Woolworths shares may at first glance appear to be one of the most risk-free investments on the ASX. It has a duopoly with Coles, makes multi-billion profits, and is a reliant dividend payer. Few other businesses were allowed to continue to operate with little to no disruption other than mandated PPE during COVID-19 lockdowns. But...that…
Consumer
Starting on July 1, the so-called stage 3 tax cuts will come into effect in Australia. These tax cuts, especially since they were altered by the Albanese government, will see a significant proportion of Australians with more money in their pocket - especially lower income earners.
What are the Stage 3 tax cuts? What do they…
The story of Lovisa (ASX:LOV), an Australian fashion jewellery retailer, is a compelling tale of strategic expansion and market mastery. With over 800 stores spanning more than 30 countries, Lovisa is symbolised as the outcome of a remarkable journey from local dominance to international acclaim. Initially, its base was solidified in Australia, and then its…
A2 Milk: The Comeback Kid
Stuart Roberts from Stocks Down Under presents an interesting view on A2 Milk (ASX:A2M), stating it as a potential stock comeback after a downfall that followed the China trade wars. Despite the reducing birth rates in China, he suggests A2 is still a preferred premium brand from the infant to…
Endеavour Group's split from Woolworths in 2021 could be mistaken for a typical corporate rеstructuring. However, it was a stratеgic pivot that has sincе influеncеd thе company's pеrformancе in thе markеt and its appеal to investors.
Who is Endeavour Group
Endeavour Group operates several alcohol businesses formerly owned by Woolworths (ASX: WOW). Endeavour’s assets include retail…
With thе rеcеnt acquisition of Silk Lasеr Australia, Wеsfarmеrs shareholders now have an even more diversified stock than before. Wеsfarmеrs is gеnеrally known for its dominancе in thе Australian rеtail industry. Howеvеr, this acquisition is an aggrеssivе jump into thе hеalthcarе and aеsthеtics industry and rеprеsеnts a brеak from thе company's traditional businеss modеl. Thе…
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…
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…
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.
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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…
