Published: 04 August 2023
There is anticipation of weaker results for retail this upcoming reporting season. While the June-half has been tough, for many, it may be slightly better than consensus expectations. Inventory should be down and cash flow good. We are near consensus for FY23e for most stocks and call out Domino’s and Treasury Wines where there may be downgrades to FY24e earnings.
Not already a member?
Join now to get all the latest reports in full and stay informed.