By Alexander Mees
18 January 2023, 8:00 AM
Super Retail Group's (ASX:SUL) pre-announcement of its first half result indicated customer demand is holding up well.
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By Alexander Mees
11 January 2023, 12:00 PM
Retail sales rose +1.4% m/m in November 2022, above market expectations of a +0.6% increase (source: Reuters).
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By Alexander Mees
06 December 2022, 8:00 AM
Data from the ABS indicate that retail sales declined month-on-month (m/m) for the first time this year in October 2022.
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02 December 2022, 8:30 AM
We initiate coverage of Tourism Holdings Rentals Limited (ASX:THL) with an ADD rating
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By Alexander Mees
30 November 2022, 8:00 AM
The dynamics of Collins Foods' (ASX:CKF) 1H23 result was actually much as we had anticipated.
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By Alexander Mees
17 November 2022, 7:00 AM
A post-COVID-19 recovery of casino capex budgets, combined with increased product penetration, drove a strong performance by Aristocrat Leisure's (ASX:ALL) land-based gaming business in FY22.
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By Alexander Mees
03 November 2022, 7:30 AM
Inflationary pressures and adverse FX combined to create a ‘challenging’ environment for operating margins in 1Q23 for Domino's Pizza (ASX:DMP).
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By Alexander Mees
02 November 2022, 8:00 AM
Preliminary data from the ABS indicate that retail sales continued to hold up in September 2022.
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By Alexander Mees
14 October 2022, 7:00 AM
Baby Bunting Group's (ASX:BBN) 230 bps fall in Q1 gross margins reported at the AGM was a surprise. Some of the elements of margin decline are likely to alleviate as FY23 progresses, but we expect ongoing pressure from FX and the maintenance of entry level pricing.
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By Alexander Mees
07 September 2022, 7:00 AM
FY22 was a challenging year for many retail and gaming businesses. Extended lockdowns in Sydney and Victoria led to the enforced closure of a large number of retail stores and entertainment venues between July and October 2021.
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