Entrenched Australian Inflation Looks Bad for Lovisa -- Market Talk

Dow Jones

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2306 GMT - Australia's entrenched inflation is seen by Jefferies analysts as bad news for fashion jewelry retailer Lovisa. Analysts at the investment bank tell clients in a note that stubbornly high inflation, the prospect of further energy-price rises, and expectations of interest-rate rises will weigh on consumer spending. They think that flat discretionary spending is the best that can be hoped for. Furthermore, they already see signs of challenges across the sector in which Lovisa operates. The analysts observe that, across 13 larger players, total store count has fallen by 8% in 18 months and two retailers have entered insolvency procedures. Jefferies cuts its target price 4.2%, to A$32.00, and keeps a "hold" rating on the stock, which is down 0.75%, at A$30.57. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

December 11, 2025 18:06 ET (23:06 GMT)

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Analysts at the investment bank tell clients in a note that stubbornly high inflation, the prospect of further energy-price rises, and expectations of interest-rate rises will weigh on consumer spending. They think that flat discretionary spending is the best that can be hoped for. Furthermore, they already see signs of challenges across the sector in which Lovisa operates. The analysts observe that, across 13 larger players, total store count has fallen by 8% in 18 months and two retailers have entered insolvency procedures. Jefferies cuts its target price 4.2%, to A$32.00, and keeps a \"hold\" rating on the stock, which is down 0.75%, at A$30.57. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 11, 2025 18:06 ET (23:06 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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>Entrenched Australian Inflation Looks Bad for Lovisa -- 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\">\nEntrenched Australian Inflation Looks Bad for Lovisa -- 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\">2025-12-12 07:06</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  2306 GMT - Australia's entrenched inflation is seen by Jefferies analysts as bad news for fashion jewelry retailer Lovisa. Analysts at the investment bank tell clients in a note that stubbornly high inflation, the prospect of further energy-price rises, and expectations of interest-rate rises will weigh on consumer spending. They think that flat discretionary spending is the best that can be hoped for. Furthermore, they already see signs of challenges across the sector in which Lovisa operates. The analysts observe that, across 13 larger players, total store count has fallen by 8% in 18 months and two retailers have entered insolvency procedures. Jefferies cuts its target price 4.2%, to A$32.00, and keeps a \"hold\" rating on the stock, which is down 0.75%, at A$30.57. (stuart.condie@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 11, 2025 18:06 ET (23:06 GMT)\n</p>\n<p>\n  Copyright (c) 2025 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":"LOV.AU","symbol_name":"LOVISA HOLDINGS LTD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2590542084","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590542084","pubTimestamp":1765494360,"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":"2306 GMT - Australia's entrenched inflation is seen by Jefferies analysts as bad news for fashion jewelry retailer Lovisa. Analysts at the investment bank tell clients in a note that stubbornly high inflation, the prospect of further energy-price rises, and expectations of interest-rate rises will weigh on consumer spending. They think that flat discretionary spending is the best that can be hoped for. Furthermore, they already see signs of challenges across the sector in which Lovisa operates. The analysts observe that, across 13 larger players, total store count has fallen by 8% in 18 months and two retailers have entered insolvency procedures. Jefferies cuts its target price 4.2%, to A$32.00, and keeps a \"hold\" rating on the stock, which is down 0.75%, at A$30.57. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LOV.AU":"LOVISA HOLDINGS LTD","BK7128":"专卖店"},"translate_title":"澳大利亚根深蒂固的通胀看起来对Lovisa不利——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LOV.AU":0.9},"content_text":"2306 GMT - Australia's entrenched inflation is seen by Jefferies analysts as bad news for fashion jewelry retailer Lovisa. Analysts at the investment bank tell clients in a note that stubbornly high inflation, the prospect of further energy-price rises, and expectations of interest-rate rises will weigh on consumer spending. They think that flat discretionary spending is the best that can be hoped for. Furthermore, they already see signs of challenges across the sector in which Lovisa operates. The analysts observe that, across 13 larger players, total store count has fallen by 8% in 18 months and two retailers have entered insolvency procedures. Jefferies cuts its target price 4.2%, to A$32.00, and keeps a \"hold\" rating on the stock, which is down 0.75%, at A$30.57. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 11, 2025 18:06 ET (23:06 GMT)\n\n\n  Copyright (c) 2025 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":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}