Clothing Retailing - Europe - October 2007

SUMMARY

Abstract

Mintel European Retail Intelligence provides independent, expert coverage of the major retail sectors throughout Europe. Each title in this series analyses retailing trends in up to 19 European markets, including the Scandinavian nations and Eastern European countries such as the Czech Republic and Poland as well as the major Western European markets.

The coverage provided by each report is as accurate, relevant and up-to-date as possible, combining in-house sector expertise with retailer performance data, taken directly from industry and trade sources.

With titles ranging from 'DIY Retailing in Europe' through to 'Food Retailing in Europe', each market examination includes studies of:

• background economic and demographic data
• market sizes
• regional retailing trends and issues
• market drivers
• consumer expenditure
• consumer trends
• leading pan-European retailers
• domestic retailers
• market forecasts

TABLE OF CONTENTS

Table of Contents

• Insights and Opportunities
• Market in Brief
• The European clothing market
• Specialists the main channel
• H&M holds top position
• Forecasts
• Trends and issues
• European Summary
• Report scope
• Technical notes
• Financial definitions
• Currencies
  • Figure 1: Exchange rates: National currencies against the Euro, 2002-06
• Country codes
• VAT
  • Figure 2: Europe: Standard VAT rates, 2006
• Other abbreviations
• The European clothing market
  • Figure 3: European clothing market: Market sizes and spend per capita, 2006
  • Figure 4: European clothing market: Spend per capita, 2006
  • Figure 5: European clothing market: Estimated annual % growth, 2005-06
• Channels of distribution
  • Figure 6: European clothing market: Channels of distribution by country, 2006
• Strong specialists
• ...and weak ones
• The hypermarket
• European clothing specialists' sector
• Sales value and trends
  • Figure 7: European clothing sector: Clothing specialists' sales by country, 2006
  • Figure 8: European clothing sector: Clothing specialists as % of all retail sales by country, 2006
• Clothing relative to all retail
  • Figure 9: European clothing sector: Percentage point change in sector's share of all retail sales, 2001-05 and 2002-06
• Sector concentration
  • Figure 10: European clothing sector: Top five specialists' combined market shares by country, 2006
• The fragmented
• The consolidated
• The market leaders
• Leading clothing specialists
• Sales trends
  • Figure 11: Europe's leading clothing specialists: European sales trends, 2006/07
• Outlet trends
  • Figure 12: Europe's leading clothing specialists: European outlet numbers, 2006/07
• Cross-border activity
  • Figure 13: Europe's leading clothing specialists: Cross-border activities, 2006/07
• European Trends and Outlook
• Online retailing -- opportunity or threat?
• Stores and website -- the perfect combination?
• Integration the key
• Technological innovation
• Clothing retailers not early adopters
  • Figure 14: Europe: Leading clothing retailers -- online shopping provision, 2007
• UK retailers ahead of the game
• Germany lags behind
  • Figure 15: Europe: E-commerce as share of total home shopping market, by country, 2005
• H&M and Inditex holding back
• Others pushing ahead faster
• Dovetailing with the printed catalogue
• A good test bed
• Partnership arrangements
• Most websites used to inform and not to trade
• The mature shopper
• A sizeable opportunity
• Not like their children
  • Figure 16: Europe: Selected clothing consumer typologies by age group, April 2005-March 2006
• The issues
  • Figure 17: The demand for a wider range of sizes/fittings and agreement with selected attitudinal statements by UK shoppers 45+, June 2007
• Where do the over-45s shop?
• The appeal of the youth-oriented brands
• The winning combination
• ...if there is one
• The mid-market squeeze
• Price deflation
• Cheap as sign of savvy
• See-through pricing
• A place for the £3 T-shirt
• Escaping the discount mentality
• Green and ethical
• Eco-awareness yet to change buying behaviour
• Part of the competitive environment
• Complexity and scale of the challenge
• Transparency
• Value retailers scrutinised
• Young and green?
  • Figure 18: GB: I look for low prices and don't really think about the conditions of workers producing the goods, by age group, 2007
• Could there be a backlash?
• Sector sales forecasts
• Relative performance
  • Figure 19: European clothing sector: winners and losers by country, 2007-12
  • Figure 20: European clothing retailing: Sector sales forecasts, 2007 and 2012
  • Figure 21: European clothing retailing: Winners and losers, 2007-12
  • Figure 22: European clothing specialists: Sector's relative importance by country, 2007 and 2012
• Actual performance
  • Figure 23: European clothing specialists: Sector sales growth, 2007-12
• European Consumer Context
• Introduction
• Comparison of consumer typologies across Europe
  • Figure 24: Clothing consumer typologies, by country, 2006
• Germany
  • Figure 25: Clothing consumer typologies in Germany compared to four-country average, 2006
• France
  • Figure 26: Clothing consumer typologies in France compared to four-country average, 2006
• Great Britain
  • Figure 27: Clothing consumer typologies in GB compared to four-country average, 2006
• Spain
  • Figure 28: Clothing consumer typologies in Spain compared to four-country average, 2006
• Comparison of agreement with clothing lifestyle statements
  • Figure 29: Agreement with clothing lifestyle statements, by country, 2006
• France
  • Figure 30: Top five clothing lifestyle statements, France, 2006
• Germany
  • Figure 31: Top five clothing lifestyle statements, Germany, 2006
• Spain
  • Figure 32: Top five clothing lifestyle statements, Spain, 2006
• Great Britain
  • Figure 33: Top five clothing lifestyle statements, GB, 2006
• Austria
• The Market in Brief
• The future
• Market size and performance
• Market leaders
• Broader Market Environment
• Unemployment
  • Figure 34: Austria: Unemployment rate, 2002-07
• Ageing population
  • Figure 35: Austria: Population, 2002-06
  • Figure 36: Austria: Population, by age group and gender, 2007
• Economy growing slightly
  • Figure 37: Austria: Gross domestic product, 1997-2006
• Inflation
  • Figure 38: Austria: Consumer prices, annual % change, 2002-06
• The Market in Context
• Key findings
  • Figure 39: Austria: Consumer expenditure, 1996-2006
  • Figure 40: Austria: Consumer spending on selected categories, 2002-06
• Clothing market versus all retail sales
  • Figure 41: Austria: Clothing spending as % of all retail sales, 2002-06
• Clothing versus other personal adornment and personal care categories
  • Figure 42: Austria: Relative performance of personal adornment and personal care categories, 2002-06
• Clothing versus 'fashion for the home'
  • Figure 43: Austria: Index of consumer spending growth in clothing versus homewares, 2002-06
• Sector Size and Forecast
• Future
• Past
• Economic outlook
• Retail sector -- healthy outlook
• Retail sales forecasts
  • Figure 44: Austria: Clothing specialists retail sales, 2002-12
  • Figure 45: Austria: Clothing specialists' sales as % of all retail sales, 2002-12
• Past
• Outlets and enterprises
• Channels of Distribution
  • Figure 46: Austria: Clothing market -- channels of distribution, 2006
• Retail Competitor Analysis
  • Figure 47: Austria: Leading retailers, 2006/07
• Market shares
  • Figure 48: Austria: Leading clothing specialists: Share of all clothing specialists' sales, 2006
• Retailer Profiles
• Belgium
• Market in Brief
• The future
• Market size and performance
• Market leaders
• Broader Market Environment
• Population is growing....
  • Figure 49: Belgium: Population trends, 2001-06
• .... but is also ageing
  • Figure 50: Belgium: Population, by age group and gender, 2006
• Fewer family units
  • Figure 51: Belgium: Households, 2000-05
• The Flemish dominate
• A robust economy
  • Figure 52: Belgium: Gross Domestic Product, 1997-2006
• The Market in Context
• Key findings
  • Figure 53: Belgium: Consumer expenditure, 1996-2005
  • Figure 54: Belgium: Total household expenditure growth, 1996-2005
  • Figure 55: Belgium: Detailed breakdown of household expenditure, 2001-05
• Spending on clothing
• Clothing versus other personal adornment and personal care categories
  • Figure 56: Belgium: Personal adornment & care categories as % of all consumer spending, 2001-05
• Inflation well under control
  • Figure 57: Belgium: Consumer prices, 1999-2006
  • Figure 58: Belgium: Inflation rates -- textiles, clothing & footwear against all retail, 2002-07
• Sector Size and Forecast
• Future
• Past
• Clothing retailers' prospects
• Retail sales forecast
  • Figure 59: Belgium: Clothing & footwear specialists' sales, 2002-12
  • Figure 60: Belgium: Clothing & footwear specialists, % share of all retail sales, 2002-12
  • Figure 61: Belgium: Clothing specialists, indices of relative performance, 2002-06
• Outlet and enterprise data
  • Figure 62: Belgium: Retail enterprise data, 2001 and 2002
• Channels of Distribution
  • Figure 63: Belgium: Clothing market -- channels of distribution, 2006
• Retail Competitor Analysis
  • Figure 64: Belgium: Leading clothing specialists, 2006/07
• Market shares
  • Figure 65: Belgium: Leading clothing specialists' market shares, 2006
• Evaluation
  • Figure 66: Belgium: Clothing retailers, evaluation, 2006/07
• Retailer Profiles
• Czech Republic
• Market in Brief
• The future
• Market size and performance
• Market leaders
• Broader Market Environment
• Population isn't growing
  • Figure 67: Czech Republic: Population trends, 2002-06
  • Figure 68: Czech Republic: Population, by age group and sex, 2006
  • Figure 69: Czech Republic: Households, 1991-2001
  • Figure 70: Czech Republic: Major cities, 2003-06
• The economy, good thus far....
  • Figure 71: Czech Republic: Gross domestic product, 1997-2006
  • Figure 72: Czech Republic: Consumer prices, 1998-2006
• ...but political deadlock increases uncertainty
• The Market in Context
  • Figure 73: Czech Republic: Consumer expenditure, 1997-2006
  • Figure 74: Czech Republic: Consumer expenditure growth, 1997-2006
  • Figure 75: Czech Republic: Detailed breakdown of consumer expenditure, 2001-05
• Spending on clothing
• Clothing versus other areas of consumer spending
  • Figure 76: Czech Republic: Clothing and footwear, electronics & communications categories as % of all consumer spending, 2001-05
  • Figure 77: Czech Republic: Housing and health related categories as % of all consumer spending, 2001-05
• Sector Size and Forecast
• Future
• Past
• Sector value and trends
• Prospects
• Forecasts
  • Figure 78: Czech Republic: Clothing and footwear specialists' sales, 2002-12
  • Figure 79: Czech Republic: Clothing and footwear specialists' sales as % of all retail sales, 2002-12
• The past
  • Figure 80: Czech Republic: Clothing, footwear and textile specialists' sales, relative performance, 2002-06
• Outlet and enterprise data
  • Figure 81: Czech Republic: Retail enterprises, 2000-04
• Channels of distribution
  • Figure 82: Czech Republic: Clothing market -- channels of distribution, 2006
• Department stores and grocers
• Retail competitor analysis
  • Figure 83: Czech Republic: Leading clothing retailers, 2006
• Market shares
  • Figure 84: Czech Republic: Leading clothing specialists, market shares, 2006
• Evaluation
  • Figure 85: Czech Republic: Clothing retailers, evaluation, 2006/07
• Retailer Profiles
• Denmark
• Market in Brief
• The future
• Market performance
• Sector performance
• Market leaders
• Broader Market Environment
• Population -- boost from the younger age groups
  • Figure 86: Population trends, 2002-07
• But ageing overall
  • Figure 87: Denmark: Population, by age group and gender, 2007
  • Figure 88: Denmark: Population change, 2001-07
• More single-person households
  • Figure 89: Denmark: Households, 2003-07
• The economy in an upturn
  • Figure 90: Denmark: Gross domestic product, 1997-2006
• Inflation -- modest and under control
  • Figure 91: Denmark: Consumer prices, 1997-2006
• The Market in Context
• Key findings
• Consumer spending mapping GDP growth closely
  • Figure 92: Denmark: Consumer expenditure, 1997-2006
  • Figure 93: Denmark: Detailed breakdown of consumer expenditure, 2001-06
• Spending on clothing
  • Figure 94: Denmark: Spending on clothing, footwear and jewellery relative to all retail sales, 2000-06
  • Figure 95: Denmark: Spending on clothing, personal care and holidays relative to all retail sales, 2000-06
• Sector breakdown
  • Figure 96: Denmark: Clothing and footwear market by major sector, 2006
• Sector Size and Forecast
• Future
• Past
  • Figure 97: Denmark: Clothing specialists' sales, 2001-12
  • Figure 98: Denmark: Clothing specialists sales as % all retail sales, 2001-12
• Outlet data
  • Figure 99: Denmark: Retail enterprise numbers 2000-04
  • Figure 100: Denmark: Retail workplace numbers, 2002-05
• Channels of Distribution
  • Figure 101: Denmark: Estimated channels of distribution, 2006
• Retail Competitor Analysis
• Multiples
• Buying groups
  • Figure 102: Denmark: Leading clothing specialists, 2006
• Market shares
  • Figure 103: Denmark: Leading clothing specialists' market shares, 2006
• Evaluation
  • Figure 104: Denmark: Clothing retailers, evaluation, 2006/07
• Retailer Profiles
• Finland
• Market in Brief
• The future
• Market size and performance
• Market leaders
• Broader Market Environment
• Living longer -- getting older
  • Figure 105: Finland: Population trends, 2002-06
  • Figure 106: Finland: Population by age group, 2006
• Long distances, small catchment areas
  • Figure 107: Finland: Population of major cities, 2005 and 2006
• Economy gathering speed
  • Figure 108: Finland: Gross domestic product, 1996-2006
  • Figure 109: Finland: Gross domestic product and consumer spending growth, 1996-2006
• But inflation stays low
  • Figure 110: Finland: Consumer price index for selected goods, 2002-06
• The Market in Context
• Consumers feeling confident
  • Figure 111: Finland: Household consumer expenditure, 1995-2006
  • Figure 112: Finland: Household consumer expenditure on clothing and clothing sector sales, 2002-06
• Clothing over personal care...
  • Figure 113: Finland: Household consumer expenditure on clothing and personal care, 2002-06
• But durables over fashion...
  • Figure 114: Finland: Household consumer expenditure on clothing and electricals, 2002-06
• And home over personal appearance
  • Figure 115: Finland: Household consumer expenditure on clothing and the home, 2002-06
  • Figure 116: Consumer spending on selected categories of goods, 2002-06
• Sector Size and Forecast
• Future
• Past
• Economy -- slowing but solid growth
• Retail sector -- healthy outlook
• Clothing retailers above average
  • Figure 117: Finland: Retail sales, 2002-12
  • Figure 118: Finland: Clothing specialist retailers as % all retail sales, 2002-12
• Past
• Outlets and enterprises
  • Figure 119: Finland: Clothing retail enterprises, 2001-05
  • Figure 120: Finland: Clothing retail outlets, 2001-05
• Channels of Distribution
  • Figure 121: Finland: Clothing market, estimated channels of distribution, 2006
• Retail Competitor Analysis
• The landscape
• Consolidation
• New entrants
  • Figure 122: Finland: Leading clothing specialists, 2006
• Market shares
  • Figure 123: Finland: Leading clothing specialists, market shares, 2006
• Evaluation
  • Figure 124: Finland: Clothing retailers, evaluation, 2006/07
• Retailer Profiles
• France
• Market in Brief
• The future
• Market size and performance
• Consumer behaviour
  • Figure 125: France: Outlet where clothing purchased, June 2007
  • Figure 126: France: Clothing consumer typologies, April 2005-March 2006
• Market leaders
• Broader Market Environment
• Growing and greying population
  • Figure 127: France: Population, by gender, 2003-07
  • Figure 128: France: Population, by age group, 1990-2050
• Economic growth
  • Figure 129: France: Gross domestic product and consumer spending growth, 1996-2006
  • Figure 130: France: Gross domestic product, 1995-2006
• Unemployment
  • Figure 131: France: Unemployment, 1996-2007
• Consumer confidence
  • Figure 132: France: Consumer confidence, 1996-2007
• The Market in Context
• Key findings
• Steady spending from households
  • Figure 133: France: Total household expenditure, 1996-2006
• Clothing prices subdued
  • Figure 134: France: Consumer price index for selected goods, 2002-06
• Clothing spend vs. retail
  • Figure 135: France: Index of total and clothing consumer spending growth against clothing retail sales growth, 2001-05
  • Figure 136: France: Consumer spending on selected categories of goods, 2001-05
  • Figure 137: France: Index of consumer spending growth in clothing and personal spending categories, 2001-05
  • Figure 138: France: Index of consumer spending growth in clothing and living categories, 2001-05
  • Figure 139: France: Index of consumer spending growth in clothing and electricals categories, 2001-05
  • Figure 140: France: Index of consumer spending growth in clothing and leisure categories, 2001-05
• Sector Size and Forecast
• Future
• Past
• Economic outlook
• Retail sales forecasts
• Specialist retailers' prospects
  • Figure 141: France: Retail sales, 2002-12
  • Figure 142: France: Clothing specialist retailers as % all retail sales and non-food retail sales, 2002-12
• Past
• Enterprises
  • Figure 143: France: Clothing retail enterprises, 2001-05
• The Consumer -- Where They Buy Clothes
• Where people buy
  • Figure 144: France: Outlet where clothing purchased, June 2007
• Who buys where
  • Figure 145: France: Outlets where clothing purchased by income and age, June 2007
• The fashion stores
  • Figure 146: France: Outlets used for purchasing clothing in the last 12 months -- Cama