Surging raw material costs and higher freight expenses could force fashion retailers to implement price hikes later this year. In such a scenario, apparel giant H&M is identified as one of the primary laggards, according to a recent report from RBC (Royal Bank of Canada) reviewed by Dagens Industri.
Since the onset of the conflict in Iran in late February, raw material costs for garment manufacturers have climbed by approximately 15-30 percent, according to RBC estimates. This, coupled with rising logistics costs, is expected to lead many fashion chains to raise prices during the second half of this year and into next year.
RBC assesses that apparel manufacturers with greater operational flexibility, attractive pricing power, and the margin to further increase prices will fare better in this environment.
'We prefer Inditex and Next over Abercrombie & Fitch and H&M,' the bank stated in its latest analysis.
H&M, along with British retailer Primark, is described as being among the fashion companies most heavily exposed to rising commodity costs.
Hennes & Mauritz AB (H&M) specializes in designing and distributing clothes, accessories and cosmetics for men, women and children. The products are sold primarily under the H&M, H&M Home, COS, Monki, Weekday, Afound, & Other Stories and ARKET brands. Products are manufactured by subcontractors.
At the end of November 2025, products are marketed through a network of 4,101 points of sale located mainly in Sweden (128), the United States (506), Germany (401), the United Kingdom (221), France (188), Italy (150) and the Netherlands (93).
Net sales are distributed geographically as follows: Sweden (3.9%), Germany (15.7%), the United States (12.7%), the United Kingdom (7.2%), France (4.9%), Poland (3.8%), the Netherlands (3.5%), Italy (3.1%), Switzerland (3%), Canada (2.7%) and other (39.5%).
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