Apparel and Footwear in China

TABLE OF CONTENTS

List Of Contents And Tables

EXECUTIVE SUMMARY

• Apparel and footwear navigates consumer comfort, sportswear boom, and digital retail

KEY DATA FINDINGS

• CHART 1 Key Trends 2025

INDUSTRY PERFORMANCE

• Growth is driven by economic conditions, rational purchases, and technological innovation
• Sportswear drives growth in apparel and footwear through innovation
• CHART 2 Descente Tap Into the More Professional Outdoor Segment
• Market polarisation affects value growth

WHAT'S NEXT?

• Rising incomes, DTC strategies, and sustainability expected to drive growth
• Functional and athletic apparel set to gain further popularity among women
• Niche brands to drive growth in footwear through innovation

COMPETITIVE LANDSCAPE

• Anta's multi-category coverage, brand strategy, and distribution extend its leading position
• CHART 3 Anta's Store Uses High-Tech to Improve the Customer Shopping Experience
• In a stable environment, opportunities for enhancing products and marketing

CHANNELS

• Interest-based e-commerce platform Douyin takes share from Tmall
• CHART 4 Interest-Based E-Commerce is a Challenger to Tmall
• Quick commerce gains traction with 30-minute delivery
• CHART 5 Analyst Insight

ECONOMIC CONTEXT

• CHART 6 Real GDP Growth and Inflation 2020-2030
• CHART 7 PEST Analysis in China 2025

CONSUMER CONTEXT

• CHART 8 Key Insights on Consumers in China 2025
• CHART 9 Consumer Landscape in China 2025

COUNTRY REPORTS DISCLAIMER

SOURCES

• Summary 1 Research Sources

WOMENSWEAR IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Moderate growth amidst caution, driven by digital challengers, and "New Chinese Style"
• CHART 10 Key Trends 2025

INDUSTRY PERFORMANCE

• Moderate growth in 2025 driven by rising incomes, but constrained by consumer caution
• Digital-native brands capture budget-conscious young consumers
• CHART 11 Digital-native Brands Like Basement FG Capture Sales in Womenswear in China

WHAT'S NEXT?

• Rising disposable incomes and "New Chinese Style" to drive future growth
• Digital commerce and omnichannel strategies to dictate sales
• CHART 12 Analyst Insight
• Business impact of emerging trends

COMPETITIVE LANDSCAPE

• Leaders offer extensive retail networks, while polarisation is seen
• CHART 13 Polarisation Reshapes Womenswear in China
• Digital-native challengers and omnichannel strategies will require adaptation by incumbents

CHANNELS

• Retail e-commerce offers convenience and good prices for womenswear
• As offline sales remain significant, an omnichannel strategy is important

PRODUCTS

• Travel and tourism drive innovation in resortwear designs
• CHART 14 More Brands Follow the Travel Theme to Capture Changing Consumer Needs

COUNTRY REPORTS DISCLAIMER

MENSWEAR IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Value, functionality, and e-commerce drive growth in menswear, although polarisation is seen
• CHART 15 Key Trends 2025

INDUSTRY PERFORMANCE

• Amidst a cautious economic climate, a shift in consumer priorities is seen
• CHART 16 Market Polarisation Weighs on Value Growth in Menswear
• Men's outerwear drives sales as consumers prioritise essentials

WHAT'S NEXT?

• Value growth to persist amidst volume decline, driven by income rise and essentials
• "New Chinese Style" to gain cultural confidence through modern silhouettes
• Functional features will be demanded in menswear
• CHART 17 Analyst Insight

COMPETITIVE LANDSCAPE

• Challengers erode incumbents' share through digital agility
• CHART 18 Challengers Gradually Capture Mind Share and Value Sales
• Hermes and Basement FG illustrate market polarisation in China

CHANNELS

• Competitive pricing contributes to the lead of retail e-commerce in menswear
• Offline resilience meets low-cost disruption, demanding retailer adaptation

PRODUCTS

• Biemlfdlkk merges practical features with a relaxed aesthetic
• CHART 19 Brands Merge Practical Features with Understated Style

COUNTRY REPORTS DISCLAIMER

CHILDRENSWEAR IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• High-quality, functional products fuel value growth in childrenswear in China
• CHART 20 Key Trends 2025

INDUSTRY PERFORMANCE

• Sales driven by demographic and socioeconomic factors
• Balabala drives sales with targeted products and high-end strategy
• CHART 21 Balabala's High Average Transaction Value by Focusing on Functionality
• Outdoor style drives innovation with functional designs
• CHART 22 Outdoor Style is a New Trend in Childrenswear
• Further age segmentation drives growth in childrenswear
• CHART 23 Further Segmentation by Age Band Emerges Within Childrenswear

WHAT'S NEXT?

• An increasing number of parents likely to prioritise sustainable childrenswear
• Emotional value and high functionality to drive sales of childrenswear
• CHART 24 Analyst Insight

COMPETITIVE LANDSCAPE

• Balabala maintains its lead in a fragmented competitive landscape
• zosee's innovative edge propels rapid growth in childrenswear
• Youngor's Bonpoint acquisition set to boost luxury childrenswear in China

CHANNELS

• Retail e-commerce leads childrenswear with new business models
• Omnichannel presence becomes key for childrenswear brands

COUNTRY REPORTS DISCLAIMER

SPORTSWEAR IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Outdoor apparel and footwear propels a sportswear boom amidst fierce competition
• CHART 25 Key Trends 2025

INDUSTRY PERFORMANCE

• Outdoor enthusiasts fuel growth with performance-driven products
• Kailas takes advantage of growth in trail running with specialised offerings
• CHART 26 Kailas Quickly Rises to Public Attention by Capitalising on the Growing Popularity of Trail Running
• Polarisation drives demand for value and premium sportswear

WHAT'S NEXT?

• Government support and rising incomes expected to drive growth
• Performance-driven products and brand-building will be evident

COMPETITIVE LANDSCAPE

• Nike and adidas hold leading positions amidst intensifying competition
• Specialisation and community engagement drive growth for Kailas
• Strategic acquisition by Anta Group set to reshape sportswear, particularly outdoor products

CHANNELS

• Retail e-commerce drives sales of sportswear, but sports goods stores still leads
• Specialised retail concepts and livestreaming drive sales growth
• CHART 27 Analyst Insight
• Outlet stores redefine the retail experience with elevated concepts
• CHART 28 Beyond Discounts: The Rise of Sports Outlet Stores in China

PRODUCTS

• Kailas and TopSports drive innovation with specialised offerings
• CHART 29 From Giants to Niches: How TopSports is Repositioning in Sportswear in China

COUNTRY REPORTS DISCLAIMER

JEANS IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Nostalgia, durability, and digital drive growth in jeans in China
• CHART 30 Key Trends 2025

INDUSTRY PERFORMANCE

• Consumers prioritise durability and nostalgic styles
• CHART 31 Analyst Insight
• Standard jeans leads as these are staple apparel

WHAT'S NEXT?

• Growth will be driven by super premium jeans, sales by standard jeans
• Jeans will be shaped by nostalgia and functionality
• The importance of retail e-commerce in jeans

COMPETITIVE LANDSCAPE

• Digital-native brands gain traction, but Levi's holds strong
• Polarisation, with both value-focused and premium brands performing well
• CHART 32 Luxury and Value-Focused Players Illustrate Divergent Strategies
• Emerging brands disrupt market with innovative strategies
• CHART 33 Simple Pieces Disrupts Jeans by Championing Minimalist Design and Inclusive Sizing

CHANNELS

• Retail e-commerce leads jeans with enhanced mobile experiences
• Offline sales remain important for fit and touch

PRODUCTS

• ICICLE's sustainable and inclusive designs drive innovation in jeans
• CHART 34 ICICLE's Denim Line Embodies the Convergence of Sustainability and Thoughtful Design

COUNTRY REPORTS DISCLAIMER

HOSIERY IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Emotional value and omnichannel strategies drive growth for hosiery
• CHART 35 Key Trends 2025

INDUSTRY PERFORMANCE

• Non-sheer hosiery dominates value sales of hosiery in China through high volumes
• Bananain's emotional appeal boosts sales of hosiery through innovative marketing
• CHART 36 Bananain Socks Are More Than Just Socks

WHAT'S NEXT?

• A continued shift to non-sheer hosiery as consumers prioritise wellness and individuality
• CHART 37 Analyst Insight
• Women's equality and changing dress codes redefine fashion norms
• Functional hosiery set to gain traction among sports enthusiasts

COMPETITIVE LANDSCAPE

• Nan Ji Ren maintains its lead through a cost-performance strategy
• CHART 38 Langsha Struggles as Lack of Innovation Impact Sales
• Opportunities for growth for players offering budget and high-value hosiery

CHANNELS

• Retail e-commerce leads hosiery with its diverse product range and affordable prices
• New retail concepts emerge with innovative strategies

PRODUCTS

• New materials drive functional innovation in hosiery
• CHART 39 Materials Innovation Enables Socks to Have Various Functionalities

COUNTRY REPORTS DISCLAIMER

APPAREL ACCESSORIES IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Apparel accessories thrives on practicality and sustainability despite economic headwinds
• CHART 40 Key Trends 2025

INDUSTRY PERFORMANCE

• Resale expansion threatens primary sales of apparel accessories
• CHART 41 The Rise of the Resale Market Threatens the Primary Market
• Essential and adaptable - key growth drivers in apparel accessories

WHAT'S NEXT?

• Value growth amidst shifting consumer demands and economic headwinds
• Rising demand for style and practicality, but resale and rental trends set to hamper growth
• Sustainability and digital innovation will increasingly shape the future of apparel accessories
• CHART 42 Analyst Insight

COMPETITIVE LANDSCAPE

• Luxury brands consolidate their presence while the low-end fragments
• CHART 43 Polarisation Continues to Impact Sales and the Competitive Landscape in China
• Challengers gain ground through innovative strategies and lower pricing
• CHART 44 Challengers Actively Take Traffic and Sales From Incumbents

CHANNELS

• Retail e-commerce leads sales of apparel accessories in China
• The enduring appeal of physical stores for purchases of apparel accessories

COUNTRY REPORTS DISCLAIMER

FOOTWEAR IN CHINA

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Moderate growth driven by innovation, sustainability, and evolving consumer trends
• CHART 45 Key Trends 2025

INDUSTRY PERFORMANCE

• Growth is sustained by rising spending power and consumer confidence
• Women's footwear leads sales, but children's footwear leads growth
• Chinese urbanites embrace Birkenstock's casual lifestyle appeal
• CHART 46 Birkenstock's Significant Strategic Re-Entry Into the Chinese Market

WHAT'S NEXT?

• Growth set to continue, with new national standard impacting green products
• Brand-building will be increasingly important to attract younger consumers
• Rising health consciousness will make sports footwear more popular across categories

COMPETITIVE LANDSCAPE

• Anta draws closer to Nike with strong strategies
• On's strategic expansion drives its growth in China

CHANNELS

• Retail e-commerce leads distribution as consumers seek convenience
• New retail concepts emerge, with innovative store formats
• CHART 47 Analyst Insight
• Tariffs and supply chain shifts drive changes in distribution mix
• CHART 48 Shift in Sales From Export To Domestic

PRODUCTS

• Fila's innovative product launches boost its brand image and sales
• CHART 49 Technology Can Boost Sales of Footwear

COUNTRY REPORTS DISCLAIMER