Lovisa's Growth Volatility Looks Temporary to New Bulls -- Market Talk

Dow Jones
Dec 19, 2025

0106 GMT - The recent correction to Lovisa's share price lures new bulls at Morgan Stanley. Raising their recommendation to overweight from equal-weight, analysts Chenny Wang and James Bales tell clients in a note that recent volatility in the fashion-jewelry retailer's growth is transitory rather than structural. They see EPS rising 83% by FY 2028, supported by agility on product range and best-in-class supply chain execution. The pair view the de-rating as an opportunity to build positions in a competitively advantaged Australian retailer. MS trims its target price 9.5% to A$38.00. Shares are up 5.2% at A$30.34. (stuart.condie@wsj.com)

 

(END) Dow Jones Newswires

December 18, 2025 20:06 ET (01:06 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

At the request of the copyright holder, you need to log in to view this content

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10