JBH has suffered with inventory issues and of course a soft consumer but when we see inflation go back into its box and the papers stop discussing rate hikes at nauseam the consumer will regain confidence and start spending, we like JBH for sector exposure along with Nick Scali (NCK) as a slightly more speculative play.
- We have largely avoided the Retail Sector over the last 12 months but the time is approaching to start venturing back into the space.
MM likes JBH into another test on the downside
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