Australian Companies with Expansion Plans, Improving Returns Poised to Benefit from 'Supportive' Retail Environment, Jarden Research Says

MT Newswires Live10-03

Australian companies with "long share runways, expansion plans and improving [return on invested capital]" have bright prospects against a "supportive" retail backdrop, Jarden said in an Oct. 1 note.

Australia's retail sales rose 3.1% in August due to warmer weather, with shoppers spending more on outdoor dining and camping goods. Tax cuts also helped boost sales, although consumers appeared to be saving more based on data between July and August, the report said.

Given this and the later timing of cyber events in 2024, Jarden sees the risk that company updates from their annual general meeting "may show little sign of improvement in trading vs. July updates outside of liquor, travel, and food."

By category, travel, hospitality, and housing-related companies have been the strongest performers while food, fuel, and appliances have been softer, Jarden said.

The investment and advisory group expects consumers' improved spending to feed into the results of the likes of Endeavour Group (ASX:EDV), Flight Centre Travel (ASX:FLT), Webjet Group (ASX:WJL), Helloworld Travel (ASX:HLO), Temple & Webster (ASX:TPW), Nick Scali (ASX:NCK), and Woolworths (ASX:WOW). However, it added that it is cautious about more mature businesses with heightened competition.

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