Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

232 Views04 Dec 2023 22:41
  • 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.
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  • Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays
    04 Dec 2023