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RETAILERS News & Analysis

An impending merger just raised our fair value for this ASX retail giant
Stocks
An impending merger just raised our fair value for this ASX retail giant
The deal is set to deliver enhanced scale, cost savings and new synergies.  
Simonelle Mody | 31 October 2024
Our view of Myer potential deal for Premier's Apparel Brands
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Our view of Myer potential deal for Premier's Apparel Brands
Morningstar Analyst Lochlan Halloway discusses the bid. 
Joseph Taylor | 03 July 2024
Why we like footwear retailer, Accent Group
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Why we like footwear retailer, Accent Group
Morningstar initiates coverage on the stock.
James Gruber | 21 December 2023
Analyst insights: Kogan's bright outlook
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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...
Johannes Faul | 15 May 2023
Aldi to benefit as shoppers shift to cheaper private label groceries
Stocks
Aldi to benefit as shoppers shift to cheaper private label groceries
Australia's largest supermarket chains say people are changing the way they shop - a shift that may benefit discount supermarket chain Aldi.
Megan Neil | 03 May 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
The retail outlook in 5 charts
Stocks
The retail outlook in 5 charts
By assessing a few simple charts from Morningstar's latest retail report, investors can get a better picture of which retailers are best placed to...
Christine St Anne | 20 December 2022
What are the growth prospects for discretionary retailers?
Stocks
What are the growth prospects for discretionary retailers?
Retailers confront a challenged outlook amid an expected slowdown in consumer spending, but one business is expected to reignite its sales growth in...
Christine St Anne | 16 November 2022
Morningstar Best Ideas List: Kogan to hold own in faceoff with Amazon
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Morningstar Best Ideas List: Kogan to hold own in faceoff with Amazon
Knowledge of the local market, strong branding and a growing subscription service should see the undervalued retailer retain market share in the...
Emma Rapaport | 15 March 2022
Bare shelves only a short-term hit to Coles and Woolies
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Bare shelves only a short-term hit to Coles and Woolies
Empty shelves will negatively impact supermarkets in the second half of fiscal 2022 but the impact on long-term earnings is minimal, says Morningstar...
Emma Rapaport | 18 January 2022