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In last week’s interview with Ausbiz, we discussed the recent accusations against Coles (ASX:COL) and Woolworths (ASX:WOW) for misleading shoppers about discounts. We explored how the new leadership at both companies, with female CEO’s, might bring a more nuanced and sensitive approach to crisis management. While Coles has taken a defensive stance, Woolworths’ more measured response could ultimately benefit their long-term brand value. Drawing from past examples like Qantas (ASX:QAN) and Exxon, I highlighted the importance of transparency and suggested that the supermarket that embraces change could gain a competitive edge in the market. 

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by Roger Montgomery Posted in TV Appearances.

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It was, for example, wise to be alert to the possibility of a large move lower if volatility emerged after a long rally. And while it has been my experience that volatility does indeed cluster around major turning points, it’s possible I only remember what I want to. continue…

by Roger Montgomery Posted in In the Press, Market commentary.

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by Roger Montgomery Posted in Radio.

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Last week, I appeared on ABC News to discuss what Coles (ASX:COL) and Woolworths (ASX:WOW) can do to rebuild their reputations after accusations of fake discount claims, which caused a drop in both share prices. Coles is set to defend itself to the Australian Compeititon & Consumer Commission (ACCC), but both companies must act quickly to regain public trust. One of them has the chance to rally community support by being the first to address the issues openly and make meaningful changes to their pricing strategies. continue…

by Roger Montgomery Posted in TV Appearances.

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In this week’s interview with Paul Turton on ABC Newcastle radio, I discussed how central banks are carefully steering economies towards a soft landing. The reporting season revealed that some retailers, like Harvey Norman (ASX: HVN), are losing market share to better-performing competitors. Meanwhile, businesses such as Cash Converters (ASX: CCV) are seeing revenue growth as more individuals pawn items to manage the rising cost of living. Traditional banks, constrained by tighter post-GFC lending restrictions, face challenges in addressing the $400 billion funding gap for small and medium-sized businesses, driving growth in private credit.

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by Roger Montgomery Posted in Radio.

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In my recent conversation with James Findlay on Statewide Drive, I discussed several key trends in the current economic landscape. Since June, major lenders and banks have only reported a modest increase in mortgage defaults and house repossessions, while vehicle defaults remain under 1 per cent. However, ASIC data shows that Australia is on track to record the highest number of business collapses in a decade, particularly in the building and food service industries, reflecting a pullback in discretionary spending.

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by Roger Montgomery Posted in Radio.

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In my recent interview with Ausbiz, I discussed the complex landscape for Australian consumers and the retail sector. While higher income earners are driving spending, lower income groups are tightening their belts, focusing on essentials like utilities and mortgages. Data from UBS and Finder reveals consumer trends remain resilient despite economic uncertainty. Retailers like JB Hi-Fi (ASX:JBH) and Nick Scali (ASX:NCK) have shown strong performance by gaining market share, particularly through overseas expansion, whereas others, like Harvey Norman (ASX:HVN), have lagged. Looking ahead to Christmas and Black Friday sales, I expect steady spending from wealthier consumers, but a drop among lower-income households, highlighting the challenges ahead for the retail sector.

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by Roger Montgomery Posted in Consumer discretionary, TV Appearances.

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Yesterday, I joined the How Do They Afford That? podcast with Canna Campbell and Michael Thompson to discuss how different generations should approach investing. We covered key considerations for younger investors, including the importance of getting started early and understanding risk, as well as strategies for those closer to retirement who need to balance growth with stability. It was a fantastic discussion, packed with insights for anyone looking to build their financial future.
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by Roger Montgomery Posted in Podcast Channel.

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This week, I had the pleasure of joining Gemma Dale on the nabtrade podcast, ‘Your Wealth’. We discussed how billionaire investor, Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it’s time to trim exposure to equities; we delve into if Buffett has lost his touch.

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by Roger Montgomery Posted in Podcast Channel.

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This week, I had a great conversation with Sean Aylmer on the Fear and Greed podcast about the latest reporting season. We discussed how analysts are reassessing their views on companies and the impact of outlook statements on forecasts for the next year. With interest rates staying higher for longer, some sectors are feeling the pressure. We also took a closer look at companies like ARB (ASX:ARB), REA Group (REA), Breville Group (ASX:BRG) and CSL Limited (ASX:CSL). continue…

by Roger Montgomery Posted in Podcast Channel.

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