Retailer PMV, the name behind Just Jeans, Peter Alexander and Smiggle, has experienced a volatile ride over the last 12-months as investors juggled differing views on the path of interest rates & inflation and how they would impact the Australian consumer. However, retail spending has proven far more resilient than many thought, including ourselves, and PMV looks set to test its 2021 high this FY.
- We like PMV around $30 but are conscious that the business reports on the 23th of this month (they are January year end).
MM is cautiously bullish on PMV
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