clothing retail, 2012 by isabel cavill senior retail analyst planet retail ltd | december 2011...

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Clothing Retail, 2012 By Isabel Cavill Senior Retail Analyst Planet Retail Ltd | December 2011 Following the seams of globalisation

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Page 1: Clothing Retail, 2012 By Isabel Cavill Senior Retail Analyst Planet Retail Ltd | December 2011 Following the seams of globalisation

Clothing Retail, 2012

By Isabel CavillSenior Retail Analyst

Planet Retail Ltd | December 2011

Following the seams of globalisation

Page 2: Clothing Retail, 2012 By Isabel Cavill Senior Retail Analyst Planet Retail Ltd | December 2011 Following the seams of globalisation

2

Clothing Retail, 2012

Isabel CavillSenior Retail Analyst

[email protected]

Clothing chains are the most international of retailers and the pace of globalisation among the major chains is not showing any signs of slowing down. This report will examine why the leading clothing specialists are looking to international for growth, how they are performing in the key markets of China and India and which markets are on the radar for future growth.

All images ©Planet Retail Ltd unless otherwise stated.

Page 3: Clothing Retail, 2012 By Isabel Cavill Senior Retail Analyst Planet Retail Ltd | December 2011 Following the seams of globalisation

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1. Why retailers are internationalising

2. Key markets

i. China & India

ii. Beyond BRIC - South-East Asia

iii. Southern Hemisphere

iv. Finding a niche

3. Summary

Contents

Page 4: Clothing Retail, 2012 By Isabel Cavill Senior Retail Analyst Planet Retail Ltd | December 2011 Following the seams of globalisation

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Why retailers are internationalising

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Page 5: Clothing Retail, 2012 By Isabel Cavill Senior Retail Analyst Planet Retail Ltd | December 2011 Following the seams of globalisation

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Economic forecasts have been revised downwards which spells a difficult 2012 ahead.

Global activity has weakened and become more uneven, confidence has fallen sharply recently, and downside risks are growing.

Why retailers are internationalising

1

2009 2010 2011f 2012f

-6%

-4%

-2%

0%

2%

4%

6%

8%

Global: GDP Growth, 2009-2012 (%)

World

Emerging

Developed

GD

P G

row

th (

%)

Note: f – forecasted.Source: IMF

“In this situation, it is extra important to

have a long-term perspective.”

“We remain concerned about the economic pressure on our customers.”

“The global economy is in a dangerous new

phase.”