Retail: Stock take... weighing up current dynamics

By Josephine (Jo) Little

06 February 2020, 12:15 PM

Despite a couple of sector downgrades in January, we are broadly expecting in-line results from the rest of our specialty retail coverage (albeit a greater proportion of 2H growth skews this year). We think consumer conditions are more supportive than this time last year, although impacts from events such as bushfires/coronavirus can dent short-term spending/trading conditions.

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