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ONLINE RETAIL News & Analysis

Was the Kogan sell-off short-sighted?
Stocks
Was the Kogan sell-off short-sighted?
The online retailer was belted by the market as it reported a fall in revenue and profits but does this reaction reflect Kogan’s fundamentals? 
Christine St Anne | 23 August 2023
Analyst insights: Kogan's bright outlook
Stocks
Analyst insights: Kogan's bright outlook
The online retailer is trading at a substantial discount amid the cost-of-living crisis, but Morningstar Johannes Faul says the outlook for Kogan...
Johannes Faul, CFA | 15 May 2023
Why this online retailer is our most undervalued ASX stock
Stocks
Why this online retailer is our most undervalued ASX stock
Is Kogan bouncing back? Shares in the online retailer are already up almost 20% since the start of the year, but this Morningstar analyst says...
Joshua Peach | 10 May 2023
Morningstar sees value in BNPL player Humm
Stocks
Morningstar sees value in BNPL player Humm
Analysts have reinitiated coverage of the veteran payments platform with a four-star rating.
Emma Rapaport | 29 June 2021
Coles forced to boost spending amid shift to online groceries
Stocks
Coles forced to boost spending amid shift to online groceries
It’s got the balance sheet to do it, but it lags behind larger rival Woolworths.\n 
Lex Hall | 22 June 2021
Wesfarmers remains expensive despite online push
Stocks
Wesfarmers remains expensive despite online push
Australia's best known conglomerate has spent more on ecommerce but the stock market is possibly overestimating its growth potential, says Johannes...
Lex Hall | 09 June 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
Why Amazon is a Prime investment
Stocks
Why Amazon is a Prime investment
We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.
Dan Romanoff, CPA | 26 May 2021
Amazon set to cut short boom times for Aussie retailers
Stocks
Amazon set to cut short boom times for Aussie retailers
By 2030, the online behemoth is tipped to account for 25 per cent of all Australian online retail sales.
Lewis Jackson | 12 April 2021
ASX and Budget2020: companies set to benefit
Stocks
ASX and Budget2020: companies set to benefit
Asset managers say tax cuts will boost the retail, residential and infrastructure sectors, writes Nicki Bourlioufas.
Nicki Bourlioufas | 12 October 2020