Retailers are doing it tough and there have been an increasing number of businesses closing or restructuring post the GFC. Some better known names caught in this environment are Clive Peters, Dick Smith Electronics, GAME, Retravision Southern, Colorado, Fletcher Jones, Sleep City & WOW audio.
The Australian macroeconomic landscape remains confusing, particularly for those looking to understand or forecast the retail cycle. That is until now….
Today, we identify the investment fundamentals investors need to consider for the retail sector and name a few standouts as well as poorer quality businesses within the sector.