CONSUMER DISCRETIONARY News & Analysis

Why investors seeking defensive assets might do better looking past the big-name supermarkets and to this liquor store giant.

Morningstar's report on the retail outlook for the first quarter of the year gives investors a snapshot into which retailers are best placed to...

The white goods retailer has seen increased sales growth over the last year but how long will this last?

Consumer discretionary stocks has rallied but what does the future hold for the sector?

Momentum for the consumer discretionary sector is going backwards and spells trouble for earnings.

US tech sector hits pause on recruitment, JB HI-FI delivers sales growth and Chinese homeowners refuse to pay mortgages.

Uber, Starbucks and brewing giant Anheuser-Busch (of Budweiser fame) should all benefit as consumers swap back to services.

Beaten-down industries, such as airlines, hotels, cruise lines and gaming should benefit from a return to normal spending patterns. 

Analysts worry a slowing economy will lead consumers to cut back on spending at brands like Bunnings.

Sharp declines at US giants Walmart and Target could be canaries in the coalmine for local retailers.