3rd UPDATE: Inditex 2008 Net Steady; Scales Down Expansion
March 25 2009 - 9:57AM
Dow Jones News
Fashion retailer Inditex SA (ITX.MC) Wednesday posted resilient
full year profits and sales as it continued to attract bargain
hunters to its Zara clothing chain, but it scaled down its
expansion plans for this year amid a deepening global economic
downturn.
Net profit in the 12 months to Jan. 31 stood at EUR1.25 billion,
unchanged from a year earlier.
Europe's largest fashion retailer by revenue, ahead of Sweden's
Hennes & Mauritz AB (HM-B.SK), said sales rose 10% to EUR10.41
billion ($14.04 billion).
Inditex, based in Arteixo, North-western Spain in 2008 came
close to overtaking U.S. fashion house Gap Inc. (GPS) as the
biggest clothing retailer in the world by sales.
The San Francisco retailer recently posted full-year sales of
$14.5 billion but, while Inditex continues to press on in its
global expansion, Gap is closing more stores than it opens.
Inditex, which sells its garments in more than 4,000 stores at
an average price between EUR15 and EUR20, said sales in February,
measured in constant currency and adjusted for seasonal effects,
rose 9% on the year.
"We think this is a solid performance as February has been a
difficult month this year across Europe," said Richard B.
Chamberlain of JP Morgan.
Retailers around the globe are increasing markdowns to lure
customers and keep inventories tight, although Chief Executive
Pablo Isla said Inditex hadn't made dramatic price cuts.
Still, weaker sales in recent months have prompted Inditex to
rein in its expansion plans for 2009.
It will open between 370 and 450 new stores this year, mostly in
the second half and mostly outside of Spain, down from 573 in
fiscal 2008.
It will also cut capital expenditure to EUR600 million, from
EUR937 million in 2008, although CEO Isla indicated that this
scale-down was likely to be temporary.
"Our long-term vision remains exactly the same," he said. "We
are present in more than 70 countries. In 70 of them, our market
share is below 1%, and we are gaining market share in all these
markets," he said.
The brands most affected by the revision are Zara Home,
Inditex's interior furnishing stores, and Oysho, its lingerie
stores, which both had performed below average in 2008.
While Inditex's home market performed below group average in
2008, Isla said sales growth in the country remains positive,
growing at 1%.
The apparel maker said it expected to continue to outperform the
rest of the sector this year.
The company's update sent its share price sharply higher as
analysts applauded its plans to trim expansion and cut costs
further. At 1324 GMT, the stock was up 4.3% to EUR27.9. The stock
is down 21% from year-ago levels, however.
Inditex's business model is more costly to maintain than rival
retailers, since it makes most of what it sells close to Spain. It
also spends more on logistics, because it sends garment to all its
stores twice a week.
The advantage: it can react faster to fashion fads and gets
products out to stores before rivals, allowing it to sell at a
premium.
The company kept its 2008 dividend flat at EUR1.05 a share.
Company Web site: www.inditex.com
-By Christopher Bjork, Dow Jones Newswires, +34 91 395 81 23,
christopher.bjork@dowjones.com