EA

(789) Why Primark Is Thriving While Retailers Like Forever 21 Are Closing | WSJ The Economics Of

Overview of Primark's Business Model

  • Primark, a European fast fashion retailer, focuses exclusively on brick-and-mortar stores.

  • Despite the rise of e-commerce, Primark generated 9.5 billion in sales revenue last year without online sales.

E-commerce vs. Physical Retail

  • Primark's CEO emphasizes a clear decision to avoid e-commerce due to high costs and logistical challenges.

  • Online shopping leads to returns, which significantly cut into profit margins (e.g., returning $100 worth of products costs $26.50).

  • Primark believes e-commerce isn't financially viable for its business model.

Adaptation During the Pandemic

  • During the pandemic, Primark closed all UK stores and did not implement an online shopping option, which hindered revenue.

  • For many retailers, e-commerce served as a crucial lifeline during store closures.

  • Primark introduced a trial of Click and Collect, allowing customers to buy online and pick up in-store, minimizing logistics costs.

Customer Experience and Sales Strategy

  • Customers collecting online orders in-store are likely to make additional purchases due to ‘shopping momentum.’

  • Primark offers a wide range of products beyond clothing, appealing to customers like a department store.

  • Retail spaces are large to accommodate high sales volume but require significant foot traffic to be sustainable.

U.S. Expansion Challenges

  • Initial U.S. expansion was slow; Primark learned to adjust store sizes and locations for better foot traffic.

  • A smaller store size (35,000 square feet) was determined optimal for attracting customers in densely populated retail areas.

  • The company's cautious growth strategy allows for adjustments based on local market conditions.

Current Retail Trends

  • Post-COVID, in-store shopping is regaining popularity as e-commerce growth slows.

  • Primark's strategy resonates with consumers seeking the experience of physical shopping, aligning with market shifts.