By Alexander Mees
20 May 2022, 9:00 AM
Aristocrat Leisure's (ASX:ALL) earnings (NPATA) in the first half of FY22 were 41% higher than in the first half of FY21, exceeding our estimate by 13%.
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By Alexander Mees
04 May 2022, 2:00 PM
Retail sales in Australia continue to outperform expectations.
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By Alexander Mees
14 April 2022, 8:30 AM
We have updated our model for Domino's Pizza (ASX:DMP) to take account of recent inflationary pressures and a more cautious view on near-term sales growth in Japan.
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By Alexander Mees
31 March 2022, 8:00 AM
The outlook for March 2022 retail sales looks weak, however, given the likely impact of the floods in eastern Australia and the effect of rising living costs on consumer sentiment.
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By Alexander Mees
24 March 2022, 8:00 AM
JB Hi-Fi (ASX:JBH) continues to experience strong sales growth driven by ‘heightened customer demand’. Its latest trading update shows comparable sales growth accelerated in February and March, with JB Hi-Fi Australia particularly robust.
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By Alexander Mees
15 March 2022, 12:00 PM
We have updated our earnings estimates for Breville Group (ASX:BRG) following the announcement of the €113m acquisition of the Italian coffee systems business LELIT, which is due to complete in July 2022.
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By Alexander Mees
10 March 2022, 10:00 AM
On average, our universe of retailers beat our 1H22 EBIT expectations by 5.7%.
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By Steven Sassine
28 February 2022, 9:50 AM
A challenging first half with cost pressures the focus for 2H22
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By Alexander Mees
25 February 2022, 7:30 AM
In our opinion, Lovisa's (ASX:LOV) 1H22 result was nothing short of remarkable.
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By Alexander Mees
24 February 2022, 3:00 PM
Universal Store Holdings' (ASX:UNI) trading gross margin improved by 60 bp in 1H22, reflecting the benefits of direct sourcing and good management through strong pricing discipline.
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