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…
Consumer
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…
Collins Foods Exits Taco Bell: Time to Buy CKF?
Collins Foods (ASX: CKF) fell as low as A$8.45 in early trading on Tuesday before recovering to close at A$8.75 after announcing a legally binding conditional agreement to transfer 20 of its Taco Bell outlets to a Taco Bell-affiliated entity and Restaurant Brands Australia Holdings, with…
If there's one company facing scrutiny from investors over one bad deal, it'd be ARN Media (ASX:ARN). No company signs a deal unless they think it'll be good. And securing Kyle and Jackie O...what was there to lose? Yes there are haters, but haters are going to hate, right? Well, eventually the haters caught up,…
The Koala IPO went off without a hitch. The furniture company hit the ASX boards earlier today (March 31 2026) and did well out of the gate, rewarding investors who secured an allocation in the offer as well as those who'd been around for years, one of whom was Steve Smith. As of 2.30pm Tuesday,…
There are hard questions investors need to ask about their portfolio every now and again, because anyone telling you there's such a thing as a 'set and forget' investment is wrong. Markets evolve, company fundamentals shift, and macro conditions change, yet many portfolios are left largely unchecked. The most rational approach is to periodically interrogate…
Consumer-focused ASX Stocks that are discretionary are more than ever in an environment where elevated interest rates, inflation and mortgage repayments are reshaping household spending patterns.
The underlying economic logic is straightforward: when real incomes are squeezed, consumers prioritise essentials such as food, utilities and healthcare, while postponing or trading down on non-essential purchases. Data across…
EVT clears debt risk as hotel growth builds
EVT Limited (ASX: EVT) started the week with a piece of genuinely good news. The company increased its main debt facility from A$650 million to A$750 million at lower interest rates, clearing a debt maturity that was looming in May 2026 while securing an extra A$100 million…
If you want a lesson in how a New Zealand company can quietly and consistently build shareholder wealth, look no further than Turners Automotive (ASX:TRA).
On Tuesday March 24, the group held its 2026 Investor Day in Auckland and what was on show was not just a company that has executed well. It was a company…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
