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Luxury & Fashion Returns headache: online fashion retailers are feeling the heat of higher return rates
Luxury & FashionReturns headache: online fashion retailers are feeling the heat of higher return rates
The disappointing publications of ASOS and boohoo highlight the significant pain point of higher return rates due to shifting consumer habits. In a context of spiraling inflation, this new sales and margin headwind triggers questions about the sustainability of the free returns policy at online fashion retailers, especially if consumers now focus on low-ticket items due to the consumer squeeze. Conversely, this return issue strengthens Zara’s (Inditex) stance to charge for online returns. As often in the past, we believe that Zara’s bold initiative is paving the way for other players.
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Bryan Garnier
Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
Cedric Rossi
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