Consumer discretionary
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It’s becoming scary for small US retailers
Roger Montgomery
July 22, 2022
U.S. Retail Industry observer Retail Dive is reporting Armaggeddon for small retailers in the U.S., citing the survey results of Alignable, a small business networking service with more than seven million members across North America. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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What to make of the May retail sales figures
Stuart Jackson
July 6, 2022
The Australian Bureau of Statistics has just released retail sales figures for the month of May. Contrary to market expectations, sales remained strong. But is this as good as it gets before rising living expenses eat into discretionary spending? Or will the build-up in pandemic-related household savings, and our strong labour market, continue to drive growth in consumer spending? continue…
by Stuart Jackson Posted in Consumer discretionary.
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The retailers that should weather the coming economic storm
Stuart Jackson
May 19, 2022
Conditions are about to get tougher for retailers as they face a perfect storm of falling incomes, galloping inflation, and rising interest rates. These impacts will crimp the discretionary spending power of many people. The one exception could be the under 25-year-old Gen Z demographic, who have fewer non-discretionary costs than other age groups. The retailers who sell to them could fare better than most. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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What Toyota’s update tells us about supply chain disruptions
Roger Montgomery
May 12, 2022
We’ve all heard stories about new-car buyers waiting months for some in-demand models, not to mention the incredible spike in used-car prices. The same factors are behind both issues: supply chain disruptions that are plaguing most carmakers and original equipment manufacturers (OEMs). Recent reports by Toyota and Polaris paint a picture of these disruptions, and how long we can expect them to play out. continue…
by Roger Montgomery Posted in Consumer discretionary, Editor's Pick.
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Why Coles should benefit as food inflation starts to bite
Stuart Jackson
May 4, 2022
Suddenly we’re all talking about inflation – particularly food inflation, which has been spurred on by the recent floods. This ‘new normal’ should play well for the value end of food retailing, where the likes of Coles, Woolworths and Aldi are likely to grow market share at the expense of pricier retailers like Metcash. Coles’ recent sales update gives a glimpse of what’s in store. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Shipping firms profit from the supply chain crisis
Andreas Lundberg
April 6, 2022
The global supply chain crisis caused by COVID-19 has significantly increased the cost and time it takes to ship goods. This has been bad news for some businesses – particularly those that find it difficult to pass on rising costs. But the crisis hasn’t been bad for everyone. For the world’s major container shipping companies and freight forwarders, it’s meant rising profits and soaring share prices. continue…
by Andreas Lundberg Posted in Companies, Consumer discretionary.
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Which retailers have weathered the market storm?
Stuart Jackson
February 1, 2022
In response to recent trading updates, the share prices of many listed retailers have been hit for six. With retail sales falling short of expectations, supply chain disruptions, and the risk of excess inventories, some investors have been spooked, and have headed for the exits. Happily, the price falls have not hit every business, and it’s interesting to see which retailers have won the market’s approval. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like.
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Why the Lovisa share price has more than quadrupled since late March 2020
David Buckland
November 25, 2021
Brett Blundy certainly has a knack when it comes to backing retail concepts and Lovisa Holdings Limited (ASX: LOV) – a leading specialist fast fashion jewellery retailer – has grown to 570 stores across 20 countries in the 11 years since its launch. continue…
by David Buckland Posted in Companies, Consumer discretionary, Stocks We Like.
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Polen Capital identifies what makes a quality digital marketplace
Polen Capital
November 17, 2021
As e-commerce growth accelerates it is important that online marketplaces constantly improve their services to stay relevant. Polen Capital identify the characteristics that companies should exhibit which will best position them to reap the long-term benefits of the secular shift to online shopping. continue…
by Polen Capital Posted in Companies, Consumer discretionary, Polen Capital.
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Despite the lockdowns, JB Hi-Fi continues to show the strength of its brand
Roger Montgomery
November 1, 2021
The past few months have been tough for most retailers so it was heartening to see JB Hi-Fi’s first quarter 2022 sales results. Despite having to shut over half its stores during the period, the electronics and white goods retailer only reported a small drop in year-on-year sales. With the economy – and stores – opening up again, the numbers point to another strong year. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
