myer

Myer: Winter is coming

Daniel Mueller

What do Amazon, Buffett and Sydney CBD retail have in common? You know about Amazon and its potential to destroy retailers. While Amazon’s Australian launch last December was somewhat underwhelming, one could consider it a ‘soft’ launch. Whether it’s next year or next decade, odds are Amazon will get its... Show More

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Amazon: The disruptor of everything

Jordan Helton

Livewire recently teamed up with the University Network for Investing and Trading to hear investing ideas for some of Australia’s brightest university students. We asked students for their take on an important investing trend, and after reviewing many high-quality submissions, our editors determined the winner. We hope you enjoy the... Show More

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Technology And Retail: The Menulog Bump

Glennon Capital

A couple of days ago the Australian Bureau of Statistics released the latest retail sales figures, touching on many of the retail segments services by the ASX listed retailers. Overall sales increased 3.1% for January and 3.4% for the year, and continued to reduce from the strong 6% growth rates... Show More

David Jones is a mature company with a strong balance sheet supported by an attractive property portfolio

Clime Asset Management

David Jones is a mature company with a strong balance sheet supported by an attractive property portfolio. However in the context of increased competition and a subdued retail environment, we do not expect a recovery in profitability to previous levels. Myer's merger proposal highlights the challenging outlook for Australian department... Show More