Higher inflation, low wage growth, and profit warnings from a mix of retailers and suppliers, has attracted a lot of negative column inches recently. This led to investors turning ‘risk-off’. However, there are reasons for the mood to lift. We are at record employment. There is evidence of robust trading and share gains from sector leaders with strong growth/self-help strategies which, as hoped, has led to rebounds off lows. Most importantly, there has been £/$ recovery (approaching 15% above Ja ....
18 Sep 2017
N+1 Singer - Retail - Recovering sector indicators for 2018 likely to trigger outperformance
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N+1 Singer - Retail - Recovering sector indicators for 2018 likely to trigger outperformance
Halfords Group Plc (HFD:LON), 161 | N Brown Group plc (BWNG:LON), 15.8
- Published:
18 Sep 2017 -
Author:
Matthew McEachran -
Pages:
3
Higher inflation, low wage growth, and profit warnings from a mix of retailers and suppliers, has attracted a lot of negative column inches recently. This led to investors turning ‘risk-off’. However, there are reasons for the mood to lift. We are at record employment. There is evidence of robust trading and share gains from sector leaders with strong growth/self-help strategies which, as hoped, has led to rebounds off lows. Most importantly, there has been £/$ recovery (approaching 15% above Ja ....