Company Report
Last edited 7 months ago
PerformanceCommunity EngagementCommunity Endorsement
Performance (19m)
-13.7% pa
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Added 7 months ago

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