consumer discretionary

Martin Conlon

“Show me the incentive and I’ll show you the outcome” ... Charlie Munger’s quip is typically insightful and relevant to many of the ructions currently facing the domestic economy, including a number of key sectors like real estate, consumer discretionary, telecommunications and energy, all of which will be examined in... Show More

Morgans Financial Limited

Woolworths and Wesfarmers both highlighted at their annual results that the competitive landscape in food and grocery remains robust. Competition has increased from new store expansion from Aldi, and the industry-wide focus to pass on efficiency gains to customers, and invest in lower prices. However, sales growth is likely to... Show More

Livewire News

JP Morgan has upgraded Harvey Norman to Outperform from Neutral, in a move that signals the receding pessimism in the consumer discretionary sector. It also found that sales performance in the company was improving whilst the outlook was supported by undemanding comparatives. However, JP Morgan appears to be a contrarian... Show More

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