bullish
Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays
SUMMARY
- 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.
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