consumer discretionary

Cheap, recovering and the growth narrative is intact. IML's Marc Whittaker on the outlook for ARB Corp.

Cost-of-living pressures are playing into Breville's hands, yet Airlie sees an untapped market that could power its next leg of growth.

Cooling inflation has markets betting on a rate pause. UBS explains why consumer-exposed stocks could be the winners.

Three consecutive RBA hikes. Consumer confidence at 70. The sectors whose earnings hold through it are identifiable. Here is where to look.

Calm markets are masking real dispersion. The earnings risk in discretionary retail is building and valuations have not caught up.

Rate hikes don't hit every sector equally. The analytical work is identifying which businesses are insulated before the market reprices.

Consumer confidence just posted its worst monthly drop since COVID. History suggests it's a good time to buy retail stocks.

Atlas' Hugh Dive on why he's backing JB Hi-Fi despite valuation concerns and what sets it apart from struggling rivals.

Guzman y Gomez is the latest ASX stock to disappoint this reporting season, but after today’s 20% plunge is there potential to buy the dip?

JB Hi-Fi delivered a strong FY25 result, yet so far, its share price is falling. It’s a buy the dip opportunity says this fund manager.