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KOGAN News & Analysis

Kogan grappling with muted consumer demand
Stocks
Kogan grappling with muted consumer demand
Sales growth misses our expectations and we downgrade our earnings outlook for 2024 and 2025.
Johannes Faul | 25 April 2024
Is Kogan still undervalued after shares surge?
Stocks
Is Kogan still undervalued after shares surge?
Investors reacted positively to strong profit growth.
Johannes Faul | 25 January 2024
Was the Kogan sell-off short-sighted?
Stocks
Was the Kogan sell-off short-sighted?
The online retailer was belted by the market as it reported a fall in revenue and profits but does this reaction reflect Kogan’s...
Christine St Anne | 23 August 2023
3 ASX retail stocks poised for a recovery
Stocks
3 ASX retail stocks poised for a recovery
Morningstar analyst Johannes Faul highlights three ASX retailers still offering value against the backdrop of a worsening sector outlook.
Joshua Peach | 19 June 2023
Analyst insights: Kogan's bright outlook
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Analyst insights: Kogan's bright outlook
The online retailer is trading at a substantial discount amid the cost-of-living crisis, but Morningstar Johannes Faul says the outlook for...
Johannes Faul | 15 May 2023
Why this online retailer is our most undervalued ASX stock
Stocks
Why this online retailer is our most undervalued ASX stock
Is Kogan bouncing back? Shares in the online retailer are already up almost 20% since the start of the year, but this Morningstar analyst says...
Joshua Peach | 10 May 2023
Investing compass: Small caps
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Investing compass: Small caps
In a listener requested episode, we speak about whether small caps have a place in your portfolio. 
Shani Jayamanne | 30 March 2023
3 ASX small caps on sale
Stocks
3 ASX small caps on sale
We identify three undervalued stocks from the smaller end of Morningstar’s coverage universe. 
Joshua Peach | 14 March 2023
Myer sales driven by revenge spending, but pullback expected
Stocks
Myer sales driven by revenge spending, but pullback expected
The ailing retailer has been given a much needed sales boost, but investors shouldn't get too excited just yet.
Sarah Dowling | 26 January 2023
What are the growth prospects for discretionary retailers?
Stocks
What are the growth prospects for discretionary retailers?
Retailers confront a challenged outlook amid an expected slowdown in consumer spending, but one business is expected to reignite its sales growth in...
Christine St Anne | 16 November 2022