Canadian Apparel Insights

 

Retail Apparel Update

 

• Aritzia’s Canadian sales increased 17.0% in its Q1 2025.

• Canada’s largest apparel e-commerce retailers in 2024 were Shein, lululemon, Aritzia and Amazon.

• Canadian 2024 luxury apparel/accessory sales declined 2.7% to C$2.72 billion.

• Canada’s athleisure market increased by 4.6% in 2024.

• Lululemon during 2024 sourced 40% of its products from Vietnam, 17% from Cambodia, 11% from Sri Lanka, 11% from Indonesia, 7% from Bangladesh and the remaining 14% from other countries.

• Bain is considering selling its holdings in Canada Goose. 

 

Key Metrics

 

• Total retail apparel sales increased 9.2% in the first four months of 2025.

• Apparel specialty store sales in Canada increased 7.7% in the first 4 months of 2025.

• Canadian apparel exports decreased by 3.6% in May. Apparel exports to the U.S. were up 15.6% year to date. During May 2025 apparel imports increased 13.6% and were up 16.8% YTD.

• Canadian apparel manufacturer’s sales in May 2025 increased 4.2%, however they were down 8.1% YTD.

• The Canadian apparel price index (CPI) decreased 0.5% in May 2025 but was up 0.2% from a year earlier.

U.S. Apparel Insights

Retail Apparel Update

 

• Aritzia’s U.S. sales during its Q1 2025 increased 45.1% in its 63 U.S. stores. It’s customer base increased 40% during the same period.

• The elimination by the U.S. of de minimis has severely affected the sales of Shein and Temu.

• Nuuly is the U.S. largest apparel renter. It has twice the number of active subscribers as Rent The Runway. Nuuly is owned by Urban Outfitters, which provides 45% of Nuuly’s product offerings.

• Rent The Runway is adding 90 new brands in 2025. The effort is beginning to pay off as its platform subscribers

• grew by almost 23% in its Q1 2025.

• Saks Global’s sales during Q2 2025 decreased 16% compared to the previous quarter.

• Levi Strauss’s total sales in the Americas increased 5.7% in the first half of 2025. Its wholesale sales increased 3.1% while its DTC sales increased 9.4%.

 

Key Metrics

 

• The value of U.S. apparel imports from China fell in May 2025 to their lowest monthly level in 22 years.

• In May 2025 U.S. apparel imports from Mexico increased 12%.

• Sales in U.S. apparel stores during June increased 0.9% from May 2025 and were up 3.9% from a year earlier.

• U.S. apparel prices increased 0.4% in June 2025 over the previous month and were down 0.5% (Y/Y).

Note: The above information is excerpted from Trendex’s Canadian Apparel Insights 5-page monthly newsletter, subscribed to by 150+ Canadian apparel retailers and suppliers. Contact Trendex to request current examples of the newsletter at harris@trendexna.com.

To subscribe: https://www.trendexna.com/can-apparel-insights