retail

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...