australian consumer

Latest news and analysis on australian consumer

Macro

The fixed-rate mortgage tsunami hitting the Australian consumer in 2023

The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And, in contrast to its performance over the past 12 months, the ASX Small Ordinaries Index is...
Steve Johnson
Forager
Equities

Three reasons why we are underweight discretionary retail

The ASX has some extraordinary consumer discretionary businesses – think ARB, Nick Scali, JB Hi-Fi, Breville and Lovisa. And we hold some of these in our small...
Roger Montgomery
Montgomery Investment Management
Equities

The saintly stocks versus the sinners: which ones perform the best?

In a new era in which environmental, social and governance (ESG) considerations have been enshrined in the way fundies pick their shares, the so-called ‘sin’ stocks...
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Don’t count on a consumer crash

Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...
Dion Hershan
Yarra Capital Management
Equities

Why we see opportunities in consumer-related stocks this year

We believe those who view the exceptional profit upgrades from domestic consumer-related stocks over the last few months as being extremely short-term should consider...
Kent Williams
AMP Capital
Equities

Consumers will continue to defy doomsayers

The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...
Matt Williams
Airlie Funds Management
Equities

One way to catch post-COVID upside

Retailers of out-of-home goods and services will be the sector winners in the next 12 to 24 months, says Firetrail’s consumer analyst Tom Kierath. The COVID-induced...
Firetrail Investments
Firetrail Investments