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…
JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure
JB Hi-Fi has seen a strong re rate over the past week, up around 12% following a solid 1H FY26…
Few retailers have emerged stronger from the pandemic than when it began, but it is hard to argue JB Hi Fi (ASX:JBH) has not, given it is 140% higher.
While many…
It seems the Albanese government is keen for Boomers to shoulder more of the tax burden than they are right now, and for younger generations to pay less. Don't take…
JB Hi-Fi’s share price has been on a tear over the past 18 months, climbing by more than 80% and hitting record highs. For a retailer in a market where…
The name pandemic stocks is one you might not have heard for a while, with the pandemic well behind us. However, many of us remember that there were several 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…
In this article, we recap 5 of the best FY23 results reporting season. Although reporting season is not over yet, we thought it was not too early to recap 5 of…
ASX retail stocks are going through a fascinating period.
The moderating of online sales and 4-decade high inflation is having an impact on all retailers, not just on consumer demand but…