Apparel and Footwear in the US

TABLE OF CONTENTS

List Of Contents And Tables

EXECUTIVE SUMMARY

• Apparel and footwear sees subdued growth in 2025, with stronger increase anticipated

KEY DATA FINDINGS

• CHART 1 Key Trends 2025

INDUSTRY PERFORMANCE

• Growth continues, although this is minimal due to economic and tariff challenges
• Resale and rental trend reshapes consumer behaviour
• CHART 2 ThredUp Launches First-Ever Digital Vintage Pop-Up to Expand Sustainable Fashion
• Tariff volatility prompts response from manufacturers
• CHART 3 adidas and Puma Race Ahead in Running Shoes Amid Tariff Uncertainty

WHAT'S NEXT?

• AI set to drive innovation and higher growth in apparel and footwear in the US
• Resale and rental trend expected to reshape US consumer behaviour
• Sustainability and social media will impact future growth
• CHART 4 Analyst Insight

COMPETITIVE LANDSCAPE

• Top brands maintain their lead due to brand recognition, adaptation, and distribution
• Market polarisation sees luxury resilience alongside the quest for value
• CHART 5 Uniqlo Accelerates US Expansion with Affordable, Functional Fashion
• Mergers and acquisitions reshape the competitive landscape

CHANNELS

• Offline retail remains dominant, with consumers valuing tactile experiences
• E-commerce maintains a significant presence with AI-driven growth

ECONOMIC CONTEXT

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

CONSUMER CONTEXT

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

COUNTRY REPORTS DISCLAIMER

SOURCES

• Summary 1 Research Sources

CHILDRENSWEAR IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Resilience despite economic uncertainties, with parents looking for affordability
• CHART 10 Key Trends 2025

INDUSTRY PERFORMANCE

• Economic uncertainty and tariffs constrain the value growth rate
• Resale and rental gains traction, hampering growth in primary sales
• CHART 11 Babylist Tackles Rising Costs with "Open to Second-hand" Option
• Market polarisation drives trading down for many, and new product launches
• CHART 12 Walmart Launches Weekend Academy to Target Tween Fashion Market

WHAT'S NEXT?

• Baby and toddler wear will have to contend with the falling birth rate
• Sustainability, affordability, and collaborations will play important roles in decision-making
• Inclusivity and adaptability expected to become essential in childrenswear
• CHART 13 Analyst Insight

COMPETITIVE LANDSCAPE

• Mass-market players lead childrenswear with strategic pricing
• CHART 14 Abercrombie Kids Expands its US Reach Through Key Wholesale Partnerships
• Emerging brands adapt to US consumer preferences with localisation

CHANNELS

• Offline retail maintains its lead, with hypermarkets and supermarkets offering value
• Retail e-commerce remains important, with omnichannel retailing becoming essential

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APPAREL ACCESSORIES IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Apparel accessories declines in 2025 amid tariffs, but hats/caps defies this trend
• CHART 15 Key Trends 2025

INDUSTRY PERFORMANCE

• Tariffs and supply chain uncertainty dampen sales growth
• Shein localises operations to mitigate tariff risks
• CHART 16 Shein's Localisation Strategy Amid Tariff Pressures
• LVMH strengthens its local presence amid market shifts
• CHART 17 LVMH Strengthens Local Presence to Navigate US Market Shifts

WHAT'S NEXT?

• Outdoor enthusiasts will drive demand for functional accessories
• Greater influence from social media expected in the forecast period
• CHART 18 Analyst Insight
• Luxury brands to use circular fashion models

COMPETITIVE LANDSCAPE

• Fragmentation accelerated by tariffs
• Players aim to offer luxury-quality goods at accessible prices to meet changing needs
• CHART 19 Quince Doubles Down on Value with $200M Funding Boost

CHANNELS

• Offline retail dominates apparel accessories as consumers look and try before they buy
• Retail e-commerce has gained share in apparel accessories in the US

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JEANS IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Jeans navigates challenges in 2025, but is set for future growth
• CHART 35 Key Trends 2025

INDUSTRY PERFORMANCE

• A difficult year for jeans due to economic uncertainty, with economy jeans performing best
• Kontoor Brands diversifies with strategic acquisition due to tariffs and challenges in jeans
• CHART 36 Kontoor Brands Expands Beyond Denim with Helly Hansen Acquisition
• Sustainability and inclusivity remain key priorities for brands
• CHART 37 Gap's "Better in Denim" Campaign Wins Generation Z with Y2K Nostalgia and Global Girl Group

WHAT'S NEXT?

• Brands set to drive growth through regaining relevance and addressing different needs
• The continued increasing importance of sustainability and inclusivity
• CHART 38 Analyst Insight
• AI-driven innovation to shape the future of jeans

COMPETITIVE LANDSCAPE

• Levi's maintains its lead through strategic moves
• CHART 39 Levi's Tackles Tariffs with Strategic Pricing and Supply Chain Shifts
• Mergers and acquisitions reshape the competitive landscape

CHANNELS

• Offline retail remains dominant despite e-commerce growth
• Omnichannel retail is becoming essential to meet evolving expectations

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FOOTWEAR IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Tariff uncertainties and supply chain issues contribute to decline, but the forecast is brighter
• CHART 40 Key Trends 2025

INDUSTRY PERFORMANCE

• Tariffs and supply chain uncertainty impact growth
• CHART 41 Footwear Giants Push Back on Tariffs as Nike and adidas Warn of Rising Prices
• Women's footwear dominates, but men's footwear shows more resilience
• Zellerfeld drives innovation with 3D-printed customisation
• CHART 42 Zellerfeld Sparks a Footwear Revolution with 3D-Printed Innovation

WHAT'S NEXT?

• Footwear poised for recovery, driven by athleisure trend and rising disposable incomes
• Athleisure trend will be crucial, while more players will focus on sustainability and inclusivity
• Technological innovation will be important in a competitive landscape
• CHART 43 Analyst Insight

COMPETITIVE LANDSCAPE

• Leading brands maintain strength by adapting to consumer preferences
• Emerging brands disrupt the competitive landscape in footwear, challenging incumbents
• CHART 44 Salomon Expands US Retail Footprint with New Chicago Store in Bucktown
• Skechers acquisition by 3G capital reshapes the competitive landscape

CHANNELS

• Offline retail maintains its lead, with sports goods stores performing well
• Retail e-commerce maintains a significant presence despite a slight share decline

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SPORTSWEAR IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Athleisure fuels sportswear expansion amidst evolving consumer demand
• CHART 45 Key Trends 2025

INDUSTRY PERFORMANCE

• Athleisure trend drives growth despite challenges
• Tariffs and supply chain challenges shape sportswear
• CHART 46 adidas Responds to Tariff Pressure with Strategic Pricing and Supply Chain Adjustment
• Nike and SKIMS collaboration redefines sportswear
• CHART 47 Nike and SKIMS Collaboration Aims for Cultural Relevance Amid Strategic Challenges

WHAT'S NEXT?

• Brands expected to drive growth through styles that are suitable for various activities
• Women's sportswear emerges as a key growth opportunity
• Sustainability, technology, and diverse sports expected to redefine sportswear
• CHART 48 Analyst Insight

COMPETITIVE LANDSCAPE

• Nike maintains its lead, but smaller brands challenge its share
• CHART 49 Vuori's Strategic Rise in Athleisure in the US
• Dick's Sporting Goods and Foot Locker merger set to reshape the retail landscape

CHANNELS

• Offline retail maintains its dominance due to experiences and openings
• Retail e-commerce maintains a high share, with omnichannel retail set to be more important

COUNTRY REPORTS DISCLAIMER

WOMENSWEAR IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Womenswear brands eye affordability and sustainability to overcome 2025 challenges
• CHART 30 Key Trends 2025

INDUSTRY PERFORMANCE

• Tariffs and supply chain disruptions slow growth
• Resale platforms drive growth for second-hand womenswear, challenging primary sales
• CHART 31 ThredUp and The RealReal Report Record Resale Growth in 2025
• H&M maintains competitive pricing amid tariff uncertainty
• CHART 32 H&M Seeks to Attract US Shoppers as Fast Fashion Rivals Raise Prices Amid Tariffs

WHAT'S NEXT?

• AI innovation expected to contribute to growth in womenswear in the future
• Women's outerwear will continue to account for the highest sales
• Womenswear anticipated to be impacted by eco-consciousness and social media
• CHART 33 Analyst Insight

COMPETITIVE LANDSCAPE

• High fragmentation, with budget-friendly brands gaining traction
• Market polarisation drives value focus, propelling growth for brands like Mango
• CHART 34 Mango Strengthens US Presence with Strategic Store Expansion in 2025
• SKIMS capitalises on body positivity, comfort, and direct-to-consumer engagement
• Authentic Brands Group expands its US fashion portfolio through acquisitions

CHANNELS

• Offline retail leads and grows, but department stores faces challenges
• Retail e-commerce remains crucial, with omnichannel retailing the way forward

COUNTRY REPORTS DISCLAIMER

MENSWEAR IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Economic uncertainty and rising living costs lead to cautious consumption
• CHART 25 Key Trends 2025

INDUSTRY PERFORMANCE

• Growth is limited due to consumer caution in an uncertain economic environment
• Brands have to navigate the volatility caused by tariffs
• CHART 26 Ralph Lauren Navigates Tariffs with Agile Global Supply Chain
• Market polarisation reshapes the menswear landscape
• CHART 27 Hollister Reinforces Its Role as Abercrombie's Budget-Friendly Brand

WHAT'S NEXT?

• Men's outerwear set to remain dominant, with consumers looking for value-driven products
• Use of AI in design, marketing, and shopping experiences to shape future sales
• Clothing as a form of self-expression, and the rise of inclusive branding
• CHART 28 Analyst Insight

COMPETITIVE LANDSCAPE

• Walmart and Nike maintain their lead, but the competition rises
• Primark's ambitious US expansion capitalises on shifting consumer habits
• CHART 29 Primark Pushes Ahead with US Expansion Despite Tariff Uncertainty
• Strategic mergers and expansions, with further opportunities for growth

CHANNELS

• Offline retail maintains its dominance as consumers value experiences and engagement
• Retail e-commerce is also a vital channel, with omnichannel retail likely to become essential

COUNTRY REPORTS DISCLAIMER

HOSIERY IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Hosiery faces headwinds, but non-sheer hosiery sees solid growth
• CHART 20 Key Trends 2025

INDUSTRY PERFORMANCE

• Non-sheer hosiery sees value growth despite economic headwinds
• Gildan's acquisition reshapes hosiery supply chains amid tariffs
• CHART 21 Gildan's Acquisition of HanesBrands Set to Reshape Apparel Supply Chains Amid Tariffs
• Sustainability drives innovation in hosiery
• CHART 22 Walmart Launches Circular Socks to Tackle Textile Waste

WHAT'S NEXT?

• Higher growth as incomes rise and the casualisation trend continues
• Fashion and social media to drive demand for hosiery as a statement
• CHART 23 Analyst Insight
• Sustainability will play an ever-more important role

COMPETITIVE LANDSCAPE

• Hosiery has a highly fragmented competitive landscape
• Brands emerge to challenge incumbent players
• CHART 24 Splendid Expands Into Non-Sheer Hosiery with Majesty Brands Partnership

CHANNELS

• Offline retail maintains its lead as products are purchased on impulse in stores
• Growth potential for e-commerce as third-party sellers on digital platforms gain popularity

COUNTRY REPORTS DISCLAIMER