Retail Stocks

[winner (n)]

Ferg mention stock turns on KMD thread

Here's some numbers

KMD 1.4 stock turns a year compared to

MHJ 1.3
WHS 4.2
BRG 4.1
HLG 6.1

Even allowing for some manufacturing component both KMD and MHJ pretty pathetic when it comes to managing stock

Ranking does tell a bit of a story eh

[Waltzing]

all good winner good time are just around the corner ...

https://www.interest.co.nz/economy/130266/headline-inflation-has-landed-rbnz%E2%80%99s-2-target-despite-largest-local-government-rate

any old firm will be able to make money soon...

ya-all be able to buy junk again soon and it will go up  ....

[Basil]

Very good inflation update yesterday at 2.2% sets the stage for a 75 point cut next month.

[winner (n)]

Very good inflation update yesterday at 2.2% sets the stage for a 75 point cut next month.

....and then reality really starts to kick in

[Waltzing]

75? oh boy ......

[Waltzing]

Nay 50 surely ...

but what about china...

https://edition.cnn.com/2024/10/17/business/china-food-delivery-drivers-meltdowns-intl-hnk/index.html

could retail be next in china after the property markets continues to plunge..

5 percent yesterday...

XI isnt looking like hes going to have a happy xmas....

oh that right they only have that in norway...

[Waltzing]

Money supply must still be up there... someone check the RBNZ M1, m2 . m..3

apparently the country is awash with money...

tell that to retail....

https://www.interest.co.nz/economy/130363/reserve-bank-signals-high-levels-cash-seen-banking-system-onset-covid-may-be-gone

thought M3 was a car...

some person..  arhh sheila says everyone has been speeding though she cant put a number on it...

[Shareguy]

Interesting

https://www.cnn.com/2024/10/25/business/the-retail-apocalypse-is-back?cid=ios_app

[winner (n)]

Interesting

https://www.cnn.com/2024/10/25/business/the-retail-apocalypse-is-back?cid=ios_app

Pretty bad eh shareguy

But was predicted way back in the 1990's by Howe and Strauss in their book The Fourth Turning....outlining history through generations.

We are now in the Fourth Turning being Crisis

Well worth looking at Neil Howe commentary's these days

[Waltzing]

retail prices coming next month ... and is the OCR going to be a cut of only 25...

is butter the real price point we should be tracking?

butter prices around the world might be worth tracking ...

Price in London, Paris, NY, Moscow, SH, Copen-H... Auckland, Sydney...

[Waltzing]

xero has published its stolen information report and apparently 1/3 of retail is still down sizing....

amazing that these on line companies now know more about you then the government...

RBNZ last to know?

25 percent only cut this time?

bets?

[winner (n)]

Inflation might be beaten but the cost of living for the average Kiwi household has increased by 3.8% in the past year 

[Waltzing]

could there be four more years of inflation... could the US drive inflation up on its own?

or will it be balance out by a flood of oil and deflation in china...

and what are all those students in china doing riding bikes at night ...

NO BIKE riding IN CHINA please...

what will be the price of the rags for the retailers down under with low oil and cheap rag trade production and NO ESG reporting in the US...

whole departments closed down and the fed told to PRINT PRINT PRINT...


https://edition.cnn.com/2024/11/13/economy/inflation-trump-economy-larry-summers/index.html

[Waltzing]

growth glorish growth where ART thou...

is it a science is it economics or is it ART...

https://www.interest.co.nz/economy/130870/updated-treasury-forecasts-will-show-recession-lasting-longer-and-budget-deficits

what ever it is or how to create it appears to be lost on the KIWI's

or is it that wellington and councils have over the decades killed it...

the KIWI will decline according to the commentators...

[Waltzing]

Big day to day.. big day...bets? 50,75,100,  125?

75 the high end surely...

https://www.interest.co.nz/business/130918/stats-nz-figures-show-seasonally-adjusted-retail-sales-volume-decreased-01