KMD Brands FY25 Result—Fine Margins
KMD Brands (KMD) reported FY25 underlying EBITDA (pre-IFRS 16) of NZ$18m, which was at the low end of its guidance range.
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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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KMD Brands Resetting Base Camp
KMD Brands (KMD) delivered a comprehensive strategic reset at its investor day, following what has been a challenging two years for the business.
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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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