retail

Like retail but nervous about headwinds in the sector? There could be an alternative exposure that is looking attractive.

The latest Firetrail Equity Edge Podcast has just landed.

Australian commercial property is not created equal and neither are the return profiles of the various assets, as Elanor Investors Group's diversified portfolio...

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...

US consumer companies have entered a nervous sales period as their customers are anniversarying last year’s large stimulus payments. Investor trepidation is warranted...

Australian property company, Goodman Group specialises in industrial sites that cater to the digital economy. In this wire, Roger Montgomery explains why he believes...

Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but...

Spurred on by friendly government policies and generous tax concessions, the property sector is a perennial favourite of investors. But outside of buying houses and...

In a reporting season where most company reporting was disrupted significantly by COVID-19 and changing consumer patterns – some positively and some negatively – it...

As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence of alternative sectors. In...

Keeping one's pantry well-stocked (and getting in enough toilet paper to supply a regiment) was a key focus for most Australians during the height of COVID lockdowns...

At the beginning of the COVID-19 market sell-off Roger’s idea of keeping our spirits up was to play the Carpenter’s “We’ve only just begun.” Bear Heaven. Apologies if...

The COVID-19 crisis and country shutdowns is placing enormous pressure on the earnings, cash flows and balance sheets of many companies. We have provided a brief...

A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...

A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20...

You can’t underestimate the importance of retail spending. When nations open their wallets, it stimulates the economy. Investors have been bracing for a cheerier...

The Retail sector is facing well-known headwinds, however, some stocks have defied these to post strong gains, because as we hear in this discussion, 'results can be...

City Chic Collective (CCX) is a plus-size women’s apparel retailer in Australia. Its target market is the younger fashion-forward females with good income. City Chic...

Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...

Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...