By Alexander Mees
13 July 2023, 10:00 AM
We have updated the estimates for four companies in our universe ahead of the August reporting season after a review of our assumptions.
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By Alexander Mees
06 July 2023, 8:00 AM
The ABS released the preliminary retail sales data for May 2023 on 29 June last week, reporting that sales were up 0.7% month-on-month (m/m) and 4.2% year-on-year (y/y).
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By Alexander Mees
30 June 2023, 8:00 AM
Australian retail sales in May 2023 were up 0.7% month-on-month (m/m), which was above consensus forecast of a 0.1% increase.
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By Alexander Mees
28 June 2023, 8:00 AM
Collins Foods' (ASX:CKF) FY23 earnings were moderately above our estimates, which were at the upper end of consensus.
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By Alexander Mees
14 June 2023, 8:00 AM
Domino's Pizza (ASX:DMP) has announced radical action to reduce its cost base in the face of ongoing pressures from inflation.
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By Alexander Mees
12 June 2023, 8:00 AM
Recent profit warnings by discretionary retailers have sent shock waves through the sector.
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By Alexander Mees
06 June 2023, 6:30 AM
The material cut to Adairs’ (ASX:ADH) FY23 guidance demonstrates the sensitivity of earnings to an abrupt slowdown in store traffic.
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By Alexander Mees
29 May 2023, 8:00 AM
Australian retail sales in April 2023 were flat month-on-month (m/m), which was broadly in line with the consensus forecast of a 0.2% increase.
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By Alexander Mees
25 May 2023, 8:00 AM
Universal Store Holdings (ASX:UNI) has indicated that its sales momentum stalled in April and May.
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By Alexander Mees
19 May 2023, 8:00 AM
With FX tailwinds at its back, Aristocrat Leisure (ASX:ALL) delivered a 14% increase in 1H23 NPATA, operating cash flow and dividends coming along for the ride.
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