Retail Stocks

[LaserEyeKiwi]

Weekly Update:

45C9222D-3EF8-4225-9A6D-16546286D1C9.jpg

[clearasmud]

A very good week in a down week.

[Waltzing]

"blaming millennials for spending too much money."

classic !!!!

yep its all good now... retail is back.. beside something really odd happening in canada something to do with it being an almost other worldly place.

[LaserEyeKiwi]

I think it’s justifiable to say the retail sector is probably going to underperform on an adjusted for inflation growth basis, but on a nominal basis it has a far easier job.

But a lot of retail stocks seem to be pricing in big reductions in revenue - on a nominal basis even. I’m not confident that sector wide retail is going to have good growth over next 12 months, but I am not thinking revenue is going to go backwards when prices of goods are pushing higher at a fast pace everywhere presently.

[Waltzing]

all depends if things go topsy turvy in the world but other wise a very balance view to consider...

people still want to get on with life and do stuff...

[Waltzing]

Well today the market is ripping with earnings up and retail looking like those US shoppers just dont know what world they are living in...

GO USA ....

LEK might be right after all ....

one economic investor consultant mentioning 5% unemployment required to bring down inflation...

No 100 basis point hike on the table apparently.

[Habits]

Weekly Update:

45C9222D-3EF8-4225-9A6D-16546286D1C9.jpg

Thanks for update LEK other than BRG some good sector gains

[Habits]

Its almost like he is taking the piss - blaming millennials for spending too much money.

Young always have been consumers and retail spenders. Its when you get a mortgage that that changes

[winner69]

RetailWatch June data out

Changes over June last year below

Fuel and Travel big increases .... rest pretty dismal (considering inflation)

[Rawz]

RetailWatch June data out

Changes over June last year below

Fuel and Travel big increases .... rest pretty dismal (considering inflation)

Holy smokes that travel increase!!! (probably off a small base).

No wonder AIR CEO, G Foran, is buying millions worth of his company. Kiwis love to fly and have been cooped up in the nest for awhile now

LEK might have to add AIR to the retail update

Thanks for posting Winner(n)