clothing retail, 2012 by isabel cavill senior retail analyst planet retail ltd | december 2011...
TRANSCRIPT
Clothing Retail, 2012
By Isabel CavillSenior Retail Analyst
Planet Retail Ltd | December 2011
Following the seams of globalisation
2
Clothing Retail, 2012
Isabel CavillSenior Retail Analyst
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.
3
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
4
Why retailers are internationalising
© M
i-Enn
o /
spre
adsh
irt.c
o.uk
1
5
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.”