Childrenswear Retailing - UK - January 2008

Table of Contents

• Issues in the Market
• Main themes:
• Definitions
• Abbreviations
• Market in Brief
• Market volume growth
• Tough trading conditions
• Demographics unsupportive
• Price versus value
• Value retailers stealing share
• Growth and expansion of the supermarkets
• From birth and Barbie to brands
• Fashion queens
• It' s a gift
• What' s the difference?
• Does size matter?
• Future prospects
• Industry Insight
• Key points:
• Solid sales despite bad weather
• Prices may stay low but not everywhere
• A place for quality
• Innovation is a challenge
• Kids increasingly make decisions
• Kids' opinions matter
• Online is on its way
• Declining birth-rates, what declining birth-rates?
• Brands for boys
• Getting more ethical
• Saving the environment at a price
• The future' s bright...
• ...but there are challenges
• Internal Market Environment
• Changing distribution structure
• Price wars
• The cost of cheap prices
  • Figure 1: Consumers' environmental and ethical issues, October 2006
• Children' s choices
  • Figure 2: Shopping habits -- boys aged 7-10, 2003-07
  • Figure 3: Shopping habits -- girls aged 7-10, 2003-07
  • Figure 4: Shopping habits -- boys aged 11-14, 2003-07
  • Figure 5: Shopping habits -- girls aged 11-14, 2003-07
• The trend for ' Kidults'
• Fashion influences
• Brands matter
  • Figure 6: Top ten bestselling kidswear brands, by age groups, September 2007
• Premium options
• Self-treating
  • Figure 7: How they spend their money -- 7-10-year-olds, by gender, 2007
  • Figure 8: Expenditure on clothes per week -- 11-14-year-olds, by gender, 2007
  • Figure 9: Source of income and amount received per week -- 7-10-year-olds, by gender, 2007
  • Figure 10: Source of income and amount received per week -- 11-14-year-olds, by gender, 2007
• Lack of differentiation
• Lack of choice for some age groups
• The size issue
• Broader Market Environment
• Child numbers in decline
  • Figure 11: Trends in the number of children, by age breaks, 2002-12
• The family -- relatively less important?
  • Figure 12: Forecast adult population trends, by lifestage, 2002-12
• Smaller families
• One-parent families
  • Figure 13: Dependent children, by family type, 1997-2006
• The more affluent families
  • Figure 14: Adult population trends, by socio-economic group, 2002-12
• All work...makes for a guilty parent
  • Figure 15: UK workforce and employment, by gender, 2002-12
• Consumer expenditure and PDI
  • Figure 16: PDI and consumer expenditure, at constant 2002 prices, 2002-12
• Prices -- going down
  • Figure 17: CPI changes, all goods and clothing and footwear, UK, 2001-06
• Environmental issues
  • Figure 18: Attitudes towards the environment, 2002-06
  • Figure 19: ' I would be prepared to pay more for environmentally friendly products' , by lifestage and gender, 2006
• Market in Context
• Key points:
• Clothing versus other areas of expenditure
  • Figure 20: UK: consumer spending on selected categories, incl sales tax, at current prices, 2002-06
• Childrenswear keeping pace in clothing market
  • Figure 21: UK total clothing sales vs. childrenswear sales, percentage share, 2002-07
• Children' s footwear
  • Figure 22: UK retail sales of childrenswear vs children' s footwear, 2002-07
• School uniform boosting market
  • Figure 23: UK retail sales of childrenswear (aged 0-15) and schoolwear, 2002-07
• Clothes are the new toys
  • Figure 24: UK consumer expenditure on toys and childrenswear, at current prices, 2002-07
• Market Size and Forecast
• Key points:
• Market growth
  • Figure 25: UK consumer expenditure on childrenswear, at current and constant 2002 prices, 2002-07
  • Figure 26: Structure of the childrenswear market, at current prices, 2002-07
• The future of the market
• Forecast
• Continued growth, but will it sustain?
  • Figure 27: Forecast of UK consumer expenditure on childrenswear, at current and constant 2007 prices, 2002-12
• Segment forecast
• Infantswear remains strongest performer
  • Figure 28: Forecast of segments within the childrenswear market, at current and 2007 prices, 2007-12
• Factors used in the forecast
• Strengths and Weaknesses in the Market
• Where They Buy
• Key points:
  • Figure 29: Positioning of retailers, compared by age and affluence, October 2007
  • Figure 30: Where they buy childrenswear, October 2007
  • Figure 31: Where they buy childrenswear, 2005 and 2007
• Where they buy childrenswear
  • Figure 32: Where they buy childrenswear, by gender, age and socio-economic group, October 2007
  • Figure 33: Where they buy childrenswear, by gender, age and socio-economic group, October 2007
  • Figure 34: Where they buy childrenswear, by gender, age and socio-economic group, October 2007
• Further analysis into customers and their loyalty
• Loyalty rating
  • Figure 35: Loyalty to retailers, October 2007
  • Figure 36: Number of children' s clothing retailers visited, by number of customers, October 2007
  • Figure 37: Number of children' s clothing retailers visited, by gender, age and socio-economic group, October 2007
  • Figure 38: Number of stores visited, by retailer, October 2007
• Where They Buy -- Detailed Consumer Demographics
  • Figure 39: Where they buy childrenswear, by Mintel' s Special Groups, region, ACORN category, media usage, commercial TV viewing and supermarket used, October 2007
  • Figure 40: Where they buy childrenswear, by Mintel' s Special Groups, region, ACORN category, media usage, commercial TV viewing and supermarket used, October 2007
  • Figure 41: Where they buy childrenswear, by Mintel' s Special Groups, region, ACORN category, media usage, commercial TV viewing and supermarket used, October 2007
  • Figure 42: Number of children' s clothing retailers visited, by ACORN category, commercial TV viewing, region, daily newspaper readership and supermarket used, October 2007
• Retail Competitor Analysis
• Key points:
• Market share
  • Figure 57: Market shares of childrenswear, by value and type of outlet, 1999, 2000, 2002, 2004, 2005 and-2007.
  • Figure 58: Childrenswear market, shares of named retailers, 2000-07
• Key players
  • Figure 59: UK: leading childrenswear retailers, November 2007
• Leaders and challengers
  • Figure 60: Children' s clothing retailers' evaluation, 2006/07
• Channels of Distribution
• Key points:
  • Figure 61: Market shares of childrenswear, by value, by type of outlet, 2007
• Market share
  • Figure 62: Market shares of childrenswear, by value, by type of outlet, 2002-07
• Specialists
• Clothing multiples
• Department stores/variety stores
• Value retailers
• Supermarkets
• Mail order/Internet
• Retailer Profiles
• Specialists
• Mothercare
  • Figure 63: Outlet data, 2002/03-2006/07
  • Figure 64: Foreign store network, by region, March 2007
  • Figure 65: Mothercare Group, financial performance, 2002/03-2006/07
• Myriad (Adams Childrenswear)
  • Figure 66: Adams Childrenswear Ltd, financial performance, 2000-05
• Daisy & Tom
• Mamas & Papas Retail Ltd
  • Figure 67: Mamas & Papas, financial performance, 2003/04-2005/06
• Debenhams
• John Lewis
• House of Fraser
• Selfridges
• TJ Hughes
• Boots
• Bhs
• M&S
• Woolworths
• Gap
• H&M
• New Look
• Next
• Monsoon
• Jigsaw
• Mackays
• Matalan
• Primark
• Peacocks
• Ethel Austin
• Asda (George)
• Tesco
• Sainsbury' s
• Retail Advertising and Promotion
• Key points:
• Advertising spend vs. sales
  • Figure 68: Main media advertising spend on childrenswear, 2003-07*
• Adspend by advertiser
  • Figure 69: Advertising expenditure, by leading childrenswear retailers, 2003-07*
• Appendix
• Consumer research
• ACORN
• Advertising data
  • Figure 70: Household size, UK, 2003-12