德银-欧洲-非食品零售业-英国服装零售：平坦如饼-20180213-22页

13February2018Retail-NonFoodUKClothingRetailRetailRetail-NonFoodIndustryUpdateEuropeUnitedKingdomIndustryUKClothingRetailDate13February2018DeutscheBankMarketsResearchAsflatasapancakeUKClothingmarketflatover12weeksto14January2018...TheKantarWorldPaneldatatodayshowsasignificantimprovementintheUKclothingmarketandbetterfullpricetrendsatNextbutadeteriorationatDebenhams.Theperiodhas3weeksofunreporteddataforNext,2weeksforM&SandDebenhams,and1weekforPrimark,sothedataismoreinterestingforitsgranularityratherthanprovidingnewdataonrecenttrends.InsidewelookatthechannelshiftonlineforspecificretailersoverQ42017....drivenbyimprovedvolumetrendsThemarketimprovementfrom-2.1%over12weeksto17December2017toflatinthe12weeksto14January2018wasdrivenbybettertrendsacrosseachcategory.Volumesstabilisedovertheperiodto-0.2%from-1.8%inthepr