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SHOPPING News & Analysis

Why Amazon is a Prime investment
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Why Amazon is a Prime investment
We expect it to continue to dominate its served markets, writes Morningstar equity analyst Dan Romanoff.
Dan Romanoff | 26 May 2021
Listed mall owners downgraded in Morningstar moat shake-up
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Listed mall owners downgraded in Morningstar moat shake-up
They dominate the physical space, but online commerce has eroded their competitive edge.
Emma Rapaport | 27 August 2020
Keep your distance from Coles: Morningstar
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Keep your distance from Coles: Morningstar
The supermarket giant is trading on overly ambitious PE ratio, says Johannes Faul.
Emma Rapaport | 20 August 2020
Unibail fair value slashed amid uncertain future
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Unibail fair value slashed amid uncertain future
Unibail-Rodamco-Westfield had a tough first half. Its second half is expected to be worse.
Emma Rapaport | 06 August 2020
Major retailers will pull through Victorian lockdown: Morningstar
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Major retailers will pull through Victorian lockdown: Morningstar
Some could even benefit as restrictions tighten again, Morningstar's Johannes Faul says.
Emma Rapaport | 05 August 2020
Uncertainty reigns in commercial property
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Uncertainty reigns in commercial property
The corona crackdown is robbing malls of their customers and that is putting pressure on their outlook.
Emma Rapaport | 01 April 2020
Investors ignore Wesfarmers, Coles risk at their peril
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Investors ignore Wesfarmers, Coles risk at their peril
The disconnect between Wesfarmers' 3 per cent dip in operating profit for first-half 2020 and its "ritzy" share price is a prime example of investors...
Glenn Freeman | 20 February 2020
Latitude IPO: no need to buy now, says Morningstar
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Latitude IPO: no need to buy now, says Morningstar
High leverage, low credit quality and competitive threats are reasons not to subscribe.
Lex Hall | 04 October 2019
Morningstar starts coverage of Afterpay at $22
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Morningstar starts coverage of Afterpay at $22
Buy-now, pay-later juggernaut Afterpay has had runaway success but it is overvalued and carries a high-uncertainty rating because of business and...
Lex Hall | 02 September 2019
Ask the Expert: Woolies' $1.7bn share buyback
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Ask the Expert: Woolies' $1.7bn share buyback
Morningstar analyst Johannes Faul explains the motives behind Woolworths' sale of its petrol business and its $1.7bn share buyback.
Lex Hall | 02 April 2019