First Research US Industry Profile

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Clothing Stores
SIC Codes: 5611, 5621, 5632, 5641, 5651, 5661, 5699
NAICS Codes: 4581, 45811
Last Quarterly Update: 12/2/2024
Companies in this industry operate establishments primarily engaged in retailing new clothing. Major companies include Gap, TJX Companies, and Victoria's Secret (all based in the US), along with Asos (the UK), H&M (Sweden), and Zara (Spain).
Revenue for the global apparel and footwear industry is forecast to reach 3.3 trillion by 2030, according to Statista. Key growth drivers include sportswear sales and demand from emerging markets.
The US clothing store industry includes more than 95,000 establishments (single-location companies and units of multi-location companies) with combined annual revenue of about $190 billion.
Competitive Landscape
Personal income and fashion trends drive demand for clothing. The profitability of individual companies depends heavily on effective merchandising and marketing. Large companies can offer wide selections of clothing and have advantages in purchasing, distribution, and marketing. Small stores can compete by offering unique merchandise, targeting a specific demographic, providing superior customer service, or serving a local market. The US industry is concentrated: the 50 largest companies account for about 70% of industry revenue.
Competition for the clothing store industry includes department stores, discount and outlet stores, and internet and catalog retailers. The online and off-price apparel sales channels are growing rapidly -- especially among younger women who are major consumers of apparel -- primarily at the expense of specialty apparel and department stores. Walmart reclaimed top spot from Amazon, according to Forbes Magazine. Walmart had 2023 retail revenue of $635 billion, according to the data from the National Retail Federation (NRF) and the US Securities and Exchange Commission.
Because of the lower costs to manufacture apparel abroad, US clothing retailers purchase the vast majority of the apparel they sell from vendors outside the US. The largest suppliers to the US as of June 2024 include China, India, Vietnam, Pakistan, Cambodia, and Indonesia. On the other hand, Bangladesh, whose apparel is at a standstill at present due to ongoing protests across the country, saw shipment volumes decline, according to a report from Just-Style.com.
Products, Operations & Technology
Major products include women's clothing (about 45%), men's clothing (about 20%), and clothing for children and infants (about 10%). Other sources of revenue ... plus:
Sales & Marketing
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Finance & Regulation
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Regional & International Issues
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Human Resources
Also includes the following chapters:
Quarterly Industry Update
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Industry Indicators
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Business Challenges
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Trends and Opportunities
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Call Preparation Questions
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Financial Information
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Industry Forecast
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Industry Websites
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Glossary of Acronyms

Historical Profiles (PDF format)

11/11/2024
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