The Warehouse Group (WHS) — 3Q26 Trading Update
The Warehouse Group’s (WHS) 3Q26 sales were slightly softer than we had expected though this was offset by gross margin holding up better than we...
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Retail Sector: Checking Out Reporting Season
Four NZ-listed retailers report in September against a backdrop that has deteriorated since the positive start to 2026. The August ASX reporting...
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The Warehouse Group 1H26 Result—Getting The Whare In Order
The Warehouse Group (WHS) reported an improved 1H26, underpinned by stronger cost control. We are now confident that run-rate cost-out action to...
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The Warehouse Group (WHS) - 1H26 Result Initial Impressions
The Warehouse Group (WHS) reported 1H26 pre-IFRS EBIT of NZ$26.9m, +17% ahead of our forecasts. Sales in 2Q26 (the important Christmas quarter)...
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Retail Rundown What’s In Store For 2026
We forecast +1% to +2% annual growth in real core retail spend in the 12 months to June 2026, with further potential upside constrained by a soft...
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