Specialty Retail

sul

SUL: Retail Giant - Digital Disruption's Coming Home to Roost

Updated 8 Oct 2025

Super Retail Group trades at $16.21 vs fair value $13.56, facing digital disruption and margin pressure across four-brand specialty retail portfolio with 55% thesis failure probability.

View note

ssg

SSG: Grooming Specialist - Transform-UTM's the Game Changer

Updated 8 Oct 2025

Trading at $1.48 vs $2.61 fair value (76% upside). Transform-UTM private brand validates strategic transformation. 25% market share, 89 NPS, debt-free balance sheet.

View note

hvn

HVN: Retail Giant - Peak Margins, Property Peaks, and Painful Reality Checks

Updated 8 Oct 2025

Harvey Norman trades at $7.29 vs $3.13 fair value (57% overvalued) with unsustainable margins and property cycle risks creating compelling value opportunity

View note

bbn

BBN: Baby Retail Leader - Store of the Future or Store of the Past?

Updated 8 Oct 2025

Baby Bunting trades at $2.60 vs fair value $1.56, with 12.1% revenue growth forecast but 5.2/10 business quality score below peers.

View note