Supply Chains to Admire 2023 - Report v4.0

22

22

SUPPLY CHAINS TO ADMIRE | 2023

Apparel Retail The Apparel Retail sector has three Supply Chain to Admire Award winners for 2023: Ross Stores for the fifth year, TJX for the sixth year, and Urban Outfitters for the second year. Business process innovation defined the winners as the industry rebounded from the pandemic in 2022. When we compare 2022 to 2013 operating margins, we find operating margins down 1% and a decline in inventory turns of 13%.

Table 9. Retail Sector Averages for Apparel Retail for the Period of 2013-2022

INDUSTRY: Retail Apparel

IMPROVE- MENT

COMPANY INFORMATION

PERFORMANCE

VALUE

RETURN ON INVESTED CAPITAL

SUPPLY CHAIN INDEX

GROWTH (Year Over Year Revenue)

FUNDAMENTAL AVERAGE SCORE

2022 REVENUE

INVENTORY TURNS

OPERATING MARGIN

PRICE TO BOOK

MARKET CAP

NAME

2013 - 2022

Abercrombie & Fitch Co

$3,713

9

-0.5%

3.21

4.0%

3.8%

7

1.38

1,531

American Eagle Outfitters

$5,011

5

5.5%

6.52

8.0%

13.3%

8

2.50

3,067

ASOS PLC

$5,122

19

38.4%

2.83

3.9%

16.0%

NA

11.72

4,559

Carter`s, Inc

$3,200

13

3.4%

3.33

11.7%

16.0%

9

5.17

4,275

Chico`s FAS

$1,810

14

-0.3%

5.74

2.4%

-0.6%

7

2.01

1,257

Designer Brands Inc

$3,197

12

6.4%

3.86

4.6%

5.2%

7

2.24

1,809

Dick's Sporting Goods Inc

$12,293

1

9.2%

3.35

7.8%

20.6%

9

2.97

5,866

Foot Locker

$8,958

6

5.0%

4.21

10.0%

18.6%

10

2.29

6,027

Gap Inc

$16,670

14

1.7%

4.82

7.5%

16.3%

9

3.54

10,210

Guess?

$2,592

9

0.9%

3.96

6.0%

6.7%

8

2.10

1,568

J.Jill Inc

$585

2

4.5%

1.62

3.2%

-8.9%

3

0.40

110

L Brands Inc

$7,882

2

0.3%

5.09

16.6%

17.1%

6

0.00

12,803

Lululemon Athletica inc

$6,257

17

20.5%

3.63

21.3%

28.7%

8

12.05

22,643

Marks and Spencer Group PLC

$14,875

4

-2.9%

7.81

5.7%

4.0%

NA

1.86

7,442

Nordstrom

$14,789

16

4.4%

4.84

5.6%

9.1%

8

8.58

7,767

Ross Stores Inc

$18,916

7

9.4%

6.07

12.3%

35.9%

10

10.36

31,081

Tapestry Fashion Co

$6,685

18

3.0%

2.71

15.6%

16.1%

9

3.75

10,495

TJX Companies Inc

$48,550

8

5.4%

5.76

11.2%

34.3%

10

11.10

54,774

Urban Outfitters

$4,549

11

8.7%

6.52

9.1%

15.9%

8

3.86

12,351

MEAN WITH OUTLIERS

$9,771

6.5%

4.52

8.8%

14.1%

7.9

4.63

10,507

MEAN WITHOUT OUTLIERS

4.7%

4.52

8.8%

14.1%

7.9

4.63

8,048

Made with FlippingBook interactive PDF creator