16/02/2026 17:15

JB Hi-Fi (JBH) $82.40

JBH +7.46%: A solid 1H result, with earnings in line with expectations and the business continuing to execute well in a competitive retail environment. While January trading was softer (+2.4%) and management struck a cautious tone, the market had already priced in plenty of bad news after the stock’s recent pullback. 

Read more

11/12/2025 09:57

JB Hi-Fi (JBH) $90.77

JBH has been smacked in the second half of 2025 as the “Certainty Trade” unwound, and investors finally paid some attention to valuations. Weakness accelerated from late October following its first-quarter update, which came in broadly in line with expectations, but the underlying message was one of resilience rather than acceleration, i.e. a continuation of solid, mature growth rather than anything to excite investors who had pushed the stock's valuation into realms of strong growth.

Read more

30/10/2025 17:21

JB Hi-Fi (JBH) $108.45

JBH -4.47%: delivered a steady first-quarter update, broadly in line with expectations, though the underlying message was one of resilience rather than acceleration i.e. a continuation of solid, mature growth rather than anything to excite investors – and when the stock is trading on 24x, it’s easy to understand why the market wanted more…

Read more

11/08/2025 16:45

JB Hi-Fi (JBH) $107.83

JBH –8.39% delivered a solid FY25 result with earnings coming in ahead of expectations, though a management change spooked the market which was well-positioned for a beat, so simply meeting expectations wasn’t enough with the stock selling off as much as ~10% through the session. 

Read more

01/07/2025 09:14

JB Hi-Fi Ltd (JBH) $110.35

JBH rallied almost 20% in FY25 and has more than doubled in the last 18 months - fortunately, we enjoyed some of the move but, like many, underestimated how much the elastic band would stretch.

Read more

20/05/2025 09:32

JB Hi-Fi Ltd (JBH) $104.17

The story with JBH is similar in the retail sector, JBH extended its 2025 advance by 1.3% on Monday, taking it up more than 12% year-to-date, while Super Retail (SUL) fell 2.5%, taking it down 8.1% year-to-date.

Read more

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.

Read more

08/04/2025 09:16

JB Hi-Fi Ltd (JBH) $86.00

JBH is only down 7.2% so far in 2025, outperforming the ASX in the process; however, it has corrected almost 23% from its blow-off top in February. We continue to believe that JBH is a quality retailer, arguably the best on the local bourse.

Read more

13/03/2025 09:49

JB Hi-Fi Ltd (JBH) $88.22

JBH soared through 2024 as the business performed strongly, and analysts consistently upgraded their earnings forecasts, taking the share price along for the ride. However, arguably, Australia's premier retailer got too expensive, and we caution even after correcting over 20%, it's still trading on the expensive side of history.

Read more

10/02/2025 17:22

JB-HiFi (JBH) $97.78

JBH –4.56%: Reported very strong 1H25 results that were a slight beat vs. consensus pushing shares higher initially. However, as is often the case when the market is looking for, and already positioned towards a good result, the share price gets hit with profit taking, which was the case today for JBH.

Read more