Kogan.com Ltd

ASX:KGN

Kogan.com Ltd

ASX:KGN
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$5.10 (-27.5%)
Last close price
#232
Rank
11
Held by
49
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wtsimis
Company Report
Last edited 2 years ago
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#115
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-10.2% pa
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#Management
stale
wtsimis
Added 2 years ago
View author's company report

Absolutely Bear,

Looking at the announcement the move of inventory held from $227m last year to $161m as of June 30th 2022 is a key driver especially considering the build up inventory of major US retailers such as Walmart and Target etc.

Could be that Kogan was ahead of the curve in this regard and takes 12months to cycle through

Time will tell