Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings acceleration.</li><li> Wesfarmers&rsquo; retail resilience shines through a tougher cycle Digital, AI and automation unlock the next leg of growth Margin resilience sets Wesfarmers apart from retail rivals Valuation de-rating offers investors a fresh entry point</li></ul>

Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings acceleration. Wesfarmers&rsquo; retail resilience shines through a tougher cycle Digital, AI and automation unlock the next leg of growth Margin resilience sets Wesfarmers apart from retail rivals Valuation de-rating offers investors a fresh entry point

JB Hi-Fi Ltd - Appreciating Wesfarmers' Quality & Resilience

Universal Store Holdings Ltd / Equity Bottom-Up

<ul><li>FY26 yet again highlighted Universal Store as a quality retail operator against an increasingly challenging macro backdrop.</li><li> Universal Store defies a tough retail backdrop, catching shorters on the back foot Perfect Stranger emerges as a growth engine Record store rollout and market share gains underpin FY27 growth outlook</li></ul>

FY26 yet again highlighted Universal Store as a quality retail operator against an increasingly challenging macro backdrop. Universal Store defies a tough retail backdrop, catching shorters on the back foot Perfect Stranger emerges as a growth engine Record store rollout and market share gains underpin FY27 growth outlook

Director, RaaS Research Group, Research as a Service (RaaS)

RaaS Research Group (RaaS)

Director, RaaS Research Group

Insightful Financial Models and Research Analysis

Research as a Service (RaaS)

Connect to the right investors through smart and insightful financial models and research analysis.

Thematic (Sector/Industry)

<ul><li>We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.</li><li>As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.</li><li>We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.</li></ul>

We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

<ul><li>Another earnings result 'beat' by JB Hi-Fi was not enough to prevent the shares from selling-off on the day.</li><li>Over-reaction?</li><li>The debate is alive.</li></ul>

Another earnings result 'beat' by JB Hi-Fi was not enough to prevent the shares from selling-off on the day.Over-reaction?The debate is alive.

JB Hi-Fi's Re-Rating Triggers Valuation Dilemma

<ul><li>In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls</li></ul>

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

Australia

JB Hi-Fi Limited is a music and electronic goods retailer in Australia.  The Company operates stores at sites located in most Australian States.  Products include consumer electronics, car sound systems, music and DVDs.

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JB Hi-Fi Ltd (JBH AU)

JB Hi-Fi Ltd - Appreciating Wesfarmers' Quality & Resilience

Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings...

FNArena

Universal Store Primed For Strong Growth

FY26 yet again highlighted Universal Store as a quality retail operator against an increasingly challenging macro backdrop. Universal Store...

FNArena

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

Investors may place more emphasis on one criteria over another but our analysis reveals (ASX:DSK), (ASX:UNI) and (ASX:NCK) tick the most boxes.

Research as a Service (RaaS)

JB Hi-Fi's Re-Rating Triggers Valuation Dilemma

Another earnings result 'beat' by JB Hi-Fi was not enough to prevent the shares from selling-off on the day. Over-reaction? The debate is alive.

FNArena

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

FNArena

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