The resilience of the Australian consumer has been a major area of discussion among investors in recent months. Co-Head of Research at Morgans Alex Mees previews the Consumer Sector for the February 2023 Reporting Season.
With the upcoming reporting season, there are a number of key themes to watch out for. The most critical information to look out for is the shape of consumer demand. We expect it to have remained robust through Christmas and into January, though it’s likely to moderate as we move into the second half of the financial year.
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