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Consumer

Plant based food stocks: Why did all the hype come to nothing and is there any hope left?

The rise and fall in popularity of plant based food stocks, particularly Beyond Meat, has caused quite a stir in the stock market. With consumers becoming more health-conscious and environmentally aware, many believed that this trend would continue to grow and lead to big profits for investors. However, despite all the hype surrounding these stocks…

ByNick SundichDecember 5, 2023

Why are ASX consumer staple stocks struggling right now? Shouldn’t they be doing better?

ASX consumer staple stocks should be doing well right now, but they aren't. In fact, consumer staples is the 2nd worst-performing industry group on the ASX, while consumer discretionary stocks are up over 9% this year - only trailing tech stocks as the best performer. How can it be? Aren't there tough economic times right…

ByNick SundichDecember 4, 2023

Darden Restaurants (NYSE:DRI): A beneficiary of inflation-hit consumers prioritising experiences

Darden Restaurants (NYSE:DRI) is the subject of this week's international stock deep dive. It is the largest full-service restaurant company in the United States, serving over a million customers every day. As interest rates and inflation bite, cash-strapped consumers are prioritising experiences over goods. And this company is seeing the benefits. SIGN UP FOR THE STOCKS DOWN UNDER…

ByNick SundichOctober 2, 2023

Our 5 favourite ASX consumer discretionary stocks!

ASX consumer discretionary stocks have fared terribly over the last 12 months. 4-decade high inflation and rapidly rising interest rates have meant they have become more discretionary than ever...whilst consumer staples become more important than ever. We're not going to argue the general sell-off was overdone, even if some individual stocks were. What we're going to argue…

ByNick SundichOctober 2, 2023

Lamb Weston (NYSE:LW): Here’s why we like the world’s largest chip maker

If you like chips (or French Fries), you've most likely tasted Lamb Weston's (NYSE:LW) offerings at some point. The subject of week's international stock deep dive is the world's largest maker of them. And it just made a big plunge into the Australian market. What are the Best stocks to invest in right now? Check our buy/sell…

ByNick SundichSeptember 18, 2023

American Airlines shares (NYSE:AAL) are down 27% in the past 2 months…for good reason!

American Airlines shares (NYSE:AAL) have dropped by more than a quarter in the last two months. But how can this be? Isn't there a huge travel boom that is going to keep rocking forever and ever and ever? Yes there is, but the company isn't exactly capitalising - in fact, an update from the company earlier…

ByNick SundichSeptember 15, 2023

4 signs the revenge travel boom is slowing down and what it means for investors

The revenge travel boom has been going for...well...a while now. It is hard to pinpoint an exact date when it started because all tourist markets re-opened at different times. But although it has been going for several months, it shows no obvious signs of slowing. Many companies that sunk into losses have returned to profitability, to…

ByNick SundichAugust 18, 2023

4 urgent changes Dominos (ASX:DMP) must make to get itself back on track

We feel sad for Dominos Pizza Enterprises (ASX:DMP). After 17 years of non-stop share price growth and expansion, it has been stopped flat in its tracks, hit by cost inflation and expansion not faring as well as it would've liked. But it is harder to be sympathetic when you look at some of its listed peers. What…

ByNick SundichJuly 28, 2023

Are aged care stocks good investments? How might they be impacted by forthcoming regulatory changes in FY25?

If you've seen the enormous fees aged care stocks charge, have observed the funding given to the sector notwithstanding, and see the extent to which the population is ageing (with Australians aged 65-84 set to increase from 4m to 6m by 2030), you might think they are a good investment. But will forthcoming regulatory changes be…

ByNick SundichJuly 13, 2023

How much more will interest rates rise in Australia? Isn’t 4.1% high enough?

How much more will interest rates rise in Australia? Since May 2022, the RBA has increased the cash rate 13 times to 4.1%. Consider that the last time the RBA hiked interest rates over 10 times in a row - it was over a period of 4.5 years (from November 2003 to March 2008). Is there relief in…

ByNick SundichJuly 10, 2023

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Consumer

Plant based food stocks: Why did all the hype come to nothing and is there any hope left?

Why are ASX consumer staple stocks struggling right now? Shouldn’t they be doing better?

Darden Restaurants (NYSE:DRI): A beneficiary of inflation-hit consumers prioritising experiences

Our 5 favourite ASX consumer discretionary stocks!

Lamb Weston (NYSE:LW): Here’s why we like the world’s largest chip maker

American Airlines shares (NYSE:AAL) are down 27% in the past 2 months…for good reason!

4 signs the revenge travel boom is slowing down and what it means for investors

4 urgent changes Dominos (ASX:DMP) must make to get itself back on track

Are aged care stocks good investments? How might they be impacted by forthcoming regulatory changes in FY25?

How much more will interest rates rise in Australia? Isn’t 4.1% high enough?

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