Mall traffic is on the decline. E-commerce is steadily stealing apparel market share, and new entrants are flooding the space. We think the apparel and accessories industry is on the cusp of a significant reinvention. In this report, we explore how once-powerful competitive advantages—including a broad brick-and-mortar footprint—not only no longer provide the advantage they once did but now may be viewed as a disadvantage.
In this report, you will learn:
Why we see e-commerce and, more specifically, Amazon as the largest disruptive force to existing apparel companies
What competitive advantages are leading to the rise of strong niche players and brand partners
Why department stores and the general apparel retail universe face the biggest risk in our opinion