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ONLINE RETAIL News & Analysis

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
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
Coles forced to boost spending amid shift to online groceries
Stocks
Coles forced to boost spending amid shift to online groceries
It’s got the balance sheet to do it, but it lags behind larger rival Woolworths.  
Lex Hall | 22 June 2021
Wesfarmers remains expensive despite online push
Stocks
Wesfarmers remains expensive despite online push
Australia's best known conglomerate has spent more on ecommerce but the stock market is possibly overestimating its growth potential, says Johannes...
Lex Hall | 09 June 2021
Why Amazon is a Prime investment
Stocks
Why Amazon is a Prime investment
We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.
Dan Romanoff | 26 May 2021
Amazon set to cut short boom times for Aussie retailers
Stocks
Amazon set to cut short boom times for Aussie retailers
By 2030, the online behemoth is tipped to account for 25 per cent of all Australian online retail sales.
Lewis Jackson | 12 April 2021
ASX and Budget2020: companies set to benefit
Stocks
ASX and Budget2020: companies set to benefit
Asset managers say tax cuts will boost the retail, residential and infrastructure sectors, writes Nicki Bourlioufas.
Nicki Bourlioufas | 12 October 2020
Covid cocoon: Online sales boost retailers
Stocks
Covid cocoon: Online sales boost retailers
Customers confined to their homes have boosted the fortunes of JB Hi-Fi, Kogan and Wesfarmers, writes Nicki Bourlioufas.
Nicki Bourlioufas | 24 August 2020
Afterpay and Zip face the corona reckoning
Stocks
Afterpay and Zip face the corona reckoning
The buy now, pay later sector has had a spectacular run but the covid-19 crisis will test its ability to navigate a downturn.
Lex Hall | 02 April 2020
Five reasons to buy Amazon
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Five reasons to buy Amazon
Add up Amazon's sum-of-parts and you'll find a trillion-dollar business case.
R.J. Hottovy, CFA | 27 September 2019