Profits of Australian Discretionary Retailers Coming Under Pressure -- Market Talk

Dow Jones

7小时前

2219 GMT - Citi says downside risks to its 2H earnings estimates for Australia's discretionary retailers are increasing. That reflects expectations of higher interest rates, along with a sharp rise in fuel prices since the Middle East conflict began. Analyst Adrian Lemme also highlights early signs of deteriorating consumer confidence. "However, retailers have continued to de-rate and we expect the stocks to rally should the conflict in Iran settle," Citi says. Australia's federal government could take measures such as reducing fuel excise duty to stabilize the situation. "Therefore, we leave our forecasts and recommendations unchanged but will review leading into 3Q trading updates," Citi says. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 16, 2026 18:19 ET (22:19 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2620434497"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2620434497\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2620434497?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-17 06:19","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2620434497","market":"other","top_or_hot":-1,"title":"Profits of Australian Discretionary Retailers Coming Under Pressure -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  2219 GMT - Citi says downside risks to its 2H earnings estimates for Australia's discretionary retailers are increasing. That reflects expectations of higher interest rates, along with a sharp rise in fuel prices since the Middle East conflict began. Analyst Adrian Lemme also highlights early signs of deteriorating consumer confidence. \"However, retailers have continued to de-rate and we expect the stocks to rally should the conflict in Iran settle,\" Citi says. Australia's federal government could take measures such as reducing fuel excise duty to stabilize the situation. \"Therefore, we leave our forecasts and recommendations unchanged but will review leading into 3Q trading updates,\" Citi says. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 16, 2026 18:19 ET (22:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Profits of Australian Discretionary Retailers Coming Under Pressure -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nProfits of Australian Discretionary Retailers Coming Under Pressure -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-17 06:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  2219 GMT - Citi says downside risks to its 2H earnings estimates for Australia's discretionary retailers are increasing. That reflects expectations of higher interest rates, along with a sharp rise in fuel prices since the Middle East conflict began. Analyst Adrian Lemme also highlights early signs of deteriorating consumer confidence. \"However, retailers have continued to de-rate and we expect the stocks to rally should the conflict in Iran settle,\" Citi says. Australia's federal government could take measures such as reducing fuel excise duty to stabilize the situation. \"Therefore, we leave our forecasts and recommendations unchanged but will review leading into 3Q trading updates,\" Citi says. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 16, 2026 18:19 ET (22:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PMV.AU","symbol_name":"PREMIER INVESTMENTS LIMITED","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2620434497","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620434497","pubTimestamp":1773699540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2219 GMT - Citi says downside risks to its 2H earnings estimates for Australia's discretionary retailers are increasing. That reflects expectations of higher interest rates, along with a sharp rise in fuel prices since the Middle East conflict began. Analyst Adrian Lemme also highlights early signs of deteriorating consumer confidence. \"However, retailers have continued to de-rate and we expect the stocks to rally should the conflict in Iran settle,\" Citi says. Australia's federal government could take measures such as reducing fuel excise duty to stabilize the situation. \"Therefore, we leave our forecasts and recommendations unchanged but will review leading into 3Q trading updates,\" Citi says. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"PMV.AU":"PREMIER INVESTMENTS LIMITED","BK7029":"百货商店","JBH.AU":"JB HI-FI LTD","BK7041":"综合货品商店","BK7021":"服装零售","BK7153":"综合零售","HVN.AU":"HARVEY NORMAN HOLDINGS LTD","SUL.AU":"SUPER RETAIL GROUP LTD","MYR.AU":"MYER HOLDINGS LTD","BK7001":"电脑与电子产品零售","BK7128":"专卖店"},"translate_title":"澳大利亚非必需品零售商的利润面临压力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HVN.AU":0.9,"MYR.AU":0.9,"PMV.AU":0.9,"SUL.AU":0.9,"JBH.AU":0.9},"content_text":"2219 GMT - Citi says downside risks to its 2H earnings estimates for Australia's discretionary retailers are increasing. That reflects expectations of higher interest rates, along with a sharp rise in fuel prices since the Middle East conflict began. Analyst Adrian Lemme also highlights early signs of deteriorating consumer confidence. \"However, retailers have continued to de-rate and we expect the stocks to rally should the conflict in Iran settle,\" Citi says. Australia's federal government could take measures such as reducing fuel excise duty to stabilize the situation. \"Therefore, we leave our forecasts and recommendations unchanged but will review leading into 3Q trading updates,\" Citi says. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 16, 2026 18:19 ET (22:19 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}