Warnings from apparel maker Perry Ellis and other companies suggest teens and other shoppers are still ho-hum about spending on fashion and that investors should be cautious, especially about mall-dependent retailers.
Teens are spending more time on devices and less at the mall; consumers are increasingly willing to buy clothes online, often from internet-only stores, and consumers in general have shifted their priorities away from clothing and toward technology and home improvement. Wall Street analysts on average expect several months of falling or barely-growing revenues from Gap, American Eagle Outfitters and other mall mainstays. They see a glimmer of hope at year end, with shoppers potentially buying more winter attire than in 2015, when the weather was mild in parts of the United States.
With the propagation of privately held fashion ecommerce stores like Everlane and ShopBop competing with Amazon, as well as more customer-friendly shipping policies from traditional retailers, clothing and accessories outsold computer gear online for the first time last year, reaching $17.2 billion in the fourth quarter, according to comScore.
Shares of apparel retailers have performed poorly. Aeropostale has lost 93 per cent in the past year and recently warned of potential liquidity problems. Shares of L Brands, the owner of Victoria Secrets, are down 12 per cent so far in 2016, missing out on much of a stock market rally since mid-February.

- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
Rural India emerges as apparel’s next manufacturing frontier as investments cros…
For decades, India’s apparel industry’s growth revolved around densely packed urban clusters such as Bengaluru, Tiruppur, Noida and Gurugram, where... Read more
From ghost malls to fulfilment engines China’s retail space rewiring enters a ne…
China’s retail economy has entered a paradoxical phase where macro expansion and micro distress are happening simultaneously. Total retail sales... Read more
From commodity to control, Asia’s growing grip on the polyester chain
" " The global polyester market has seen a reset that extends far beyond crude-linked volatility. Polyester, now accounting for over... Read more
The End of Youth Obsession: Retail’s shift toward the silver economy
Forget the youth obsession, the ‘Silver Economy’ is no longer peripheral, it is the nucleus of global retail growth. In... Read more
Footprint up, like-for-like down, Primark’s demerger comes at a critical moment
Associated British Foods’ decision to demerge Primark into a standalone listed entity, marks one of the most consequential shifts in... Read more
Yarn Expo Shenzhen 2026: GBA connectivity and AI innovation drive mid-year sourc…
The global textile industry is preparing for a strategic return to the South China manufacturing heartland as Yarn Expo Shenzhen... Read more
Fiber Rebalance: Why cotton is gaining ground in a volatile synthetic market
Into the 2026/27 season global cotton economy is entering a decisive phase. Fresh projections from the International Cotton Advisory Committee... Read more
PM MITRA parks face execution test as India’s textile exports recalibrate
India’s textile and apparel sector closed FY 2025-26 with exports worth Rs 3,16,334.9 crore, a 2.1 per cent increase that,... Read more
Dominance of Pure Play: Apparel is rewiring growth around precision, AI and trac…
The global fashion industry is entering a structural reset, and it’s not just because of cyclical demand decline or tariff... Read more
New Australian Wardrobe Economy: Where AI, sustainability, e-commerce converge
Australia’s fashion and apparel industry is no longer defined by post-pandemic recovery; it has entered a transformative phase. According to... Read more












