consumer discretionary

Last year was a torrid time for most asset classes and most investors, but at least there was no mystery over what created the chaos – rampant inflation. Higher...

Tipped to hold up better than most, JBH has a few traits others in the space don't, says Hugh Dive of Atlas Funds Management

Has the inflation-sensitive sector performed as expected, and what lies in store for the year ahead? Read on to get some insights.

Ask the average punter about the fortunes of the retail sector over the past 12 months and the response is likely to be somewhere in the range of average to poor....

Have you treated yourself this week? Perhaps a takeaway dinner or a new book or a new lipstick? The type of treat you and millions of others buy in particular...

All sectors have their time in the sun, that glorious moment when it's their turn to outperform the rest of the market.  First it was healthcare, led by market...

U.S. Retail Industry observer Retail Dive is reporting Armaggeddon for small retailers in the U.S., citing the survey results of Alignable, a small business...

The Australian Bureau of Statistics has just released retail sales figures for the month of May. Contrary to market expectations, sales remained strong. But is this...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

Well-run retailers are generally excellent businesses to invest in. They generate high returns on equity with minimal debt requirements. They also generate strong...

In response to recent trading updates, the share prices of many listed retailers have been hit for six. With retail sales falling short of expectations, supply chain...

There are two types of consumer companies: staples and discretionary. Staples deal in goods that we need every day, generally companies like supermarkets or food and...

A bunch of global companies should get a handy bump from the trade-off between commodity prices and their own price increases, says Ellerston Capital's head of small...

Ellerston Capital's Bill Pridham sees plenty more upside ahead for stocks – particularly small and mid-caps, contrary to widely held concerns that surging share prices...

As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record...

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...

Clear trends and themes have emerged in investment markets as a result of the pandemic and its effect on discretionary and non-discretionary spending and where we...

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...

This investor fervour, variously known as the reopening trade, was directed towards those domestic companies whose earnings will benefit from a surge in personal...

The retail sector has been key beneficiary of the COVID-19 period in Australia, with record sales growth across many categories and record share prices for online...