By Josephine (Jo) Little
15 June 2021, 4:00 PM
Domino's Pizza Enterprises (ASX:DMP) is set to acquire the Domino’s Pizza master franchise in Taiwan.
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By Josephine (Jo) Little
03 June 2021, 10:30 AM
Total Australian retail sales were up 25% yoy due to cycling of peak-pandemic pcp (-9.1%).
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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
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 Alex Lu
18 February 2021, 4:30 PM
Wesfarmers' 1H21 result was well above our expectations. However, while sales across its retail businesses have remained strong through January and February, a slowdown from March is expected due to COVID-19.
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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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