Kogan.com Ltd

ASX:KGN

Kogan.com Ltd

ASX:KGN
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$7.03 (+5.9%)
Last close price
#179
Rank
11
Held by
48
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PhilO
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Last edited 3 years ago
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#Bull Case
stale
PhilO
Added 3 years ago
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I really like the vertical integration online retailer/manufacturers like Kogan have. Provides the basis for long term differentiation and expansion and a bigger upside potential compared to others who just sell other brands on low margin and can mainly differentiate on price. Other companies that do this to differing extents - Arb, Lovisa, Nick Scali, Dusk and I think Adairs.