全球服装市场前景及投资研究报告-培训课件外文版2024.6

INDUSTRIES

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MARKETSApparelmarketworldwideCHAPTER

01ApparelmarketoverviewRevenueoftheapparelmarketworldwidefrom2018to2028(intrillionU.S.dollars)Globalrevenueoftheapparelmarket2018-20282.52.021.941.891.841.791.731.581.571.571.551.51.00.50.01.39201820192020202120222023202420252026202720283Description:Theglobalrevenueintheapparelmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal0.2trillionU.S.dollars(+11.17percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreachtwotrillionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenueoftheapparelmarketworldwidebycountryin2023(inbillionU.S.dollars)Revenueoftheapparelmarketworldwidebycountry2023RevenueinbillionU.S.dollars150

200050100250300350400UnitedStatesChina351.35313.82India101.39Japan8782.8972.57UnitedKingdomGermanyItaly57.86FranceCanadaSouthKoreaBrazil40.0239.7139.0630.9930.5224.9621.6921.17RussiaSpainIndonesiaAustralia4Description:TheUnitedStatesisleadingtherankingbyrevenueintheapparelmarket,recording351.35billionU.S.dollars.FollowingcloselybehindisChinawith313.82billionU.S.dollars,whileAustraliaistrailingtherankingwith21.17billionU.S.dollars,resultinginadifferenceof330.18billionU.S.dollarstotherankingleader,theUnitedStates.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsLeadingexportingcountriesofclothingworldwidebyvaluein2022(inbillionU.S.dollars)Leadingexportersofclothingworldwidebyvalue2022ExportvalueinbillionU.S.dollars60

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10002040120140160156180200China*EuropeanUnionBangladesh**VietNam**1824535Turkey2018IndiaIndonesia10Pakistan9Cambodia9UnitedStatesofAmerica75Description:In2022,Chinawastheleadingexporterofappareltotherestoftheworld,withanexportvalueofaround182billionU.S.dollars.TheEUrankedsecond,exportedapproximately156billionU.S.dollarsworthofapparelthatyear.

ReadmoreNote(s):Worldwide;2022;*Includessignificantshipmentsthroughprocessingzones.**Secretariatestimates.ReadmoreSource(s):WTOLeadingimportingcountriesofapparelworldwidebyvaluein2022(inbillionU.S.dollars)Leadingimportersofapparelworldwidebyvalue2022ImportvalueinbillionU.S.dollars100050150200250EuropeanUnionUnitedStatesofAmericaJapan2151162726UnitedKingdomCanada1413RepublicofKoreaChina11Switzerland9Australia9HongKong86Description:In2022,EuropeanUnionwastheleadingimporterofapparelworldwide,withanimportvalueofaround215billionU.S.dollars.TheUnitedStates,rankedsecond,importedapproximately116billionU.S.dollarsworthofapparelthatyear.

ReadmoreNote(s):Worldwide;2022;*Secretariatestimates.Includessignificantshipmentsthroughprocessingzones.ReadmoreSource(s):WTOExpectedchangeintheconditionsoftheglobalfashionindustrycomparedtothepreviousyearamongfashionexecutivesfor2024Fashionexecutives'expectationsfortheindustryworldwidein2024comparedto2023Shareofrespondents0%5%10%15%20%25%30%35%40%BetterSameWorse26%37%38%7Description:Accordingtoa2023surveyofexecutivesandexpertsinthefashionindustry,thereweremixedviewsonwhethertheconditionsinthefashionindustrywouldimprovein2024comparedtothepastyear.Justoverone-quarterofrespondentsdidthinkthatthesituationwouldbebetter,butanoticeablyhighershareweremorepessimistic.ReadmoreNote(s):Worldwide;AugusttoOctober2023;435respondents;InternationalfashionexecutivesandexpertsSource(s):McKinsey&Company;TheBusinessofFashionInventoryvalueoffashioncompaniesasapercentageofrevenuesworldwidefrom2016to2022Globalfashioncompanies'inventoryvalueasapercentageofrevenues2016-2022Inventoryvalueasashareofrevenue10%

15%0%5%20%18.9%25%201620172018201920202021202218.8%19.3%19.4%21.1%19.6%20.7%8Description:In2022theinventoryoffashioncompanieswasworthonaveragejustoverone-fifthoftheirrevenue.Thisvaluehasrisenoverthedisplayedtimeperiod,peakingin2020atover21percent.Theaverageinventoryvaluefrom2015to2018was19.1percent.ReadmoreNote(s):Worldwide;2016to2022Source(s):McKinsey&CompanyCHAPTER

02SelectedcategoriesRevenueintheApparelmarketfordifferentsegmentsWorldwidefrom2014to2027(inbillionU.S.dollars)RevenueintheApparelmarketWorldwide2014-2027Women'sApparelMen'sApparelChildren'sApparel2,5002,0001,5001,00050002014201520162017201820192020202120222023202420252026202710Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Aspartofthepositivetrend,therevenuereachesthemaximumvalueforallthreedifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentWomen'sApparel,whichhasthehighestvalueof1trillionU.S.dollars.ReadmoreNote(s):WorldwideSource(s):MarketInsightsRevenueoftheaccessoriesmarketworldwidebycountryin2023(inmillionU.S.dollars)Revenueoftheaccessoriesmarketworldwidebycountry2023RevenueinbillionU.S.dollars600204080100120ChinaUnitedStatesIndia109.59101.5992.65Japan24.25UnitedKingdomFrance12.6711.4110.5SouthKoreaGermanyRussia10.139.71Italy9.15Nigeria7.46Brazil7.4Mexico6.5911Description:Fromtheselectedregions,therankingbyrevenueintheaccessoriesmarketisleadbyChinawith109.59billionU.S.dollarsandisfollowedbytheUnitedStates(101.59billionU.S.dollars).Incontrast,therankingistrailedbyEthiopiawith3.37billionU.S.dollars,recordingadifferenceof106.22billionU.S.dollarstoChina.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsVolumeintheWomen'sApparelmarketfordifferentsegmentsWorldwidefrom2018to2028(inmillionpieces)VolumeintheWomen'sApparelmarketWorldwide2018-2028T-ShirtsforwomenNight&UnderwearforwomenTrousersforwomenJerseys,Sweatshirts&PulloversforwomenShirts&BlousesforwomenSuits&EnsemblesforwomenDresses&SkirtsforwomenCoats&JacketsforwomenSports&SwimwearforwomenBlazersforwomen60,00050,00040,00030,00020,00010,00002018201920202021202220232024202520262027202812Description:Thevolumeisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Concerningthetenselectedsegments,thesegmentT-Shirtsforwomenhasthelargestvolumewith13.2billionpieces.Contrastingly,Suits&Ensemblesforwomenisrankedlast,with361.02millionpieces.Theirdifference,comparedtoT-Shirtsforwomen,liesat12.9billionpieces.ReadmoreNote(s):WorldwideSource(s):MarketInsightsVolumeintheChildren'sApparelmarketfordifferentsegmentsWorldwidefrom2018to2028(inmillionpieces)VolumeintheChildren'sApparelmarketWorldwide2018-2028Night&UnderwearforchildrenShirts&BlousesforchildrenSports&SwimwearforchildrenSuits&EnsemblesforchildrenTrousersforchildrenT-ShirtsforchildrenCoats&JacketsforchildrenJerseys,Sweatshirts&PulloversforchildrenDresses&SkirtsforchildrenBlazersforchildren40,00035,00030,00025,00020,00015,00010,0005,00002018201920202021202220232024202520262027202813Description:Overtheforecastperioduntil2028,thevolumeisforecasttoexhibitfluctuationsamongthetensegments.Ingeneral,theindicatorappearstoexhibitapositivetrend,withmoresegmentsshowingincreasingvaluesratherthandecreasingvaluesuntil2028.Amongthem,thesegmentNight&Underwear(children)forchildrenattainsthehighestvaluethroughouttheentireperiod,reaching8billionpieces.ReadmoreNote(s):WorldwideSource(s):MarketInsightsVolumeintheMen'sApparelmarketfordifferentsegmentsWorldwidefrom2018to2028(inmillionpieces)VolumeintheMen'sApparelmarketWorldwide2018-2028T-ShirtsformenSocksformenTrousersformenShirtsformenSports&SwimwearformenSuitsformenJerseys,Sweatshirts&PulloversformenCoats&JacketsformenNight&UnderwearformenBlazersformen40,00035,00030,00025,00020,00015,00010,0005,00002018201920202021202220232024202520262027202814Description:Thevolumeisforecasttoexperiencesignificantgrowthinallsegmentsin2028.EspeciallynotableistheremarkablyrobustgrowthobservedintheT-Shirtsformensegmentasweapproachtheendoftheforecastperiod.Thisvalue,reaching187millionpieces,standsoutsignificantlycomparedtotheaveragechanges,whichareestimatedat52.23millionpieces.ReadmoreNote(s):WorldwideSource(s):MarketInsightsForecastrevenueoftheglobalfootwearmarketfrom2018to2028,bysegment(inbillionU.S.dollars)Forecastoftheglobalfootwearmarketrevenue2018-2028FootwearTextile&OtherFootwearLeatherFootwearSneakersAthleticFootwear5004504003503002502001501005002018201920202021202220232024202520262027202815Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.ParticularlystrikingistheexceptionallystrongincreaseofthesegmentFootweartowardstheendoftheforecastperiod.Thevalueamountingto17.6billionU.S.dollarsstandsoutsignificantlyfromtheaveragechanges,whichareestimatedat7.04billionU.S.dollars.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenueoftheluxurygoodmarketworldwidein2023,bysegment(inbillionU.S.dollars)Globalluxurygoodsmarketrevenue2023,bysegmentRevenueinbillionU.S.dollars40

6002080100120LuxuryFashion111.45LuxuryLeatherGoodsLuxuryWatches&JewelryPrestigeCosmetics&FragrancesLuxuryEyewear75.7974.9771.3121.2416Description:Concerningthefiveselectedsegments,thesegmentLuxuryFashionhasthelargestrevenuewith111.45billionU.S.dollars.Contrastingly,LuxuryEyewearisrankedlast,with21.24billionU.S.dollars.Theirdifference,comparedtoLuxuryFashion,liesat90.21billionU.S.dollars.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsSecondhandapparelmarketvalueworldwidefrom2021to2028(inbillionU.S.dollars)Valueofthesecondhandapparelmarketworldwidefrom2021to20284003503003503422952642502301972001501005016714102021202220232024202520262027202817Description:In2023,theglobalmarketvalueofsecondhandandresaleapparelwasestimatedtobeworth197billionU.S.dollars.Thisvalueisprojectedtoriserapidlyinthecomingyears,increasingbyroughly100billiondollarsby2026.

ReadmoreNote(s):Worldwide;January2024Source(s):GlobalData;ThredupCHAPTER

03TradeExportvalueofnon-textileapparelgoodsworldwidefrom2003to2022(inbillionU.S.dollars)Non-textileapparel:exportvalueworldwide2003-202260555045403530252015102003

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202219Description:In2022,theworldwideexportvalueofnon-textileapparelarticleswasapproximately40billionU.S.dollars,downfrom56.7billionU.S.dollarsregisteredayearearlier.Theglobalimportvalueofnon-textileapparelarticleswas41.1billionU.S.dollarsin2022.ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeImportvalueofnon-textileapparelgoodsworldwidefrom2003to2022(inbillionU.S.dollars)Non-textileapparel:importvalueworldwide2003-2022706050403020102003

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202220Description:In2022,theworldwideimportvalueofnon-textileapparelarticleswasapproximately41billionU.S.dollars,downfrom59billionU.S.dollarsrecordedinthepreviousyear.Theglobalexportvalueofnon-textileapparelarticleswasapproximately40billionU.S.dollarsin2022.ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeExportvalueoftextileapparelgoodsworldwidefrom2003to2022(inbillionU.S.dollars)Articlesoftextileapparel:exportvalueworldwide2003-20222101901701501301109070502003

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202221Description:In2022,theworldwideexportvalueoftextileapparelarticleswas190billionU.S.dollars,upfromaround176billionU.S.dollarsrecordedayearearlier.Theglobalimportvalueoftextileapparelarticleswas182.4billionU.S.dollarsin2022.

ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeImportvalueoftextileapparelgoodsworldwidefrom2003to2022(inbillionU.S.dollars)Articlesoftextileapparel:importvalueworldwide2003-202219017015013011090702003

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202222/statistics/1053245/textile-apparel-articles-import-value-worldwideIn2022,theworldwideimportvalueoftextileapparelarticleswas182.4billionU.S.dollars,upfromabout164billionU.S.dollarsrecordedinthepreviousyear.Theglobalexportvalueoftextileapparelarticleswas190billionU.S.dollarsin2022.

ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeLeadingimportersofusedclothingworldwidein2022,bycountry(inmillionU.S.dollars)Usedclothingleadingimportersworldwide2022,bycountryTradevalueinmillionU.S.dollars050100150200250300350400450PakistanIndia417.8371.3Chile212.4211.7GuatemalaUnitedArabEmiratesKenya181.5169.5159.5UnitedStatesHonduras142.4141Dem.Rep.oftheCongoPoland137.323/statistics/533210/used-clothing-leading-importers-worldwideThisstatisticshowsthetradevalueofwornclothingandotherwornarticlesfromleadingimportersworldwidein2022,bycountry.Thatyear,thetradevalueofusedclothingimportedtoPakistanamountedtoapproximately417.8millionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeLeadingexportersofwornclothingworldwidein2022,bycountry(inmillionU.S.dollars)Usedclothingleadingexportersworldwide2022,bycountryTradevalueinmillionU.S.dollars02004006008001,0001,200UnitedStatesChina1,026.5911.7UnitedKingdomRep.ofKoreaGermany454374.8355.7Pakistan310278.6255.8224.2UnitedArabEmiratesNetherlandsPolandCanada169.324Description:Thisstatisticshowsthetradevalueofwornclothingandotherwornarticlesfromleadingexportersworldwidein2022,bycountry.Thatyear,thetradevalueofusedclothingexportedfromtheUnitedStatesexceededonebillionU.S.dollars.

ReadmoreNote(s):Worldwide;2022Source(s):UNComtradeCHAPTER

04LeadingcompaniesSalesoftheleadingapparelandaccessoriescompaniesworldwidein2022/23(inbillionU.S.dollars)Salesoftheleadingapparelandaccessoriescompaniesworldwide2022/23SalesinbillionU.S.dollars4001020305060708090LVMHNike83.250.649.9TJXCosInditex34.1Adidas23.422.2H&MRichemontKering21.621.4FastRetailingRossStores1918.726Description:LVMHwastheleadingapparel/accessorycompanyworldwideduringthe12-monthperiodtoMay5,2023,generating83.2billionU.S.dollarsinsales–around32.5billionU.S.dollarsmorethanthenextrankedcompany,Nike.

ReadmoreNote(s):Worldwide;May5,2023Source(s):ForbesAverageeconomicprofitoftheleadingfashioncompaniesworldwidein2022(inmillionU.S.dollars)Leadingclothingandaccessorycompaniesworldwidebyaverageannualprofit2022RevenueinmillionU.S.dollars01,0002,0003,0004,0005,0006,0007,0008,000LVMHNikeInditex7,3763,8013,738Hermès3,084RichemontTJXCompaniesKering2,7462,6102,344FastRetailingRossLululemonAntaSportsDick'sSportingGoodsDillard's1,2901,1781,04196185573327Description:ThisrankingfromMcKinseydepictsthelargestfashioncompaniesworldwidebyaverageeconomicprofitoverthefinancialyear2022.Inthistimeperiod,LVMHgeneratedthehighestprofitofallthepubliclylistedapparelandaccessorycompaniesworldwidewithanaverageeconomicprofitofapproximately7.4billionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):McKinsey&CompanyLeadingclothingcompaniesworldwideasofDecember2023,bymarketcapitalization(inbillionU.S.dollars)LeadingclothingcompaniesbymarketcapitalizationworldwideasofDecember2023450400.2240035030025020015010050184.4139.53Dior131.86Inditex104.7276.9163.6658.5554.7546.380LVMHNikeTJXCompanies

FastRetailingLululemonathleticaCintasKeringRossStores28Description:InDecember2023,LVMHwasbyfartheclothingcompanywiththehighestmarketcapitalization,atapproximately400billionU.S.dollars.Theluxurygianthadreachedthe500billionmarkearlierintheyearinApril2023,butdroppedinvaluesincethen.LVMH'smarketcapitalizationwasalmost220billiondollarsmorethanNike,thecompanyinsecondplace.Diormadeupthetopthreecompanies.Aswouldbeexpected,severalofthecompaniesinthislistcanalsobefoundinthelistof[...]

ReadmoreNote(s):Worldwide;December14,2023Source(s):CompaniesMarketCBrandvalueoftheleading10apparelbrandsworldwidein2023(inmillionU.S.dollars)Mostvaluableclothingbrandsworldwidein2023BrandvalueinmillionU.S.dollars30,000

40,000010,00020,00050,00060,00070,00080,00074,890NikeShein24,250Zara18,395LululemonUNIQLOadidasH&M16,56312,10111,8964,4083,160AntaLiNingPuma3,0652,98229Description:Thestatisticshowsthebrandvalueoftheleadingapparelbrandsworldwideasof2023.Zarawasthethirdsmostvaluableclothingbrandworldwidewithabrandvalueofabout18.4billionU.S.dollarsthatyear.

ReadmoreNote(s):Worldwide;2023Source(s):BrandZ;KantarBrandvalueoftheleading10mostvaluableluxurybrandsworldwidein2023(inmillionU.S.dollars)Mostvaluablegloballuxurybrands2023BrandvalueinmillionU.S.dollars020,00040,00060,00080,000100,000120,000140,000LouisVuittonFranceHermèsFrance124,82276,299ChanelFrance55,939GucciItaly26,306DiorFrance11,4429,7257,8996,124CartierFranceRolexUnitedKingdomTiffany&Co.UnitedStatesSaint-Laurent/YvesSaintLaurentFrancePradaItaly6,0234,92130Description:Thisstatisticdepictsthebrandvalueoftheleading10mostvaluableluxurybrandsworldwidein2023.Inthatyear,Chanelwasthethirdmostvaluableluxurybrandworldwidewithabrandvalueofabout56billionU.S.dollars.ReadmoreNote(s):Worldwide;2023Source(s):KantarMillwardBrownMosttransparentfashioncompaniesworldwidein2023,bytransparencyindexscoreMosttransparentclothingcompaniesworldwidein2023Transparencyindexscore30%

40%0%10%20%50%60%70%80%90%OVSGucci83%80%KmartAustraliaTargetAustraliaUnitedColorsofBenettonH&M76%76%73%71%C&A68%Puma66%TheNorthFaceTimberlandVans66%66%65%65%63%DressmannCalzedoniaIntimissimiTezenis63%63%31Description:Theenvironmentalandsocialimpactoffashioncompaniesisincreasinglyunderscrutiny.However,notallcompaniesmaketherelevantinformationandmetricsavailableinordertoeffectivelyascertaintheirsustainability.Ina2023listcompiledtorankthemosttransparentfashioncompaniesintheworld,OVScameoutasthehighestscoringfashionbrandintermsoftransparency.TheItalianretailerreceivedatransparencyindexscoreof83percent.Thiswastwelvepercenthigherthan[...]

ReadmoreNote(s):Worldwide;2023Source(s):FashionRevolutionCHAPTER

05ConsumeroutlookTotalconsumerspendingonclothingandfootwearworldwidefrom2014to2029(inmillionU.S.dollars)Totalconsumerspendingonclothingandfootwearworldwide2014-20293,500,0003,000,0002,500,0002,000,0001,500,0001,000,000500,0000201420152016201720182019202020212022202320242025202620272028202933Description:Theglobaltotalconsumerspendingonclothingandfootwearinwasforecasttocontinuouslyincreasebetween2024and2029byintotal488.6billionU.S.dollars(+20.44percent).Aftertheninthconsecutiveincreasingyear,thefashion-relatedspendingisestimatedtoreach2.9trillionU.S.dollarsandthereforeanewpeakin2029.ReadmoreNote(s):Worldwide;2014to2029;allvaluesareestimatesSource(s):Percapitaconsumerspendingonclothingandfootwearworldwidefrom2014to2029(inU.S.dollars)Percapitaconsumerspendingonclothingandfootwearworldwide2014-2029400357.32348.85338.51350328.64318.51308.58299.56294.16291.0230025020015010050283.05280.67276.72276.96271.64268.33239.890201420152016201720182019202020212022202320242025202620272028202934Description:Theglobalpercapitaconsumerspendingonclothingandfootwearinwasforecasttocontinuouslyincreasebetween2024and2029byintotal48.7U.S.dollars(+15.78percent).Aftertheninthconsecutiveincreasingyear,thefashion-relatedpercapitaspendingisestimatedtoreach357.32U.S.dollarsandthereforeanewpeakin2029.ReadmoreNote(s):Worldwide;2014to2029;allvaluesareestimatesSource(s):Per-capitavolumesalesintheapparelmarketworldwide,bycountryin2023(inpieces)Per-capitavolumesalesintheapparelmarketworldwidebycountryin2023Marketvolume600204080100120140HongKongNetherlandsUnitedStatesIreland117.2997.4188.0375.11Croatia69.41AustraliaAustria63.4561.59UnitedKingdomSweden60.2159.47GermanyNorway55.1254.89Turkey54.68Switzerland52.8535Description:HongKongisleadingtherankingbyaveragevolumepercapitaintheapparelmarket,recording117.29pieces.FollowingcloselybehindistheNetherlandswith97.41pieces,whilethePhilippinesistrailingtherankingwith2.67pieces,resultinginadifferenceof114.62piecestotherankingleader,HongKong.ReadmoreNote(s):Jan1sttoDec31st2023Source(s):Shareoflifestylebrandconsumerswhocaremoreaboutthesustainabilityofproductsin2023thantheydidayearagoinselectedcountriesConsumers