Consumer discretionary
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Can Things Go Better With Coke?
Stuart Jackson
August 24, 2015
Coca Cola Amatil (ASX: CCL) reported its half year results during the week. The company has been under pressure for some time. The consensus view is that a combination of the growing market power of the major supermarkets, combined with a consumer shift away from soft drinks, has resulted in a downward spiral in volumes and earnings over the last 3 to 4 years. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Insightful Insights.
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Ubiquity Destroys Luxury
Roger Montgomery
July 31, 2015
At the inception of the Montaka Global Fund on July 1 we invested, on behalf of our clients, against the business models of some very high-profile, luxury brands, like Prada, Michael Kors and Coach. continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.
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UnMcDonalds?
Roger Montgomery
July 28, 2015
The photo you are looking at was taken earlier today after a meeting with a very impressive planning firm. It’s a photograph of a bus running south on Castlereagh Street in Sydney and it’s an admission by one of the world’s iconic companies that its brand might be worth zip. continue…
by Roger Montgomery Posted in Consumer discretionary, Insightful Insights.
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Sobering
Russell Muldoon
June 4, 2015
You might recall we have previously articulated Aldi’s game plan in Australia. Our recent posts here and here, provide some insights. In summary the company is significantly more efficient. They have 1200 Stock Keeping Unit’s per store, instead of 30,000 at Woolies or Coles, which means they can employ six people to run a store instead of 25.
by Russell Muldoon Posted in Consumer discretionary, Insightful Insights.
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Why is Aldi so successful?
Russell Muldoon
May 29, 2015
We have previously written at length on Aldi and the threat it poses to the Australian Supermarket Industry. Today we focus on why they have been (and will likely remain) so successful. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Insightful Insights.
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Bricks and Mortar v Online Retailing
David Buckland
May 29, 2015
In their report entitled “Total Retail 2015: Retailers and the age of Disruption”, PricewaterhouseCoopers surveyed more than 19,000 online shoppers in 19 different countries and across six continents. As online shopping continues to grow at the expense of store visits, four disruptive forces PwC focuses on include the evolution of the store, mobile technology, social networks and demographic shifts. continue…
by David Buckland Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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Bubble Watch #21
Roger Montgomery
May 28, 2015
According to Montgomery Global Fund Portfolio Manager Andy Macken, living in New York City, just about every person almost every night orders their ‘takeout’ on Seamless – known as Seamlessweb before June 2011. Seamless is an online food ordering system that links people with local restaurants, caterers and onsite dining providers. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Insightful Insights.
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NewCarSales.com?
Ben MacNevin
April 29, 2015
Carsales.com (ASX: CAR) is the leading marketplace for used car sales in Australia, but can it dominate the new car space? continue…
by Ben MacNevin Posted in Consumer discretionary, Insightful Insights, Technology & Telecommunications.
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Wow, that’s cheap!
Ben MacNevin
April 17, 2015
In a follow-up to Russell’s popular blog post on the threat of Aldi to Woolworths and Coles, we are starting to see competitive responses from the incumbents – and whether they’re working. continue…
by Ben MacNevin Posted in Companies, Consumer discretionary.
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Does Burson offer great value?
Scott Shuttleworth
March 24, 2015
As readers of our blog will know, the funds of Montgomery Investment Management have held shares in Burson Group Limited (ASX: BAP) since its initial public offering (IPO) in early 2014. Since that time Burson has delivered stellar returns (circa 50 per cent in a year) and it’s interesting to contrast our reasons for entering the position with our thoughts now. continue…
by Scott Shuttleworth Posted in Consumer discretionary, Insightful Insights.