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RETAIL SALES News & Analysis

Despite rally this A-REIT remains undervalued
Stocks
Despite rally this A-REIT remains undervalued
While attractive from a valuation standpoint we do not believe this A-REIT warrants a moat and is highly leveraged.
Alexander Prineas | 04 December 2023
JB Hi-Fi earnings provide insight into consumer spending
Stocks
JB Hi-Fi earnings provide insight into consumer spending
 Declining sales point to softening consumer demand and lower near-term profits. 
Morningstar | 15 August 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
Kogan approaches fair value amid glut of stock
Stocks
Kogan approaches fair value amid glut of stock
The pure-play online retailer’s inventory overload has prompted more promotions and lower gross profit margins, says Morningstar.  
Lex Hall | 26 May 2021
Myer: five stars and poised for the rebound
Video
Myer: five stars and poised for the rebound
The retail giant's strong balance sheet will help it navigate the shift to online shopping and capitalise on the return to normal life, says...
Lex Hall | 18 March 2021
Too much upside baked into Bunnings: Morningstar
Video
Too much upside baked into Bunnings: Morningstar
Morningstar director of equity research Johannes Faul looks at home improvement retailer Bunnings.
Johannes Faul, CFA | 17 November 2020
Browsing the opportunities aisle in retailing
Video
Browsing the opportunities aisle in retailing
Morningstar equity analyst Johannes Faul explores the flipside to the surge in growth in online sales.
Johannes Faul, CFA | 28 October 2020
How covid changed consumer behaviour and company valuations
Markets
How covid changed consumer behaviour and company valuations
Morningstar's Dave Sekera on what consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and...
Dave Sekera, CFA | 20 October 2020
Afterpay deal welcome but no material boost to Westpac
Stocks
Afterpay deal welcome but no material boost to Westpac
Australia’s oldest bank now has a deal with Australia’s fastest growing BNPL provider and a stake in its key rival.
Lex Hall | 20 October 2020