australian consumer

The Australian consumer has never been more bifurcated, making stock picking a huge challenge. Luckily, we can help you out.

The next episode of Signal or Noise is about all things consumer!

The consumer looks in better shape than the RBA had feared, with spending revised up as households tap still-substantial excess savings.

Households have started to tap the record excess savings buffers built up during COVID, offsetting the impact of falling real income.

Spending was held down by direct government cost-of-living subsidies in Q3, while unit labour costs continue to grow strongly.

It's half-time in the August full-year reporting season, what are the major themes?

The largely resilient Australian consumer is starting to slowdown. Here's what Macquarie is seeing and the stocks it favours going forward.

In this wire, I outline what's happening in the sector and how we are thinking about positioning looking ahead.

Consumer spending could hold up for longer than commonly thought if households change their saving behaviour.

Consumer electronics and home appliances retailer, JB Hi-Fi (ASX: JBH), has just released its first-half results for FY23. For the six months to December 2022, there...

The ASX All Ordinaries Index is up 8.0% since the beginning of the year. And, in contrast to its performance over the past 12 months, the ASX Small Ordinaries Index is...

The ASX has some extraordinary consumer discretionary businesses – think ARB, Nick Scali, JB Hi-Fi, Breville and Lovisa. And we hold some of these in our small...

In a new era in which environmental, social and governance (ESG) considerations have been enshrined in the way fundies pick their shares, the so-called ‘sin’ stocks...

Out of countless ‘COVID surprises’, the Australian consumer has been the most astounding. Its strength has dragged our economy out of what could have been a...

We believe those who view the exceptional profit upgrades from domestic consumer-related stocks over the last few months as being extremely short-term should consider...

The Covid-19 crisis has brought with it many predictions about the demise of the Australian consumer. But time and time again since the pandemic began, the reality has...

Retailers of out-of-home goods and services will be the sector winners in the next 12 to 24 months, says Firetrail’s consumer analyst Tom Kierath. The COVID-induced...