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 Investments in automation, digital platforms, and e-commerce are expected to boost efficiency, margins, and revenue growth across retail and wholesale channels. Network optimization and expansion in high-growth segments aim to capture rising demand, defend market share, and support sustainable long-term profitability.Read more

Key Takeaways Market optimism may be overestimating sustained growth and profitability, as industry shifts and demographic changes threaten both revenue and cost structures. Heavy reliance on physical dealerships and OEM relationships could expose the company to risks from digital disruption and evolving manufacturer agreements, impacting future earnings stability.Read more

Key Takeaways Enhanced digital and omnichannel investments, combined with portfolio optimisation and cost control, are supporting steady growth and operational resilience across core retail segments. Strategic expansion into health and wellness and sustainability initiatives is generating new revenue streams, strengthening brand loyalty, and reducing long-term risk.Read more

Key Takeaways Expansion in Australia, New Zealand, and the U.K., combined with new store openings and refurbishments, supports sustainable revenue and earnings growth. Strengthening profit margins and rising online sales, boosted by supply chain efficiencies and digital investment, position the company for long-term profitability.Read more

Key Takeaways New store formats, digital initiatives, and private label growth are driving higher sales, customer acquisition, and sustained gross margin expansion. Expansion into new markets and productivity gains are expected to grow the addressable market, improve profitability, and support long-term operating leverage.Read more