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Newsletter: August 2007
Clothing deflation set to ease off: some products
will become more expensive Over the past
five years, British consumers have enjoyed the benefits of rapid clothing
deflation which has brought them, year on year, cheaper apparel products
from skirts, to T-shirts. However, according to analysis from Verdict
Consulting, this trend is now coming to a close and while prices will remain
relatively low over the next five years, shoppers should not expect to
continue seeing the dramatic falls in price they have witnessed in the past.
Indeed, in some categories apparel prices are likely to increase. Verdicts
analysis shows that between 2003 and 2007 deflation has been a constant
feature of the clothing market and, over this period, prices have fallen by
an average of 10%. Verdict is
forecasting that by 2010 price inflation will have crept back into the
clothing market, bringing to an end a 12 year period of continuous price
deflation. Over the next five years apparel prices will increase by slightly
less than 1%. According to Verdict there are three main factors behind
the reverse of the deflationary trend.
First, having
already secured many of the financial benefits of international sourcing,
it will be very difficult for retailers to extract significant extra savings
from moving production to ever cheaper locations. Over the past
five years, reducing manufacturing and production costs has been
instrumental in allowing retailers to cut prices without seriously damaging
their margins. Going forward, retailers will not have this ability and,
therefore, will be much more constrained in terms of reducing their prices.
Moreover, a greater focus on ethical sourcing by consumers will mean
retailers need to be far more careful in terms of their sourcing policies:
something that could also constrain their ability to reduce production
costs. Second,
the cost of doing business is increasing rapidly.
Third, UK
consumers are saturated with clothing:
the average woman, for example, buys twice as many clothing items per year
today as she did back in 1995. The effect of this is that reducing clothing
prices is unlikely to stimulate demand and result in retailers selling more
volume, as has been the case in the past. As a consequence, many retailers
have started to focus on adding value to their clothing ranges and
encouraging consumers to trade up to more expensive products. This focus on
more expensive products will push up average prices. Low prices are
no longer the differentiator they once were the new model is much more about
adding value and providing clothing that is aspirational or different. To an
extent people are bored with clothing shopping: they do like low prices, but
they also want to be inspired and they re prepared to pay for the privilege. The days when
clothing retailers could simply reduce their prices and expect to sell more
as a result are drawing to a close. |