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CONSUMER News & Analysis

Stock in focus: Grande growth for Starbucks
Stocks
Stock in focus: Grande growth for Starbucks
As restrictions ease, we expect a sharp jump in demand.
Sean Dunlop | 31 March 2021
Major retailers will pull through Victorian lockdown: Morningstar
Stocks
Major retailers will pull through Victorian lockdown: Morningstar
Some could even benefit as restrictions tighten again, Morningstar's Johannes Faul says.
Emma Rapaport | 05 August 2020
JB Hi-Fi’s profit soars but Amazon looms large
Stocks
JB Hi-Fi’s profit soars but Amazon looms large
JB Hi-Fi has staved off the Amazon threat for now, posting record profits and strong summer sales in the second half of 2019.
Emma Rapaport | 12 February 2020
Automotive Holdings undervalued despite property market ripple effect
Stocks
Automotive Holdings undervalued despite property market ripple effect
Automotive Holdings remains undervalued despite a forecast fall in car sales linked to a dip in property prices, which is forcing consumers to put...
Lex Hall | 05 November 2018
Call for 25pc flat tax rate to help households
Markets
Call for 25pc flat tax rate to help households
A flat tax rate of 25 per cent would prop up Australia’s household consumption in the face of significant challenges including more...
Lex Hall | 29 October 2018
How Amazon is delivering for the consumer
Video
How Amazon is delivering for the consumer
Morningstar analyst Johannes Faul examines Amazon's edge on delivery and outlines how Myer has priced in some challenges to emerge as an undervalued...
Johannes Faul, CFA | 18 October 2018
Trade worries shouldn't derail Alibaba
Video
Trade worries shouldn't derail Alibaba
We think the Chinese retail giant is one of the most undervalued consumer-focused stocks. 
R.J. Hottovy, CFA | 11 September 2018