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.

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

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.

Read more

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.  

Read more

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.

Read more

06/12/2024 09:38

Active Growth Portfolio – Amendments

We are making several changes to the Active Growth Portfolio today

Read more

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.

Read more

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.

Read more

06/11/2024 09:17

Super Retail Group (SUL) $14.33

SUL has been in an earnings upgrade cycle since September 2022, with FY25 consensus earnings per share (EPS) estimates moving from 89c to $1.09 by September of 2024. Earnings moving higher justifies a higher PE and the stock price moved from ~$8 to above $18.

Read more

30/10/2024 09:26

Super Retail Group Ltd (SUL) $14.81

Retailer SUL, which has Macpac, Rebel, Super Cheap Auto & BCF in its stable, has experienced a tough few weeks, with its share price correcting over 20% in just a month, hitting 11-week lows on significant volume. We put this pullback down to two main reasons;

Read more