Consumer discretionary
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Nick Scali’s online sales are still surging
Roger Montgomery
August 10, 2021
Another lockdown and this time 16 million people are tied to their computers at home with very little to do but work and shop online. There’s some merit in the idea that online shopping boomed during the first lock down because a) it was novel, b) the government was handing out money and c) the boss wasn’t looking over workers’ shoulders. This time around, while the boss remains absent the government isn’t being as generous. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Why Amazon is one of the most forward-thinking businesses in the world
Roger Montgomery
July 27, 2021
American multinational ecommerce, cloud computing, digital streaming, and artificial intelligence company Amazon (NASDAQ:AMZN) is a top 10 holding in the Polen Capital Global Growth Fund and the team at Polen Capital see it as one of the most innovative and forward-thinking businesses in the world. continue…
by Roger Montgomery Posted in Consumer discretionary, Polen Capital, Stocks We Like.
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Why we sold out of Redbubble
Joseph Kim
May 24, 2021
Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated investors given the risks around shorting (i.e. a potential loss that exceeds your initial investment). Very few articles talk about when to sell. continue…
by Joseph Kim Posted in Companies, Consumer discretionary.
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City Chic accelerates global expansion
Dominic Rose
January 18, 2021
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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The consumer businesses that should thrive in 2021
Roger Montgomery
November 30, 2020
The COVID-19 lockdowns brought massive changes to consumer behaviour this year. Now, the economic re-opening is bringing a new set of changes. These should benefit many of the consumer businesses that suffered during the lockdowns, thus providing some great opportunities for investors. Let’s look at some of the businesses that should thrive in 2021. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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How much bigger can e-commerce get?
Roger Montgomery
October 29, 2020
The coronavirus pandemic and associated lockdowns have put a rocket under e-commerce adoption in Australia, boosting the sales of companies with strong digital platforms – like Adairs and Temple & Webster. But how much further can e-commerce penetration go? The experience of other developed nations gives a pretty clear indication. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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How long will the shift in retail spending continue?
Stuart Jackson
September 23, 2020
One of the thematics from the last few months has been the material change in retail spending. With COVID-19 related lockdowns and restrictions on population movement and activity, the ability to spend on services such as out of home entertainment and activities has been significantly curtailed. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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Five retail winners from reporting season
Joseph Kim
September 11, 2020
One of the big winners emerging from the recent reporting season has been higher quality, small-cap retail stocks. These companies have benefited from increased spending in goods and durables, as spending generally ear-marked for services (including transport and travel) reduced with lockdown measures – i.e. “higher share of wallet.” continue…
by Joseph Kim Posted in Companies, Consumer discretionary, Stocks We Like.
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Adairs and Kogan benefit from COVID-19-inspired themes
Roger Montgomery
August 11, 2020
In addition to the acceleration of e-commerce in Australia, COVID-19 has produced several themes that are generating retail winners; some are benefitting from the Do-Up-Your-Home-Because-You’ll-Be-Spending-More-Time-There theme, there are those benefitting from the boost to income from JobKeeper, JobSeeker and early Superannuation withdrawals, and there are those that will benefit from the additional A$45 billion spent locally that was previously spent on, or during, overseas holidays. And many retailers of course are benefitting from all three themes. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Will consumer trends change forever post COVID-19 experience?
Scott Phillips
August 10, 2020
Living in a world with COVID-19 certainly has changed the habits of many of us, particularly when it comes to our consumer behaviour. We have seen business models and sectors bought to their knees (Virgin, Flight Centre, Myer, Unibail Rodamco Westfield) while others have found themselves suddenly with an online business in hot demand (Kogan, Adairs, Marley Spoon, Temple and Webster). So, will consumers continue to support their new online practices and which areas have been the real beneficiaries. continue…
by Scott Phillips Posted in Consumer discretionary.
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- POSTED IN Consumer discretionary