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Inditex Overtakes LVMH as Fashion’s Top Value Creator in McKinsey/BoF Ranking

The State of Fashion index links the result to a consumer shift toward mid‑price players, with Inditex’s integrated, tech‑enabled supply chain delivering speed plus margin protection.

Overview

  • Inditex ranks first by economic profit based on 2024 results at $5.544 billion, narrowly ahead of LVMH at $5.514 billion, with Hermès at $4.217 billion.
  • The report measures value creation by economic profit, tracking about 400 listed companies across the global sector.
  • Industry economic profit fell 12% in 2024 as luxury recorded its first decline since 2016, reflecting weaker demand and pressure on margins.
  • Mid‑market and discount players generated 34% of the sector’s economic profit in 2024, the highest share since 2010, with H&M entering the group of top super‑winners.
  • Inditex’s lead is attributed to an integrated model, rapid replenishment, tighter inventory control, centralized logistics, digitalization and AI, while the report projects roughly 2% industry growth in 2025.