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Why Zara India needs to go solo or go home

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Content provided by The Ken. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ken or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Zara and Tata’s retail arm, Trent, have been partners for 15 years. But that relationship might be coming to an end because Zara’s not pulling its weight anymore. Its share of Trent’s overall sales has dropped from 28% to just 10% in six years. Its rivals like H&M and Uniqlo have moved faster, reached more cities in a much shorter time span.

Meanwhile, Trent’s been busy. It used what it learned from Zara and built something better. Zudio, its budget fashion brand, just hit $1 billion in sales in FY25. It’s fast, affordable, and everywhere. Now, Trent’s planning to upgrade Westside into a premium brand to go head-to-head with Zara and H&M.

How Zara lost its edge and what did Trent get right?

Tune in to find out.

If you have any thoughts or questions about this episode, send them to us as texts or voice notes on Daybreak’s WhatsApp at +918971108379.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

  continue reading

485 episodes

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Why Zara India needs to go solo or go home

Daybreak

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Manage episode 482836969 series 3423246
Content provided by The Ken. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Ken or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Zara and Tata’s retail arm, Trent, have been partners for 15 years. But that relationship might be coming to an end because Zara’s not pulling its weight anymore. Its share of Trent’s overall sales has dropped from 28% to just 10% in six years. Its rivals like H&M and Uniqlo have moved faster, reached more cities in a much shorter time span.

Meanwhile, Trent’s been busy. It used what it learned from Zara and built something better. Zudio, its budget fashion brand, just hit $1 billion in sales in FY25. It’s fast, affordable, and everywhere. Now, Trent’s planning to upgrade Westside into a premium brand to go head-to-head with Zara and H&M.

How Zara lost its edge and what did Trent get right?

Tune in to find out.

If you have any thoughts or questions about this episode, send them to us as texts or voice notes on Daybreak’s WhatsApp at +918971108379.

Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

  continue reading

485 episodes

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