HLG - Hallenstein Glasson

[winner69]

Only EBO standing up? Come on Waltz.. you know the king of retail MHJ is the one true retailer standing up.. only down 5.3% ytd. MHJ the one retail stock that everyone forgets about. W69 says its time is coming thou

Retailer YTD
MHJ= -5.33%
TRA= -7.44%
EBO= -7.51%
KMD= -8.61%
HLG= -11.86%
BGP= -14.89%
WHS= -25.43%

Interesting that the more cheap/ FMCG you sell the more the market has punished you..

Rawz - you didn't include RBD --- uP year to date

[Rawz]

I'd happily forget MHJ

I understand

I think some seasoned investors have bad memories of MHJ screwing it up. I only know of them hitting home runs

Turnaround stories aint for everyone

[nztx]

I understand

I think some seasoned investors have bad memories of MHJ screwing it up. I only know of them hitting home runs

Turnaround stories aint for everyone

probably only in times of a blue moon and a seriously deep Covid dip coinciding

[Waltzing]

"retail MHJ is the one true retailer standing up"

well Mr B has alluded to the shopper coming under pressure and may have a wee bit late to realise that if the Next Variant coughs over into air waves even faster.

The big sick might be like a rolling black out in country's.

That might kick the retail shopper to the side lines as they suddenly hunker down in the HUT and forget to shop!!!

For a while anyway and all retail stocks except EBO take a hit.

Pairs of underpants keep selling and socks mitten and jackets but your loved one engagement finger gets let ring less for a QTR.....

Sell MHJ now and rebuy in 6 months if the market updates recover.

[nztx]

"retail MHJ is the one true retailer standing up"

well Mr B has alluded to the shopper coming under pressure and may have a wee bit late to realise that if the Next Variant coughs over into air waves even faster.

The big sick might be like a rolling black out in country's.

That might kick the retail shopper to the side lines as they suddenly hunker down in the HUT and forget to shop!!!

For a while anyway and all retail stocks except EBO take a hit.

Pairs of underpants keep selling and socks mitten and jackets but your loved one engagement finger gets let ring less for a QTR.....

Sell MHJ now and rebuy in 6 months if the market updates recover.

seems good strategy Waltzing - 'protecting what's been gained' in face of coming storm clouds

[Waltzing]

well the boosted rocket after burners are about to be lit and will it save retail is the question.

[dreamcatcher]

"Clothing, footwear and personal accessory retailing had the largest rise, surging 43.1 per cent, while spending on cafes, restaurants and takeaway food services also soared 18.8 per cent during the December quarter."

Record retail sales in December quarter - The Bull

[Beagle]

"clothing, footwear and personal accessory retailing had the largest rise, surging 43.1 per cent, while spending on cafes, restaurants and takeaway food services also soared 18.8 per cent during the december quarter."

record retail sales in december quarter - the bull

Wow !!!!!!!

[LaserEyeKiwi]

"Clothing, footwear and personal accessory retailing had the largest rise, surging 43.1 per cent, while spending on cafes, restaurants and takeaway food services also soared 18.8 per cent during the December quarter."

Record retail sales in December quarter - The Bull

It’s not quite as impressive when you realize they are talking about quarter on quarter increase with that +43% figure, which is primarily due to the previous quarter being such a trough.

A bit of an odd release - the charts dont look very good, but keeping in mind it was in the middle of Omicron outbreak then it does look pretty good. They hide the year on year data a bit, but still some low percentage growth there for December.

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[winner69]

WOW - December qtr sales up 43% truly impressive --- in seasonally adjusted terms

Actual sales for quarter were up 7% on pcp - the September quarter sales were down 17% on pcp

Pertinent to Glassons AU is that Aug/Dec (HLG year starts August) sales up 0.1% on pcp

With Glassons gain share at a fast rate of knots and with their superior online offering Glassons should have had a pretty solid 5 months and half year could be close to +10% up

Taken footwear out of the numbers so just clothing