Financial News, Analysis and Data, FNArena

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Financial News, Analysis and Data

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

Equity Bottom-Up

<ul><li>While FY25 results for Myer revealed resilient sales, a step-up in costs was cause for concern though analysts generally believe management's strategy reset remains on track.</li><li> -Myer's FY25 result disappoints on costs, shares weaken -Analysts posit it is still early in management&rsquo;s multi-year transformation plan -Step-up in CODB costs is structural, cautions Ord Minnett -If all goes well, shareholders can expect significant step-up in dividends</li></ul>

While FY25 results for Myer revealed resilient sales, a step-up in costs was cause for concern though analysts generally believe management's strategy reset remains on track. -Myer's FY25 result disappoints on costs, shares weaken -Analysts posit it is still early in management&rsquo;s multi-year transformation plan -Step-up in CODB costs is structural, cautions Ord Minnett -If all goes well, shareholders can expect significant step-up in dividends

Enlarged Myer Stumbles, But Remains Confident

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

RaaS Research Group (RaaS)

Director, RaaS Research Group

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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

Australia

Myer Holdings Ltd. operates department stores. The Company retails womens wear, mens wear, youth fashion, childrens wear, intimate apparel, beauty, fragrance, cosmetics, house wares, electrical goods, toys, fashion accessories, and general merchandise.

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Myer Holdings (MYR AU)

Enlarged Myer Stumbles, But Remains Confident

While FY25 results for Myer revealed resilient sales, a step-up in costs was cause for concern though analysts generally believe management's...

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)

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