Clothing Retailing - France - October 2014

EXECUTIVE SUMMARY
Spending and inflation
Sector size and forecast
Channels of distribution
The retailers – Financials and outlets
Online
The consumer
What we think
SPENDING AND INFLATION
Key points
Figure 1: France: Consumer spending (inc VAT), 2010-14
Inflation
Figure 2: France: Clothing and footwear inflation, Aug 2013- Aug 14
Consumer confidence
Figure 3: France: Consumer confidence, 2007-14
CHANNELS OF DISTRIBUTION
Key points
Figure 4: France: Estimated channels of distribution for clothing and footwear, 2013
SECTOR SIZE AND FORECAST
Key points
Figure 5: France: Clothing retailers sales, 2009-14
Figure 6: France: Forecast clothing retailers sales, 2014-19
Specialists performing well
Figure 7: France: Clothing and footwear specialists sales as % all retail sales (exc fuel), 2009-14
Enterprises and employment
Figure 8: France: Clothing and footwear retailers: Enterprise data, 2008-11
Figure 9: France: Clothing and footwear retailers: Employment data, 2008-11
THE LEADING SPECIALISTS – FINANCIALS AND OUTLETS
Key points
Figure 10: France: Leading clothing retailers, sales (excl-VAT), 2011-13
Figure 11: France: Leading clothing retailers, Outlet numbers 2011-13
Figure 12: France: Leading clothing retailers sales per outlet, 2011-13
MARKET SHARES
Figure 13: France: Leading clothing retailers: Market shares, 2011-13
ONLINE
Key points
Figure 14: France: Online buyers of clothing in previous three months, 2009-13
Retailers
THE CONSUMER – WHERE THEY SHOP
Key points
Figure 15: France: Where people shopped in the last 12 months, August 2014
Who shops where
Figure 16: France: Profile of shoppers from leading retailers, August 2014
Figure 17: France: The consumer: Selected major retailers used to buy clothes in-store or online in the last 12 months, August 2014/August 2013
Online shoppers
Figure 18: France: Customer profile of online clothing retailers, August 2014
THE CONSUMER – WHAT THEY WANT ONLINE
Figure 19: France: What would make consumers buy more clothing online, August 2014.
Who wants what?
Figure 20: France: Profile of what shoppers want to make them shop more online, August 2014
Figure 21: France: Attitudes to online shopping by shops actually used, August 2014
Figure 22: France: Attitudes to online shopping by shops actually used, August 2014 (continued)
C&A
What we think
Consumer sentiment
Figure 23: The consumer: Shopped in store and online at C&A in the last 12 months by country
Problems in the German operations
Online a key focus
Company background
Company performance
Figure 24: C&A: Group sales performance, 2008/9-2013/14
Figure 25: C&A: Outlet data, 2008/9-2013/14
Retail offering
ESPRIT
What we think
Sales continue to fall but profits stabilise and a new model is introduced
Focus on retail
Online to benefit from the new model
Company performance
UK
Figure 26: Esprit: Group financial performance, 2008/09-2013/14
Figure 27: Esprit: Turnover, by segment, 2012-14
Figure 28: Esprit: Outlet data, 2008/09-2013/14
Figure 29: Esprit: Directly managed retail stores, by country, 2010/11-2013/14
Retail offering
H&M HENNES & MAURITZ
What we think
Guest-designer collaborations enhance fashion credentials
Net new 375 stores planned for 2014
Online shop expansion
Broadening product range
Taking on board ethical issues
Company background
Company performance
Figure 30: H&M Hennes & Mauritz: Percentage share of net sales by region, 2011/12 and 2012/13
Figure 31: H&M Hennes & Mauritz: Group financial performance, 2008/09-2012/13
Figure 32: H&M Hennes & Mauritz: Outlet data, 2008/09-2012/13
Retail offering
GRUPO INDITEX
What we think
Prospects
Company background
Company performance
Figure 33: Grupo Inditex: Group financial performance, 2009/10-2013/14
Figure 34: Grupo Inditex: Outlet data, 2009/10-2013/14
Retail offering
Figure 35: Inditex: Sales, by brand, 2014
NEW LOOK GROUP
What we think
A truly multichannel offer
A clear plan for international expansion
Disposal of Mim paves way for greater focus
Company background
Company performance
Figure 36: New Look Group Plc: Group financial performance, 2009/10-2013/14
Figure 37: New Look Group Plc: Outlet data, 2009/10-2013/14
Figure 38: New Look Group Plc: Directly operated European stores, March 2014
Retail offering
APPENDIX – THE CONSUMER – FRANCE
Where they shop
Figure 39: Retailers used to buy clothes in-store or online in the last 12 month, France, August 2014
Figure 40: Services that would encourage consumers to buy/buy more online, by most popular retailers used to buy clothes in-store or online in the last 12 month – Any retails, France, August 2014
Figure 41: Services that would encourage consumers to buy/buy more online, by next most popular retailers used to buy clothes in-store or online in the last 12 month – Any retails, France, August 2014
Figure 42: Services that would encourage consumers to buy/buy more online, by other retailers used to buy clothes in-store or online in the last 12 month – Any retails, France, August 2014
Figure 43: Services that would encourage consumers to buy/buy more online, by least popular retailers used to buy clothes in-store or online in the last 12 month – Any retails, France, August 2014
Figure 44: Services that would encourage consumers to buy/buy more online, by most popular retailers used to buy clothes in-store or online in the last 12 month – In-store, France, August 2014
Figure 45: Services that would encourage consumers to buy/buy more online, by next most popular retailers used to buy clothes in-store or online in the last 12 month – In-store, France, August 2014
Figure 46: Services that would encourage consumers to buy/buy more online, by other retailers used to buy clothes in-store or online in the last 12 month – In-store, France, August 2014
Figure 47: Services that would encourage consumers to buy/buy more online, by most popular retailers used to buy clothes in-store or online in the last 12 month – Online, France, August 2014
Figure 48: Services that would encourage consumers to buy/buy more online, by next most popular retailers used to buy clothes in-store or online in the last 12 month – Online, France, August 2014
Figure 49: Most popular retailers used to buy clothes in-store or online in the last 12 month – Any, by demographics, France, August 2014
Figure 50: Next most popular retailers used to buy clothes in-store or online in the last 12 month – Any, by demographics, France, August 2014
Figure 51: Other retailers used to buy clothes in-store or online in the last 12 month – Any, by demographics, France, August 2014
Figure 52: Least popular retailers used to buy clothes in-store or online in the last 12 month – Any, by demographics, France, August 2014
Figure 53: Most popular retailers used to buy clothes in-store or online in the last 12 month – In-store, by demographics, France, August 2014
Figure 54: Next most popular retailers used to buy clothes in-store or online in the last 12 month – In-store, by demographics, France, August 2014
Figure 55: Other retailers used to buy clothes in-store or online in the last 12 month – In-store, by demographics, France, August 2014
Figure 56: Most popular retailers used to buy clothes in-store or online in the last 12 month – Online, by demographics, France, August 2014
Figure 57: Next most popular retailers used to buy clothes in-store or online in the last 12 month – Online, by demographics, France, August 2014
Figure 58: Other retailers used to buy clothes in-store or online in the last 12 month – Online, by demographics, France, August 2014
Figure 59: Least popular retailers used to buy clothes in-store or online in the last 12 month – Online, by demographics, France, August 2014
Services that would encourage consumers to buy more online
Figure 60: Most popular services that would encourage consumers to buy/buy more online, by demographics, France, August 2014
Figure 61: Next most popular services that would encourage consumers to buy/buy more online, by demographics, France, August 2014