Retail Sector Checking Out Reporting Season
Australian retailers that reported in August indicated that the consumer backdrop has improved sequentially throughout 2025 in New Zealand.
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Retail Rundown - Getting to the Source
NZ retailers sourcing from China could benefit from excess manufacturing capacity and lower input costs. A -1% reduction in China sourcing costs...
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Retail Rundown - Retailer Life Cycles
Retailers that transitioned from Maturity to Optimisation historically delivered c.27% shareholder return CAGR in the three years following their...
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Kiwi Property Group (KPG): FY26 Result – Initial Thoughts
Kiwi Property Group’s (KPG) FY26 adjusted funds from operations (AFFO) was up +8% on the prior year to NZ$100.2m (per share +5% to 6.1cps) and...
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Briscoe Group 1H26 Result—Paying Full Price
BGP also guided to full-year NPAT of 'around NZ$60m'—an -11% fall versus FY25 and the third consecutive annual earnings decline for the business.
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