Retail Australian Community

Imagine a retailer sitting on a mountain of cash that covers nearly 40% of its entire stock market value, with zero debt, and a dividend yield that dwarfs most of the market. Now, what if that same company, after being left for dead by investors, just posted a sharp rebound in sales and has a new CEO at the helm who is successfully reigniting the brand?Read more

Over the past year, Nick Scali’s share price has risen by more than 50%, even as earnings per share fell by around 30%. This decline in earnings growth has been a consistent trend over the past five years.Read more

I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.Read more

Narrative on Purchase Strong revenue growth supported by expansion into Europe & US, particularly through online channels Increasing size of outdoor clothing & equipment market should buoy the company Purchased at approx $1.42 in 2022 Update on Narrative Retail environment has been challenging over the last few years Kathmandu Brands have seen approx 10% - 15% declines in sales over the last year Sales are continuing to be weak as compared to last year Why has it been challenging? Cost of living pressures make the retail environment challenging, particularly for the types of clothing Kathmandu sells Mostly high priced gear for outdoor activities.Read more

Key Takeaways Growing EV adoption and industry digitization threaten PWA's traditional dealership model, reducing sales volumes, margins, and long-term recurring revenue streams. Heavy dependence on select brands and regions, along with rising competition, increases exposure to economic shocks and intensifies margin and market share pressures.Read more

Key Takeaways Intensifying competition from e-commerce and shifts in consumer spending habits threaten revenue growth and earnings stability in core markets. Structural growth limitations, sustainability pressures, and increased product commoditization expose the company to margin risks and innovation challenges.Read more

Key Takeaways Growing e-commerce competition and shifting consumer values threaten traditional retail formats and less sustainable product lines, putting revenue and margins at risk. Rising labor, rental, and logistics costs, alongside fixed-cost exposure from store expansion, could compress profitability as sales growth moderates.Read more

Key Takeaways Operational transformation, property consolidation, and scalable site models could drive significant improvements in profitability and sustainable earnings beyond current analyst expectations. Partnerships with new energy OEMs, leadership in used car retailing, and digital expansion position Eagers for strong market share gains and sustained long-term growth.Read more

Key Takeaways Expansion into luxury and electric vehicles, digital transformation, and acquisition integration positions the company for strong growth, higher margins, and increased market share. Focus on high-margin aftersales services and strategic funding supports resilience, recurring revenue, and greater operating efficiency across economic cycles.Read more