Retail Sector Santas Stocking
We forecast 1% to 2% real core retail spend growth in 2026—see our note Retail Rundown: What’s in Store for 2026, dated 10 December 2025, for more...
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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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Briscoe Group 2Q27 Trading Update—Still Not on Sale
Briscoe Group (BGP) provided a robust 2Q27 sales update, though its initial 1H27 NPAT guidance was slightly below our prior expectations. Gross...
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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 FY26 Result—Delivered As Expected
Briscoes Group’s (BGP) FY26 result was in line with recently provided guidance, with NPAT falling -13% on the prior year to NZ$59m.
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