Although Kogan reported recently issues with buying too much inventory and said that they would need to to sell it at the discounted prices which hurt the margins I think they had enough to take the advantage of the current COVID-19 situation where most of the major cities our in a lockdown.

This should help them increasing the revenue in a short period of time and get rid of inventory. If the discounting is used in a right way they should attract new customers who should then repeat in the future helping revenue in the future as well.

I don't believe the share price will get crazy as it did last year but it might help Kogan to gain a bit of a momentum. Happy to give it a go.