bullish
Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays
SUMMARY
- 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.
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Research as a Service (RaaS)
Insightful Financial Models and Research Analysis
- Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays04 Dec 2023
x