector sales and forecast (incl. VAT), 2008-18
Figure 275: Clothing specialists’ sales (incl. VAT), at current and constant prices, 2008-18
Specialists’ sales of clothing only
Figure 276: Estimated sales of clothing by clothing specialist retailers (incl. VAT), 2008-13
Specialists’ share of clothing spending declines
Figure 277: Estimated share of consumer spending on clothing taken by the clothing specialists sector, 2008-13
Mintel’s forecast methodology
 STRENGTHS AND WEAKNESSES
Strengths
Weaknesses
 BRAND RESEARCH
Brand map
Figure 278: Attitudes towards and usage of brands in the clothing retail sector, August 2013
Correspondence analysis
Brand attitudes
Figure 279: Attitudes, by clothing retail brand, August 2013
Brand personality
Figure 280: Clothing retail brand personality – macro image, August 2013
Figure 281: Clothing retail brand personality – micro image, August 2013
Brand experience
Figure 282: Clothing retail brand usage, August 2013
Figure 283: Satisfaction with various clothing retail brands, August 2013
Figure 284: Consideration of clothing retail brands, August 2013
Figure 285: Consumer perceptions of current clothing retail brand performance, August 2013
Brand index
Figure 286: Clothing retail brand index, August 2013
Target group analysis
Figure 287: Target groups, August 2013
Figure 288: Clothing retail brand usage, by target groups, August 2013
Group One – Conformists
Group Two – Simply the Best
Group Three – Shelf Stalkers
Group Four – Habitual Shoppers
Group Five – Individualists
 THE CONSUMER – RETAIL CUSTOMER PROFILE COMPARISON
Gender
Figure 289: Customer profile, by gender, July 2013
Age
Figure 290: Customer profile, by age group, July 2013
Socio-economic group
Figure 291: Customer profile, by socio-economic group, July 2013
Region
Figure 292: Customer profile, by region, July 2013
State of finances
Figure 293: Customer profile, by state of finances, July 2013
 THE CONSUMER – WHERE THEY SHOP
Key points
What we asked
Where consumers buy
Figure 294: Retailers from where clothes are bought in-store and online, July 2013
Primark leads as it attracts more over-25s
Changes in shop usage, 2012-13
Figure 295: Main retailers from where clothes are bought in-store and online, July 2012 and 2013
Asda stands out driven by online sales
25-34s are out shopping under-25s
M&S remains second most popular despite falling sales
Where consumers buy – offline/online split
Figure 296: Where consumers buy clothes, in-store and online, July 2013
Who shops where
Figure 297: Profile of in-store clothing shoppers, by age and affluence, July 2013
Online customers
Figure 298: Profile of online clothing shoppers, by age and affluence, July 2013
 THE CONSUMER – HOW MUCH THEY SPEND ON CLOTHING
Key points
What we asked
Figure 299: Amount spent on clothing in the last 12 months, July 2013
Britons are mid spenders when it comes to clothes
High spenders peak among 25-34s
Figure 300: Amount spent on clothing in the last 12 months, by age group and socio-economic group, July 2013
High spenders shop at young fashion retailers
Figure 301: Amount spent on clothing in the last 12 months, by where people have bought clothes for themselves in-store in the last 12 months, July 2013
Londoners spend more
High spenders want clothes made in Britain
 THE CONSUMER – HOW THEY SHOP
Key points
What we asked
Figure 302: How consumers shop and buy clothes for themselves, July 2013
How people shop by age group
Figure 303: How consumers shop and buy clothes for themselves, by age group, July 2013
High spenders tend to browse online but buy in-store
One in eight click-and-collect
Loyal customers look for quality
 THE CONSUMER – FACTORS THAT INFLUENCE CLOTHES SHOPPING
Key points
What we asked
Figure 304: Importance of factors that influence clothes shopping, July 2013
Quality versus price
Figure 305: Agreement with following statements as important ‘Durability of clothing’, ‘quality of the product finish’, ‘low price’, by age group and socio-economic group, July 2013
16-24s see low price as very important
Returns policies
Ethical policies
How gender impacts what consumers look for
Figure 306: Agreement with statement any important for factors that influence clothes shopping, by gender, July 2013
How age impacts consumer priorities
 THE CONSUMER – ATTITUDES TO SHOPPING ONLINE FOR CLOTHES
Key points
What we asked
Figure 307: Factors that would encourage consumers to shop online for clothes from a particular retailer or brand, July 2013
ABs prioritise good returns policy
35-44s drawn to online sales
Women want more delivery options
Figure 308: Factors that would encourage consumers to shop online for clothes from a particular retailer or brand, by gender, July 2013
Customer service
Virtual fitting rooms
 THE CONSUMER – USE OF SOCIAL MEDIA FOR FASHION
Key points
What we asked
Facebook is the most used for fashion
Figure 309: Use of social media sites Facebook and Twitter for fashion, July 2013
Young people use social media to access discounts
Using social media for style advice
Twitter used to praise and criticise brands
Use of other social media for fashion
Figure 310: Use of social media for fashion, July 2013
Social media used at London Fashion week
Usage of social media
Figure 311: The consumer: Usage of social media sites, July 2013
 WHO’S INNOVATING?
Mobile payment
Online presentation
Virtual queue
Personal shopping
M&S – new e-boutique
Reebok Fitness Hub
Harrods – Ready for take off
Me-Ality – Well fitted
 CHANNELS OF DISTRIBUTION
Key points
Distribution by retail sector
Figure 312: Distribution of spending on clothing, by retail sector, 2013 (est)
Figure 313: Estimated distribution of spending on clothing, by retail sector, in percentage and value terms, 2011-13
The online/offline split
Figure 314: Estimated distribution of spending on clothing by online/offline, 2011-13
 MARKET SHARES
Key points
The top specialist and non-specialist retailers
The top ten in brief – M&S slips
Figure 315: The UK’s ten leading clothing retailers’ shares of spending on clothing and footwear, 2011-12
The top twenty in detail – non-specialists gain
Figure 316: The UK’s 20 leading clothing retailers’ shares of spending on clothing and footwear, 2010-12
 SPACE ALLOCATION SUMMARY
Key points
Allocation by Women: Men: Children
Figure 317: Space allocation for women’s, men’s and childrenswear, September 2013
Space allocations: Detailed estimates
Figure 318: Clothing retailers, detailed space allocation estimates, clothing specialists, September 2013
Figure 319: Clothing retailers, detailed space allocation estimates, clothing specialists and non-specialists, September 2013
Figure 320: Womenswear specialists, detailed space allocation estimates, September 2013
Figure 321: Menswear specialists, detailed space allocation estimates, September 2013
 RETAIL PRODUCT MIX
Figure 322: Estimated sales by product, M&S, Next, Debenhams, Primark, TK Maxx, New Look, 2012/13
Figure 323: Estimated sales by product, Matalan, Asda, Tesco, Sainsbury’s, Zara, H&M, 2012/13
Estimated sales densities
Figure 324: Estimated sales density by product, M&S, Next, Debenhams, Primark, TK Maxx, New Look, 2012/13
Figure 325: Estimated sales density by product, Matalan, Asda, Tesco, Sainsbury’s, Zara, H&M, 2012/13
Market shares by product
Figure 326: Estimated market sizes (excl. VAT), 2012
Figure 327: Estimated Market shares by product, M&S, Next, Debenhams, Primark, TK Maxx, New Look, 2012/13
Figure 328: Estimated Market shares by product, Matalan, Asda, Tesco, Sainsbury’s, Zara, H&M, 2012/13
 LEADING SPECIALIST RETAILERS: FINANCIALS AND OUTLETS
Key points
Leading specialists’ sales: young brands surge
Figure 329: The UK’s leading clothing specialists’ revenues (excl. VAT), 2008-12
Figure 330: The UK’s leading clothing specialists’ revenues: compound annual growth rates, 2008-12
Leading specialists’ store numbers
Figure 331: The UK’s leading clothing specialists’ store numbers, 2008-12
Sales per outlet
Figure 332: The UK’s leading clothing specialists’ annual sales per outlet (excl. VAT), 2008-12
Figure 333: The UK’s leading clothing specialists’ sales per outlet: compound annual growth rates, 2008-12
Operating profits and margins: Next sees steady increases
Figure 334: The UK’s leading clothing specialists’ operating profits, 2008-12
Figure 335: The UK’s leading clothing specialists’ operating margins, 2008-12
The T-shirt pricing index
Figure 336: Leading retailers’ lowest and highest prices for men’s T-shirts, September 2013
 THE LEADING NON-SPECIALIST RETAILERS
Key points
Sports Direct overtakes Asda as the UK’s leading non-specialist retailer by revenues
Figure 337: Leading non-specialists’ estimated clothing and footwear sales (excl. VAT), 2010-12
But Asda remains the most popular non-specialist by shopper numbers
Figure 338: The consumer: Where they have shopped for clothing in the last 12 months, whether online or in-store, selected retailers, July 2013
The T-shirt pricing index
Figure 339: Leading retailers’ lowest and highest prices for men’s T-shirts, September 2013
 ONLINE AND SOCIAL MEDIA
Key points
Online market size
Figure 340: Estimated online sales of clothing/clothing and footwear (incl. VAT), 2011-14
Leading retailers
Figure 341: Leading retailers’ estimated online sales of clothing and footwear, 2011 and 2012
The consumer – most popular retailers online
Figure 342: The consumer: Retailers where clothes have been bought online in the past 12 months, July 2013
Figure 343: The consumer: Home-shopping specialists’ websites used to buy clothes in the past 12 months, July 2013
Shopping online by category: clothing leads
Figure 344: The consumer: Products bought online from home in the last 12 months, April 2013
Figure 345: The consumer: Products bought via smartphone or tablet while out and about, April 2013
Usage of social media
Figure 346: The consumer: Usage of social media sites, July 2013
Figure 347: The consumer: Use of Facebook and Twitter for fashion, July 2013
Leading retailers’ social media metrics
Figure 348: Leading clothing retailers’ social media follower numbers: Facebook and Twitter, September 2013
 RETAIL ADVERTISING AND PROMOTION
Key points
Advertising spend continues to grow, but at a slower rate
Figure 349: Main media advertising spend by leading clothing retailers, 2009-12
Press accounts for majority of advertising spend
Figure 350: Percentage breakdown of leading clothing retailers’ advertising spend, by media type, 2012
What we have seen so far in 2013
 APPENDIX – THE CONSUMER – WHERE THEY SHOP
Figure 351: Most popular retailers from where clothes are bought in-store or online, by demographics, July 2013
Figure 352: Next most popular retailers from where clothes are bought in-store or online, by demographics, July 2013
Figure 353: Popular retailers from where clothes are bought in-store or online, by demographics, July 2013
Figure 354: Other retailers from where clothes are bought in-store or online, by demographics, July 2013
Figure 355: Least popular retailers from where clothes are bought in-store or online, by demographics, July 2013
Figure 356: Most popular retailers from where clothes are bought in-store, by demographics, July 2013
Figure 357: Next most popular retailers from where clothes are bought in-store, by demographics, July 2013
Figure 358: Popular retailers from where clothes are bought in-store, by demographics, July 2013
Figure 359: Least popular retailers from where clothes are bought in-store, by demographics, July 2013
Figure 360: Most popular retailers from where clothes are bought online, by demographics, July 2013
Figure 361: Next most popular retailers from where clothes are bought online, by demographics, July 2013
Figure 362: Popular retailers from where clothes are bought online, by demographics, July 2013
Figure 363: Other retailers from where clothes are bought online, by demographics, July 2013
Figure 364: Least popular retailers from where clothes are bought online, by demographics, July 2013
Figure 365: Attitudes towards buying clothes for yourself, by most popular retailers from where clothes are bought in-store, July 2013
Figure 366: Attitudes towards buying clothes for yourself, by next most popular retailers from where clothes are bought in-store, July 2013
Figure 367: Attitudes towards buying clothes for yourself, by other retailers from where clothes are bought in-store, July 2013
Figure 368: Attitudes towards buying clothes for yourself, by least popular retailers from where clothes are bought in-store, July 2013
Figure 369: Attitudes towards buying clothes for yourself, by most popular retailers from where clothes are bought online, July 2013
Figure 370: Attitudes towards buying clothes for yourself, by next most popular retailers from where clothes are bought online, July 2013
Figure 371: Attitudes towards buying clothes for yourself, by other retailers from where clothes are bought online, July 2013
Figure 372: Attitudes towards buying clothes for yourself, by least popular retailers from where clothes are bought online, July 2013
Figure 373: Factors that influence clothes shopping, by most popular retailers from where clothes are bought in-store, July 2013
Figure 374: Factors that influence clothes shopping, by next most popular retailers from where clothes are bought in-store, July 2013
Figure 375: Factors that influence clothes shopping, by other retailers from where clothes are bought in-store, July 2013
Figure 376: Factors that influence clothes shopping, by least popular retailers from where clothes are bought in-store, July 2013
Figure 377: Factors that influence clothes shopping, by most popular retailers from where clothes are bought online, July 2013
Figure 378: Factors that influence clothes shopping, by most popular retailers from where clothes are bought in-store, July 2013
Figure 379: Factors that influence clothes shopping, by next most popular retailers from where clothes are bought in-store, July 2013
Figure 380: Factors that influence clothes shopping, by other retailers from where clothes are bought in-store, July 2013
 APPENDIX – THE CONSUMER – HOW MUCH THEY SPEND ON CLOTHING
Figure 381: Most popular amount spent on clothing in the last 12 months, by demographics, July 2013
Figure 382: Next most popular amount spent on clothing in the last 12 months, by demographics, July 2013
Figure 383: Amount spent on clothing in the last 12 months, by most popular retailers from where clothes are bought in-store, July 2013
Figure 384: Amount spent on clothing in the last 12 months, by next most popular retailers from where clothes are bought in-store, July 2013
Figure 385: Amount spent on clothing in the last 12 months, by other retailers from where clothes are bought in-store, July 2013
Figure 386: Amount spent on clothing in the last 12 months, by least popular retailers from where clothes are bought in-store, July 2013
Figure 387: Amount spent on clothing in the last 12 months, by most popular retailers from where clothes are bought online, July 2013
Figure 388: Amount spent on clothing in the last 12 months, by next most popular retailers from where clothes are bought online, July 2013
Figure 389: Amount spent on clothing in the last 12 months, by other retailers from where clothes are bought online, July 2013
Figure 390: Amount spent on clothing in the last 12 months, by least popular retailers from where clothes are bought online, July 2013
 APPENDIX – THE CONSUMER – HOW THEY SHOP
Figure 391: Most popular attitudes towards buying clothes for yourself, by demographics, July 2013
Figure 392: Next most popular attitudes towards buying clothes for yourself, by demographics, July 2013
 APPENDIX – THE CONSUMER – FACTORS THAT INFLUENCE CLOTHES SHOPPING
Figure 393: Factors that influence clothes shopping – Durability of clothing, by demographics, July 2013
Figure 394: Factors that influence clothes shopping – Quality of the product finish, by demographics, July 2013
Figure 395: Factors that influence clothes shopping – Returns policy, by demographics, July 2013
Figure 396: Factors that influence clothes shopping – Low price, by demographics, July 2013
Figure 397: Factors that influence clothes shopping – Ethical treatment of workers who make/manufacture clothing, by demographics, July 2013
Figure 398: Factors that influence clothes shopping – Latest fashion, by demographics, July 2013
Figure 399: Factors that influence clothes shopping – Clothes made in Britain, by demographics, July 2013
Figure 400: Factors that influence clothes shopping – Frequently updated collections, by demographics, July 2013
Figure 401: Factors that influence clothes shopping – Environmentally friendly retailer, by demographics, July 2013
Figure 402: Factors that influence clothes shopping – In-store customer service, by demographics, July 2013
Figure 403: Factors that influence clothes shopping – In-store environment, by demographics, July 2013
Figure 404: Factors that influence clothes shopping – Free in-store Wi-Fi, by demographics, July 2013
 APPENDIX – THE CONSUMER – ATTITUDES TO SHOPPING ONLINE FOR CLOTHES
Figure 405: Factors that would encourage consumers to shop online for clothes from a particular retailer or brand, by demographics, July 2013
Figure 406: Factors that would encourage consumers to shop online for clothes from a particular retailer or brand, by demographics, July 2013
Figure 407: Factors that influence clothes shopping – Free in-store Wi-Fi, by demographics, July 2013
 APPENDIX – THE CONSUMER – USE OF SOCIAL MEDIA FOR FASHION
Figure 408: Next most popular use of Facebook for fashion, by demographics, July 2013
Figure 409: Other use of Facebook for fashion, by demographics, July 2013
Figure 410: Most popular use of Twitter for fashion, by demographics, July 2013
Figure 411: Next most popular use of Twitter for fashion, by demographics, July 2013
Figure 412: Other use of Twitter for fashion, by demographics, July 2013
ARCADIA GROUP
What we think
Company background
Company performance
Figure 413: Arcadia Group: Group financial performance, 2007/08-2011/12
Figure 414: Arcadia Group: Outlet data, 2007/08-2011/12
Retail offering
ASDA GROUP
What we think
Company background
Company performance
Figure 415: Asda Group Ltd: Group financial performance, 2008-12
Figure 416: Asda Group Ltd: Outlet data, 2008-12
Retail offering
C&A
What we think
Figure 417: Figure 418: The consumer: Shopped at C&A in the last 12 months by major European country, August 2013
Company background
Company performance
Figure 419: C&A: Group financial performance, 2008/09-2012/13
Figure 420: C&A: Outlet data, 2008/09-2012/13
Retail offering
CARREFOUR
What we think
Company background
Company performance
Figure 421: Carrefour: Estimated European clothing sales, 2012
Figure 422: Carrefour: Group financial performance, 2008-12
Figure 423: Carrefour: Outlet data, 2008-12
Retail offering
DEBENHAMS
What we think
Figure 424: Debenhams: Breakdown of sales by brand type, 2011/12
Company background
Company performance
Figure 425: Debenhams: Breakdown of own bought sales by category, 2011/12
Figure 426: Debenhams: Group financial performance, 2008/09-2012/13
Figure 427: Debenhams: Outlet data, 2009-12
Retail offering
EL CORTE INGLÉS
What we think
Company background
Company performance
Figure 428: El Corte Ingles: Group financial performance, 2008/09-2012/13
Figure 429: El Corte Ingles: Outlet data, 2008/09-2012/13
Retail offering
ESPRIT
What we think
Company background
Company performance
Figure 430: Esprit: Group financial performance, 2008/09-2012/13
Figure 431: Esprit: Retail turnover by country, 2010/11-2012/13
Figure 432: Esprit: Outlet data, 2008/09-2012/13
Figure 433: Esprit: Directly managed retail stores by country, 2010/11-2012/13
Retail offering
Product mix
Figure 434: Esprit: Sales split by product type, 2012/13
GRUPPO COIN
What we think
Company background
Company performance
Figure 435: Gruppo Coin: Group financial performance, 2008/09-2012/13
Figure 436: Gruppo Coin: Outlet data, 2008/09-2012/13
Retail offering
GRUPO INDITEX
What we think
Figure 437: The consumer: Shopped at Zara in the last 12 months by major European country, August 2013
Company background
Company performance
Figure 438: Grupo Inditex: Group financial performance, 2008/09-2012/13
Figure 439: Grupo Inditex: Outlet data, 2008/09-2012/13
Retail offering
H&M HENNES & MAURITZ
What we think
Figure 440: The consumer: Shopped at H&M in the last 12 months by major European country, August 2013
Company background
Company performance
Figure 441: H&M Hennes & Mauritz: Group financial performance, 2007/08-2011/12
Figure 442: H&M Hennes & Mauritz: Outlet data, 2007/08-2011/12
Retail offering
HOUSE OF FRASER
What we think
Company background
Company performance
Figure 443: House of Fraser Plc: Group financial performance, 2008/09-2012/13
Figure 444: House of Fraser Plc: Outlet data, 2008/09-2012/13
Retail offering
JOHN LEWIS
What we think
Company background
Company performance
Figure 445: John Lewis Plc (department store): Group financial performance, 2008/09-2012/13
Figure 446: John Lewis Plc (department store): Outlet data, 2008/09-2012/13
Retail offering
MARKS & SPENCER
What we think
Company background
Company performance
Figure 447: Marks & Spencer: Group financial performance, 2008/09-2012/13
Figure 448: Marks & Spencer: Outlet data, 2008/09-2012/13
Retail offering
MATALAN
What we think
Company background
Company performance
Figure 449: Matalan Ltd: Group financial performance, 2008/09-2012/13
Figure 450: Matalan Ltd: Outlet data, 2008/09-2012/13
Retail offering
NEW LOOK GROUP PLC
What we think
Company background
Company performance
Figure 451: New Look Group Plc: Group financial performance, 2008/09-2012/13
Figure 452: New Look Group Plc: Outlet data, 2008/09-2012/13
Retail offering
NEXT GROUP
What we think
Company background
Company performance
Figure 453: Next Group: Group financial performance, 2008/09-2012/13
Figure 454: Next Group: Outlet data, 2008/09-2012/13
Retail offering
OTTO GROUP (MULTICHANNEL RETAIL)
What we think
Company background
Company performance
Figure 455: Otto Group (Multichannel Retail): Group financial performance, 2008/09-2012/13
Retail offering
PRIMARK/PENNEYS
What we think
Company background
Company performance
Figure 456: Primark/Penneys: Group financial performance, 2007/08-2012/13
Figure 457: Primark/Penneys: Outlet data, 2007/08-2012/13
Retail offering
RIVER ISLAND
What we think
Company background
Company performance
Figure 458: River Island Holdings Limited: Group financial performance, 2008-12
Figure 459: River Island Holdings Limited: Outlet data, 2008-12
Retail offering
TESCO PLC
What we think
Company background
Company performance
Figure 460: Tesco: Estimated clothing sales, 2010-12
Figure 461: Tesco Plc: Group financial performance, 2008/09-2012/13
Figure 462: Tesco Plc: Outlet data, 2008/09-2012/13
Retail offering
THE EDINBURGH WOOLLEN MILL GROUP
What we think
Figure 463: The Edinburgh Woollen Mill concession, The Garden Centre, Osterley, 2013
Company background
Company performance
Figure 464: The Edinburgh Woollen Mill Group: Group financial performance, 2008/09-2012/13
Figure 465: The Edinburgh Woollen Mill Group: Outlet data, 2008/09-2012/13
Retail offering
TJX EUROPE (TK MAXX)
What we think
Company background
Company performance
Figure 466: TJX Europe (TK Maxx): Group financial performance, 2008/09-2012/13
Figure 467: TJX Europe (TK Maxx): Outlet data, 2008/09-2012/13
Retail offering
APPENDIX – BROADER MARKET ENVIRONMENT
Online
Figure 468: Europe: Percentage of all individuals buying clothes/sports goods online in the past 12 months, 2008-12
Figure 469: Europe: Percentage of households with a broadband internet connection, by country, 2008-12
Figure 470: Europe: Percentage of all individuals accessing the internet daily, by country, 2008-12
Consumer confidence
Figure 471: Europe: Consumer confidence levels, October 2012 – September 2013
Population
Figure 472: Europe: Population, by age group, 2010
Figure 473: Europe: Population, by age group, 2015
Figure 474: Europe: Population, by age group, 2020
GDP
Figure 475: Europe: GDP (current prices), 2012
Figure 476: Europe: Real-terms year-on-year growth in GDP, 2003-13
Consumer spending
Figure 477: Europe: Households’ consumer spending (current prices), 2012
Figure 478: Europe: Real-terms year-on-year growth in households’ consumer spending, 2003-12
Consumer prices
Figure 479: Europe: Harmonised index of consumer prices, annual % change, 2003-12
Unemployment
Figure 480: Europe: Average rate of unemployment, 2003-12
Interest rates
Figure 481: Europe: Central bank interest rates, 2008-13
APPENDIX – UK BRAND RESEARCH
Figure 482: Brand usage, August 2013
Figure 483: Brand usage, August 2013 (continued)
Figure 484: Brand commitment, August 2013
Figure 485: Brand commitment, August 2013 (continued)
Figure 486: Brand momentum, August 2013
Figure 487: Brand momentum, August 2013 (continued)
Figure 488: Brand diversity, August 2013
Figure 489: Brand diversity, August 2013 (continued)
Figure 490: Brand satisfaction, August 2013
Figure 491: Brand satisfaction, August 2013 (continued)
Figure 492: Brand attitude, August 2013
Figure 493: Brand attitude, August 2013 (continued)
Figure 494: Brand image – macro image, August 2013
Figure 495: Brand image – macro image, August 2013 (continued)
Figure 496: Brand image – micro image, August 2013
Figure 497: Brand image – micro image, August 2013 (continued)
Figure 498: Profile of target groups, by demographic, August 2013
Figure 499: Psychographic segmentation, by target groups, August 2013
Figure 500: Brand usage, by target groups, August 2013
Brand index
Figure 501: Brand index, August 2013
APPENDIX – THE CONSUMER: EUROPE
 WHERE THEY SHOP
Figure 502: Clothing retailers purchased from in the last 12 months, France, August 2013
Figure 503: Clothing retailers purchased from in the last 12 months, Germany, August 2013
Figure 504: Clothing retailers purchased from in the last 12 months, Italy, August 2013
Figure 505: Clothing retailers purchased from in the last 12 months, Spain, August 2013
Figure 506: Most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, France, August 2013
Figure 507: Next most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, France, August 2013
Figure 508: Other clothing retailers purchased from in the last 12 months – In-store, by demographics, France, August 2013
Figure 509: Least popular clothing retailers purchased from in the last 12 months – In-store, by demographics, France, August 2013
Figure 510: Most popular clothing retailers purchased from in the last 12 months – Online, by demographics, France, August 2013
Figure 511: Next most popular clothing retailers purchased from in the last 12 months – Online, by demographics, France, August 2013
Figure 512: Other clothing retailers purchased from in the last 12 months – Online, by demographics, France, August 2013
Figure 513: Least popular clothing retailers purchased from in the last 12 months – Online, by demographics, France, August 2013
Figure 514: Most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Germany, August 2013
Figure 515: Next most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Germany, August 2013
Figure 516: Other clothing retailers purchased from in the last 12 months – In-store, by demographics, Germany, August 2013
Figure 517: Least popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Germany, August 2013
Figure 518: Most popular clothing retailers purchased from in the last 12 months – Online, by demographics, Germany, August 2013
Figure 519: Next most popular clothing retailers purchased from in the last 12 months – Online, by demographics, Germany, August 2013
Figure 520: Other clothing retailers purchased from in the last 12 months – Online, by demographics, Germany, August 2013
Figure 521: Least popular clothing retailers purchased from in the last 12 months – Online, by demographics, Germany, August 2013
Figure 522: Most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Italy, August 2013
Figure 523: Next most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Italy, August 2013
Figure 524: Other clothing retailers purchased from in the last 12 months – In-store, by demographics, Italy, August 2013
Figure 525: Least popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Italy, August 2013
Figure 526: Most popular clothing retailers purchased from in the last 12 months – Online, by demographics, Italy, August 2013
Figure 527: Next most popular clothing retailers purchased from in the last 12 months – Online, by demographics, Italy, August 2013
Figure 528: Other clothing retailers purchased from in the last 12 months – Online, by demographics, Italy, August 2013
Figure 529: Least popular clothing retailers purchased from in the last 12 months – Online, by demographics, Italy, August 2013
Figure 530: Most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Spain, August 2013
Figure 531: Next most popular clothing retailers purchased from in the last 12 months – In-store, by demographics, Spain, August 2013
Figure 532: Other clothing retailers purchased from in the last 12 months – In-store, by demographics, Spain, August 2013
Figure 533: Most popular clothing retailers purchased from in the last 12 months – Online, by demographics, Spain, August 2013
Figure 534: Next most popular clothing retailers purchased from in the last 12 months – Online, by demographics, Spain, August 2013
Figure 535: Other clothing retailers purchased from in the last 12 months – Online, by demographics, Spain, August 2013
 ATTITUDES
Figure 536: Importance of retailer attributes to consumers, August 2013