Consumer Discretionary
Baby goods retailer Baby Bunting is investing in price & customer service, and brokers believe this is paying off in terms of market share.
Feb 20 2017
Several brokers question whether electronics retailer JB Hi-Fi is too reliant on a smooth integration of The Good Guys in its outlook.
Feb 15 2017
Treasure Chest: Is Treasury Wine Under-Appreciated?
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. One broker believes the market is underestimating the opportunity available for Treasury Wine Estate as the Chinese discover Australian wine.
Jan 18 2017
The Wrap: Online, Wealth Mgmt, Automotive
Weekly Broker Wrap: Outlook for domestic online media; Amazon in Australia; regulatory oversight of financial advisers; risks for automotive dealerships; booming electric vehicle sales.
Dec 09 2016
Previous Stories
Outlook Weakens Significantly For Bellamy’s
Dec 05 2016
Infant formula distributor Bellamy’s Australia issued a substantial downgrade to forecasts and brokers shave large chunks off growth expectations, while defending a2 Milk.
RCG Corp Treading Water In FY17
Nov 28 2016
Footwear retailer and distributor RCG Corp, has reiterated earnings guidance for FY17, signalling low growth in its key brands.
Positive First Quarter For Myer But Headwinds Prevail
Nov 21 2016
Department store Myer flagged a positive performance in the first quarter but most brokers are wary of the headwinds prevailing in retailing.
Domino’s Pizza Dishes Up Strong Growth, Again
Nov 08 2016
Domino’s Pizza impressed most brokers with its AGM update, revising up long-term margin targets and earnings growth guidance.
Weekly Broker Wrap: Jobs, Retail, Real Estate Listings, NBN And Equity Strategy
Nov 04 2016
Monthly employment numbers; consumer spending; slot manufacturers; real estate listings slowing; momentum in NBN share; is it too early to ditch yield stocks?
KFC Acquisition Fuels Collins Foods Potential
Nov 02 2016
KFC franchisee, Collins Foods, has embarked on an expansion in Europe, acquiring 11 stores in Germany. Brokers are upbeat about the potential.
Blackmores Endures Setback, Long-Term Health Intact
Nov 02 2016
Health product manufacturer Blackmores had a very weak September quarter and does not expect to match its FY16 performance in FY17.
Hard Yards Still Ahead For Woolworths
Oct 31 2016
Woolworths delivered improvement in supermarket sales in the September quarter but brokers believe the hard yards remain ahead of the business.
Soft Quarter Signalling More Weakness For Wesfarmers
Oct 27 2016
Brokers raise the spectre of whether soft September quarter sales numbers for Wesfarmers, particularly at Coles, are a sign of more weakness to come.
Soft Sales For Super Retail But Profits Line Up
Oct 25 2016
Sales for Super Retail were soft in the September quarter as the company continues to take action to address problematic parts of its leisure, automotive and sports businesses.
