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Consumer

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

In this era, every company is trying to position itself as an AI play - even jewellery retailer Michael Hill (ASX:MHJ). Given the leadership vacuum with the deaths of former CEO Daniel Bracken and Sir Michael Hill, not to mention the subdued consumer environment...investors wouldn't be condemned for asking: What now? The company just held…

ByNick Sundich19 hours ago

Investing in Qantas (ASX:QAN) in 2026, The Fuel Shock Investors Can’t Ignore

Investing in Qantas (ASX: QAN) means dealing with the Middle East crisis, more so than any other share market industry. Up until now, the company had said little to investors, until it released a significant market update this morning (April 14 2026), revising its outlook for the second half of FY26 in response to the…

ByNick Sundich2 days ago

A2 Milk Investors Did Not Like The Company’s Latest Trading Update!

A2 Milk investors sent shares down over 15% off the back of a negative trading update. Despite reporting strong underlying demand across its infant milk formula (IMF) portfolio in China, the company disclosed a series of supply chain constraints that will materially affect fourth‑quarter sales, margins, and cash conversion. The irony is that demand was not an…

ByNick Sundich3 days ago

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

It is that time of year again when Amazon releases its annual shareholder letter (along with the 1997 letter all over again) and the bottom line was that Amazon is making returns from AI - real returns, $15bn in a quarter to be exact! In our view, that number reframes both Amazon’s trajectory and the…

ByNick SundichApril 10, 2026

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

A handful of ASX Stocks Benefit From the NDIS, but could lose if a long-cried for crackdown actually happens. We're not saying they'll go out of business, but the gravy train might slow down. What are the Best ASX Stocks to invest in? Check our buy/sell tips [sg_popup id="23914" event="click"][/sg_popup] The explosion of the NDIS What began as…

ByNick SundichApril 10, 2026

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

Add a new term to your vocabulary: The Iran Ceasefire Rally. The rally on the ASX yesterday, that saw our bourse rise over 2.5% in its best day in several months, occurred amidst a 2 week suspension of hostilities in Iran. And the ASX was not alone with Asian markets and North American futures rallying,…

ByNick SundichApril 9, 2026

The Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

Almost every Guzman y Gomez trading update since it listed has resulted in volatile share price movements one way or the other. And today was no exception. But only weeks after falling 14% off the back of 1H26 results, today's Q3 sales figures sent shares up 20% in early trade. What's the story here? Have…

ByNick SundichApril 7, 2026

Ricegrowers (ASX:SGLLV): This company could be worth a look for investors wanting a resilient food companies amidst the Iran War!

Ricegrowers (ASX:SGLLV), the parent company of the SunRice Group, sits in an unusual corner of the Australian agribusiness market. On the surface, it looks like a conventional exporter tied to the ebb and flow of agricultural cycles. But if you look closer, the picture becomes more layered. Its vertically integrated model, multi‑origin sourcing and cooperative‑derived…

ByNick SundichApril 7, 2026

Best ASX Consumer Staples Stocks to Buy in April 2026: ACCC Clarity and Defensive Flows Drive the Sector

ASX Consumer Staples Stocks are gaining as investors turn defensive Consumer staples stocks advanced nearly 2% on Thursday, making it the best-performing sector on the ASX in a session where the broader market dropped 92 points. Two things drove that move: investors rotating into defensives following President Trump's warnings of intensified military action in the…

ByUjjwal MaheshwariApril 3, 2026

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

Australian Active Fund Managers are struggling, make no mistake. Hitting home the point yesterday were reports that Ox Capital Management — a boutique emerging markets specialist led by veteran investor Joseph Lai; had entered formal wind-up proceedings on March 27 2026. This wind up was not the first, and likely won't be the last. So each…

ByNick SundichApril 2, 2026

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Consumer

Michael Hill (ASX:MHJ): This Under Pressure Jewellery Outlet Is Trying To Position Itself As An AI Play

Investing in Qantas (ASX:QAN) in 2026, The Fuel Shock Investors Can’t Ignore

A2 Milk Investors Did Not Like The Company’s Latest Trading Update!

Amazon Is Making Returns from AI – A Whopping US$15bn In Just One Quarter!

These 4 ASX Stocks Benefit From the NDIS, But Stand To Lose If the Scheme is Curtailed!

The Iran Ceasefire Rally Is On! But Investors Aren’t Responding In the Right Way

The Latest Guzman y Gomez Trading Update Was Well Received! But Have Things Really Changed?

Ricegrowers (ASX:SGLLV): This company could be worth a look for investors wanting a resilient food companies amidst the Iran War!

Best ASX Consumer Staples Stocks to Buy in April 2026: ACCC Clarity and Defensive Flows Drive the Sector

The Long Goodbye: Why Australian Active Fund Managers Are Running Out of Road

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