JB Hi-Fi Can Weather Headwinds Better Than Rival Retailers -- Market Talk

Dow Jones

03/23

2336 GMT - JB Hi-Fi's bull at Bell Potter adjusts its earnings view as household budgets in Australia become increasingly stretched and freight costs rise. It also highlights the task of beating 8.2% sales growth recorded in 4Q25 when JB Hi-Fi benefited from demand for Nintendo Switch 2. "We anticipate AI laptop price increases to flow through the end of 3Q26 and other potential freight cost impacts from onshore suppliers to impact gross margins," analyst Chami Ratnapala says. "However, we see JB Hi-Fi better placed to absorb some margin pressures versus other names in our coverage." Bell Potter trims its net profit forecasts by 4% and 8% in FY 2027 and FY 2028, respectively. Its price target falls by 24% to A$90.00/share. JB Hi-Fi is down 0.2% at A$71.58. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

March 22, 2026 19:36 ET (23:36 GMT)

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It also highlights the task of beating 8.2% sales growth recorded in 4Q25 when <a href=\"https://laohu8.com/S/JBHIF\">JB Hi-Fi</a> benefited from demand for <a href=\"https://laohu8.com/S/NTDOY\">Nintendo</a> Switch 2. \"We anticipate AI laptop price increases to flow through the end of 3Q26 and other potential freight cost impacts from onshore suppliers to impact gross margins,\" analyst Chami Ratnapala says. \"However, we see JB Hi-Fi better placed to absorb some margin pressures versus other names in our coverage.\" Bell Potter trims its net profit forecasts by 4% and 8% in FY 2027 and FY 2028, respectively. Its price target falls by 24% to A$90.00/share. JB Hi-Fi is down 0.2% at A$71.58. 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It also highlights the task of beating 8.2% sales growth recorded in 4Q25 when <a href=\"https://laohu8.com/S/JBHIF\">JB Hi-Fi</a> benefited from demand for <a href=\"https://laohu8.com/S/NTDOY\">Nintendo</a> Switch 2. \"We anticipate AI laptop price increases to flow through the end of 3Q26 and other potential freight cost impacts from onshore suppliers to impact gross margins,\" analyst Chami Ratnapala says. \"However, we see JB Hi-Fi better placed to absorb some margin pressures versus other names in our coverage.\" Bell Potter trims its net profit forecasts by 4% and 8% in FY 2027 and FY 2028, respectively. Its price target falls by 24% to A$90.00/share. JB Hi-Fi is down 0.2% at A$71.58. (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 22, 2026 19:36 ET (23:36 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JBH.AU","symbol_name":"JB HI-FI LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2621742940","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2621742940","pubTimestamp":1774222560,"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":"2336 GMT - JB Hi-Fi's bull at Bell Potter adjusts its earnings view as household budgets in Australia become increasingly stretched and freight costs rise. It also highlights the task of beating 8.2% sales growth recorded in 4Q25 when JB Hi-Fi benefited from demand for Nintendo Switch 2. \"We anticipate AI laptop price increases to flow through the end of 3Q26 and other potential freight cost impacts from onshore suppliers to impact gross margins,\" analyst Chami Ratnapala says. \"However, we see JB Hi-Fi better placed to absorb some margin pressures versus other names in our coverage.\" Bell Potter trims its net profit forecasts by 4% and 8% in FY 2027 and FY 2028, respectively. Its price target falls by 24% to A$90.00/share. JB Hi-Fi is down 0.2% at A$71.58. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"JBH.AU":"JB HI-FI LTD","BK7001":"电脑与电子产品零售"},"translate_title":"JB Hi-Fi比竞争对手零售商更能抵御逆风——市场讨论","themeId":"8603dabb40994e59ac78c04c930c0d49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JBH.AU":0.9},"content_text":"2336 GMT - JB Hi-Fi's bull at Bell Potter adjusts its earnings view as household budgets in Australia become increasingly stretched and freight costs rise. It also highlights the task of beating 8.2% sales growth recorded in 4Q25 when JB Hi-Fi benefited from demand for Nintendo Switch 2. \"We anticipate AI laptop price increases to flow through the end of 3Q26 and other potential freight cost impacts from onshore suppliers to impact gross margins,\" analyst Chami Ratnapala says. \"However, we see JB Hi-Fi better placed to absorb some margin pressures versus other names in our coverage.\" Bell Potter trims its net profit forecasts by 4% and 8% in FY 2027 and FY 2028, respectively. Its price target falls by 24% to A$90.00/share. JB Hi-Fi is down 0.2% at A$71.58. 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