discretionary retail

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

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...

We share three high-conviction franchised business models to navigate current macro uncertainty amid rising rates: EWCW, FXLV and MCDAbout us: GORA is an...

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...

Dusk Group (DSK.AX) are a specialist retailer operating solely within the Australian market. Dusk is best known for its scented candles however, its range includes...

The COVID-19 pandemic was expected to hit consumer spending and trigger a recession not seen in Australia since 1991. As retailers shut their doors and households...

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...

Baby Bunting is a baby speciality goods retailer with a network of 50 stores across Australia. The company has a 12% share of the $2.4 billion of the domestic baby...