Our view on 3 online retailers
Thoughts on online retailers here please, Kogan (KGN), Temple & Website (TPW) and Adore Beauty (ABY) – thanks Eric
Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Thoughts on online retailers here please, Kogan (KGN), Temple & Website (TPW) and Adore Beauty (ABY) – thanks Eric
Hi Eric,
The Australian online retailers have struggled in 2021 as they enter a period of lower growth relative to the Covid spike, but they are now looking interesting with TPW the standout to us at current levels followed closely by Adore Beauty (ABY), both of which we hold in our Emerging Companies Portfolio (along with a small position in KGN).
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