RETAIL TRADE – AUSTRALIA

Customers win as Amazon, eBay face off

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Original article by Chris Griffith
The Australian – Page: 3 : 19-Jun-18

E-commerce giant Amazon has advised that Australians who join its premium subscription service will receive free delivery on many items in just two business days. Amazon Prime will be officially launched in Australia on 19 June, and it will compete with the recently launched eBay Plus service. Australians will be able to take out a free trial subscription to both services, while Amazon and eBay are also offering a discounted annual subscription package for a limited time.

CORPORATES
AMAZON.COM INCORPORATED, EBAY AUSTRALIA AND NEW ZEALAND PTY LTD, EBAY INCORPORATED, MYER HOLDINGS LIMITED – ASX MYR, TARGET AUSTRALIA PTY LTD, CHEMIST WAREHOUSE

How We Shop: Trends in Australian Shopping Behaviours

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Original article by Roy Morgan
Market Research Update – Page: Online : 19-Jun-18

Recent research by Roy Morgan found that 9.46 million Australians aged 14+ now shop online. While all demographics are recording a positive growth rate, the strongest growth is from the less affluent demographics. Australians in the FG Socio-Economic Quintile, those classified as Light Spenders, and those belonging to the Roy Morgan Value Segments of "Fairer Deal" (a 9.5ppts increase) and "Something Better" (15ppts increase) all recorded higher growth rates of internet shopping between March 2015 and March 2018 than their wealthier counterparts. The late adopters of the technology community are also now the highest growing demographic for online shopping. Analysis using Roy Morgan’s Technology Adoption Segments shows that Technology Traditionalists have recorded growth of 7ppts in online shopping, while Technophobes grew by 7.1ppts, the highest of all segments. Comparatively, the Technology Early Adopters saw growth of only 3.9ppts, and the Digital Life segment recorded growth of just 4ppts.

CORPORATES
ROY MORGAN LIMITED

eBay king of online shopping ahead of Gumtree, Amazon, Kogan & Groupon

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Original article by Roy Morgan
Market Research Update – Page: Online : 19-Jun-18

A Roy Morgan Single Source survey shows that nearly 14 million Australians aged 14+ (or almost 70%) now visit online shopping or auction sites in an average four weeks, although recent research revealed that around 47% of Australians actually purchase something online in an average four weeks. Meanwhile, over 9.4 million Australians visit eBay in an average four weeks, ahead of Gumtree (5.6 million visitors), Amazon (4.7 million) and Kogan.com (nearly 2.3 million). Analysis by gender shows that over 7 million women visit an online shopping or auction site in an average four weeks, compared with around 6.9 million men. eBay is easily the top online shopping site for both women and men; nearly 4.9 million men visit eBay in an average four weeks, compared to 4.5 million women.

CORPORATES
ROY MORGAN LIMITED, EBAY INCORPORATED, EBAY AUSTRALIA AND NEW ZEALAND PTY LTD, GUMTREE.COM AUSTRALIA PTY LTD, AMAZON.COM INCORPORATED, KOGAN.COM LIMITED – ASX KGN

Who’s Shopping? Nearly 9.5 million Australians

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Original article by Roy Morgan
Market Research Update – Page: Online : 12-Jun-18

A Roy Morgan Single Source survey has found that 9.46 million Australians 14+ (46.8%) purchased something online in an average four-week period in the year to March 2018, This represents an increase of 590,000 in just 12 months, and an increase of 2.3 million since 2014. The survey also shows that 4.5 million people buy something from the Entertainment and Leisure category in any given four weeks, followed by Fashion (2.7 million), Food and Beverages (2.4 million) and Reading Material (2.2 million). Meanwhile, analysis using Roy Morgan’s Technology Adoption Segments reveals that 49.1% of online shoppers fall under the umbrella of either Technology Early Adopters or Professional Technology Mainstream, the two most digitally inclined segments of the population.

CORPORATES
ROY MORGAN LIMITED

Stand-alone Coles to turn up dial on capex

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Original article by Sue Mitchell
The Australian Financial Review – Page: 26 : 8-Jun-18

Coles has indicated plans to boost capital expenditure after it is demerged from Wesfarmers, in part because the food and liquor retailer needs to refurbish stores. Coles may need to raise capital in order to finance its expenditure plans, depending on the amount of debt that Wesfarmers decides to leave it with. Coles MD John Durkan says he anticipates that the total Australian grocery market will grow by around three per cent a year.

CORPORATES
COLES GROUP LIMITED, COLES SUPERMARKETS AUSTRALIA PTY LTD, WESFARMERS LIMITED – ASX WES, METCASH LIMITED – ASX MTS, WAVESTONE CAPITAL PTY LTD, MOODY’S INVESTORS SERVICE INCORPORATED, STANDARD AND POOR’S (AUSTRALIA) PTY LTD, AMAZON.COM INCORPORATED, BUNNINGS GROUP LIMITED

Kogan to push into whitegoods

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Original article by James Thomson
The Australian Financial Review – Page: 20 : 5-Jun-18

Online retailer Kogan.com aims to begin selling whitegoods and large kitchen appliances by the end of 2018. Founder and CEO Ruslan Kogan says the logistics aspects associated with the sale of such bulky items has made the whitegoods retail sector relatively immune to the challenges posed by online retailers, but he says it is "ripe for the picking". News of Kogan.com’s foray into whitegoods saw shares in established whitegoods retailers decline on 4 June, with Harvey Norman and JB Hi-Fi down 2.8 per cent and 3.7 per cent respectively.

CORPORATES
KOGAN.COM LIMITED – ASX KGN, HARVEY NORMAN HOLDINGS LIMITED – ASX HVN, JB HI-FI LIMITED – ASX JBH, THE GOOD GUYS

Myer brings forward winter sales

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Original article by Eli Greenblat
The Australian – Page: 17 & 28 : 29-May-18

Department store chain Myer is tipped to offer discounts of up to 70 per cent in its mid-season stocktake sale, which will begin on 29 May. French Connection, Bonds and Country Road are among the brands that will be heavily discounted in the stocktake sale, which has been launched earlier than usual due to an unseasonally warm start to the winter months. Grant Saligari of Credit Suisse notes that other retailers tend to begin discounting when one does so. David Jones is also tipped to launch its mid-season sale ahead of schedule.

CORPORATES
MYER HOLDINGS LIMITED – ASX MYR, FRENCH CONNECTION, BONDS INDUSTRIES LIMITED, COUNTRY ROAD LIMITED, PIPER, WAYNE COOPER, MARCS, SPORTSCRAFT, CREDIT SUISSE (AUSTRALIA) LIMITED, DAVID JONES LIMITED, CITIGROUP PTY LTD

Coles and Woolworths continue to gain share in fresh fruit and vegetable market

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Original article by Roy Morgan
Market Research Update – Page: Online : 23-May-18

Woolworths and Coles had a combined share of 51.3% of Australia’s fresh fruit and vegetable market in the year to March 2018, according to a Roy Morgan Single Source survey. The combined market share of other retail outlets (including Aldi, IGA, fruit shops, markets and other supermarkets) was 48.7%. Woolworths’ share of the $A18bn market was 27.4%, up 1.3% points, although Coles’ market share has fallen 0.7% to 23.9%. Aldi’s share of the fresh fruit and vegetable market is up 0.6% to 10.1%; it seems set to overtake fruit shops, which currently account for 15.8% of the market.

CORPORATES
ROY MORGAN LIMITED, WOOLWORTHS GROUP LIMITED – ASX WOW, COLES GROUP LIMITED, ALDI STORES SUPERMARKETS PTY LTD

JB Hi-Fi stays firm on outlook

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Original article by Eli Greenblat
The Australian – Page: 26 : 8-May-18

Australian-listed JB Hi-Fi has defended its decision to include a profit warning in a presentation to the recent Macquarie Australia Conference rather than issuing a statement to the stock exchange. Responding to a query from stock exchange operator ASX Limited, the consumer electronics retailer said it had been of the view that the information in the presentation would not have a material effect on its share price. JB Hi-Fi’s shares fell by more than 10 per cent following the presentation.

CORPORATES
JB HI-FI LIMITED – ASX JBH, ASX LIMITED – ASX ASX, ALPHINITY INVESTMENT MANAGEMENT PTY LTD, MACQUARIE GROUP LIMITED – ASX MQG

Kaufland set to open first store, suppliers told

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Original article by Eli Greenblat
The Australian – Page: 19 : 30-Apr-18

Grocery suppliers have been advised by German supermarket operator Kaufland that it plans to open its first Australian stores by the end of 2018. Kaufland has been advertising for executives in the past few months, with former Metcash and Woolworths executive Mark Hewlett joining it as chief operating officer. Its latest advertisements have called for executives with experience in areas such as fashion, accessories and homewares, leading to suggestions that it might be trying to take customers from general merchandise stores such as Kmart, Target and Big W.

CORPORATES
KAUFLAND STIFTUNG & CO KG, METCASH LIMITED – ASX MTS, WOOLWORTHS GROUP LIMITED – ASX WOW, KMART AUSTRALIA LIMITED, TARGET AUSTRALIA PTY LTD, BIG W DISCOUNT STORES, COLES SUPERMARKETS AUSTRALIA PTY LTD, ALDI STORES SUPERMARKETS PTY LTD, MORGAN STANLEY AUSTRALIA LIMITED, DAVID JONES LIMITED, MYER HOLDINGS LIMITED – ASX MYR