** Analysts at Jarden expect the relative out-performance by Australian electronics retailer JB Hi-Fi JBH.AX to ease through FY26
** Brokerage does not see JBH's share gains as sustainable and expect it to moderate from 2H25 to FY27
** Sees JBH losing market share to lead to over 15% sales benefit for rival Harvey Norman HVN.AX into 2H25 and beyond
** Jarden sees growing upside risk to top line forecasts for Harvey Norman, reflecting recent trends and greater market skew towards IT and housing-related categories
** We expect JBH share gains to moderate and HVN to tick up - Brokerage
** Jarden retain a preference for HVN, owing to lower expectations, housing exposure and more recent sales trends
** JBH shares currently up 3% while HVN is trading about 1% higher
(Reporting by Rishav Chatterjee in Bengaluru)
((Rishav.Chatterjee@thomsonreuters.com;))
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.