Market Chatter: JB Hi-Fi Faces Risks from Increasing Competition, Limited AI-Driven Tailwinds for Replacement Cycle, RBC Capital Markets Says

MT Newswires Live

Dec 09, 2025

JB Hi-Fi (ASX:JBH) faces risks from growing Amazon competition and limited AI-driven tailwinds for the replacement cycle, even as it is a "high-quality omnichannel retailer with industry-best cost base efficiency," RBC Capital Markets analyst Michael Toner said, according to The Australian Financial Review.

RBC noted the firm's strong in-store presence, lean operating margins, and exposure to structural growth categories.

The investment firm started coverage on JB Hi‑Fi, assigning a Sector Perform rating and a price target of AU$101 per share.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0708994859.HKD","symbol_name":"TEMPLETON GLOBAL \"A\" (HKD) ACC","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2590394867","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590394867","pubTimestamp":1765255981,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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