THE GLOBAL LUXURY READY-TO-WEAR INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global luxury ready-to-wear industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Development of famous brands, e-commerce investment but also brand portfolio adaptation and commitment to the circular economy : the report details the growth levers prioritised by the world leaders in the luxury ready-to-wear industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. FRAMING AND ENVIRONMENT

MARKET FUNDAMENTALS

• Market segmentation

• Value chain

• Luxury brands' business models

• Sales by region

THE SECTORAL ENVIRONMENT

• Overview (PESTEL analysis)

• Macroeconomic environment (global GDP, exchange rates, high net worth population)

• Social factors

• Technological factors

3. THE MARKET AND LEADERS' ACTIVITY

THE GLOBAL LUXURY READY-TO-WEAR MARKET

• The evolution of the market

• Medium-term demand

• The offer

THE ACTIVITY AND PERFORMANCE OF LEADERS

• Leaders' cumulative revenue (2015-2020)

• Rankings by average growth rate

• Leaders' aggregate operating profit rate

• Activity and individualised performances

4. COMPETITION AND LEADERS' STRATEGIES

THE COMPETITIVE ENVIRONMENT

• Overview (Porter's strengths)

• Intra-sectoral competition

• Threat of new entrants

• Threat of substitutes

• Government's influence

• Bargaining power of customers and suppliers

THE STRUCTURE OF COMPETITION

• Leaders' exposure to ready-to-wear clothing

LEADERS' STRATEGIES

• Building strong brands

• E-commerce investments

• Adapting the brand portfolio

• Commitment to the circular economy

5. FORCES AT WORK

• Ranking of the 10 world leaders in the global luxury ready-to-wear industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

• Leader's profiles