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  • 03 Dec 2023

Screening for best recovery plays


Adairs Ltd. (ADH:ASX), 0 | Accent Group Ltd (AX1:ASX), 0 | Bapcor Ltd (BAP:ASX), 0 | Baby Bunting Group Ltd. (BBN:ASX), 0 | Beacon Lighting Group Ltd (BLX:ASX), 0 | Dusk Group Ltd. (DSK:ASX), 0 | JB Hi-Fi Limited (JBH:ASX), 0 | KMD Brands Limited (KMD:ASX), 0 | Lovisa Holdings Ltd. (LOV:ASX), 0 | Myer Holdings Limited (MYR:ASX), 0 | Nick Scali Limited (NCK:ASX), 0 | Premier Investments Limited (PMV:ASX), 0 | Super Retail Group Limited (SUL:ASX), 0 | Universal Store Holdings Ltd. (UNI:ASX), 0

  • RaaS - Research as a Service
    • John Burgess

    • 7 pages


 

We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns. As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand. We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment. Good returns can be made from buying well-run, highly-leveraged r ....

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Screening for best recovery plays


Adairs Ltd. (ADH:ASX), 0 | Accent Group Ltd (AX1:ASX), 0 | Bapcor Ltd (BAP:ASX), 0 | Baby Bunting Group Ltd. (BBN:ASX), 0 | Beacon Lighting Group Ltd (BLX:ASX), 0 | Dusk Group Ltd. (DSK:ASX), 0 | JB Hi-Fi Limited (JBH:ASX), 0 | KMD Brands Limited (KMD:ASX), 0 | Lovisa Holdings Ltd. (LOV:ASX), 0 | Myer Holdings Limited (MYR:ASX), 0 | Nick Scali Limited (NCK:ASX), 0 | Premier Investments Limited (PMV:ASX), 0 | Super Retail Group Limited (SUL:ASX), 0 | Universal Store Holdings Ltd. (UNI:ASX), 0

  • Published: 03 Dec 2023
  • Author: John Burgess
  • Pages: 7
  • RaaS - Research as a Service


We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns. As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand. We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment. Good returns can be made from buying well-run, highly-leveraged r ....


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