Coro Saldaña

It was great to speak to CNBC about Inditex’s very impressive H1 results. In the first half sales rose by 7.2%, to reach €18.1 billion (constant currency +10.2%) demonstrating solid performance across both physical stores and online channels. Gross profit increased 7.5% to €10.5 billion. The business has such strong momentum, with new store openings and a more sophisticated omnichannel proposition propelling growth and profitability. Its scale is incredible, operating in 214 markets, including key stores in prime locations across Europe, the Americas, and Asia (even Kazakhstan). In the last FY, sales topped €35 billion. Growth in operating expenses (H1 +6.8%) remained below the pace of sales growth allowing them to expand profitability even with new store expansions and inflationary pressures. The retailer maintains a healthy net cash position, growing by 3.5% to €10.9 billion, providing a solid foundation for future investments. ➡ Strong Performance of Autumn/Winter Collections: The early success of the Autumn/Winter 2024 collections shows continued momentum, with store and online sales up 11% in constant currency from 1 August to 8 September 2024 compared to the previous year, suggesting strong consumer appetite and effective product launches. ➡ Advancing Digital Integration: Inditex is rolling out new security (RFID) technology across Zara stores to improve the customer experience and enhance digital integration. These initiatives are part of their broader strategy to blend physical and digital shopping seamlessly, driving increased customer engagement and loyalty. ➡ Strategic Outlook and Future Investments: Looking ahead, Inditex plans to further scale its logistics capabilities with an extraordinary two-year investment programme, allocating €900 million per year for 2024 and 2025. This will support continued growth, improve supply chain resilience, and maintain their competitive edge in a highly fragmented retail sector. Key Inditex Facts 💠 Inditex operates in 214 markets across 5,667 stores 💠 The business plans to allocate €900 million (24/25) to increase logistics capacities. 💠 In July Inditex announced an equity investment in GALY, a US startup that has developed innovative technology for growing cotton in a lab from cotton stem cells. 💠 In August 2024, Inditex launched their second CIRC X Zara collection, designed by Zara Studio and made from textile waste. 💠 The Zara Pre-Owned platform, currently available in 16 European markets, will reach the US by the end of October 2024. 💠 Brands include Zara, Zara Home, Pull&Bear, Massimo Dutti, Bershka, Stradivarious and Oysho. Sign up below for more insight ⬇️ https://lnkd.in/d-z25aM #Inditex #Zara #RetailEconomics

233

8 comentarios

𝗪𝗮𝗹𝗺𝗮𝗿𝘁 𝘂𝗻𝘃𝗲𝗶𝗹𝘀 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝘀𝗵𝗼𝗽𝗽𝗶𝗻𝗴: 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗛𝗼𝗺𝗲𝗽𝗮𝗴𝗲𝘀 𝗳𝗼𝗿 𝗘𝘃𝗲𝗿𝘆 𝗦𝗵𝗼𝗽𝗽𝗲𝗿? 🤯 Walmart is pushing the boundaries of hyper-personalization. With a strategy that blends AI and AR, Walmart is leading the charge into a new era of retail, where every shopping experience feels custom-made. When Javier Gascón Inchausti shared the news last night in our The New Retail Business School experts forum, I was beyond than impressed. But the personalized homepage is just one piece of Walmart’s bold Adaptive Retail strategy, creating profoundly personal experiences, both online and in-store. In 2024, Walmart reported a staggering revenue of $648 billion, solidifying its position as the world’s largest retailer by revenue. 📲 Here’s how Walmart is revolutionizing retail: ✨ Custom homepages for every shopper: Walmart’s new AI-powered Content Decision Platform will soon allow each shopper to see a homepage tailored specifically to their preferences, interests, and past behaviors. 🔍 Retail-specific Large Language Models (LLMs): Walmart’s proprietary LLM platform, 𝗪𝗮𝗹𝗹𝗮𝗯𝘆, is trained on decades of internal data to provide highly contextual responses and personalized customer support. 🤖 AI-powered Customer Support Assistant: Leveraging GenAI, Walmart has created a more personalized Customer Support Assistant that recognizes customers from the start. This has made issue resolution faster and smoother for customers. 🔮 Augmented Reality shopping: Walmart is introducing 𝗥𝗲𝘁𝗶𝗻𝗮, an AR platform that allows shoppers to explore products in 3D environments, bringing immersive commerce experiences to life. From testing items in your home with "View in Your Home" to buying virtual goods for your avatars (and the real ones for yourself!), Walmart is taking shopping beyond the traditional model. 📦 Enhanced in-store and eCommerce integration: Walmart’s AI isn’t just transforming online experiences. It's also revolutionizing in-store operations by connecting employees with smarter data for product finding, stocking, and managing orders. Over 850M data points in Walmart’s product catalog have been improved, streamlining the process for associates and customers. 🎮 New virtual social environments: Walmart is expanding its reach into virtual worlds by testing immersive commerce platforms like Unity and Zepeto, allowing customers to buy both virtual items for their avatars and physical goods for themselves. As Walmart blends AI, AR, and immersive commerce, it’s redefining retail. The future of retail is deeply personal, immersive, and tech-driven, and Walmart is setting the bar. It's all about creating engaging, tailored experiences that meet customers exactly where they are, whether it’s online, in-store, or even in virtual worlds. #RetailInnovation #AI #AR #Personalization #CustomerExperience #Walmart #RetailTrends #FutureOfRetail #RetailTech #ImmersiveCommerce

27

15 comentarios

𝐑𝐞𝐟𝐥𝐞𝐜𝐭𝐢𝐧𝐠 𝐨𝐧 𝐭𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐋𝐢𝐯𝐞 𝐒𝐡𝐨𝐩𝐩𝐢𝐧𝐠: 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐚 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧 𝐰𝐢𝐭𝐡 𝐋𝐮𝐢𝐬 𝐄𝐬𝐭𝐞𝐛𝐚𝐧 Yesterday I had the privilege of discussing the evolving landscape of Live Shopping with Luis Esteban, CEO of Outlandish Spain. With Zara’s recent foray into Live Shopping in Spain, it’s clear that we are witnessing a new era of consumer engagement, where entertainment meets commerce in real-time. I remember my experience in the past with formats as QVC. While those were pioneering at that time, Live Shopping represents the next evolution, blending real-time interaction with a more immersive and dynamic experience that connects deeper with today's digital native consumers. Here are some of our key reflections: 🔹 Zara’s Pioneering Step: With Zara expanding its Live Shopping broadcasts beyond China to Europe, this is a game-changer for Western markets. Early success in China, where Zara attracted over 800,000 viewers per show, sets the stage for broader adoption across Europe and the US. We could discuss if the format used with Cindy Crawford and Kaia Geber was not the classic Live Shopping format but certainly marks a new step forward in engaging audiences through live and interactive content. 🔹 Opportunities Beyond Fashion: Outside of fashion and beauty, sectors such as home goods and tech are gaining traction, leveraging Live Shopping to offer engaging, shoppable content. In the beauty industry, we’re seeing rapid adoption of live tutorials, with brands like Ulta Beauty and La Roche-Posay Laboratoire Dermatologique launching exclusive skincare sessions. However, the most effective formats tend to be dynamic and brief—highlighting skincare routines, product innovations, and sustainable ingredients rather than lengthy tutorials. 🔹 The Power of Entertainment: The success of Live Shopping lies in blending content with commerce. As consumers, we are drawn to interactive, personalized experiences. In the next few years, we expect brands to further innovate, turning product launches and collections into live, social events. 🔹 A Global Growth Trend: Live Shopping has seen unprecedented growth in Asia, but Western markets are catching up. In the US, forecasts predict the market could reach $35 billion by 2024. Globally, Live Commerce could represent 10-20% of all e-commerce sales in the coming years, and reports are showing that not only boost sales per se but also increased Average Order Value (AOV) with a 42% sales conversion rate. Even reducing return rates that are the nightmare of any e-commerce business in terms of operations and profitability. In any case, as Luis and I discussed, it’s not just about going live—it’s about creating value-driven, engaging narratives that bring consumers closer to brands. What are your thoughts? Are you ready for the next wave of Live Shopping? 🎥🛍️ #LiveShopping #ecommerce #consumerengagement #retailinnovation

24

5 comentarios

The greatest asset for any listed company is investor confidence. It is the fundamental pillar that encourages fund managers to invest their money. Building trust is a process that starts even before going public. Companies can bet on high earnings expectations, allowing them to go public at a low multiple for a given valuation at the risk of disappointment if results are not achieved. Alternatively, they can give lower earnings expectations, implying a high valuation multiple that investors are not buying today. A difficult balance to achieve. For investors, buying shares in an IPO is a risky decision. They are buying companies for which they only have past data and do not know how they will manage in the future. At the end of the day, investors put money in and only ask for answers. There have been many cases of companies whose results after their IPO have been below expectations. If there are no answers, quality investors will sell and they will not come back to the company for years https://lnkd.in/ezUuZSWa

20

1 comentario

On x Loewe sneaker is the world’s hottest product* Fascinating from #growth perspective 🍿🍿 🍿 - can an initially high-retention brand sustain "spiky acquisition"? - what's going to happen when the novelty wears off? - will it lead to an influx of customers not worth acquiring at the expense of those who are? - is there any network effect? are the audiences interconnected in any way? Watch the space 😁 *https://lnkd.in/d4xjJ8su

10

5 comentarios

[Focus Retailer] Diving into El Corte Inglés presence in the Spanish market. Founded in 1940, El Corte Inglés is an institution in Spain. Known for its iconic department stores, the brand has evolved with the times and successfully integrated online commerce. It remains a key player in the retail sector, offering a wide range of products from fashion to electronics. 🇪🇸 Over 22% of El Corte Inglés' online buyers are from the Madrid region 🛍️ The Gen X has the highest average online spending 🤝 46% of El Corte Inglés'customers are loyal buyers #foxintelligence #elcorteingles #elcorteinglesinsights #ecommerceinsights #consumerintelligence #consumerdata

137

2 comentarios

"Embracing Change: My key takeaways from the Europe Fashion Summit" Last week, Europe Fashion Summit led by Liliana Briceño Callejas and Guillermo Garcia-Muchacho created an incredible platform, an event that was more than just sharing insights; it was about fostering a space where everyone could share new ideas, innovation and build relationships within the fashion community. As our industry navigates change and uncertainty, these discussions provided fresh perspectives that we can all take forward. Here are some key takeaways that resonated with me: Generative AI: Many discussions revolved around the potential of generative AI in creativity-focused use cases for design and product development. Brand Marketing: There’s a strong emphasis on cultivating emotional connections with customers, who are increasingly demanding authenticity and relatability. In-Store Experiences: As shoppers return to brick-and-mortar stores, there’s a growing desire for engaging brand experiences, presenting a significant opportunity to create lasting connections with customers. Sustainability: New sustainability regulations in the European Union and the U.S. will require brands and manufacturers to work together to develop initiatives aimed at reducing greenhouse gas emissions and waste. BUT as all the above seems vital to allow companies to thrive under challenges times......we can't forget PRODUCT is KING and a laser focus on offering the best assortment that resonates with your customers and is true to the brand DNA it should be on everyone's priority list. Let’s continue to CONNECT, COLLABORATE, CREATE AND INNOVATE together! Some of the amazing people I had the pleasure to speak with: Valentina Suarez-Zuloaga Ruyra, Charo Izquierdo, Marta V., Beatriz Carranza, Sonia @Flexibleplaces, ESTUDIO AGATHA RUIZ DE LA PRADA Felix De Iturriaga #EuropeFashionSummit #FashionIndustry #Collaboration #Networking #Innovation

117

8 comentarios

Over the last five years, Inditex Group, the parent company of brands like Zara, Massimo Dutti, and Bershka, has maintained a dominant position in the global fashion retail market. 1. Revenue and Growth: Inditex has achieved significant revenue growth, reaching €32.6 billion in 2023, driven by the robust performance of its omnichannel model and global market expansion. The group also reported strong Q1 2024 sales growth of 7.1%, reaching €8.2 billion. 2. Key Factors Behind Inditex's Growth: - Agile Supply Chain and Fast Fashion Model: Inditex operates a highly responsive supply chain, enabling its flagship brand, Zara, to design, produce, and deliver new collections to stores within weeks. - Omnichannel Retail Integration: Inditex has effectively integrated online and offline retail, ensuring a seamless customer experience. Features like "Store Mode" and virtual fitting rooms enhance consumer convenience and engagement. - Global Market Penetration: The group has a robust global footprint, with over 6,000 stores across multiple brands in more than 90 markets. Expansion into high-growth regions like the U.S., Asia, and India has supported revenue growth. - Brand Portfolio Diversification: Beyond Zara, Inditex operates several other brands like Massimo Dutti, Bershka, and Pull&Bear, catering to different consumer segments. This diversification reduces dependency on any single brand or demographic. - Customer-Centric Innovation: Inditex continually invests in technology to improve customer experience, such as augmented reality for virtual fittings and mobile apps for in-store navigation and personalized shopping. - Efficient Cost Management: The company focuses on maintaining cost efficiencies through streamlined operations, effective supply chain management, and economies of scale. This helps sustain profitability even during challenging economic periods. 2. Key Challenges Faced by Inditex - Rising Competition: Competitors like Shein, H&M, and fast-growing online platforms are aggressively challenging Inditex's dominance by offering affordable fashion and leveraging data-driven customer insights. - Economic Pressures: Rising inflation and global economic slowdowns have impacted consumer spending, particularly in key markets like Europe. 3. Recommendations for Inditex To counteract recent declines and sustain its position, Inditex should: - Accelerate Digital Transformation: Enhance its e-commerce platform with AI-driven personalization and seamless customer experiences. - Invest in virtual fitting technologies and augmented reality for better online engagement. - Strengthen Regional Strategies: Localize offerings in emerging markets, particularly in Asia-Pacific and Africa, where fashion preferences differ significantly. - Target Gen Z and Millennials: Develop marketing strategies that resonate with younger audiences through social media, influencers, and exclusive collections. #Inditex #zara #smartretail #fashion #fashionretail

49

1 comentario

#Zara: The Billion-Dollar Giant That Redefined #Fashion 💰 👚 What makes a brand go from a local Spanish retailer #Amancio Ortega in 1975 to a Billion Dollar Company with consecutive decades of showing #profit. 💸 Zara, the pioneer of #fastfashion, cracked the code by mastering speed, customer psychology, and an unbeatable supply chain. With over 3,000 stores across 96 countries, Zara has been profitable for 23 years straight (pandemic aside)—a feat few can boast. 🔥 Here’s how Zara: ✔ Revolutionized its supply chain to deliver fresh designs every 15 days. ✔ Leveraged Instrument of Status in the Target Customers. ✔ Used FOMO (Fear of Missing Out) to drive sales like no other. ✔ Balanced the "Just in Time" and "Just in Case" models to minimize costs and maximize sales. This strategy has resulted in jaw-dropping Sales: 2020: €14.1 billion 2023: €26 billion (a 84% growth in just 3 years!) But it’s not just about the numbers. Zara changed how the world shops—proving that trend and variety often matter more in fashion than Quality. Want to know more about how Zara became the king of fast fashion? Check out this detailed case study! ✨ Which aspect of Zara’s strategy stands out to you? Let’s discuss! Zara #fashion #Strategy #consulting #Business #HR #FastFashion #Womenfashion Follow : Abhijit Banerjee

11

🔍 𝗟𝗼𝘄-𝗖𝗼𝘀𝘁 𝗥𝗲𝘁𝗮𝗶𝗹𝗲𝗿𝘀 𝗦𝗵𝗮𝗸𝗲 𝗨𝗽 𝗠𝗮𝗱𝗿𝗶𝗱’𝘀 𝗚𝗼𝗹𝗱𝗲𝗻 𝗠𝗶𝗹𝗲 The recent openings of pop-up and permanent low-cost retail spaces in Madrid's upscale shopping district have sparked a shift in consumer behavior and retail trends. 📍 Strategic Location SHEIN's largest pop-up store has just debuted in ABC Serrano, offering everything from fashion to home goods, alongside interactive experiences like live DJ sets and games. Primark is also expanding, with a new store set to open in the heart of Madrid's Salamanca neighborhood, following the overwhelming success of their Gran Vía location. 👥 Changing Demographics These developments hint at a changing customer base. Traditionally, the Milla de Oro caters to a luxury-seeking crowd, but the arrival of ultra fast-fashion giants suggests a blurring of lines between luxury and mass market consumers? 🔄 Sustainability vs. Fast Fashion As France considers regulations to curb fast fashion's impact, the sustainability of this business model is under scrutiny. Is it possible for these brands to align with European environmental goals and regulations without compromising their market reach? 🛍️ The Experience Factor Beyond just shopping, brands like SHEIN are creating experiences when they approach physical retail. The reality is that they were long lines to go into the store during 4 hours in the 1st days and certain products were sold out. 🤔 Discussion Point With low-cost brands entering high-end areas, we're witnessing a retail revolution. How do you see this impacting the landscape in the next five years? #RetailTrends #FashionIndustry #SustainabilityInFashion #ConsumerBehavior #MadridShopping LinkedIn Noticias España

33

1 comentario

Exciting news! Puig, the Spanish beauty firm, is making its stock market debut today with an estimated valuation of 13.9 billion euros. Its strategic focus on premium brands like Paco Rabanne and Carolina Herrera has been instrumental in this success. Highlighting the importance of marketing, Puig has significantly invested in advertising and promotion, reflecting its commitment to innovation and adapting to market demands. "It's great news for a fast-moving consumer goods company that markets mature products like fragrances. Segmentation is key in these types of companies, and targeting different demographics, is a smart move", especially the younger generations like Generation Z, says Carles Torrecilla, professor at Esade's marketing department. With this foray into the stock markets, Puig not only marks a milestone in its history but also reflects a paradigm shift in the beauty industry, leading the way to the sector's future. #Puig #Beauty #StockMarketDebut #Marketing #GenerationZ #Investment #IPO #StockMarket

65

10 comentarios

Since the first edition of this survey, we have been asking our panel of experts about their expectations regarding the evolution of the percentage that different #retailchannels represent in the total #sales of #footwear in their country #worldfootweartrends #worldfootwearbusinessconditionsurvey #digitalchannels

8

WHO SAID Inditex MARKETS CANNOT GROW? Yes, it can grow with other brands in other markets where Zara is already present. Disclaimer: this might come at the price of small canibalisation for Zara. Having spent a great deal of my tenure in Zara managing the South Hemisphere stores, it is obvious that markets like Peru, Chile or Uruguay are just a piece of cake for other brands, namely Bershka, Stradivarius, Pull or Oysho. But managing operations in an hemisphere with other climate in the era of internet is a major problem. Namely: - when in north hemisphere is hot, in south is cold. And the other way around - having the same items 6 months later means cost of stock and stock deterioration - re-using the same product north and south at the same time is difficult for basics - making specific collections for south means not taking advantage of the volume in the north hemisphere - customers are not stupid, anyone can browse your north hemisphere website and see that what you are offering is previous seasons product What is your experience about it? I read you in comments #inditex #operations #globalsouth

11

🌍 𝗡𝗘𝗔𝗥𝗦𝗛𝗢𝗥𝗜𝗡𝗚 𝗜𝗦 𝗢𝗡 𝗧𝗛𝗘 𝗥𝗜𝗦𝗘: 𝗧𝗛𝗘 𝗗𝗔𝗧𝗔 𝗦𝗣𝗘𝗔𝗞𝗦 𝗙𝗢𝗥 𝗜𝗧𝗦𝗘𝗟𝗙!  𝘞𝘩𝘺 𝘢𝘳𝘦 𝘨𝘭𝘰𝘣𝘢𝘭 𝘣𝘳𝘢𝘯𝘥𝘴 𝘤𝘩𝘰𝘰𝘴𝘪𝘯𝘨 𝘵𝘰 𝘮𝘰𝘷𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵𝘪𝘰𝘯 𝘤𝘭𝘰𝘴𝘦𝘳 𝘵𝘰 𝘩𝘰𝘮𝘦? Let’s talk about the 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗮𝗽𝗽𝗮𝗿𝗲𝗹 𝗮𝗻𝗱 𝘁𝗲𝘅𝘁𝗶𝗹𝗲 𝘀𝗼𝘂𝗿𝗰𝗶𝗻𝗴, as highlighted by the latest State of Fashion 2025 report by 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝗳 𝗙𝗮𝘀𝗵𝗶𝗼𝗻 𝗮𝗻𝗱 𝗠𝗰𝗞𝗶𝗻𝘀𝗲𝘆 & 𝗖𝗼𝗺𝗽𝗮𝗻𝘆. Between 𝟮𝟬𝟭𝟱–𝟮𝟬𝟭𝟵 and 𝟮𝟬𝟮𝟬–𝟮𝟬𝟮𝟰, the share of foreign direct investments (FDI) in nearshoring has grown dramatically: 📈 𝗙𝗼𝗿 𝘁𝗵𝗲 𝗨𝗦: Nearshoring surged from 17% to 37%—that’s a +𝟮𝟬% 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲! LATIN AMERICA is emerging as a key nearshoring destination for US fashion companies, driven by trade agreements, cost benefits, and proximity: • 𝗠𝗲𝘅𝗶𝗰𝗼 o Shipping: ~$𝟱,𝟬𝟬𝟬/container vs. $18,000 from China. o Delivery: 𝟱–𝟭𝟬 days vs. 60+ days from China. • 𝗚𝘂𝗮𝘁𝗲𝗺𝗮𝗹𝗮 o Manufacturing costs: 5–10% higher than Vietnam. o Shipping: 𝟯𝘅 𝗳𝗮𝘀𝘁𝗲𝗿 than Vietnam. • 𝗖𝗼𝗹𝗼𝗺𝗯𝗶𝗮 o Doubling production capacity in Central America 𝗯𝘆 𝟮𝟬𝟮𝟴. • 𝗖𝗼𝘀𝘁𝗮 𝗥𝗶𝗰𝗮 o Global SAE-A Group investing $𝟭𝟱𝟬𝗠, adding plants to scale production. 📊 𝗙𝗼𝗿 𝗘𝘂𝗿𝗼𝗽𝗲: Nearshoring rose from 41% to 49%, reflecting a +𝟴% 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲! Turkey stands out as a strategic sourcing hub for Europe, offering unmatched speed and proximity: • Production Growth o Turkey’s share of global textile production has 𝗱𝗼𝘂𝗯𝗹𝗲𝗱 in the past two decades. o In 2023, it supplied 6% of Europe’s textile imports, 𝘀𝘂𝗿𝗽𝗮𝘀𝘀𝗶𝗻𝗴 Vietnam. • Adoption by Top Brands o 𝗢𝘃𝗲𝗿 𝟮𝟱% 𝗼𝗳 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 𝗯𝗿𝗮𝗻𝗱𝘀 rely on Turkey for sourcing. • Speed Advantage o Faster order-to-fulfillment times:     Order fulfillment: Under 𝟱𝟬 𝗱𝗮𝘆𝘀 vs. 150–170 in Asia-Pacific.     Average transit time: 𝟳 𝗱𝗮𝘆𝘀 from Turkey to Europe. 💡 What’s driving this shift? 𝗦𝗽𝗲𝗲𝗱 𝘁𝗼 𝗺𝗮𝗿𝗸𝗲𝘁: Nearshoring cuts transit times significantly. 𝗚𝗼𝘃𝗲𝗿𝗻𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗲𝗻𝘁𝗶𝘃𝗲𝘀: Initiatives like The Americas Act and the EU Strategy for Sustainable Textiles encourage investments closer to home. 𝗖𝗼𝘀𝘁 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲𝗻𝗲𝘀𝘀: Nearshore locations are catching up in productivity while maintaining cost efficiency. 📖 The State of Fashion 2025 doesn’t just report trends—it provides 𝘃𝗮𝗹𝘂𝗮𝗯𝗹𝗲, 𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗹𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 for decision-makers navigating the rapidly evolving fashion business landscape. 💬 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗬𝗢𝗨 𝘁𝗵𝗶𝗻𝗸? • Will nearshoring outpace farshoring in the next decade? • Which country or region do you see emerging as the next nearshoring giant? 🔥 Let’s debate in the comments! Share your thoughts or tag someone who’s shaping the future of supply chains. #Nearshoring #apparel #SupplyChainTrends #stateoffashion #fashionindustry #futureoffashion

28

𝗙𝗿𝗼𝗺 𝗙𝗮𝘀𝘁 𝗙𝗮𝘀𝗵𝗶𝗼𝗻 𝘁𝗼 𝗘𝗹𝗲𝘃𝗮𝘁𝗲𝗱 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀: 𝗭𝗔𝗥𝗔 𝗝𝗼𝗶𝗻𝘀 𝘁𝗵𝗲 𝗖𝗮𝗳é 𝗖𝘂𝗹𝘁𝘂𝗿𝗲 This weekend we have assisted to the #Zacaffè's opening inside Zara MAN’s first standalone store in Madrid. This is not Zara's first venture into cafes, but it is indeed the first official Zacaffè. I see this as a strategic shift towards offering lifestyle-focused experiences, a path paved by luxury brands in recent years. Luxury has long understood that consumer experience is king, and integrating gastronomy into flagship spaces has been a game-changer and it's a well established strategy. Some recent examples: 👜 Louis Vuitton: Their temporary NYC store on East 57th Street includes the brand’s first U.S. café. Btw: This flagship store is impressive. 🏛️ Dior: At 30 Avenue Montaigne in Paris, the boutique transforms into a multi-sensory experience with a museum, a café, and the gastronomic "Monsieur Dior" restaurant. 🍰 GENTLE MONSTER: Sitting in the premium segment, their Seoul flagship includes "NUDAKE," a stunning café and pâtisserie that creates an artistic experience, blending eyewear retail with their iconic croissant fixtures. When I visited it last spring, we were really impressed. 😍 They have recently opened a "Gym café" in their flagship store in Shanghai. I see certain similarities here with Zara's strategy as Nudake's concept can live also alone and not always integrated in Gentle Monster's environment. The idea of Zacaffè seems to go in the same direction. What makes the #Zacaffè more significant is its placement inside the newly launched Zara MAN, the first global independent store for men’s fashion under the brand. Spanning 700 square meters, this space reflects Zara’s commitment to elevating its retail offering: 🛍️ Integrated Customer Service Spaces: Streamlined areas for returns and purchases, making the experience smoother for everyone. 🚫🔒  No More Rigid Security Tags: Elevating the presentation and adding a sense of luxury to the shopping experience. ☕️ And the Café Experience: Inviting customers to linger, relax, and connect with the brand beyond just shopping. In my opinion, Zara wants to position itself closer to premium experiences and further from the traditional fast fashion narrative. It mirrors how brands like Louis Vuitton and Dior use lifestyle offerings to deepen emotional connections with customers, making each visit an event rather than a transaction. With luxury brands experiencing a slowdown this year and Bain & Company forecasting much lower trend compared to the rapid recovery years post-pandemic, it's clear that the pressure is on luxury brands to redefine how they engage their customer to differentiate. 📣 What do you think? Can fast fashion brands redefine themselves by borrowing strategies from luxury? Or will the heritage of luxury always hold the upper hand? #RetailInnovation #LuxuryRetail #ZAcaffè #ZARAMAN #CustomerExperience #FashionRetail

40

Inditex has announced a 7.2% increase in sales, a good result in today's competitive retail landscape. This surge is a testament to Inditex's agile approach to market demands and innovative strategies. Their ability to adapt quickly to changing consumer preferences is truly commendable. One area where Inditex shines is its streamlined supply chain, which allows for faster time to market. Their pretty efficient logistics and robust inventory management will have contributed to this growth. Moreover, Inditex’s focus on omni-channel experiences is paying off. By seamlessly integrating online and offline channels, they offer customers a consistent and convenient shopping experience. The rise in sales indicates that consumers value this seamlessness. In addition, the company’s commitment to sustainability is not just a talking point but a strategic pillar. Their efforts in using eco-friendly materials and reducing their carbon footprint resonate well with today’s conscientious consumers. This growth isn't just about numbers; it's about strategic alignment across various facets of retail, a holistic and agile strategy can drive notable success! It will be interesting to see how Inditex leverages technology and innovation to sustain this upward trajectory. Keep an eye on their next moves and the possible ripple effects across the retail industry. #Retail #BusinessGrowth #MarketTrends

3