Latest news with #AccentGroup
West Australian
a day ago
- Business
- West Australian
Morgan Stanley on the lookout for signs of consumer recovery during August earnings season
Morgan Stanley analysts will look for signs of a broader consumer recovery during the August earnings season, noting rate cuts have helped ease cost-of-living pressures but the impact on spending had so far been moderate. In a research note to clients overnight Tuesday, the investment back indicated it would keep an eye on retailers' sales and margin trajectories for the 2026 financial year. The analysts noted while the consumer outlook was more 'constructive', several retailers have called out incremental weakness and softer trading conditions. They include Accent Group, Myer, Super Retail Group, Bapcor, KMD Brands and Adairs. Category trends are also in focus for the upcoming earnings season, with weakness in apparel and alcohol compared with growth in electronics. Morgan Stanley has an 'overweight' rating on Sigma Healthcare versus an 'equal weight' rating on Endeavour Group — owner of Dan Murphy's and BWS — as consumers continued to prioritise health and wellness. 'Decline in traditional quick-service restaurant performance and alcohol consumption is increasingly appearing more structural than cyclical as consumer preferences shift toward healthier options,' it said. Morgan Stanley says while household incomes will improve through 2025 and 2026, it expects a cautious response from spending. It added flow through from additional rate cuts was required before there was meaningful turnaround in consumer sentiment. Electronics giant JB Hi-Fi — also behind The Good Guys — will kick off the first full week of earnings season when it reports 2025 financial year results on August 11. The last week of August is shaping up to be jam-packed, with Endeavour, Coles, Woolworths, Domino's Pizza, Wesfarmers and Harvey Norman among the major retailers reporting. It comes as National Australia Bank on Wednesday revealed online retail sales grew 2.6 per cent month-on-month in June. All States recorded growth in June, with a strong rebound for South Australia, WA and Tasmania — all of which posted a drop in May. The bank estimates in the 12 months to June, Australians spent just over $64 billion on online retail. The Australian Bureau of Statistics will release retail trade data for June on Thursday.
Yahoo
06-07-2025
- Business
- Yahoo
ASX Dividend Stocks Spotlight With Three Key Picks
As Australian shares aim for a modest rise, the market remains influenced by global events, including the S&P 500's recent record highs and geopolitical tensions impacting investor sentiment. In this dynamic environment, dividend stocks can offer stability and income potential, making them an attractive consideration for investors seeking reliable returns amidst market fluctuations. Name Dividend Yield Dividend Rating Sugar Terminals (NSX:SUG) 8.12% ★★★★★☆ Ricegrowers (ASX:SGLLV) 6.23% ★★★★★☆ Nick Scali (ASX:NCK) 3.30% ★★★★★☆ New Hope (ASX:NHC) 9.87% ★★★★★☆ Lycopodium (ASX:LYL) 7.12% ★★★★★☆ Lindsay Australia (ASX:LAU) 7.08% ★★★★★☆ IPH (ASX:IPH) 7.43% ★★★★★☆ Fiducian Group (ASX:FID) 4.56% ★★★★★☆ Bisalloy Steel Group (ASX:BIS) 7.83% ★★★★★☆ Accent Group (ASX:AX1) 8.97% ★★★★★☆ Click here to see the full list of 29 stocks from our Top ASX Dividend Stocks screener. Let's review some notable picks from our screened stocks. Simply Wall St Dividend Rating: ★★★★★☆ Overview: Accent Group Limited operates in the retail, distribution, and franchise sectors for lifestyle footwear, apparel, and accessories across Australia and New Zealand with a market capitalization of A$871.72 million. Operations: Accent Group Limited generates revenue through its retail segment, which accounts for A$1.30 billion, and its wholesale segment, contributing A$475.92 million. Dividend Yield: 9% Accent Group's dividend yield ranks in the top 25% of Australian dividend payers, supported by a cash payout ratio of 40.5%, indicating dividends are well-covered by cash flows. However, the company's dividend history has been volatile over the past decade, raising concerns about reliability. Recent strategic partnerships with Frasers Group and a follow-on equity offering of A$60.45 million provide potential growth opportunities but also highlight significant insider selling and changes in board leadership that may impact investor confidence. Get an in-depth perspective on Accent Group's performance by reading our dividend report here. Our valuation report unveils the possibility Accent Group's shares may be trading at a discount. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: NRW Holdings Limited offers diversified contract services to the resources and infrastructure sectors in Australia, with a market cap of A$1.39 billion. Operations: NRW Holdings Limited generates its revenue from three main segments: MET with A$853.22 million, Civil contributing A$776.06 million, and Mining at A$1.56 billion. Dividend Yield: 5.1% NRW Holdings' dividend yield of 5.12% falls below the top quartile in Australia, yet its dividends are adequately covered by both earnings and cash flows, with payout ratios of 63.4% and 55.3%, respectively. Although trading at a good value relative to peers, its dividend history has been volatile over the past decade, impacting reliability perceptions despite consistent increases in payments during this period. Earnings growth forecasts suggest potential for future stability. Unlock comprehensive insights into our analysis of NRW Holdings stock in this dividend report. According our valuation report, there's an indication that NRW Holdings' share price might be on the cheaper side. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Yancoal Australia Ltd is involved in the exploration, development, production, and marketing of metallurgical and thermal coal across various countries including Australia and several in Asia and Europe, with a market cap of A$8.04 billion. Operations: Yancoal Australia's revenue primarily comes from its coal mining operations in New South Wales, generating A$6.18 billion, and Queensland, contributing A$584 million. Dividend Yield: 8.5% Yancoal Australia offers a compelling dividend yield of 8.54%, placing it in the top quartile among Australian dividend payers. The company's dividends are well-covered by earnings and cash flows, with payout ratios of 56.3% and 48.1%, respectively, indicating sustainability despite a volatile seven-year history of payments. Trading at a favorable P/E ratio of 6.6x compared to the market's 18.4x, recent production increases bolster its value proposition amidst forecasted earnings declines. Dive into the specifics of Yancoal Australia here with our thorough dividend report. Upon reviewing our latest valuation report, Yancoal Australia's share price might be too pessimistic. Gain an insight into the universe of 29 Top ASX Dividend Stocks by clicking here. Are you invested in these stocks already? Keep abreast of every twist and turn by setting up a portfolio with Simply Wall St, where we make it simple for investors like you to stay informed and proactive. Take control of your financial future using Simply Wall St, offering free, in-depth knowledge of international markets to every investor. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ASX:AX1 ASX:NWH and ASX:YAL. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Yahoo
30-06-2025
- Business
- Yahoo
Amperity Named a Leader in 2025 IDC MarketScape for Retail Customer Data Platforms
SEATTLE, June 30, 2025--(BUSINESS WIRE)--Amperity, the AI-powered customer data cloud, today announced that it has been positioned in the Leaders Category of the IDC MarketScape: Worldwide Retail Customer Data Platforms 2025 Vendor Assessment (doc #US52040225, June 2025). The evaluation was based on several criteria evaluating CDP solution capabilities, including real-time personalization, generative AI and data activation, as well as company vision and strategy. "Retailers today are navigating increasingly complex data environments, with fragmented sources and rising expectations for personalized experiences," said Ornella Urso, research director at IDC. "Amperity's platform is built to address these challenges head-on, combining patented identity resolution, data governance and embedded AI capabilities to help enterprise retailers unify and activate their customer data at scale. Its focus on enabling both technical and nontechnical users through tools like AmpAI, focusing on compliance and operational flexibility, positions Amperity in the Leaders Category in this year's evaluation." Retailers like Accent Group, Brooks Running, Citizen Watch, Dr. Martens, JB Hi-Fi and SPARC Group use Amperity to power personalized customer experiences, improve engagement across channels and accelerate business growth. By unifying customer data into accurate, actionable profiles, these brands can deepen loyalty, boost marketing performance and move faster in a changing retail landscape. "It's incredibly rewarding to see our product strategy and execution recognized," said Tony Owens, CEO at Amperity. "Retailers are navigating massive change - from shifting consumer behavior to the rise of AI and growing demand for personalization. Amperity is helping brands build the data foundation to meet this moment. We believe being named a Leader by the IDC MarketScape reflects the impact we're making in unifying customer data, activating insights and turning data into business value." Amperity recently launched its Identity Resolution Agent and Chuck Data, two AI-powered innovations designed to help enterprises unify customer records at scale and accelerate time-to-insight. The Identity Resolution Agent uses machine learning to dynamically match and merge fragmented customer data, while Chuck Data is an AI assistant that lives in the terminal and enables data engineers to build customer tables, resolve identities and tag PII using natural language prompts - without manual coding or orchestration. Download a complimentary excerpt of the IDC MarketScape: Worldwide Retail Customer Data Platforms to learn more about why Amperity was recognized as a Leader. About IDC MarketScape IDC MarketScape vendor assessment model is designed to provide an overview of the competitive fitness of technology and service suppliers in a given market. The research methodology utilizes a rigorous scoring methodology based on both qualitative and quantitative criteria that results in a single graphical illustration of each vendor's position within a given market. IDC MarketScape provides a clear framework in which the product and service offerings, capabilities and strategies, and current and future market success factors of IT and telecommunications vendors can be meaningfully compared. The framework also provides technology buyers with a 360-degree assessment of the strengths and weaknesses of current and prospective vendors. About Amperity Amperity's Customer Data Cloud empowers brands to transform raw customer data into strategic business assets with unprecedented speed and accuracy. Through AI-powered identity resolution, customizable data models, and intelligent automation, Amperity helps technologists eliminate data bottlenecks and accelerate business impact. More than 400 leading brands worldwide, including Alaska Airlines, DICK'S Sporting Goods, BECU, and Wyndham Hotels & Resorts, rely on Amperity to drive customer insights and revenue growth. Founded in 2016, Amperity operates globally with offices in Seattle, New York City, London, and Melbourne. For more information, visit or follow us on LinkedIn, X, Facebook and Instagram. View source version on Contacts Press Contact Andrea Mochermanpress@ +1 (206) 432-8302 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
26-06-2025
- Business
- Yahoo
Are Accent Group Limited's (ASX:AX1) Mixed Financials The Reason For Its Gloomy Performance on The Stock Market?
With its stock down 27% over the past month, it is easy to disregard Accent Group (ASX:AX1). It is possible that the markets have ignored the company's differing financials and decided to lean-in to the negative sentiment. Stock prices are usually driven by a company's financial performance over the long term, and therefore we decided to pay more attention to the company's financial performance. Particularly, we will be paying attention to Accent Group's ROE today. Return on equity or ROE is a key measure used to assess how efficiently a company's management is utilizing the company's capital. In other words, it is a profitability ratio which measures the rate of return on the capital provided by the company's shareholders. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. The formula for ROE is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for Accent Group is: 14% = AU$64m ÷ AU$446m (Based on the trailing twelve months to December 2024). The 'return' is the profit over the last twelve months. That means that for every A$1 worth of shareholders' equity, the company generated A$0.14 in profit. See our latest analysis for Accent Group Thus far, we have learned that ROE measures how efficiently a company is generating its profits. Based on how much of its profits the company chooses to reinvest or "retain", we are then able to evaluate a company's future ability to generate profits. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features. To begin with, Accent Group seems to have a respectable ROE. And on comparing with the industry, we found that the the average industry ROE is similar at 15%. Despite the modest returns, Accent Group's five year net income growth was quite low, averaging at only 3.4%. So, there could be some other factors at play that could be impacting the company's growth. For instance, the company pays out a huge portion of its earnings as dividends, or is faced with competitive pressures. We then compared Accent Group's net income growth with the industry and found that the company's growth figure is lower than the average industry growth rate of 7.2% in the same 5-year period, which is a bit concerning. Earnings growth is a huge factor in stock valuation. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. Is Accent Group fairly valued compared to other companies? These 3 valuation measures might help you decide. Accent Group has a very high three-year median payout ratio of 110%suggesting that the company's shareholders are getting paid from more than just the company's income. This is indicative of risk. To know the 2 risks we have identified for Accent Group visit our risks dashboard for free. Moreover, Accent Group has been paying dividends for at least ten years or more suggesting that management must have perceived that the shareholders prefer dividends over earnings growth. Upon studying the latest analysts' consensus data, we found that the company's future payout ratio is expected to drop to 71% over the next three years. Despite the lower expected payout ratio, the company's ROE is not expected to change by much. In total, we're a bit ambivalent about Accent Group's performance. In spite of the high ROE, the company has failed to see growth in its earnings due to it paying out most of its profits as dividend, with almost nothing left to invest into its own business. With that said, the latest industry analyst forecasts reveal that the company's earnings are expected to accelerate. To know more about the company's future earnings growth forecasts take a look at this free report on analyst forecasts for the company to find out more. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-06-2025
- Business
- Yahoo
Top ASX Dividend Stocks To Consider In June 2025
As the Australian market shows signs of a modest advance, buoyed by positive U.S. inflation data and energy sector fluctuations, investors are keeping a keen eye on dividend stocks for stable income amid economic uncertainties. In this environment, selecting dividend stocks that demonstrate resilience to rising power costs and global market shifts can be crucial for maintaining a balanced investment portfolio. Name Dividend Yield Dividend Rating Super Retail Group (ASX:SUL) 8.49% ★★★★★☆ Sugar Terminals (NSX:SUG) 8.37% ★★★★★☆ Nick Scali (ASX:NCK) 3.19% ★★★★★☆ MFF Capital Investments (ASX:MFF) 3.70% ★★★★★☆ Lycopodium (ASX:LYL) 7.40% ★★★★★☆ Lindsay Australia (ASX:LAU) 6.81% ★★★★★☆ IPH (ASX:IPH) 7.46% ★★★★★☆ GR Engineering Services (ASX:GNG) 6.21% ★★★★★☆ Fiducian Group (ASX:FID) 4.59% ★★★★★☆ Accent Group (ASX:AX1) 9.56% ★★★★★☆ Click here to see the full list of 27 stocks from our Top ASX Dividend Stocks screener. Let's take a closer look at a couple of our picks from the screened companies. Simply Wall St Dividend Rating: ★★★★★☆ Overview: Lindsay Australia Limited offers integrated transport, logistics, and rural supply services to the food processing, food services, fresh produce, and horticulture sectors in Australia with a market cap of A$228.36 million. Operations: Lindsay Australia Limited generates revenue through its Rural segment (A$160.92 million), Hunters segment (A$100.09 million), Corporate segment (A$5.15 million), and Transport segment (A$573.35 million). Dividend Yield: 6.8% Lindsay Australia's dividend yield of 6.81% places it in the top quartile of Australian dividend payers, supported by a sustainable payout ratio of 67.1% and a low cash payout ratio of 21.8%. Despite recent volatility in dividends, an increase to A$0.023 per share was announced for April 2025. The stock trades at a significant discount to fair value, though profit margins have decreased from last year's figures, currently at 2.9%. Click here to discover the nuances of Lindsay Australia with our detailed analytical dividend report. The valuation report we've compiled suggests that Lindsay Australia's current price could be quite moderate. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Smartgroup Corporation Ltd, with a market cap of A$972.35 million, offers employee management services in Australia. Operations: Smartgroup Corporation Ltd generates revenue primarily from its Vehicle Services, which contributed A$21.87 million, and Outsourced Administration services, amounting to A$287.87 million. Dividend Yield: 6.9% Smartgroup's dividend yield of 6.9% ranks it among the top 25% of Australian dividend payers, though its sustainability is questionable due to a high cash payout ratio of 135.6%. While dividends have grown over the past decade, they have been volatile and not well covered by free cash flows. The stock trades at a significant discount to fair value and analysts anticipate a price increase, reflecting potential upside despite recent earnings growth challenges. Click here and access our complete dividend analysis report to understand the dynamics of Smartgroup. The analysis detailed in our Smartgroup valuation report hints at an deflated share price compared to its estimated value. Simply Wall St Dividend Rating: ★★★★☆☆ Overview: Southern Cross Electrical Engineering Limited offers electrical, instrumentation, communications, security, and maintenance services to the resources, commercial, and infrastructure sectors in Australia with a market cap of A$436.28 million. Operations: Southern Cross Electrical Engineering Limited generates revenue of A$693.73 million from its electrical services provision across various sectors in Australia. Dividend Yield: 3.6% Southern Cross Electrical Engineering's dividend yield of 3.64% is modest compared to top Australian payers. Despite a volatile dividend history, payments are well-covered by earnings and cash flows, with payout ratios of 69.4% and 21.5%, respectively. The stock trades at a good value, being 27% below its estimated fair value, with analysts expecting a price rise of nearly 46%. Earnings growth has been robust at 42.3%, supporting potential future dividends despite past instability. Dive into the specifics of Southern Cross Electrical Engineering here with our thorough dividend report. Our valuation report here indicates Southern Cross Electrical Engineering may be undervalued. Gain an insight into the universe of 27 Top ASX Dividend Stocks by clicking here. Got skin in the game with these stocks? Elevate how you manage them by using Simply Wall St's portfolio, where intuitive tools await to help optimize your investment outcomes. Streamline your investment strategy with Simply Wall St's app for free and benefit from extensive research on stocks across all corners of the world. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ASX:LAU ASX:SIQ and ASX:SXE. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
