WHS - Warehouse Group

[Waltzing]

Winner that means the virus wont travel as much unless they start taking the bus like in europe.

Petrol up and supply chain freight charges up.

[stoploss]

Jeez - petrol might be 3 bucks plus soon

That will put a dampener on retail spend ....even if household balance sheets are in a good state

Whatever happened to that "petrol price" review .... Jacinda just happy to keep getting more GST the higher the price goes .......

[BlackPeter]

Jeez - petrol might be 3 bucks plus soon

That will put a dampener on retail spend ....even if household balance sheets are in a good state

Sigh - I see, petrol up, interest rates up, consumer fears up, retail down. Right?

What I don't understand is - why will all of these things hit the Warehouse group fully and unprotected, while HLG (if I believe the tune in the respective thread) will do amazingly? It is the same consumers, just that HLG has as well huge Australia (Omicron) exposure ... maybe Omicron is really good for retail?

What I don't understand either ... why are companies like Turners and Colonial doing so nicely - are they not dependent on the same consumer dollar? Are consumers keeping their e-bike dollars (Torpedo 7) back while they spend like crazy for their next preloved car from TNR?

Still more difficult to understand is why companies like AIR and THL are doing so fantastically given subdued consume and no travel likely over the next year either.

It is just all a bit confusing, isn't it? But maybe everybody just seeing the thing they want to see ...

[Balance]

Sigh - I see, petrol up, interest rates up, consumer fears up, retail down. Right?

What I don't understand is - why will all of these things hit the Warehouse group fully and unprotected, while HLG (if I believe the tune in the respective thread) will do amazingly? It is the same consumers, just that HLG has as well huge Australia (Omicron) exposure ... maybe Omicron is really good for retail?

What I don't understand either ... why are companies like Turners and Colonial doing so nicely - are they not dependent on the same consumer dollar? Are consumers keeping their e-bike dollars (Torpedo 7) back while they spend like crazy for their next preloved car from TNR?

Still more difficult to understand is why companies like AIR and THL are doing so fantastically given subdued consume and no travel likely over the next year either.

It is just all a bit confusing, isn't it? But maybe everybody just seeing the thing they want to see ...

Competition & market positioning - two of WHS weak points.

[Beagle]

Sigh - I see, petrol up, interest rates up, consumer fears up, retail down. Right?

What I don't understand is - why will all of these things hit the Warehouse group fully and unprotected, while HLG (if I believe the tune in the respective thread) will do amazingly? It is the same consumers, just that HLG has as well huge Australia (Omicron) exposure ... maybe Omicron is really good for retail?

What I don't understand either ... why are companies like Turners and Colonial doing so nicely - are they not dependent on the same consumer dollar? Are consumers keeping their e-bike dollars (Torpedo 7) back while they spend like crazy for their next preloved car from TNR?

Still more difficult to understand is why companies like AIR and THL are doing so fantastically given subdued consume and no travel likely over the next year either.

It is just all a bit confusing, isn't it? But maybe everybody just seeing the thing they want to see ...

Its simple enough to understand that people have finished with "nesting" expenditure and want to get out and about more and look good doing it.
Doubt there's many big screen T.V's been sold at Noel Leeming now.

[Waltzing]

They may not be out and about for long but.. but... a 35 to 40 percent hit to ebit ?

The longer the summer goes on with no Bug about the lower the retail spend should be except buckets, spades and sun block.

Auckland private school swim teams seen in the wakatoo at out door 50 meter pools doing summer swim squads..

Country is out doors for sure.

[BlackPeter]

Its simple enough to understand that people have finished with "nesting" expenditure and want to get out and about more and look good doing it.
Doubt there's many big screen T.V's been sold at Noel Leeming now.

Well, I don't know about Noel Leeming, but I bought last month a new LapTop through the market and this month a new bike from torpedo 7 ... and hey, they have been pretty busy ... :

I guess it is what one sees ...

[Waltzing]

Lets see the detail in the AUDITED reports.

[Beagle]

They may not be out and about for long but.. but... a 35 to 40 percent hit to ebit ?

Doubling down on the tens of millions annually spent on themarket.com... What could possibly go wrong...

[winner69]

BP - punters will still spend but spending may be rather subdued

Retailers (TWG included) hate it when sales are even 'flat', let alone declining..... they moan and groan etc etc. Flat sales usually mean profits down

Don't forget that this century total retail sales have never declined on an annual basis so we'll be OK .... profits might be down though