The World Market for Apparel and Footwear

January 2025

This report explores how fashion players can redefine their value beyond price to attract shoppers, as budgeting among consumers has normalised. In the current context of geopolitical tensions, economic uncertainty and climate change, industry players need to continue diversifying and expanding in new growth markets, better segment consumer groups, and embed AI and tech in their business to improve customer engagement and efficiency, in order to build resilience in a fast-moving world.

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Key findings

Economic challenges limit industry recovery, despite easing inflation

Global inflation continues to moderate, but it is slowing unevenly across markets. Moreover, the current context of geopolitical tensions, economic challenges and climate change is heightening uncertainty, impacting business and consumer confidence negatively.

Budgeting among consumers has normalised

Elevated prices in the past years have led to the normalisation of budgeting among consumers. Consumers are not only seeking bargains to save money, they are also adopting more creative approaches to make their money go further, often using social media to find out about the best deals. Economic pressures are, paradoxically, also leading to more mindful consumption.

Crowded marketplace leads to fragmented consumer attention

The share of e-commerce has stabilised since 2022, but the wider range of channels and digitalisation of the path to purchase have widened consumer choices and increased competition among brands and retailers. A crowded marketplace and fragmented consumer attention spans now call for clear communication and distinctive experiences from brands and companies.

Tech and AI enhance the consumer journey

With the stabilisation of e-commerce, the focus of e-commerce development has shifted towards improving services to retain customers. Companies are not only investing to enhance digital engagement, delivery and fulfilment but are also delivering personalised experiences, using various AI tools and distinctive in-store experiences to drive customer retention.

Sustainability is standing at a crossroads

As attention shifts to more pressing geopolitical risks, there is a risk of fashion companies deprioritising sustainability. This shift, however, comes at a time when new sustainability-related laws, especially in the EU, are about to become effective. In this context, fashion players need to rethink their business models, as volume sales are under threat.

Our expert’s view of apparel and footwear
Apparel and footwear snapshot
Key findings
Value-seeking shoppers are more discerning in their fashion spend
Top five trends in apparel and footwear
Top five trends uncovered
Drivers of consumer markets and impact on apparel and footwear
How trends in the fashion industry impact adjacent industries
The global market is poised for slow growth in the face of uncertainty
The UAE has the highest fashion per capita spend, by far
Despite China’s slowdown, Asia Pacific remains the world’s growth engine
Childrenswear and sportswear continue to outperform the wider industry
As disposable incomes face constraints, consumers look for cost-effective solutions
Shein has launched Shein Marketplace in its largest market, the US
Economic pressures can also drive more mindful consumption
The North Face’s XPLR Pass incentivises customers to complete an allyship course
Top companies in apparel and footwear
Nike Inc’s priorities in 2025 and beyond
Top companies by growth rate
Viral marketing on Douyin and the Guo Chao trend fuel the rise of Bosideng in China
M&A activity slowed in 2024 but nonetheless remained influential
As uncertainty persists, conglomerates like VF Corp seek to sell their portfolio outliers
E-commerce increasingly saturated in mature markets, but still growing globally
Leveraging AI, new e-commerce priorities are about improving customer experience
Physical stores maintain their relevance through the sensory experiences they deliver
Amazon unveils Rufus: AI-powered shopping assistant for smarter, faster decisions
After MyFashionGPT, Myntra India launches a 30-minute delivery service – M-Now
H&M Group opened its first Arket store in Italy, in Milan in July 2024
Emerging economies will be a key focal point for global growth
E-commerce: S trong potential for future expansion in APAC, MEA and LatAm
Intergenerational shifts will redefine the fashion landscape
Gen AI will reshape competitive advantage in the fashion industry
The short-term impact of AI on the customer experience
Longer term impact of AI on the fashion industry’s u pstream supply chain
Apparel and footwear industry: SWOT analysis
Opportunities for future growth in the apparel and footwear industry
Our expert’s view of apparel and footwear to 2029
Scope

Apparel and Footwear

Apparel is the aggregation of clothing and footwear. This dataset covers retail sales of apparel through both store-based retailers and non-store retailers. Excludes black market sales (i.e. untaxed, generated within informal retailing)and duty free sales (travel retail). Items must be new when sold to the consumer; second-hand/used items are excluded. Antique and/or vintage clothing and footwear is also excluded.

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