02/09/2025 09:30

Super Retail Group Ltd (SUL) $18.57

SUL posted record annual revenue of $4.1bn and beat full-year profit expectations in August, after sales improved through the second half. Importantly, recent trading activity highlighted improving sales momentum into 1H26 for the key Supercheap Auto business. Similar to HVN, post-result, the stocks' PT was raised in the region of 20-40%, arguably a bit late after the stock had already popped.

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21/08/2025 18:01

Super Retail Group (SUL) $18.57

SUL +12.34%: A solid result, although we initially thought we must have missed something when the stock surged above $20.

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08/05/2025 17:26

Super Retail Group (SUL)

SUL +0.67%: A volatile session for SUL, mirroring the performance of JB Hi Fi (JBH) yesterday with the shares sold off early, down around 6% at the lows before finishing up on the day following the release of a trading update as part of the Macquarie Conference.

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08/05/2025 09:20

JB Hi-Fi (JBH) or Super Retail (SUL)

JBH experienced a sharp initial 6% decline after the retailer reported 3Q sales growth that was lower than their last update in January (6% vs 7.1% prior run-rate) with The Good Guys a major reason, although virtually all of the knee-jerk bearish reaction had evaporated by the market's close.

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16/04/2025 09:43

Super Retail Group (SUL) $12.72

SUL is one position held in the MM portfolios which has been under pressure in 2025, with the stock down 16.2% year-to-date, worse than the broad markets' 4.9% decline.

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20/02/2025 17:26

Super Retail Group (SUL) $14.17

SUL –12.48%: Not a super result from SUL, though a better trading update for the first 7 weeks of 2025 should have provided some support for the stock.  

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18/02/2025 09:34

Super Retail Group Ltd (SUL) $16.53

SUL reports on Thursday and will need to do a better job than last October when the stock plunged ~20% after the retailer’s trading update was a touch soft, showing growth had decelerated mildly relative to the update they provided in August; not ideal after the stock had surged ~50% in a few months.

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06/12/2024 09:38

Active Growth Portfolio – Amendments

We are making several changes to the Active Growth Portfolio today

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04/12/2024 09:38

Super Retail Group Ltd (SUL) $14.78

As the operator of BCF, Supercheap Auto, Rebel and Macpac SUL is a company MM has covered several  times in recent months, but as we hold no retail exposure in our Active Growth Portfolio, it’s a sector we’re watching closely.

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07/11/2024 09:32

GPT Group (GPT) into Super Retail Group (SUL)

GPT Group (GPT) – again, this property name is unlikely to outperform the market while the risks of sticky inflation, at best, remain elevated in the US and potentially at home.

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