All posts by Josephine (Jo) Little
Senior Analyst
Sectors Covered: Consumer Discretionary, Industrials & Developers
By Josephine (Jo) Little
04 May 2021, 3:30 PM
Super Retail Group's 3Q21 trading update showcased continued strong top-line momentum across all divisions. We update our forecasts and investment view accordingly.
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By Josephine (Jo) Little
28 April 2021, 10:30 AM
UNI provided a strong trading update, reporting 3Q21 total sales +39.6% and like-for-like sales +37.3%
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By Josephine (Jo) Little
18 April 2021, 3:00 PM
Eagers Automotive (APE) continues to benefit from favourable supply/demand dynamics across the industry, providing a strong 1Q21 trading update.
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By Josephine (Jo) Little
03 March 2021, 10:30 AM
Consensus upgrades broadly continued for the discretionary retail sector over the 1H21 reporting season, with strong demand continuing while international travel restrictions remain in place and well placed household balance sheets.
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By Josephine (Jo) Little
17 February 2021, 3:30 PM
Domino's Pizza's (DMP) 1H21 results were above expectations. We see the potential for a period of synchronised global growth from DMP, something we haven’t seen in some time.
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By Josephine (Jo) Little
17 February 2021, 2:00 PM
Super Retail Group's (SUL) 1H21 result was in line with recently provided guidance. We are encouraged by SUL’s confidence in being able to retain a portion of its recent GM wins and increased BCF sales.
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By Josephine (Jo) Little
17 February 2021, 9:30 AM
Bapcor's 1H21 result was slightly above December guidance and Morgan estimates. Strong sales trends continued into January, however recent Melbourne lockdowns have seen this momentum slow.
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By Josephine (Jo) Little
16 February 2021, 12:00 PM
There is little not to like about the JB Hi-Fi (ASX:JBH) investment case. However, we prefer to see where sales rates settle throughout the 2H as the group navigates cycling an extremely high base. We maintain our HOLD rating.
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By Josephine (Jo) Little
16 February 2021, 8:30 AM
Adairs (ADH) had an exceptionally strong period of grwoth in 1H21, and has been a major beneficiary of the domestic consumption tailwinds brought about by COVID-19.
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By Josephine (Jo) Little
14 February 2021, 7:30 AM
Baby Bunting Group (BBN) confirmed entry into the NZ market in their 1H21 result. The move provides further longevity to an already strong growth profile.
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