Consumer discretionary
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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.
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Three things we’ve learnt from AGM season
Roger Montgomery
October 28, 2021
With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite. And a third is that the retail sector is experiencing a subdued start to FY22 – perhaps because many of us satiated our shopping urges during the COVID-19 lockdowns. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Two high growth retailers with global expansion strategies
David Buckland
September 6, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with significant global expansion strategies. City Chic (ASX: CCX) and Lovisa (ASX:LOV) make up around 5 per cent of the Montgomery Small Companies Fund portfolio and Dominic identifies why their key prospects are looking better as key markets including the US and UK open back up post COVID-19 lockdowns. continue…
by David Buckland Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like, Video Insights.
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Lovisa and Universal Store keep delivering for our funds
Roger Montgomery
August 26, 2021
Australian jewellery chain, Lovisa, and fashion retailer, Universal Store, have just reported their FY21 results. Both businesses lived up to our expectations, particularly given the rollercoaster year just gone. It was further endorsement of our decision to include these businesses in our funds. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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After a record year, what next for Adairs?
Stuart Jackson
August 25, 2021
As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record sales growth and operating margins. But there are already signs that FY22 will not be as easy. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Stocks We Like.
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Are the halcyon days over for discretionary retailers?
Roger Montgomery
August 19, 2021
Last year’s JobKeeper payments provided a handy tailwind for many of our discretionary retailers, particularly those with a strong online presence. But was this as good as it gets? It looks like it, if the recent sell-off in some of our better known retail names is anything to go by. continue…
by Roger Montgomery Posted in Consumer discretionary.
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