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DISCRETIONARY RETAIL News & Analysis

3 ASX retail stocks poised for a recovery
Stocks
3 ASX retail stocks poised for a recovery
Morningstar analyst Johannes Faul highlights three ASX retailers still offering value against the backdrop of a worsening sector outlook.
Joshua Peach | 19 June 2023
4 charts on the outlook for retailers, and the stocks set to outperform
Stocks
4 charts on the outlook for retailers, and the stocks set to outperform
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...
Christine St Anne | 27 March 2023
Are the glory days over for the retail sector?
Markets
Are the glory days over for the retail sector?
Consumer discretionary stocks has rallied but what does the future hold for the sector?
Nicola Chand | 04 August 2022
Wesfarmers may not be as resilient as it claims
Stocks
Wesfarmers may not be as resilient as it claims
Analysts worry a slowing economy will lead consumers to cut back on spending at brands like Bunnings.
Nicki Bourlioufas | 26 June 2022
Consumer discretionary slowdown heading down under: Morningstar
Stocks
Consumer discretionary slowdown heading down under: Morningstar
Sharp declines at US giants Walmart and Target could be canaries in the coalmine for local retailers.
Nicola Chand | 25 May 2022
Why are Coles, Woolworths and JB Hi-Fi tanking? Morningstar explains
Stocks
Why are Coles, Woolworths and JB Hi-Fi tanking? Morningstar explains
Local investors were spooked after US retail giants Target and Walmart plummeted overnight as rising prices hit margins and inventory.
Johannes Faul, CFA | 19 May 2022
An investor's guide to 2021 US holiday sales
Stocks
An investor's guide to 2021 US holiday sales
The market has already baked many retailers’ holiday sales potential into pricing, but there are still opportunities.
David Sekera, CFA | 29 November 2021
What will drive US holiday sales in 2021?
Stocks
What will drive US holiday sales in 2021?
A confluence of factors will bolster consumers' holiday spending this year.
David Sekera, CFA | 17 November 2021
Kogan approaches fair value amid glut of stock
Stocks
Kogan approaches fair value amid glut of stock
The pure-play online retailer’s inventory overload has prompted more promotions and lower gross profit margins, says Morningstar.\n 
Lex Hall | 26 May 2021
6 stocks that let you sleep at night
Stocks
6 stocks that let you sleep at night
These wide-moat, low-uncertainty names are reliable, writes Susan Dziubinski.
Susan Dziubinski | 10 May 2021