Consumer discretionary
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Domestic retailers still control online game
David Buckland
May 29, 2014
Management consultant, A.T. Kearney claims the Australian supermarket duopoly will eventually come under attack from pure-play online retailers and packaged goods suppliers. continue…
by David Buckland Posted in Consumer discretionary.
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Spotlight on: ARB
Scott Shuttleworth
May 13, 2014
ARB Corporation is a well-known small cap company, often quoted as “the stock Warren Buffet would buy”. Today we were lucky enough to hear from the company’s managing director, Roger Brown, whom shared his insights on the company’s current standing and future. A summary of my notes follows: continue…
by Scott Shuttleworth Posted in Companies, Consumer discretionary, Insightful Insights.
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It comes with the supply chain
David Buckland
May 9, 2014
Following on from my article on Coca-Cola Amatil’s loss of market share in the Australian soft drink category over recent years, I was interested to read that Rod Sims, Chairman of the Australian Competition and Consumer Commission, has initiated unprecedented proceedings in the Federal Court against Coles after what it alleges is the unconscionable treatment of its suppliers. continue…
by David Buckland Posted in Consumer discretionary, Insightful Insights, Value.able.
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Coca-Cola Amatil on strict diet
David Buckland
May 5, 2014
In the past twelve months the Coca-Cola Amatil share price has declined by 40 per cent, from an all-time high of $15.10 to the current share price of $9.10. continue…
by David Buckland Posted in Companies, Consumer discretionary, Insightful Insights.
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Making the change: agent to retailer
Ben MacNevin
March 29, 2014
Flight Centre (ASX: FLT) is transitioning from a travel agent to a travel retailer. You may be wondering: what is the difference between the two, and what effect will it have on the company’s long-term prospects? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Tourism.
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AFR: G8 Education to buy 91 centres
Roger Montgomery's Team
March 27, 2014
On the blog last week, Russell questioned whether childcare operator G8 Education (GEM:ASX) is worth more than five dollars per share. In Tuesday’s issue of the Australian Financial Review, Jessica Gardner reported on G8’s recent purchase of 91 centres from Sterling Early Education for $228m. After talking with G8 management, Russell was quoted in the article, which you can read here.
by Roger Montgomery's Team Posted in Consumer discretionary.
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Kathmandu still climbing
Ben MacNevin
March 27, 2014
Kathmandu (ASX: KMD) has reported pleasing financial results for the January 2014 half-year. While Kathmandu’s store rollout is well on track, it’s the company’s long term potential that has us excited. continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights.
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Retailers to rise to the digital generation
Roger Montgomery
March 25, 2014
In this interview with Ticky Fullerton on ABC’s The Business on 25 March 2014, Roger discusses the current state of the Australian bricks-and-mortar retail offering – and how retailers will need to evolve to succeed. Watch here.
by Roger Montgomery Posted in Consumer discretionary.
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Flight Centre flying high
Roger Montgomery
February 20, 2014
In this article for the Switzer Super Report, I look at the success of Flight Centre and the company’s willingness to embrace the consumer preference for online purchasing. Read here.
by Roger Montgomery Posted in Consumer discretionary, On the Internet.
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Carsales: Cruising ahead of the pack
Russell Muldoon
February 17, 2014
Some of the biggest and best online businesses are lists. Everything from lists of cars, boats and houses, to lists of flights and hotel rooms, right on down to lists of pizza.
And just for you, we’ve even created one below. A shortlist of some of the market’s recent winners based on positive announcements so far this year. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary.