The Warehouse Group - Noel Profit, Noel Cry
The Warehouse Group (WHS) reported a weaker-than-expected 3Q24 sales update. While we had expected the domestic operating backdrop to remain...
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The Warehouse Group - Back to Basics
The more significant revelation was that the group has doubled down on its strategic focus on core brands, with the announcement to exit The Market.
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Retail Sector - Checking Out Reporting Season
Much of the action for the upcoming retail reporting season came to light during confession season in February. KMD Brands (KMD) reported...
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The Warehouse Group - All Torpedos Fired Up to NEUTRAL
Whilst write-downs are disappointing, overall we view this as a positive as we had forecast Torpedo 7 to remain loss-making over the medium term.
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The Warehouse Group - 1Q24 Sales Checkout—UNDERPERFORM
The Warehouse Group's (WHS) 1Q24 trading update highlighted revenue declines across all group brands, with Torpedo7 the worst performer.
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