Clothing Retailing - Germany - October 2009

Table of Contents

• Market in Brief
• The future
• Market size and performance
• The competitive landscape
• Report Scope
• Technical notes
• Definitions
• Financial definitions
• Currencies
• Country codes
  • Figure 1: Country codes
• VAT
  • Figure 2: Europe: Standard VAT rates, 2008
• Broader Market Environment
• Key points
• Population decline
  • Figure 3: Germany: Population trends, 2003-08
  • Figure 4: Germany: Births, deaths, immigration and emigration, 2000-07
  • Figure 5: Germany: Population, by age group, 2007, 2010 and 2015
• Economy
• Germany emerges from the recession
  • Figure 6: Germany: Consumer expenditure, 1999-2008
• Consumer spending remains weak
  • Figure 7: Germany: Consumer expenditure, 1999-2008
• Inflation has eased
  • Figure 8: Germany: Consumer prices, 2004-08
• The Market in Context
• Key findings
• Spending growth slows
  • Figure 9: Germany: Consumer spending on selected categories of goods, 2004-08
• Price deflation
  • Figure 10: Germany: Consumer price indices for major product categories, 2000-08
• Channels of distribution
  • Figure 11: Germany: Estimated channels of distribution for clothing, 2008
• Home shopping
• Department stores
• Grocers and others
• Sector Size and Forecast
• Key findings
• Economic outlook
• Consumer outlook
• Retail sales forecasts
  • Figure 12: Germany: Retail sales, 2004-14
• Enterprise data
  • Figure 13: Germany: Clothing retailers, enterprise numbers, 2003-07
• Retail Competitor Analysis
• Key findings
• Mixed performance for discounters
• C&A still market leader, but for how long?
• H&M' s stellar rise
• Esprit and Peek & Cloppenburg
  • Figure 14: Germany: Leading clothing specialists, 2008/09
• Market shares and evaluation
  • Figure 15: Germany: Leading clothing specialists' market shares, 2008
• Adler
  • Figure 16: Adler: Sales as share of clothing specialists' sales in Germany, 2004-08
• History
• Divestment by METRO
• Financial performance
  • Figure 17: Adler: Group sales performance, 2004-08
• Store portfolio
  • Figure 18: Adler: Outlet data, 2004-08
• Retail offering
• Market positioning
• Product offer
• Brands
• Pricing
• Advertising and marketing
• e-commerce and home shopping
• Benetton Group
  • Figure 19: Benetton (Europe): Sales as share of clothing specialists in Europe, 2004-08
  • Figure 20: Benetton (Italy): Sales as share of clothing specialists in Italy, 2004-08
• Strategic evaluation
• Recent history
• Financial performance
  • Figure 21: Benetton Group: Group financial performance, 2004-08
• Market performance
• Brand performance
• Store portfolio
  • Figure 22: Benetton Group: Outlet data, 2004-08
• Retail offering
• Market positioning
• Product offer
  • Figure 23: Benetton Group: Sales, by brand, 2008
• Advertising and marketing
• e-commerce and home shopping
• C&A Europe
  • Figure 24: C&A: Sales as share of clothing retailers' sales in Europe, 2004-08
  • Figure 25: C&A Germany: Sales as share of clothing retailers' sales in Germany, 2004-08
  • Figure 26: C&A Netherlands: Sales as share of clothing retailers' sales in the Netherlands, 2005-08
• Strategic evaluation
• History
• Financial performance
  • Figure 27: C&A: Group sales performance, 2005/06-2008/09
  • Figure 28: C&A: Sales by country, 2008/09
  • Figure 29: C&A: Share of group sales, by country, 2008/09
• Store portfolio
  • Figure 30: C&A: Outlet data, 2004/05-2008/09
  • Figure 31: C&A, Fascias operated by C&A in Europe, April 2009
• Avanti
• Retail offering
• Market positioning
• Brands and product offer
• C&A Money
• Pricing
• Operational issues
• Advertising and marketing
• e-commerce and home shopping
• Diramode
• Recent history
• Financial performance
• Store portfolio
  • Figure 32: Diramode: European outlet data, 2009
• Retail offering
• Market positioning and product offer
• Operational issues
• e-commerce and home shopping
• Esprit
  • Figure 33: Esprit: Sales as share of clothing specialists' sales in Europe, 2004-08
• History
• Financial performance
  • Figure 34: Esprit: Group financial performance, 2003/04-2008/09
  • Figure 35: Esprit: Sales performance, by channel and region, 2004/05-2008/09
• Store portfolio
  • Figure 36: Esprit: Outlet data, 2005-09
  • Figure 37: Esprit: Store network, by region and type, June 2009
• Retail offering
• Market positioning
• Brands and product offer
  • Figure 38: Esprit product offer, 2009
  • Figure 39: Esprit: Product mix, 2008/09
• Pricing
• e-commerce and home shopping
• Grupo Inditex
  • Figure 40: Grupo Inditex: Sales as share of clothing specialists' sales in Europe, 2004-08
• Strategic evaluation
• Recent history
• Financial performance
  • Figure 41: Grupo Inditex: Group financial performance, 2004/05-2008/09
  • Figure 42: Grupo Inditex: Sales growth, 2004/05-2008/09
  • Figure 43: Grupo Inditex: Estimated sales in key European markets, 2004/05-2008/09
  • Figure 44: Europe: Grupo Inditex: Sales by retail brand, 2004/05-2008/09
• H1 2009/2010
  • Figure 45: Grupo Inditex: Sales H1 2008/09 and 2009/10
• Store portfolio
  • Figure 46: Grupo Inditex: Outlet data, 2005-09
  • Figure 47: Grupo Inditex: Outlet numbers, by fascia, 2004/05-2008/09
  • Figure 48: Grupo Inditex: Other outlet data, by fascia, 2008/09
  • Figure 49: Grupo Inditex: Stores by country and by fascia, 2008/09
• Retail offering
• Market positioning
• Zara
• Brands
• Product offer
• Massimo Dutti
• Product offer/pricing
• Bershka
• Product offer
• e-commerce and home shopping
  • Figure 50: Grupo Inditex: Company websites, 2009
• H&M Hennes & Mauritz
  • Figure 51: H&M Hennes & Mauritz: Sales as share of clothing specialists' sales in Europe, 2004-08
• Strategic evaluation
• Recent history
• Financial performance
  • Figure 52: H&M Hennes & Mauritz: Group financial performance, 2004-08
• Sales by country
  • Figure 53: H&M Hennes & Mauritz: Sales by country, 2004-08
• Store portfolio
  • Figure 54: H&M Hennes & Mauritz: Outlet numbers, 2004-08
  • Figure 55: H&M Hennes & Mauritz: Sales per outlet, 2005-08
• Retail offering
• Market positioning
• Product offer
• Brands
  • Figure 56: H&M,: Own brand portfolio, 2009
• Pricing
• Operations
• COS
• Advertising and marketing
• e-commerce and home shopping
• Kenvelo
• Recent history
• Financial performance
  • Figure 57: Kenvelo: Group sales performance, 2005-08
• Store portfolio
  • Figure 58: Kenvelo: Outlet data, 2004-08
• Retail offering
• Market positioning
• Brands
• Advertising and marketing
• e-commerce and home shopping
• KiK
  • Figure 59: KiK: Sales as share of clothing specialists' sales in Europe, 2004-08
  • Figure 60: KiK (Germany): Sales as share of clothing specialists' sales in Germany, 2004-08
• Recent history
• Financial performance
  • Figure 61: KiK: Group sales performance, 2004/05-2008/09
• Store portfolio
  • Figure 62: KiK: Outlet data, 2005-08
• Retail offering
• Market positioning
• Product offer and brands
• Pricing
• Advertising and marketing
• e-commerce and home shopping
• Mango Group
  • Figure 63: Mango Group: Sales as share of clothing specialists' sales in Europe, 2004-08
  • Figure 64: Mango Spain: Sales as share of all clothing specialists' sales in Spain, 2004-08
• Strategic evaluation
• Recent history
• Financial performance
  • Figure 65: Mango Group: Group financial performance, 2004-08
  • Figure 66: Mango: Estimated performance, by major markets, 2008
• Store portfolio
  • Figure 67: Mango Group: Outlet data, 2004-08
  • Figure 68: Mango Group: Breakdown of stores in Europe, 2005-09
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Advertising and marketing
• e-commerce and home shopping
• New Yorker
  • Figure 69: New Yorker: Sales as share of clothing specialists' sales in Europe, 2004-08
  • Figure 70: New Yorker (Germany): Sales as share of clothing specialists' sales in Germany, 2004-08
• Recent history
• Financial performance
  • Figure 71: New Yorker: Estimated group sales performance, 2004-08
• Store portfolio
  • Figure 72: New Yorker: Outlet data, 2004-08
  • Figure 73: New Yorker: Outlet data by country, 2004-08
• Retail offering
• Market positioning
• Brands and product offer
• Pricing
• Advertising and marketing
• e-commerce and home shopping
• Orsay
  • Figure 74: Orsay Group: Sales as share of clothing specialists' sales in Europe, 2004-08
  • Figure 75: Orsay Germany: Sales as share of clothing specialists' sales in Germany, 2004-08
• Recent history
• Financial performance
  • Figure 76: Orsay Group: Estimated sales performance, 2004/05-2008/09
• Store portfolio
  • Figure 77: Orsay: Outlet data, 2005-09
• Retail offering
• Market positioning
• Brands and product offer
• Pricing
• Advertising and marketing
• e-commerce and home shopping
• Peek & Cloppenburg (Düsseldorf)
  • Figure 78: Peek & Cloppenburg (Düsseldorf): German sales as share of German clothing specialists' sales, 2004-08
• Strategic evaluation
• History
• Financial performance
  • Figure 79: Peek & Cloppenburg (Düsseldorf): Estimated sales performance, 2004-08
• Store portfolio
  • Figure 80: P&C (Düsseldorf): Outlets by country, 2004-08
• Retail offering
• Market positioning
• Brands
• Product offer
• Pricing
• Advertising and marketing
• e-commerce
• Takko
  • Figure 81: Takko: Sales as share of clothing specialists' sales in Europe, 2004-08
• History
• Financial performance
  • Figure 82: Takko: Group sales performance, 2004/05-2008/09
• Store portfolio
  • Figure 83: Takko: Outlet data, 2004/05-2008/09
• Retail offering
• Market positioning
• Brands and product offer
• Pricing
• Operational issues
• Advertising and marketing
• e-commerce and home shopping