Australian Retail Stocks Are Getting Smashed

Kogan, Temple & Webster and Koala

Cettire's Collapse

Australia’s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala.

Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going.

00:00 Australian Retail Stocks Are Getting Smashed
12:41 Kogan, Temple & Webster and Koala
16:40 Cettire’s Collapse & The Art of Contrarian Investing

Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ 

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Australia&rsquo;s retail stocks are getting smashed, but Adam and Adir think the sell-off could finally be creating opportunities in businesses like JB Hi-Fi, Kogan and Koala.
Meanwhile, Cettire has lost 95% of its value in two years and its latest results raise even more questions about how long the luxury retailer can keep going.
00:00 Australian Retail Stocks Are Getting Smashed 12:41 Kogan, Temple &amp; Webster and Koala 16:40 Cettire&rsquo;s Collapse &amp; The Art of Contrarian Investing
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/">https://www.thecontrarianspod.com/</a>&nbsp;
<a href="https://www.braze.com/get-started/?utm_campaign=fy27-q3-apac-paid-field-the-contrarians-podcast&amp;utm_medium=podcast&amp;utm_source=the-contrarians&amp;utm_content=host-read-ad">Try Braze</a>

Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.